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, Q4 2023
Institutional positions in Aberdeen Intermediate Income Fund as of Dec 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
- 101
- +10 vs. Q3 2023
- Shares held
- 55.1M
- +723.2K (+1.3%) vs. Q3 2023
- Total value
- $147.7M
- +$1.96M (+1.3%) vs. Q3 2023
- New holders
- 18
- 23 more added
- Sold out
- 8
- 22 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 21,892,059 | $58.7M | 1.44% | +932,085+4.4% | Added |
| 1607 Capital Partners, LLC | 10,104,432 | $27.1M | 1.90% | −50,230−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,222,126 | $22.0M | 0.04% | 00.0% | Unchanged |
| Karpus Management, Inc. | 5,071,865 | $13.6M | 0.41% | −47,519−0.9% | Reduced |
| Morgan Stanley | 1,420,506 | $3.81M | 0.00% | −312,009−18.0% | Reduced |
| Ameriprise Financial Inc | 1,386,816 | $3.72M | 0.00% | +427,433+44.6% | Added |
| Invesco Ltd. | 1,279,769 | $3.43M | 0.00% | +124,844+10.8% | Added |
| Significant Wealth Partners LLC | 546,050 | $1.46M | 1.07% | +546,050 | New |
| Equitable Holdings, Inc. | 412,846 | $1.11M | 0.01% | +56,425+15.8% | Added |
| Hara Capital LLC | 384,193 | $1.03M | 0.72% | +384,193 | New |
| Bank of America Corp | 350,153 | $938.4K | 0.00% | −15,468−4.2% | Reduced |
| Relative Value Partners Group, LLC | 311,503 | $834.8K | 0.05% | +11,750+3.9% | Added |
| GWM Advisors LLC | 255,400 | $694.6K | 0.01% | +7,900+3.2% | Added |
| Transform Wealth, LLC | 240,694 | $645.1K | 0.06% | +3,100+1.3% | Added |
| Kingsview Wealth Management, LLC | 226,712 | $607.6K | 0.02% | +15,551+7.4% | Added |
| Fortitude Advisory Group L.L.C. | 215,044 | $576.3K | 0.35% | +1,859+0.9% | Added |
| Landscape Capital Management, L.L.C. | 166,560 | $446.4K | 0.04% | +166,560 | New |
| Advisor Group Holdings, Inc. | 160,181 | $429.2K | 0.00% | −28,572−15.1% | Reduced |
| UBS Group AG | 150,891 | $404.4K | 0.00% | −678,226−81.8% | Reduced |
| Tolleson Wealth Management, Inc. | 130,836 | $351.0K | 0.07% | +130,836 | New |
| Stephens Inc | 128,055 | $343.2K | 0.01% | −2,500−1.9% | Reduced |
| Captrust Financial Advisors | 114,647 | $307.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 105,470 | $282.7K | 0.00% | +43,190+69.3% | Added |
| Oppenheimer & Co Inc | 98,979 | $265.3K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 98,390 | $263.7K | 0.00% | −5,474−5.3% | Reduced |
| Wells Fargo & Company | 85,660 | $229.6K | 0.00% | −21,720−20.2% | Reduced |
| Shaker Financial Services, LLC | 83,922 | $224.9K | 0.09% | +20,887+33.1% | Added |
| CWM, LLC | 81,973 | $220.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 76,299 | $204.0K | 0.00% | +2,858+3.9% | Added |
| JPMorgan Chase & Co | 68,341 | $183.2K | 0.00% | +63,750+1,388.6% | Added |
| Janney Montgomery Scott LLC | 65,515 | $176.0K | 0.00% | +9,553+17.1% | Added |
| Penbrook Management LLC | 65,429 | $175.3K | 0.12% | −700−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 63,087 | $169.0K | 0.00% | −6,875−9.8% | Reduced |
| Optimum Investment Advisors | 53,991 | $144.7K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 50,619 | $135.7K | 0.02% | −1,887−3.6% | Reduced |
| Atria Wealth Solutions, Inc. | 49,031 | $131.4K | 0.00% | +81+0.2% | Added |
| Wolverine Asset Management LLC | 48,062 | $128.8K | 0.00% | +48,062 | New |
| Raymond James Financial Services Advisors, Inc. | 46,776 | $125.4K | 0.00% | +6,298+15.6% | Added |
| Cresset Asset Management, LLC | 46,200 | $123.8K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 38,275 | $102.6K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 37,793 | $101.3K | 0.00% | +37,793 | New |
| Cary Street Partner Investment Advisory LLC | 36,800 | $98.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 34,760 | $93.2K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 34,133 | $91.5K | 0.09% | −16,500−32.6% | Reduced |
| L.M. Kohn & Company | 31,228 | $83.7K | 0.03% | +103+0.3% | Added |
| Evoke Wealth, LLC | 30,000 | $80.4K | 0.16% | −347,000−92.0% | Reduced |
| TownSquare Capital, LLC | 29,180 | $78.2K | 0.00% | +42+0.1% | Added |
| Greytown Advisors Inc. | 28,615 | $76.7K | 0.04% | 00.0% | Unchanged |
| Nomura Holdings Inc | 28,354 | $76.0K | 0.00% | +28,354 | New |
| Cetera Advisor Networks LLC | 25,750 | $69.0K | 0.00% | +5,454+26.9% | Added |
| Argent Trust Co | 25,000 | $67.0K | 0.00% | +15,000+150.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,508 | $66.0K | 0.00% | +70+0.3% | Added |
| The PNC Financial Services Group, Inc. | 24,526 | $65.7K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 22,272 | $59.7K | 0.00% | −10,661−32.4% | Reduced |
| Susquehanna International Group, LLP | 21,758 | $58.3K | 0.00% | −22,698−51.1% | Reduced |
| HighTower Advisors, LLC | 21,800 | $58.0K | 0.00% | −23,740−52.1% | Reduced |
| XTX Topco Ltd | 18,618 | $49.9K | 0.01% | +18,618 | New |
| Philadelphia Trust Co | 16,100 | $43.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 15,851 | $42.5K | 0.00% | 00.0% | Unchanged |
| Smith, Salley & Associates | 15,760 | $42.2K | 0.00% | −550−3.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,500 | $41.5K | 0.00% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 13,880 | $37.0K | 0.01% | +116+0.8% | Added |
| Register Financial Advisors LLC | 13,445 | $36.0K | 0.02% | +13,445 | New |
| Commonwealth Financial Services, LLC | 12,000 | $32.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, 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% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 11,385 | $30.5K | 0.00% | +35+0.3% | Added |
| Cetera Advisors LLC | 11,172 | $29.9K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,381 | $27.8K | 0.00% | −994−8.7% | Reduced |
| Stifel Financial Corp | 10,275 | $27.5K | 0.00% | 00.0% | Unchanged |
| Rossmore Private Capital | 10,275 | $27.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Comerica Bank | 5,118 | $13.7K | 0.00% | −107−2.0% | Reduced |
| 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 | $9.69K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,682 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,900 | $5.09K | 0.00% | −150−7.3% | Reduced |
| 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 |
| Tower Research Capital LLC (TRC) | 1,000 | $2.68K | 0.00% | +1,000 | New |
| Truvestments Capital LLC | 1,000 | $2.68K | 0.00% | +1,000 | New |
| Centerpoint Advisors, LLC | 872 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 631 | $1.69K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 567 | $1.52K | 0.00% | +567 | New |
| SOA Wealth Advisors, LLC. | 500 | $1.34K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $1.34K | 0.00% | +500 | New |
| Delta Asset Management LLC | 400 | $1.07K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 400 | $1.07K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 350 | $938 | 0.00% | +350 | New |
| Bogart Wealth, LLC | 333 | $892 | 0.00% | +333 | New |
| Steward Partners Investment Advisory, LLC | 314 | $842 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 163 | $437 | 0.00% | −10,106−98.4% | Reduced |
| Key Financial Inc | 150 | $402 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 100 | $268 | 0.00% | +100 | New |
| Retirement Group, LLC | 83 | $222 | 0.00% | 00.0% | Unchanged |