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, Q3 2023
Institutional positions in Aberdeen Intermediate Income Fund as of Sep 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
- 91
- −1 vs. Q2 2023
- Shares held
- 54.4M
- +487.0K (+0.9%) vs. Q2 2023
- Total value
- $145.8M
- −$1.95M (−1.3%) vs. Q2 2023
- New holders
- 10
- 23 more added
- Sold out
- 11
- 17 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 20,959,974 | $56.2M | 1.54% | +1,269,124+6.4% | Added |
| 1607 Capital Partners, LLC | 10,154,662 | $27.2M | 2.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,222,126 | $22.0M | 0.04% | 00.0% | Unchanged |
| Karpus Management, Inc. | 5,119,384 | $13.7M | 0.46% | −144,154−2.7% | Reduced |
| Morgan Stanley | 1,732,515 | $4.64M | 0.00% | −678,242−28.1% | Reduced |
| Invesco Ltd. | 1,154,925 | $3.10M | 0.00% | +130,330+12.7% | Added |
| Ameriprise Financial Inc | 959,383 | $2.57M | 0.00% | +13,587+1.4% | Added |
| UBS Group AG | 829,117 | $2.22M | 0.00% | −33,670−3.9% | Reduced |
| GraniteShares Advisors LLC | 519,614 | $1.39M | 1.30% | +19,931+4.0% | Added |
| Evoke Wealth, LLC | 377,000 | $1.01M | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 365,621 | $979.9K | 0.00% | +10,532+3.0% | Added |
| Equitable Holdings, Inc. | 356,421 | $955.2K | 0.01% | +34,522+10.7% | Added |
| Relative Value Partners Group, LLC | 299,753 | $803.3K | 0.05% | −150,502−33.4% | Reduced |
| GWM Advisors LLC | 247,500 | $663.3K | 0.01% | −52,100−17.4% | Reduced |
| Transform Wealth, LLC | 237,594 | $636.8K | 0.07% | −221,406−48.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 213,185 | $571.3K | 0.39% | +9,263+4.5% | Added |
| Kingsview Wealth Management, LLC | 211,161 | $565.9K | 0.02% | +211,161 | New |
| Advisor Group Holdings, Inc. | 188,753 | $505.9K | 0.00% | −18,963−9.1% | Reduced |
| Ameritas Advisory Services, LLC | 148,199 | $389.8K | 0.02% | −5,614−3.6% | Reduced |
| Stephens Inc | 130,555 | $349.9K | 0.01% | −1,000−0.8% | Reduced |
| Captrust Financial Advisors | 114,647 | $307.3K | 0.00% | +150+0.1% | Added |
| Wells Fargo & Company | 107,380 | $287.8K | 0.00% | +34,193+46.7% | Added |
| Private Advisor Group, LLC | 103,864 | $278.4K | 0.00% | −4,843−4.5% | Reduced |
| Oppenheimer & Co Inc | 98,979 | $265.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 81,973 | $220.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 73,441 | $196.0K | 0.00% | +15,699+27.2% | Added |
| Commonwealth Equity Services, LLC | 69,962 | $188.0K | 0.00% | −759−1.1% | Reduced |
| Penbrook Management LLC | 66,129 | $177.2K | 0.13% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 63,035 | $168.9K | 0.08% | +63,035 | New |
| LPL Financial LLC | 62,280 | $166.9K | 0.00% | +8,042+14.8% | Added |
| Janney Montgomery Scott LLC | 55,962 | $150.0K | 0.00% | −13,027−18.9% | Reduced |
| Optimum Investment Advisors | 53,991 | $144.7K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 52,506 | $140.7K | 0.02% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 50,633 | $135.7K | 0.15% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 48,950 | $131.2K | 0.00% | +80+0.2% | Added |
| Cresset Asset Management, LLC | 46,200 | $123.8K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 45,540 | $123.0K | 0.00% | +15,504+51.6% | Added |
| Susquehanna International Group, LLP | 44,456 | $119.1K | 0.00% | +26,935+153.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 40,478 | $108.5K | 0.00% | +4,082+11.2% | Added |
| Dakota Wealth Management | 38,275 | $102.6K | 0.00% | 00.0% | Unchanged |
| Shayne & Co., LLC | 37,186 | $99.7K | 0.03% | +37,186 | New |
| Cary Street Partner Investment Advisory LLC | 36,800 | $98.6K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 34,760 | $93.2K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 32,933 | $88.3K | 0.00% | −9,099−21.6% | Reduced |
| L.M. Kohn & Company | 31,125 | $83.4K | 0.03% | +4,401+16.5% | Added |
| TownSquare Capital, LLC | 29,138 | $78.1K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 29,138 | $78.0K | 0.01% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 28,615 | $76.7K | 0.04% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 25,000 | $67.0K | 0.01% | −821−3.2% | Reduced |
| The PNC Financial Services Group, Inc. | 24,526 | $65.7K | 0.00% | −2,082−7.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,438 | $65.0K | 0.00% | +21+0.1% | Added |
| Cetera Advisor Networks LLC | 20,296 | $54.4K | 0.00% | +584+3.0% | Added |
| Fisher Asset Management, LLC | 20,000 | $53.6K | 0.00% | +20,000 | New |
| Northeast Investment Management | 16,450 | $44.1K | 0.00% | +16,450 | New |
| Smith, Salley & Associates | 16,310 | $43.7K | 0.00% | 00.0% | Unchanged |
| Philadelphia Trust Co | 16,100 | $43.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 15,851 | $42.5K | 0.00% | −2,800−15.0% | Reduced |
| Dynamic Advisor Solutions LLC | 15,675 | $42.0K | 0.00% | −29,012−64.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,500 | $41.5K | 0.00% | +15,500 | New |
| SignalPoint Asset Management, LLC | 13,764 | $36.9K | 0.01% | +114+0.8% | Added |
| Commonwealth Financial Services, LLC | 12,000 | $32.2K | 0.01% | +12,000 | New |
| Truist Financial Corp | 11,750 | $31.5K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 11,500 | $30.8K | 0.00% | +11,500 | New |
| Avantax Advisory Services, Inc. | 11,375 | $30.5K | 0.00% | +561+5.2% | Added |
| Level Four Advisory Services, LLC | 11,350 | $30.4K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 11,172 | $29.9K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10,269 | $28.0K | 0.00% | +10,106+6,200.0% | Added |
| Rossmore Private Capital | 10,275 | $27.5K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,275 | $27.5K | 0.00% | +10.0% | Added |
| Brave Asset Management Inc | 10,000 | $26.8K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,000 | $26.8K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 10,000 | $26.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,225 | $14.0K | 0.00% | +5,225 | New |
| JPMorgan Chase & Co | 4,591 | $12.3K | 0.00% | +358+8.5% | Added |
| Monetary Management Group Inc | 4,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $10.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,511 | $9.37K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,682 | $7.00K | 0.00% | +2,682 | New |
| Prestige Wealth Management Group LLC | 2,050 | $5.49K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,730 | $4.64K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,000 | $2.68K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $2.68K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 872 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 631 | $1.69K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $1.34K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $1.07K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 400 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 314 | $842 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $402 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 83 | $222 | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −29,265−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −18,349−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,996−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,644−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,107−100.0% | Sold out |