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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 13 | $35 | 0.00% | +13 | New |
| Retirement Group, LLC | 83 | $222 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 100 | $268 | 0.00% | +100 | New |
| Key Financial Inc | 150 | $402 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 163 | $437 | 0.00% | −10,106−98.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 314 | $842 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 333 | $892 | 0.00% | +333 | New |
| REAP Financial Group, LLC | 350 | $938 | 0.00% | +350 | 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 |
| SOA Wealth Advisors, LLC. | 500 | $1.34K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $1.34K | 0.00% | +500 | New |
| Sachetta, LLC | 567 | $1.52K | 0.00% | +567 | New |
| 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 |
| 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 |
| St Germain D J Co Inc | 1,730 | $4.64K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,900 | $5.09K | 0.00% | −150−7.3% | Reduced |
| NBC Securities, Inc. | 2,682 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,511 | $9.69K | 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 |
| Comerica Bank | 5,118 | $13.7K | 0.00% | −107−2.0% | Reduced |
| 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 |
| Stifel Financial Corp | 10,275 | $27.5K | 0.00% | 00.0% | Unchanged |
| Rossmore Private Capital | 10,275 | $27.5K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,381 | $27.8K | 0.00% | −994−8.7% | Reduced |
| Cetera Advisors LLC | 11,172 | $29.9K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 11,385 | $30.5K | 0.00% | +35+0.3% | Added |
| EP Wealth Advisors, LLC | 11,500 | $30.8K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 11,750 | $31.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Register Financial Advisors LLC | 13,445 | $36.0K | 0.02% | +13,445 | New |
| SignalPoint Asset Management, LLC | 13,880 | $37.0K | 0.01% | +116+0.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,500 | $41.5K | 0.00% | 00.0% | Unchanged |
| Smith, Salley & Associates | 15,760 | $42.2K | 0.00% | −550−3.4% | Reduced |
| Raymond James Trust N.A. | 15,851 | $42.5K | 0.00% | 00.0% | Unchanged |
| Philadelphia Trust Co | 16,100 | $43.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 18,618 | $49.9K | 0.01% | +18,618 | New |
| HighTower Advisors, LLC | 21,800 | $58.0K | 0.00% | −23,740−52.1% | Reduced |
| Susquehanna International Group, LLP | 21,758 | $58.3K | 0.00% | −22,698−51.1% | Reduced |
| Raymond James & Associates | 22,272 | $59.7K | 0.00% | −10,661−32.4% | Reduced |
| The PNC Financial Services Group, Inc. | 24,526 | $65.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 24,508 | $66.0K | 0.00% | +70+0.3% | Added |
| Argent Trust Co | 25,000 | $67.0K | 0.00% | +15,000+150.0% | Added |
| Cetera Advisor Networks LLC | 25,750 | $69.0K | 0.00% | +5,454+26.9% | Added |
| Nomura Holdings Inc | 28,354 | $76.0K | 0.00% | +28,354 | New |
| Greytown Advisors Inc. | 28,615 | $76.7K | 0.04% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 29,180 | $78.2K | 0.00% | +42+0.1% | Added |
| Evoke Wealth, LLC | 30,000 | $80.4K | 0.16% | −347,000−92.0% | Reduced |
| L.M. Kohn & Company | 31,228 | $83.7K | 0.03% | +103+0.3% | Added |
| Melfa Wealth Management, LLC | 34,133 | $91.5K | 0.09% | −16,500−32.6% | Reduced |
| Assetmark, Inc | 34,760 | $93.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 36,800 | $98.6K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 37,793 | $101.3K | 0.00% | +37,793 | New |
| Dakota Wealth Management | 38,275 | $102.6K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 46,200 | $123.8K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 46,776 | $125.4K | 0.00% | +6,298+15.6% | Added |
| Wolverine Asset Management LLC | 48,062 | $128.8K | 0.00% | +48,062 | New |
| Atria Wealth Solutions, Inc. | 49,031 | $131.4K | 0.00% | +81+0.2% | Added |
| Smith, Moore & Co. | 50,619 | $135.7K | 0.02% | −1,887−3.6% | Reduced |
| Optimum Investment Advisors | 53,991 | $144.7K | 0.07% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 63,087 | $169.0K | 0.00% | −6,875−9.8% | Reduced |
| Penbrook Management LLC | 65,429 | $175.3K | 0.12% | −700−1.1% | Reduced |
| Janney Montgomery Scott LLC | 65,515 | $176.0K | 0.00% | +9,553+17.1% | Added |
| JPMorgan Chase & Co | 68,341 | $183.2K | 0.00% | +63,750+1,388.6% | Added |
| Royal Bank of Canada | 76,299 | $204.0K | 0.00% | +2,858+3.9% | Added |
| CWM, LLC | 81,973 | $220.0K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 83,922 | $224.9K | 0.09% | +20,887+33.1% | Added |
| Wells Fargo & Company | 85,660 | $229.6K | 0.00% | −21,720−20.2% | Reduced |
| Private Advisor Group, LLC | 98,390 | $263.7K | 0.00% | −5,474−5.3% | Reduced |
| Oppenheimer & Co Inc | 98,979 | $265.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 105,470 | $282.7K | 0.00% | +43,190+69.3% | Added |
| Captrust Financial Advisors | 114,647 | $307.3K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 128,055 | $343.2K | 0.01% | −2,500−1.9% | Reduced |
| Tolleson Wealth Management, Inc. | 130,836 | $351.0K | 0.07% | +130,836 | New |
| UBS Group AG | 150,891 | $404.4K | 0.00% | −678,226−81.8% | Reduced |
| Advisor Group Holdings, Inc. | 160,181 | $429.2K | 0.00% | −28,572−15.1% | Reduced |
| Landscape Capital Management, L.L.C. | 166,560 | $446.4K | 0.04% | +166,560 | New |
| Fortitude Advisory Group L.L.C. | 215,044 | $576.3K | 0.35% | +1,859+0.9% | Added |
| Kingsview Wealth Management, LLC | 226,712 | $607.6K | 0.02% | +15,551+7.4% | Added |
| Transform Wealth, LLC | 240,694 | $645.1K | 0.06% | +3,100+1.3% | Added |
| GWM Advisors LLC | 255,400 | $694.6K | 0.01% | +7,900+3.2% | Added |
| Relative Value Partners Group, LLC | 311,503 | $834.8K | 0.05% | +11,750+3.9% | Added |
| Bank of America Corp | 350,153 | $938.4K | 0.00% | −15,468−4.2% | Reduced |
| Hara Capital LLC | 384,193 | $1.03M | 0.72% | +384,193 | New |
| Equitable Holdings, Inc. | 412,846 | $1.11M | 0.01% | +56,425+15.8% | Added |
| Significant Wealth Partners LLC | 546,050 | $1.46M | 1.07% | +546,050 | New |
| Invesco Ltd. | 1,279,769 | $3.43M | 0.00% | +124,844+10.8% | Added |
| Ameriprise Financial Inc | 1,386,816 | $3.72M | 0.00% | +427,433+44.6% | Added |
| Morgan Stanley | 1,420,506 | $3.81M | 0.00% | −312,009−18.0% | Reduced |
| Karpus Management, Inc. | 5,071,865 | $13.6M | 0.41% | −47,519−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,222,126 | $22.0M | 0.04% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 10,104,432 | $27.1M | 1.90% | −50,230−0.5% | Reduced |