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 |
|---|---|---|---|---|---|
| Retirement Group, LLC | 166 | $0 | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 46,200 | $130 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $138 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 83 | $229 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $422 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 282 | $778 | 0.00% | +282 | New |
| Highlander Capital Management, LLC | 400 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $1.10K | 0.00% | +400 | New |
| SOA Wealth Advisors, LLC. | 500 | $1.38K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 628 | $1.73K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 631 | $1.74K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 464 | $2.00K | 0.00% | −34−6.8% | Reduced |
| Centerpoint Advisors, LLC | 872 | $2.00K | 0.00% | +872 | New |
| EverSource Wealth Advisors, LLC | 892 | $2.46K | 0.00% | +500+127.6% | Added |
| 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 |
| Prestige Wealth Management Group LLC | 2,050 | $5.66K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,445 | $6.75K | 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 |
| Rockefeller Capital Management L.P. | 3,600 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,511 | $9.69K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $10.6K | 0.00% | +3,857 | New |
| 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 |
| Hazlett, Burt & Watson, Inc. | 6,000 | $17.0K | 0.01% | 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 |
| Rossmore Private Capital | 10,275 | $28.4K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,358 | $28.6K | 0.00% | +234+2.3% | Added |
| Level Four Advisory Services, LLC | 10,800 | $29.8K | 0.00% | +10,800 | New |
| Truist Financial Corp | 11,750 | $32.4K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 12,061 | $33.3K | 0.00% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 13,431 | $37.0K | 0.01% | +108+0.8% | Added |
| NVWM, LLC | 15,000 | $41.4K | 0.02% | 00.0% | Unchanged |
| Philadelphia Trust Co | 16,100 | $44.0K | 0.00% | 00.0% | Unchanged |
| Smith, Salley & Associates | 16,310 | $45.0K | 0.00% | −2,015−11.0% | Reduced |
| LPL Financial LLC | 16,508 | $45.6K | 0.00% | −3,990−19.5% | Reduced |
| Walleye Capital LLC | 17,742 | $49.0K | 0.00% | +17,742 | New |
| Raymond James Trust N.A. | 18,651 | $51.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 19,147 | $52.8K | 0.00% | +7,059+58.4% | Added |
| Aristides Capital LLC | 19,544 | $53.9K | 0.03% | +19,544 | New |
| Cambridge Investment Research Advisors, Inc. | 21,943 | $61.0K | 0.00% | +19+0.1% | Added |
| The PNC Financial Services Group, Inc. | 24,526 | $67.7K | 0.00% | −2,894−10.6% | Reduced |
| L.M. Kohn & Company | 26,528 | $73.2K | 0.03% | +96+0.4% | Added |
| Greytown Advisors Inc. | 28,615 | $79.0K | 0.04% | 00.0% | Unchanged |
| Dakota Wealth Management | 30,475 | $84.1K | 0.01% | +30,475 | New |
| Jackson Hole Capital Partners, LLC | 32,327 | $89.2K | 0.03% | −10,800−25.0% | Reduced |
| Assetmark, Inc | 34,760 | $95.9K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 35,470 | $97.9K | 0.00% | −3,861−9.8% | Reduced |
| Elequin Capital LP | 35,571 | $98.2K | 0.03% | +35,571 | New |
| Citadel Advisors LLC | 35,845 | $98.9K | 0.00% | +35,845 | New |
| HighTower Advisors, LLC | 35,758 | $99.0K | 0.00% | +24,958+231.1% | Added |
| Landscape Capital Management, L.L.C. | 36,562 | $100.9K | 0.01% | −99,855−73.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 36,642 | $101.1K | 0.02% | −2,700−6.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 36,800 | $101.6K | 0.01% | −4,250−10.4% | Reduced |
| Raymond James & Associates | 45,977 | $126.9K | 0.00% | +6,685+17.0% | Added |
| Smith, Moore & Co. | 48,619 | $134.2K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 51,390 | $141.8K | 0.00% | +6,248+13.8% | Added |
| Optimum Investment Advisors | 53,991 | $149.0K | 0.08% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 56,047 | $154.7K | 0.01% | +56,047 | New |
| Dynamic Advisor Solutions LLC | 58,343 | $161.0K | 0.01% | −4,398−7.0% | Reduced |
| Royal Bank of Canada | 59,077 | $163.0K | 0.00% | +160.0% | Added |
| Atria Wealth Solutions, Inc. | 61,629 | $170.1K | 0.00% | +75+0.1% | Added |
| Penbrook Management LLC | 68,429 | $188.9K | 0.16% | −43,500−38.9% | Reduced |
| CWM, LLC | 81,973 | $226.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 87,154 | $240.0K | 0.00% | +7,026+8.8% | Added |
| Janney Montgomery Scott LLC | 87,173 | $241.0K | 0.00% | −18,502−17.5% | Reduced |
| Private Advisor Group, LLC | 106,152 | $287.0K | 0.01% | +4,976+4.9% | Added |
| Centaurus Financial, Inc. | 105,215 | $290.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 118,329 | $326.6K | 0.01% | +40,640+52.3% | Added |
| Stephens Inc | 130,305 | $359.6K | 0.01% | +10,000+8.3% | Added |
| UBS Group AG | 159,098 | $439.1K | 0.00% | −30,752−16.2% | Reduced |
| Equitable Holdings, Inc. | 161,750 | $446.4K | 0.01% | +147,750+1,055.4% | Added |
| Fortitude Advisory Group L.L.C. | 179,448 | $495.3K | 0.43% | +1,824+1.0% | Added |
| Advisor Group Holdings, Inc. | 203,831 | $563.2K | 0.00% | +38,884+23.6% | Added |
| GWM Advisors LLC | 311,200 | $858.9K | 0.02% | −9,600−3.0% | Reduced |
| Ameritas Advisory Services, LLC | 313,620 | $865.6K | 0.04% | +138,077+78.7% | Added |
| Susquehanna International Group, LLP | 399,113 | $1.10M | 0.00% | −861,671−68.3% | Reduced |
| Evoke Wealth, LLC | 413,100 | $1.14M | 0.04% | −26,667−6.1% | Reduced |
| Ameriprise Financial Inc | 472,541 | $1.30M | 0.00% | +115,377+32.3% | Added |
| Bank of America Corp | 504,752 | $1.39M | 0.00% | −221,128−30.5% | Reduced |
| Relative Value Partners Group, LLC | 924,877 | $2.55M | 0.18% | +317,639+52.3% | Added |
| Invesco Ltd. | 1,415,889 | $3.91M | 0.00% | +1,874+0.1% | Added |
| Morgan Stanley | 2,803,736 | $7.74M | 0.00% | +104,358+3.9% | Added |
| Karpus Management, Inc. | 3,756,934 | $10.4M | 0.35% | +1,975,263+110.9% | Added |
| Allspring Global Investments Holdings, LLC | 8,152,605 | $22.5M | 0.04% | +176,824+2.2% | Added |
| 1607 Capital Partners, LLC | 11,114,262 | $30.7M | 2.11% | +284,100+2.6% | Added |
| Sit Investment Associates Inc | 18,661,151 | $51.5M | 1.44% | −16,712−0.1% | Reduced |
| 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 |