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