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, Q1 2024
Institutional positions in Aberdeen Intermediate Income Fund as of Mar 31, 2024. 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
- 97
- −3 vs. Q4 2023
- Shares held
- 54.0M
- −1.11M (−2.0%) vs. Q4 2023
- Total value
- $143.7M
- −$4.05M (−2.7%) vs. Q4 2023
- New holders
- 11
- 24 more added
- Sold out
- 14
- 20 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 21,977,184 | $58.5M | 1.34% | +85,125+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 8,222,126 | $21.9M | 0.03% | 00.0% | Unchanged |
| Karpus Management, Inc. | 7,640,671 | $20.3M | 0.59% | +2,568,806+50.6% | Added |
| 1607 Capital Partners, LLC | 5,784,070 | $15.4M | 1.25% | −4,320,362−42.8% | Reduced |
| Morgan Stanley | 1,407,614 | $3.74M | 0.00% | −12,892−0.9% | Reduced |
| Ameriprise Financial Inc | 1,408,314 | $3.74M | 0.00% | +21,498+1.6% | Added |
| Wells Fargo & Company | 1,106,007 | $2.94M | 0.00% | +1,020,347+1,191.2% | Added |
| Invesco Ltd. | 1,051,572 | $2.80M | 0.00% | −228,197−17.8% | Reduced |
| Equitable Holdings, Inc. | 414,482 | $1.10M | 0.01% | +1,636+0.4% | Added |
| Evoke Wealth, LLC | 377,000 | $1.00M | 0.03% | +347,000+1,156.7% | Added |
| Bank of America Corp | 359,422 | $956.1K | 0.00% | +9,269+2.6% | Added |
| Landscape Capital Management, L.L.C. | 307,795 | $818.7K | 0.07% | +141,235+84.8% | Added |
| Relative Value Partners Group, LLC | 255,596 | $720.8K | 0.04% | −55,907−17.9% | Reduced |
| Hara Capital LLC | 256,693 | $682.8K | 0.41% | −127,500−33.2% | Reduced |
| GWM Advisors LLC | 236,800 | $629.9K | 0.01% | −18,600−7.3% | Reduced |
| Kingsview Wealth Management, LLC | 226,366 | $602.1K | 0.02% | −346−0.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 225,247 | $599.2K | 0.34% | +10,203+4.7% | Added |
| Wolverine Asset Management LLC | 218,245 | $580.5K | 0.01% | +170,183+354.1% | Added |
| UBS Group AG | 169,315 | $450.4K | 0.00% | +18,424+12.2% | Added |
| Ameritas Advisory Services, LLC | 169,058 | $442.9K | 0.02% | +169,058 | New |
| Advisor Group Holdings, Inc. | 137,141 | $364.8K | 0.00% | −23,040−14.4% | Reduced |
| Private Advisor Group, LLC | 136,308 | $362.6K | 0.00% | +37,918+38.5% | Added |
| Tolleson Wealth Management, Inc. | 130,836 | $348.0K | 0.07% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 116,736 | $310.5K | 0.12% | +32,814+39.1% | Added |
| Stephens Inc | 114,055 | $303.4K | 0.00% | −14,000−10.9% | Reduced |
| LPL Financial LLC | 102,356 | $272.3K | 0.00% | −3,114−3.0% | Reduced |
| Oppenheimer & Co Inc | 98,979 | $263.3K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 73,337 | $195.0K | 0.00% | +7,822+11.9% | Added |
| Penbrook Management LLC | 62,929 | $167.4K | 0.10% | −2,500−3.8% | Reduced |
| Royal Bank of Canada | 62,558 | $167.0K | 0.00% | −13,741−18.0% | Reduced |
| Commonwealth Equity Services, LLC | 60,634 | $161.0K | 0.00% | −2,453−3.9% | Reduced |
| Captrust Financial Advisors | 54,647 | $145.4K | 0.00% | −60,000−52.3% | Reduced |
| Optimum Investment Advisors | 53,991 | $143.6K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 50,619 | $134.6K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 47,189 | $125.5K | 0.00% | −1,842−3.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 46,906 | $124.8K | 0.00% | +130+0.3% | Added |
| Cresset Asset Management, LLC | 46,200 | $122.9K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 42,800 | $114.0K | 0.00% | +21,000+96.3% | Added |
| Dakota Wealth Management | 41,575 | $110.6K | 0.00% | +3,300+8.6% | Added |
| Concurrent Investment Advisors, LLC | 37,793 | $100.5K | 0.00% | 00.0% | Unchanged |
| Shayne & Co., LLC | 37,186 | $98.9K | 0.03% | +37,186 | New |
| Cary Street Partner Investment Advisory LLC | 35,800 | $95.2K | 0.00% | −1,000−2.7% | Reduced |
| Melfa Wealth Management, LLC | 34,133 | $90.8K | 0.07% | 00.0% | Unchanged |
| L.M. Kohn & Company | 31,282 | $83.2K | 0.02% | +54+0.2% | Added |
| Raymond James & Associates | 30,719 | $81.7K | 0.00% | +8,447+37.9% | Added |
| HRT Financial LP | 30,289 | $80.0K | 0.00% | +30,289 | New |
| TownSquare Capital, LLC | 29,153 | $77.5K | 0.00% | −27−0.1% | Reduced |
| Cetera Investment Advisers | 28,925 | $76.9K | 0.00% | +28,925 | New |
| Greytown Advisors Inc. | 28,615 | $76.1K | 0.04% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 25,186 | $67.0K | 0.00% | +25,186 | New |
| Argent Trust Co | 25,000 | $66.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 24,526 | $65.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 24,046 | $64.0K | 0.00% | +2,288+10.5% | Added |
| Mercer Global Advisors Inc | 21,321 | $57.0K | 0.00% | +21,321 | New |
| Cambridge Investment Research Advisors, Inc. | 19,729 | $52.0K | 0.00% | −4,779−19.5% | Reduced |
| Philadelphia Trust Co | 16,100 | $43.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 15,851 | $42.2K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,657 | $41.6K | 0.00% | +15,657 | New |
| Wealth Enhancement Advisory Services, LLC | 15,500 | $41.2K | 0.00% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 14,036 | $37.3K | 0.01% | +156+1.1% | Added |
| Register Financial Advisors LLC | 13,749 | $36.6K | 0.02% | +304+2.3% | Added |
| Commonwealth Financial Services, LLC | 12,000 | $32.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 12,000 | $31.9K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 11,750 | $31.3K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 11,500 | $30.6K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 11,385 | $30.5K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,353 | $27.5K | 0.00% | +78+0.8% | Added |
| Rossmore Private Capital | 10,275 | $27.3K | 0.00% | 00.0% | Unchanged |
| Brave Asset Management Inc | 10,000 | $26.6K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,000 | $26.6K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 10,000 | $26.6K | 0.00% | +10,000 | New |
| WealthShield Partners, LLC | 10,000 | $26.6K | 0.00% | +10,000 | New |
| Clear Street Markets LLC | 5,950 | $16.0K | 0.01% | +5,950 | New |
| CWM, LLC | 4,500 | $12.0K | 0.00% | −77,473−94.5% | Reduced |
| Monetary Management Group Inc | 4,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $10.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,511 | $9.34K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,682 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,900 | $5.05K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,000 | $2.66K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $2.66K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 872 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 631 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 567 | $1.52K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 511 | $1.36K | 0.00% | +11+2.2% | Added |
| SOA Wealth Advisors, LLC. | 500 | $1.33K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $1.33K | 0.00% | +500 | New |
| Highlander Capital Management, LLC | 400 | $1.06K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 350 | $931 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 333 | $886 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 314 | $835 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $399 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 111 | $295 | 0.00% | −5,007−97.8% | Reduced |
| Elequin Capital LP | 100 | $266 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 83 | $221 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 13 | $35 | 0.00% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 0 | $0 | 0.00% | −546,050−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −240,694−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −68,341−100.0% | Sold out |