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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 13 | $35 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 83 | $221 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 100 | $266 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 111 | $295 | 0.00% | −5,007−97.8% | Reduced |
| Key Financial Inc | 150 | $399 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 314 | $835 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 333 | $886 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 350 | $931 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 400 | $1.06K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $1.33K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $1.33K | 0.00% | +500 | New |
| PFS Partners, LLC | 511 | $1.36K | 0.00% | +11+2.2% | Added |
| Sachetta, LLC | 567 | $1.52K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 631 | $1.68K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 872 | $2.00K | 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 |
| Prestige Wealth Management Group LLC | 1,900 | $5.05K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,682 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,511 | $9.34K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $10.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 4,500 | $12.0K | 0.00% | −77,473−94.5% | Reduced |
| Clear Street Markets LLC | 5,950 | $16.0K | 0.01% | +5,950 | New |
| 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 |
| Rossmore Private Capital | 10,275 | $27.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,353 | $27.5K | 0.00% | +78+0.8% | Added |
| Level Four Advisory Services, LLC | 11,385 | $30.5K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 11,500 | $30.6K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 11,750 | $31.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 12,000 | $31.9K | 0.01% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 12,000 | $32.2K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 13,749 | $36.6K | 0.02% | +304+2.3% | Added |
| SignalPoint Asset Management, LLC | 14,036 | $37.3K | 0.01% | +156+1.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,500 | $41.2K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,657 | $41.6K | 0.00% | +15,657 | New |
| Raymond James Trust N.A. | 15,851 | $42.2K | 0.00% | 00.0% | Unchanged |
| Philadelphia Trust Co | 16,100 | $43.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 19,729 | $52.0K | 0.00% | −4,779−19.5% | Reduced |
| Mercer Global Advisors Inc | 21,321 | $57.0K | 0.00% | +21,321 | New |
| Susquehanna International Group, LLP | 24,046 | $64.0K | 0.00% | +2,288+10.5% | Added |
| The PNC Financial Services Group, Inc. | 24,526 | $65.2K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 25,000 | $66.5K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 25,186 | $67.0K | 0.00% | +25,186 | New |
| Greytown Advisors Inc. | 28,615 | $76.1K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 28,925 | $76.9K | 0.00% | +28,925 | New |
| TownSquare Capital, LLC | 29,153 | $77.5K | 0.00% | −27−0.1% | Reduced |
| HRT Financial LP | 30,289 | $80.0K | 0.00% | +30,289 | New |
| Raymond James & Associates | 30,719 | $81.7K | 0.00% | +8,447+37.9% | Added |
| L.M. Kohn & Company | 31,282 | $83.2K | 0.02% | +54+0.2% | Added |
| Melfa Wealth Management, LLC | 34,133 | $90.8K | 0.07% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 35,800 | $95.2K | 0.00% | −1,000−2.7% | Reduced |
| Shayne & Co., LLC | 37,186 | $98.9K | 0.03% | +37,186 | New |
| Concurrent Investment Advisors, LLC | 37,793 | $100.5K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 41,575 | $110.6K | 0.00% | +3,300+8.6% | Added |
| HighTower Advisors, LLC | 42,800 | $114.0K | 0.00% | +21,000+96.3% | Added |
| Cresset Asset Management, LLC | 46,200 | $122.9K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 46,906 | $124.8K | 0.00% | +130+0.3% | Added |
| Atria Wealth Solutions, Inc. | 47,189 | $125.5K | 0.00% | −1,842−3.8% | Reduced |
| Smith, Moore & Co. | 50,619 | $134.6K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 53,991 | $143.6K | 0.07% | 00.0% | Unchanged |
| Captrust Financial Advisors | 54,647 | $145.4K | 0.00% | −60,000−52.3% | Reduced |
| Commonwealth Equity Services, LLC | 60,634 | $161.0K | 0.00% | −2,453−3.9% | Reduced |
| Royal Bank of Canada | 62,558 | $167.0K | 0.00% | −13,741−18.0% | Reduced |
| Penbrook Management LLC | 62,929 | $167.4K | 0.10% | −2,500−3.8% | Reduced |
| Janney Montgomery Scott LLC | 73,337 | $195.0K | 0.00% | +7,822+11.9% | Added |
| Oppenheimer & Co Inc | 98,979 | $263.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 102,356 | $272.3K | 0.00% | −3,114−3.0% | Reduced |
| Stephens Inc | 114,055 | $303.4K | 0.00% | −14,000−10.9% | Reduced |
| Shaker Financial Services, LLC | 116,736 | $310.5K | 0.12% | +32,814+39.1% | Added |
| Tolleson Wealth Management, Inc. | 130,836 | $348.0K | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 136,308 | $362.6K | 0.00% | +37,918+38.5% | Added |
| Advisor Group Holdings, Inc. | 137,141 | $364.8K | 0.00% | −23,040−14.4% | Reduced |
| Ameritas Advisory Services, LLC | 169,058 | $442.9K | 0.02% | +169,058 | New |
| UBS Group AG | 169,315 | $450.4K | 0.00% | +18,424+12.2% | Added |
| Wolverine Asset Management LLC | 218,245 | $580.5K | 0.01% | +170,183+354.1% | Added |
| Fortitude Advisory Group L.L.C. | 225,247 | $599.2K | 0.34% | +10,203+4.7% | Added |
| Kingsview Wealth Management, LLC | 226,366 | $602.1K | 0.02% | −346−0.2% | Reduced |
| GWM Advisors LLC | 236,800 | $629.9K | 0.01% | −18,600−7.3% | Reduced |
| Hara Capital LLC | 256,693 | $682.8K | 0.41% | −127,500−33.2% | Reduced |
| Relative Value Partners Group, LLC | 255,596 | $720.8K | 0.04% | −55,907−17.9% | Reduced |
| Landscape Capital Management, L.L.C. | 307,795 | $818.7K | 0.07% | +141,235+84.8% | Added |
| Bank of America Corp | 359,422 | $956.1K | 0.00% | +9,269+2.6% | Added |
| Evoke Wealth, LLC | 377,000 | $1.00M | 0.03% | +347,000+1,156.7% | Added |
| Equitable Holdings, Inc. | 414,482 | $1.10M | 0.01% | +1,636+0.4% | Added |
| Invesco Ltd. | 1,051,572 | $2.80M | 0.00% | −228,197−17.8% | Reduced |
| Wells Fargo & Company | 1,106,007 | $2.94M | 0.00% | +1,020,347+1,191.2% | Added |
| Ameriprise Financial Inc | 1,408,314 | $3.74M | 0.00% | +21,498+1.6% | Added |
| Morgan Stanley | 1,407,614 | $3.74M | 0.00% | −12,892−0.9% | Reduced |
| 1607 Capital Partners, LLC | 5,784,070 | $15.4M | 1.25% | −4,320,362−42.8% | Reduced |
| Karpus Management, Inc. | 7,640,671 | $20.3M | 0.59% | +2,568,806+50.6% | Added |
| Allspring Global Investments Holdings, LLC | 8,222,126 | $21.9M | 0.03% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 21,977,184 | $58.5M | 1.34% | +85,125+0.4% | Added |
| 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 |