Aberdeen Intermediate Income Fund
MIN- Exchange
- NYSE
- SEC CIK
- 0000826735
In the last 90 days, Aberdeen Intermediate Income Fund insiders filed 1 open-market purchase and 0 sales; 81 institutions reported holding it in 13F filings for Q2 2026, worth $158.6M in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Aberdeen Intermediate Income Fund as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 81
- +2 vs. Q4 2021
- Shares held
- 45.2M
- +2.97M (+7.0%) vs. Q4 2021
- Total value
- $142.5M
- −$9.24M (−6.1%) vs. Q4 2021
- New holders
- 14
- 25 more added
- Sold out
- 12
- 13 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MIN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 81 | $158.6M |
| Q1 2026 | 85 | $153.0M |
| Q4 2025 | 86 | $155.9M |
| Q3 2025 | 84 | $159.6M |
| Q2 2025 | 87 | $162.6M |
| Q1 2025 | 90 | $156.0M |
| Q4 2024 | 88 | $152.8M |
| Q3 2024 | 98 | $151.4M |
| Q2 2024 | 92 | $147.2M |
| Q1 2024 | 97 | $143.7M |
| Q4 2023 | 101 | $147.7M |
| Q3 2023 | 91 | $145.8M |
| Q2 2023 | 92 | $147.7M |
| Q1 2023 | 95 | $147.0M |
| Q4 2022 | 91 | $143.3M |
| Q3 2022 | 84 | $139.8M |
| Q2 2022 | 81 | $143.5M |
| Q1 2022 | 81 | $142.5M |
| Q4 2021 | 81 | $151.8M |
| Q3 2021 | 81 | $145.4M |
| Q2 2021 | 81 | $152.5M |
| Q1 2021 | 83 | $157.5M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 150 | $0 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 400 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 166 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 631 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 498 | $2.00K | 0.00% | +498 | New |
| Steward Partners Investment Advisory, LLC | 628 | $2.00K | 0.00% | +628 | New |
| Umb Bank N A | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,050 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,250 | $7.09K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,511 | $11.0K | 0.00% | +3,511 | New |
| Concord Wealth Partners | 3,857 | $12.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,000 | $12.6K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 5,500 | $17.0K | 0.00% | +1,500+37.5% | Added |
| Hazlett, Burt & Watson, Inc. | 6,000 | $19.0K | 0.02% | +6,000 | New |
| Prospera Financial Services Inc | 6,000 | $19.0K | 0.00% | +6,000 | New |
| Rockefeller Capital Management L.P. | 7,050 | $21.0K | 0.00% | −1,800−20.3% | Reduced |
| Rossmore Private Capital | 10,275 | $32.0K | 0.00% | 00.0% | Unchanged |
| Brave Asset Management Inc | 10,000 | $32.0K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,800 | $34.0K | 0.00% | −421−3.8% | Reduced |
| Truist Financial Corp | 11,750 | $37.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,616 | $37.0K | 0.00% | +268+2.4% | Added |
| Cetera Advisor Networks LLC | 12,088 | $38.0K | 0.00% | +12,088 | New |
| SeaCrest Wealth Management, LLC | 12,225 | $39.0K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 12,818 | $40.0K | 0.00% | +2,113+19.7% | Added |
| SignalPoint Asset Management, LLC | 13,114 | $41.0K | 0.01% | +97+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,677 | $43.0K | 0.01% | +2,273+19.9% | Added |
| NVWM, LLC | 15,000 | $47.0K | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 15,746 | $50.0K | 0.02% | +15,746 | New |
| Philadelphia Trust Co | 16,100 | $51.0K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,375 | $52.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 16,421 | $52.0K | 0.00% | +2,438+17.4% | Added |
| Smith, Salley & Associates | 18,325 | $58.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 18,651 | $59.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 19,692 | $62.0K | 0.00% | +19,692 | New |
| The PNC Financial Services Group, Inc. | 24,526 | $78.0K | 0.00% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 29,319 | $92.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,186 | $92.0K | 0.00% | +7,318+33.5% | Added |
| LPL Financial LLC | 29,353 | $92.0K | 0.00% | +7,905+36.9% | Added |
| Assetmark, Inc | 34,760 | $109.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 36,142 | $114.0K | 0.00% | +15,073+71.5% | Added |
| Karpus Management, Inc. | 36,456 | $115.0K | 0.00% | +36,456 | New |
| Raymond James Financial Services Advisors, Inc. | 42,366 | $133.0K | 0.00% | −1,325−3.0% | Reduced |
| Wells Fargo & Company | 43,008 | $136.0K | 0.00% | −990−2.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 43,127 | $136.0K | 0.04% | +1,500+3.6% | Added |
| Dixon Hubard Feinour & Brown Inc | 44,050 | $139.0K | 0.01% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 46,200 | $146.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 48,700 | $153.0K | 0.00% | +150.0% | Added |
| Pekin Hardy Strauss, Inc. | 49,342 | $155.0K | 0.02% | +1,642+3.4% | Added |
| Smith, Moore & Co. | 52,394 | $165.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 53,991 | $170.0K | 0.07% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 57,265 | $180.0K | 0.09% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 67,119 | $211.0K | 0.00% | +67,119 | New |
| Oppenheimer & Co Inc | 76,429 | $241.0K | 0.00% | −15,830−17.2% | Reduced |
| CWM, LLC | 83,273 | $262.0K | 0.00% | −82,750−49.8% | Reduced |
| Stephens Inc | 90,305 | $284.0K | 0.00% | +16,000+21.5% | Added |
| Dynamic Advisor Solutions LLC | 91,516 | $288.0K | 0.02% | +7,907+9.5% | Added |
| Commonwealth Equity Services, LLC | 105,257 | $331.0K | 0.00% | +9,448+9.9% | Added |
| Penbrook Management LLC | 113,429 | $357.0K | 0.23% | −3,000−2.6% | Reduced |
| Landscape Capital Management, L.L.C. | 115,128 | $363.0K | 0.05% | +115,128 | New |
| Advisor Group Holdings, Inc. | 119,219 | $376.0K | 0.00% | −2,142−1.8% | Reduced |
| Susquehanna International Group, LLP | 122,927 | $387.0K | 0.00% | +122,927 | New |
| Janney Montgomery Scott LLC | 135,003 | $425.0K | 0.00% | +28,720+27.0% | Added |
| Fortitude Advisory Group L.L.C. | 168,812 | $532.0K | 0.29% | +7,783+4.8% | Added |
| Relative Value Partners Group, LLC | 190,194 | $599.0K | 0.04% | +190,194 | New |
| Ameritas Advisory Services, LLC | 203,107 | $640.0K | 0.02% | +13,506+7.1% | Added |
| UBS Group AG | 204,592 | $645.0K | 0.00% | −71,265−25.8% | Reduced |
| Wolverine Asset Management LLC | 249,090 | $784.0K | 0.01% | +249,090 | New |
| GWM Advisors LLC | 311,812 | $982.0K | 0.02% | +16,100+5.4% | Added |
| Ameriprise Financial Inc | 324,931 | $1.02M | 0.00% | +13,860+4.5% | Added |
| Evoke Wealth, LLC | 439,767 | $1.39M | 0.05% | −301,229−40.7% | Reduced |
| Bank of America Corp | 665,442 | $2.10M | 0.00% | +146,355+28.2% | Added |
| Morgan Stanley | 937,646 | $2.95M | 0.00% | −1,708−0.2% | Reduced |
| Invesco Ltd. | 1,403,883 | $4.42M | 0.00% | −35,969−2.5% | Reduced |
| 1607 Capital Partners, LLC | 2,514,024 | $7.92M | 0.46% | +969,665+62.8% | Added |
| Parametric Portfolio Associates LLC | 2,928,912 | $9.23M | 0.00% | +518,906+21.5% | Added |
| Allspring Global Investments Holdings, LLC | 6,097,995 | $19.2M | 0.02% | +1,074,567+21.4% | Added |
| Centaurus Financial, Inc. | 12,411,227 | $39.1M | 3.09% | +51,579+0.4% | Added |
| Sit Investment Associates Inc | 14,058,058 | $44.3M | 1.19% | −108,463−0.8% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −99,409−100.0% | Sold out |
| Boenning & Scattergood, Inc. | 0 | $0 | 0.00% | −21,540−100.0% | Sold out |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −15,840−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,877−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −4,028−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −2,841−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Castle Financial & Retirement Planning Associates, Inc. | – | – | – | – | Not filed |