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, Q3 2022
Institutional positions in Aberdeen Intermediate Income Fund as of Sep 30, 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
- 84
- +4 vs. Q2 2022
- Shares held
- 49.7M
- +1.48M (+3.1%) vs. Q2 2022
- Total value
- $139.8M
- −$3.55M (−2.5%) vs. Q2 2022
- New holders
- 10
- 27 more added
- Sold out
- 6
- 13 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Group, LLC | 166 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $0 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 83 | $0 | 0.00% | +83 | New |
| HighMark Wealth Management LLC | 100 | $0 | 0.00% | +100 | New |
| Highlander Capital Management, LLC | 400 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 448 | $1.00K | 0.00% | +448 | New |
| EverSource Wealth Advisors, LLC | 392 | $1.00K | 0.00% | +392 | New |
| Albion Financial Group | 631 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 498 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 628 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 | $6.32K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,445 | $7.00K | 0.00% | +2,445 | New |
| Rockefeller Capital Management L.P. | 3,600 | $10.0K | 0.00% | −3,747−51.0% | Reduced |
| Global Retirement Partners, LLC | 3,511 | $10.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,000 | $11.0K | 0.00% | −1,500−27.3% | Reduced |
| Anchor Investment Management, LLC | 4,000 | $11.2K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,000 | $17.0K | 0.02% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 6,125 | $17.0K | 0.00% | +6,125 | New |
| Avantax Advisory Services, Inc. | 10,124 | $28.0K | 0.00% | −1,766−14.9% | Reduced |
| Brave Asset Management Inc | 10,000 | $28.0K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,000 | $28.0K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 10,000 | $28.0K | 0.00% | +10,000 | New |
| Rossmore Private Capital | 10,275 | $29.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,800 | $30.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 11,299 | $32.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 11,750 | $33.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 12,088 | $34.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 12,061 | $34.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 12,037 | $34.0K | 0.00% | +12,037 | New |
| SignalPoint Asset Management, LLC | 13,323 | $37.0K | 0.01% | +104+0.8% | Added |
| Park Avenue Securities LLC | 13,524 | $38.0K | 0.00% | −353−2.5% | Reduced |
| Equitable Holdings, Inc. | 14,000 | $39.0K | 0.00% | +14,000 | New |
| NVWM, LLC | 15,000 | $42.0K | 0.02% | 00.0% | Unchanged |
| Philadelphia Trust Co | 16,100 | $45.0K | 0.01% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 16,000 | $45.0K | 0.02% | +16,000 | New |
| Smith, Salley & Associates | 18,325 | $51.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 18,651 | $52.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 20,498 | $58.0K | 0.00% | +1,011+5.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,924 | $62.0K | 0.00% | −281−1.3% | Reduced |
| L.M. Kohn & Company | 26,432 | $75.0K | 0.04% | +10,593+66.9% | Added |
| The PNC Financial Services Group, Inc. | 27,420 | $76.0K | 0.00% | +2,894+11.8% | Added |
| Greytown Advisors Inc. | 28,615 | $80.0K | 0.05% | 00.0% | Unchanged |
| Assetmark, Inc | 34,760 | $98.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 39,292 | $110.0K | 0.00% | +76+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 39,331 | $111.0K | 0.00% | −3,242−7.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 39,342 | $111.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 41,050 | $115.0K | 0.01% | +11,700+39.9% | Added |
| Jackson Hole Capital Partners, LLC | 43,127 | $121.0K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 45,142 | $126.0K | 0.00% | +3,268+7.8% | Added |
| Cresset Asset Management, LLC | 46,200 | $130.0K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 48,619 | $137.0K | 0.02% | +3,725+8.3% | Added |
| Optimum Investment Advisors | 53,991 | $152.0K | 0.08% | 00.0% | Unchanged |
| Royal Bank of Canada | 59,061 | $166.0K | 0.00% | +10,344+21.2% | Added |
| Atria Wealth Solutions, Inc. | 61,554 | $173.0K | 0.00% | +41,399+205.4% | Added |
| Dynamic Advisor Solutions LLC | 62,741 | $176.0K | 0.01% | −21,549−25.6% | Reduced |
| Oppenheimer & Co Inc | 77,689 | $218.0K | 0.01% | +637+0.8% | Added |
| Commonwealth Equity Services, LLC | 80,128 | $225.0K | 0.00% | −15,777−16.5% | Reduced |
| CWM, LLC | 81,973 | $230.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 101,176 | $284.0K | 0.00% | +86,861+606.8% | Added |
| Centaurus Financial, Inc. | 105,215 | $296.0K | 0.03% | −7,236,639−98.6% | Reduced |
| Janney Montgomery Scott LLC | 105,675 | $297.0K | 0.00% | −1,999−1.9% | Reduced |
| Penbrook Management LLC | 111,929 | $315.0K | 0.27% | −1,500−1.3% | Reduced |
| Stephens Inc | 120,305 | $338.0K | 0.01% | +30,000+33.2% | Added |
| Landscape Capital Management, L.L.C. | 136,417 | $383.0K | 0.05% | +14,462+11.9% | Added |
| Advisor Group Holdings, Inc. | 164,947 | $465.0K | 0.00% | +52,835+47.1% | Added |
| Ameritas Advisory Services, LLC | 175,543 | $493.0K | 0.03% | −5,007−2.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 177,624 | $499.0K | 0.48% | +1,771+1.0% | Added |
| UBS Group AG | 189,850 | $533.0K | 0.00% | +2,242+1.2% | Added |
| GWM Advisors LLC | 320,800 | $901.0K | 0.01% | +599+0.2% | Added |
| Ameriprise Financial Inc | 357,164 | $1.00M | 0.00% | +31,011+9.5% | Added |
| Evoke Wealth, LLC | 439,767 | $1.24M | 0.05% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 607,238 | $1.71M | 0.14% | +165,076+37.3% | Added |
| Bank of America Corp | 725,880 | $2.04M | 0.00% | +44,177+6.5% | Added |
| Susquehanna International Group, LLP | 1,260,784 | $3.54M | 0.01% | +553,627+78.3% | Added |
| Invesco Ltd. | 1,414,015 | $3.97M | 0.00% | +17,514+1.3% | Added |
| Karpus Management, Inc. | 1,781,671 | $5.01M | 0.18% | +1,093,385+158.9% | Added |
| Morgan Stanley | 2,699,378 | $7.59M | 0.00% | −340,811−11.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,975,781 | $22.4M | 0.04% | +1,552,219+24.2% | Added |
| 1607 Capital Partners, LLC | 10,830,162 | $30.4M | 2.35% | +1,748,600+19.3% | Added |
| Sit Investment Associates Inc | 18,677,863 | $52.5M | 1.57% | +3,716,560+24.8% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −71,887−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −38,295−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −14,102−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −10,354−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −3,857−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Dixon Hubard Feinour & Brown Inc | – | – | – | – | Not filed |