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, Q2 2023
Institutional positions in Aberdeen Intermediate Income Fund as of Jun 30, 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
- 92
- −3 vs. Q1 2023
- Shares held
- 53.9M
- +823.7K (+1.6%) vs. Q1 2023
- Total value
- $147.7M
- +$682.3K (+0.5%) vs. Q1 2023
- New holders
- 6
- 25 more added
- Sold out
- 9
- 26 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 19,690,850 | $54.0M | 1.41% | +64,895+0.3% | Added |
| 1607 Capital Partners, LLC | 10,154,662 | $27.8M | 1.99% | −169,900−1.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,222,126 | $22.5M | 0.04% | +173,620+2.2% | Added |
| Karpus Management, Inc. | 5,263,538 | $14.4M | 0.45% | +1,133,988+27.5% | Added |
| Morgan Stanley | 2,410,757 | $6.61M | 0.00% | −71,096−2.9% | Reduced |
| Invesco Ltd. | 1,024,595 | $2.81M | 0.00% | −296,866−22.5% | Reduced |
| Ameriprise Financial Inc | 945,796 | $2.59M | 0.00% | +15,116+1.6% | Added |
| UBS Group AG | 862,787 | $2.36M | 0.00% | +699,729+429.1% | Added |
| GraniteShares Advisors LLC | 499,683 | $1.37M | 1.23% | −5,316−1.1% | Reduced |
| Transform Wealth, LLC | 459,000 | $1.26M | 0.11% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 450,255 | $1.23M | 0.08% | −525,599−53.9% | Reduced |
| Evoke Wealth, LLC | 377,000 | $1.03M | 0.04% | −36,100−8.7% | Reduced |
| Bank of America Corp | 355,089 | $972.9K | 0.00% | −127,472−26.4% | Reduced |
| Equitable Holdings, Inc. | 321,899 | $882.0K | 0.01% | +94,448+41.5% | Added |
| GWM Advisors LLC | 299,600 | $820.9K | 0.01% | +6,400+2.2% | Added |
| Advisor Group Holdings, Inc. | 207,716 | $569.1K | 0.00% | −219−0.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 203,922 | $558.7K | 0.41% | +21,579+11.8% | Added |
| Ameritas Advisory Services, LLC | 153,813 | $429.1K | 0.06% | −9,716−5.9% | Reduced |
| Stephens Inc | 131,555 | $360.5K | 0.01% | +1,250+1.0% | Added |
| Captrust Financial Advisors | 114,497 | $313.7K | 0.00% | +54,347+90.4% | Added |
| Private Advisor Group, LLC | 108,707 | $303.2K | 0.00% | −1,922−1.7% | Reduced |
| Oppenheimer & Co Inc | 98,979 | $271.2K | 0.01% | −20,000−16.8% | Reduced |
| CWM, LLC | 81,973 | $225.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 73,187 | $200.5K | 0.00% | −4,070−5.3% | Reduced |
| Commonwealth Equity Services, LLC | 70,721 | $194.0K | 0.00% | −18,320−20.6% | Reduced |
| Janney Montgomery Scott LLC | 68,989 | $189.0K | 0.00% | +960+1.4% | Added |
| Penbrook Management LLC | 66,129 | $181.2K | 0.13% | −800−1.2% | Reduced |
| Royal Bank of Canada | 57,742 | $158.0K | 0.00% | +170.0% | Added |
| LPL Financial LLC | 54,238 | $148.6K | 0.00% | +37,719+228.3% | Added |
| Optimum Investment Advisors | 53,991 | $147.9K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 52,506 | $143.9K | 0.02% | +2,000+4.0% | Added |
| Melfa Wealth Management, LLC | 50,633 | $138.7K | 0.14% | +50,633 | New |
| Atria Wealth Solutions, Inc. | 48,870 | $133.9K | 0.00% | −2,422−4.7% | Reduced |
| Cresset Asset Management, LLC | 46,200 | $126.6K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 44,687 | $122.4K | 0.01% | −9,872−18.1% | Reduced |
| Raymond James & Associates | 42,032 | $115.2K | 0.00% | −10,113−19.4% | Reduced |
| Centaurus Financial, Inc. | 40,000 | $110.0K | 0.01% | −65,215−62.0% | Reduced |
| Dakota Wealth Management | 38,275 | $104.9K | 0.00% | +7,800+25.6% | Added |
| Cary Street Partner Investment Advisory LLC | 36,800 | $100.8K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 36,396 | $99.7K | 0.00% | +789+2.2% | Added |
| Assetmark, Inc | 34,760 | $95.2K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 30,036 | $83.0K | 0.00% | −7,222−19.4% | Reduced |
| HRT Financial LP | 29,265 | $80.0K | 0.00% | +29,265 | New |
| TownSquare Capital, LLC | 29,138 | $79.8K | 0.00% | −64−0.2% | Reduced |
| Portside Wealth Group, LLC | 29,138 | $79.8K | 0.01% | +29,138 | New |
| Greytown Advisors Inc. | 28,615 | $78.4K | 0.04% | 00.0% | Unchanged |
| L.M. Kohn & Company | 26,724 | $73.2K | 0.03% | +99+0.4% | Added |
| The PNC Financial Services Group, Inc. | 26,608 | $72.9K | 0.00% | +2,082+8.5% | Added |
| Pekin Hardy Strauss, Inc. | 25,821 | $70.8K | 0.01% | −10,821−29.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,417 | $67.0K | 0.00% | +989+4.2% | Added |
| Cetera Advisor Networks LLC | 19,712 | $54.0K | 0.00% | +284+1.5% | Added |
| Raymond James Trust N.A. | 18,651 | $51.0K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 18,349 | $50.3K | 0.01% | +18,349 | New |
| Susquehanna International Group, LLP | 17,521 | $48.0K | 0.00% | −10,035−36.4% | Reduced |
| Smith, Salley & Associates | 16,310 | $44.7K | 0.00% | 00.0% | Unchanged |
| Philadelphia Trust Co | 16,100 | $44.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15,000 | $41.1K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,996 | $38.3K | 0.00% | +13,996 | New |
| SignalPoint Asset Management, LLC | 13,650 | $37.4K | 0.01% | +112+0.8% | Added |
| Jane Street Group, LLC | 13,644 | $37.4K | 0.00% | +715+5.5% | Added |
| Truist Financial Corp | 11,750 | $32.2K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 11,350 | $31.1K | 0.00% | +550+5.1% | Added |
| Cetera Advisors LLC | 11,172 | $30.6K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,814 | $29.6K | 0.00% | +216+2.0% | Added |
| Rossmore Private Capital | 10,275 | $28.2K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,274 | $28.2K | 0.00% | +209+2.1% | Added |
| Brave Asset Management Inc | 10,000 | $27.4K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,000 | $27.4K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 10,000 | $27.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 10,000 | $27.4K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,000 | $16.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,233 | $11.6K | 0.00% | −5,980−58.6% | Reduced |
| Monetary Management Group Inc | 4,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $10.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,511 | $9.62K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,050 | $5.62K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,730 | $4.74K | 0.00% | +1,730 | New |
| Tower Research Capital LLC (TRC) | 1,107 | $3.03K | 0.00% | −184−14.3% | Reduced |
| Umb Bank N A | 1,000 | $2.74K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $2.74K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 872 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 631 | $1.73K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $1.37K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $1.10K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 392 | $1.07K | 0.00% | −500−56.1% | Reduced |
| Highlander Capital Management, LLC | 400 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 314 | $860 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 163 | $455 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $411 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 83 | $227 | 0.00% | −83−50.0% | Reduced |
| Sittner & Nelson, LLC | 50 | $137 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 0 | $0 | 0.00% | −59,375−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −29,292−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −22,804−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −22,779−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −11,280−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,891−100.0% | Sold out |