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 2023
Institutional positions in Aberdeen Intermediate Income Fund as of Mar 31, 2023. 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
- 95
- +4 vs. Q4 2022
- Shares held
- 53.1M
- +1.13M (+2.2%) vs. Q4 2022
- Total value
- $147.0M
- +$3.78M (+2.6%) vs. Q4 2022
- New holders
- 15
- 24 more added
- Sold out
- 11
- 17 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 19,625,955 | $54.4M | 1.48% | +964,804+5.2% | Added |
| 1607 Capital Partners, LLC | 10,324,562 | $28.6M | 2.01% | −789,700−7.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,048,506 | $22.3M | 0.04% | −104,099−1.3% | Reduced |
| Karpus Management, Inc. | 4,129,550 | $11.4M | 0.36% | +372,616+9.9% | Added |
| Morgan Stanley | 2,481,853 | $6.87M | 0.00% | −321,883−11.5% | Reduced |
| Invesco Ltd. | 1,321,461 | $3.66M | 0.00% | −94,428−6.7% | Reduced |
| Relative Value Partners Group, LLC | 975,854 | $2.70M | 0.18% | +50,977+5.5% | Added |
| Ameriprise Financial Inc | 930,680 | $2.58M | 0.00% | +458,139+97.0% | Added |
| GraniteShares Advisors LLC | 504,999 | $1.40M | 1.24% | +504,999 | New |
| Bank of America Corp | 482,561 | $1.34M | 0.00% | −22,191−4.4% | Reduced |
| Transform Wealth, LLC | 459,000 | $1.27M | 0.12% | +459,000 | New |
| Evoke Wealth, LLC | 413,100 | $1.14M | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 293,200 | $809.2K | 0.01% | −18,000−5.8% | Reduced |
| Equitable Holdings, Inc. | 227,451 | $630.0K | 0.01% | +65,701+40.6% | Added |
| Advisor Group Holdings, Inc. | 207,935 | $576.0K | 0.00% | +4,104+2.0% | Added |
| Fortitude Advisory Group L.L.C. | 182,343 | $505.1K | 0.39% | +2,895+1.6% | Added |
| Ameritas Advisory Services, LLC | 163,529 | $453.0K | 0.02% | −150,091−47.9% | Reduced |
| UBS Group AG | 163,058 | $451.7K | 0.00% | +3,960+2.5% | Added |
| Stephens Inc | 130,305 | $360.9K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 118,979 | $329.6K | 0.01% | +650+0.5% | Added |
| Private Advisor Group, LLC | 110,629 | $306.4K | 0.00% | +4,477+4.2% | Added |
| Centaurus Financial, Inc. | 105,215 | $291.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 89,041 | $246.0K | 0.00% | +1,887+2.2% | Added |
| CWM, LLC | 81,973 | $227.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 77,257 | $214.0K | 0.00% | +25,867+50.3% | Added |
| Janney Montgomery Scott LLC | 68,029 | $188.0K | 0.00% | −19,144−22.0% | Reduced |
| Penbrook Management LLC | 66,929 | $185.4K | 0.15% | −1,500−2.2% | Reduced |
| Captrust Financial Advisors | 60,150 | $166.6K | 0.00% | +60,150 | New |
| Walleye Capital LLC | 59,375 | $164.5K | 0.00% | +41,633+234.7% | Added |
| Royal Bank of Canada | 57,725 | $160.0K | 0.00% | −1,352−2.3% | Reduced |
| Dynamic Advisor Solutions LLC | 54,559 | $151.1K | 0.01% | −3,784−6.5% | Reduced |
| Optimum Investment Advisors | 53,991 | $149.6K | 0.08% | 00.0% | Unchanged |
| Raymond James & Associates | 52,145 | $144.4K | 0.00% | +6,168+13.4% | Added |
| Atria Wealth Solutions, Inc. | 51,292 | $142.1K | 0.00% | −10,337−16.8% | Reduced |
| Smith, Moore & Co. | 50,506 | $139.9K | 0.02% | +1,887+3.9% | Added |
| Cresset Asset Management, LLC | 46,200 | $128.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 37,258 | $103.0K | 0.00% | +1,500+4.2% | Added |
| Cary Street Partner Investment Advisory LLC | 36,800 | $101.9K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 36,642 | $101.5K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 35,607 | $98.6K | 0.00% | +137+0.4% | Added |
| Assetmark, Inc | 34,760 | $96.3K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 32,000 | $88.6K | 0.04% | +32,000 | New |
| Elequin Capital LP | 31,000 | $85.9K | 0.06% | −4,571−12.9% | Reduced |
| Dakota Wealth Management | 30,475 | $84.4K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 29,292 | $81.1K | 0.01% | −7,270−19.9% | Reduced |
| TownSquare Capital, LLC | 29,202 | $80.9K | 0.00% | +29,202 | New |
| Greytown Advisors Inc. | 28,615 | $79.3K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 27,556 | $76.3K | 0.00% | −371,557−93.1% | Reduced |
| L.M. Kohn & Company | 26,625 | $73.8K | 0.03% | +97+0.4% | Added |
| The PNC Financial Services Group, Inc. | 24,526 | $67.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 23,428 | $65.0K | 0.00% | +1,485+6.8% | Added |
| Wolverine Asset Management LLC | 22,804 | $63.2K | 0.00% | +22,804 | New |
| XTX Topco Ltd | 22,779 | $63.1K | 0.01% | +22,779 | New |
| Cetera Advisor Networks LLC | 19,428 | $53.8K | 0.00% | +281+1.5% | Added |
| Raymond James Trust N.A. | 18,651 | $52.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 16,519 | $45.8K | 0.00% | +11+0.1% | Added |
| Smith, Salley & Associates | 16,310 | $45.2K | 0.00% | 00.0% | Unchanged |
| Philadelphia Trust Co | 16,100 | $45.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15,000 | $41.5K | 0.01% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 13,538 | $38.0K | 0.01% | +107+0.8% | Added |
| Jane Street Group, LLC | 12,929 | $35.8K | 0.00% | +12,929 | New |
| Truist Financial Corp | 11,750 | $32.5K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 11,280 | $31.2K | 0.00% | −781−6.5% | Reduced |
| Cetera Advisors LLC | 11,172 | $30.9K | 0.00% | +11,172 | New |
| Mariner, LLC | 10,891 | $30.0K | 0.00% | +10,891 | New |
| Level Four Advisory Services, LLC | 10,800 | $29.9K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,598 | $29.4K | 0.00% | +240+2.3% | Added |
| Rossmore Private Capital | 10,275 | $28.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 10,213 | $28.0K | 0.00% | +8,953+710.6% | Added |
| Stifel Financial Corp | 10,065 | $27.9K | 0.00% | +10,065 | New |
| Brave Asset Management Inc | 10,000 | $27.7K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,000 | $27.7K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 10,000 | $27.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 10,000 | $27.7K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,000 | $27.7K | 0.00% | +10,000 | New |
| Hazlett, Burt & Watson, Inc. | 6,000 | $17.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,000 | $11.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,000 | $11.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $10.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,511 | $9.72K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,050 | $5.68K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,291 | $4.00K | 0.00% | +1,291 | New |
| Umb Bank N A | 1,000 | $2.77K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $2.77K | 0.00% | +1,000 | New |
| EverSource Wealth Advisors, LLC | 892 | $2.47K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 872 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 631 | $1.75K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $1.39K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $1.11K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 400 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 314 | $870 | 0.00% | −314−50.0% | Reduced |
| Strategic Investment Solutions, Inc. | 163 | $452 | 0.00% | +163 | New |
| Key Financial Inc | 150 | $416 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $139 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 166 | $0 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −56,047−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −35,845−100.0% | Sold out |
| Jackson Hole Capital Partners, LLC | 0 | $0 | 0.00% | −32,327−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −19,544−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |