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