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, Q4 2022
Institutional positions in Aberdeen Intermediate Income Fund as of Dec 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
- 91
- +9 vs. Q3 2022
- Shares held
- 52.0M
- +2.22M (+4.5%) vs. Q3 2022
- Total value
- $143.3M
- +$3.52M (+2.5%) vs. Q3 2022
- New holders
- 15
- 26 more added
- Sold out
- 6
- 18 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 18,661,151 | $51.5M | 1.44% | −16,712−0.1% | Reduced |
| 1607 Capital Partners, LLC | 11,114,262 | $30.7M | 2.11% | +284,100+2.6% | Added |
| Allspring Global Investments Holdings, LLC | 8,152,605 | $22.5M | 0.04% | +176,824+2.2% | Added |
| Karpus Management, Inc. | 3,756,934 | $10.4M | 0.35% | +1,975,263+110.9% | Added |
| Morgan Stanley | 2,803,736 | $7.74M | 0.00% | +104,358+3.9% | Added |
| Invesco Ltd. | 1,415,889 | $3.91M | 0.00% | +1,874+0.1% | Added |
| Relative Value Partners Group, LLC | 924,877 | $2.55M | 0.18% | +317,639+52.3% | Added |
| Bank of America Corp | 504,752 | $1.39M | 0.00% | −221,128−30.5% | Reduced |
| Ameriprise Financial Inc | 472,541 | $1.30M | 0.00% | +115,377+32.3% | Added |
| Evoke Wealth, LLC | 413,100 | $1.14M | 0.04% | −26,667−6.1% | Reduced |
| Susquehanna International Group, LLP | 399,113 | $1.10M | 0.00% | −861,671−68.3% | Reduced |
| Ameritas Advisory Services, LLC | 313,620 | $865.6K | 0.04% | +138,077+78.7% | Added |
| GWM Advisors LLC | 311,200 | $858.9K | 0.02% | −9,600−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 203,831 | $563.2K | 0.00% | +38,884+23.6% | Added |
| Fortitude Advisory Group L.L.C. | 179,448 | $495.3K | 0.43% | +1,824+1.0% | Added |
| Equitable Holdings, Inc. | 161,750 | $446.4K | 0.01% | +147,750+1,055.4% | Added |
| UBS Group AG | 159,098 | $439.1K | 0.00% | −30,752−16.2% | Reduced |
| Stephens Inc | 130,305 | $359.6K | 0.01% | +10,000+8.3% | Added |
| Oppenheimer & Co Inc | 118,329 | $326.6K | 0.01% | +40,640+52.3% | Added |
| Centaurus Financial, Inc. | 105,215 | $290.0K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 106,152 | $287.0K | 0.01% | +4,976+4.9% | Added |
| Janney Montgomery Scott LLC | 87,173 | $241.0K | 0.00% | −18,502−17.5% | Reduced |
| Commonwealth Equity Services, LLC | 87,154 | $240.0K | 0.00% | +7,026+8.8% | Added |
| CWM, LLC | 81,973 | $226.0K | 0.00% | 00.0% | Unchanged |
| Penbrook Management LLC | 68,429 | $188.9K | 0.16% | −43,500−38.9% | Reduced |
| Atria Wealth Solutions, Inc. | 61,629 | $170.1K | 0.00% | +75+0.1% | Added |
| Royal Bank of Canada | 59,077 | $163.0K | 0.00% | +160.0% | Added |
| Dynamic Advisor Solutions LLC | 58,343 | $161.0K | 0.01% | −4,398−7.0% | Reduced |
| Money Concepts Capital Corp | 56,047 | $154.7K | 0.01% | +56,047 | New |
| Optimum Investment Advisors | 53,991 | $149.0K | 0.08% | 00.0% | Unchanged |
| Wells Fargo & Company | 51,390 | $141.8K | 0.00% | +6,248+13.8% | Added |
| Smith, Moore & Co. | 48,619 | $134.2K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 45,977 | $126.9K | 0.00% | +6,685+17.0% | Added |
| Cary Street Partner Investment Advisory LLC | 36,800 | $101.6K | 0.01% | −4,250−10.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 36,642 | $101.1K | 0.02% | −2,700−6.9% | Reduced |
| Landscape Capital Management, L.L.C. | 36,562 | $100.9K | 0.01% | −99,855−73.2% | Reduced |
| HighTower Advisors, LLC | 35,758 | $99.0K | 0.00% | +24,958+231.1% | Added |
| Citadel Advisors LLC | 35,845 | $98.9K | 0.00% | +35,845 | New |
| Elequin Capital LP | 35,571 | $98.2K | 0.03% | +35,571 | New |
| Raymond James Financial Services Advisors, Inc. | 35,470 | $97.9K | 0.00% | −3,861−9.8% | Reduced |
| Assetmark, Inc | 34,760 | $95.9K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 32,327 | $89.2K | 0.03% | −10,800−25.0% | Reduced |
| Dakota Wealth Management | 30,475 | $84.1K | 0.01% | +30,475 | New |
| Greytown Advisors Inc. | 28,615 | $79.0K | 0.04% | 00.0% | Unchanged |
| L.M. Kohn & Company | 26,528 | $73.2K | 0.03% | +96+0.4% | Added |
| The PNC Financial Services Group, Inc. | 24,526 | $67.7K | 0.00% | −2,894−10.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,943 | $61.0K | 0.00% | +19+0.1% | Added |
| Aristides Capital LLC | 19,544 | $53.9K | 0.03% | +19,544 | New |
| Cetera Advisor Networks LLC | 19,147 | $52.8K | 0.00% | +7,059+58.4% | Added |
| Raymond James Trust N.A. | 18,651 | $51.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 17,742 | $49.0K | 0.00% | +17,742 | New |
| LPL Financial LLC | 16,508 | $45.6K | 0.00% | −3,990−19.5% | Reduced |
| Smith, Salley & Associates | 16,310 | $45.0K | 0.00% | −2,015−11.0% | Reduced |
| Philadelphia Trust Co | 16,100 | $44.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15,000 | $41.4K | 0.02% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 13,431 | $37.0K | 0.01% | +108+0.8% | Added |
| SeaCrest Wealth Management, LLC | 12,061 | $33.3K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 11,750 | $32.4K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,800 | $29.8K | 0.00% | +10,800 | New |
| Avantax Advisory Services, Inc. | 10,358 | $28.6K | 0.00% | +234+2.3% | Added |
| Rossmore Private Capital | 10,275 | $28.4K | 0.00% | 00.0% | Unchanged |
| Brave Asset Management Inc | 10,000 | $27.6K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,000 | $27.6K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 10,000 | $27.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 10,000 | $27.6K | 0.01% | +10,000 | New |
| Hazlett, Burt & Watson, Inc. | 6,000 | $17.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $10.6K | 0.00% | +3,857 | New |
| Global Retirement Partners, LLC | 3,511 | $9.69K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,600 | $9.00K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,000 | $8.28K | 0.00% | +3,000 | New |
| Fortis Capital Advisors, LLC | 3,000 | $8.28K | 0.00% | +3,000 | New |
| Gradient Investments LLC | 2,445 | $6.75K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,050 | $5.66K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,260 | $3.00K | 0.00% | +1,260 | New |
| EverSource Wealth Advisors, LLC | 892 | $2.46K | 0.00% | +500+127.6% | Added |
| IFP Advisors, Inc | 464 | $2.00K | 0.00% | −34−6.8% | Reduced |
| Centerpoint Advisors, LLC | 872 | $2.00K | 0.00% | +872 | New |
| Albion Financial Group | 631 | $1.74K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 628 | $1.73K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $1.38K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $1.10K | 0.00% | +400 | New |
| Highlander Capital Management, LLC | 400 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 282 | $778 | 0.00% | +282 | New |
| Key Financial Inc | 150 | $422 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 83 | $229 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $138 | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 46,200 | $130 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 166 | $0 | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −13,524−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −12,037−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −11,299−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −448−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |