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