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, Q2 2024
Institutional positions in Aberdeen Intermediate Income Fund as of Jun 30, 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
- 92
- −3 vs. Q1 2024
- Shares held
- 55.3M
- +1.32M (+2.4%) vs. Q1 2024
- Total value
- $147.2M
- +$3.49M (+2.4%) vs. Q1 2024
- New holders
- 11
- 27 more added
- Sold out
- 14
- 20 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 21,834,948 | $58.1M | 1.34% | −142,236−0.6% | Reduced |
| Karpus Management, Inc. | 9,298,141 | $24.7M | 0.70% | +1,657,470+21.7% | Added |
| Allspring Global Investments Holdings, LLC | 8,230,582 | $21.9M | 0.04% | +8,456+0.1% | Added |
| 1607 Capital Partners, LLC | 5,571,962 | $14.8M | 1.33% | −212,108−3.7% | Reduced |
| Ameriprise Financial Inc | 1,497,656 | $3.98M | 0.00% | +89,342+6.3% | Added |
| Morgan Stanley | 1,411,292 | $3.75M | 0.00% | +3,678+0.3% | Added |
| Invesco Ltd. | 1,274,112 | $3.39M | 0.00% | +222,540+21.2% | Added |
| Wells Fargo & Company | 1,131,064 | $3.01M | 0.00% | +25,057+2.3% | Added |
| Equitable Holdings, Inc. | 415,095 | $1.10M | 0.01% | +613+0.1% | Added |
| Landscape Capital Management, L.L.C. | 389,401 | $1.04M | 0.09% | +81,606+26.5% | Added |
| Bank of America Corp | 354,564 | $943.1K | 0.00% | −4,858−1.4% | Reduced |
| Hara Capital LLC | 256,693 | $682.8K | 0.44% | 00.0% | Unchanged |
| LPL Financial LLC | 255,720 | $680.2K | 0.00% | +153,364+149.8% | Added |
| Ameritas Advisory Services, LLC | 232,640 | $618.8K | 0.02% | +63,582+37.6% | Added |
| Kingsview Wealth Management, LLC | 226,944 | $603.7K | 0.01% | +578+0.3% | Added |
| Fortitude Advisory Group L.L.C. | 225,247 | $599.2K | 0.36% | 00.0% | Unchanged |
| GWM Advisors LLC | 213,900 | $569.0K | 0.00% | −22,900−9.7% | Reduced |
| Evoke Wealth, LLC | 183,000 | $486.8K | 0.71% | −194,000−51.5% | Reduced |
| Shaker Financial Services, LLC | 152,493 | $405.6K | 0.16% | +35,757+30.6% | Added |
| Private Advisor Group, LLC | 143,200 | $380.9K | 0.00% | +6,892+5.1% | Added |
| Tolleson Wealth Management, Inc. | 133,535 | $355.0K | 0.07% | +2,699+2.1% | Added |
| Stephens Inc | 115,555 | $307.4K | 0.00% | +1,500+1.3% | Added |
| UBS Group AG | 105,312 | $280.1K | 0.00% | −64,003−37.8% | Reduced |
| Oppenheimer & Co Inc | 98,979 | $263.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 96,582 | $256.9K | 0.00% | −40,559−29.6% | Reduced |
| Cetera Investment Advisers | 93,970 | $250.0K | 0.00% | +65,045+224.9% | Added |
| Royal Bank of Canada | 91,273 | $243.0K | 0.00% | +28,715+45.9% | Added |
| Janney Montgomery Scott LLC | 84,837 | $226.0K | 0.00% | +11,500+15.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 72,740 | $193.5K | 0.00% | +25,834+55.1% | Added |
| Dakota Wealth Management | 71,700 | $190.7K | 0.00% | +30,125+72.5% | Added |
| Penbrook Management LLC | 58,229 | $154.9K | 0.09% | −4,700−7.5% | Reduced |
| Captrust Financial Advisors | 54,647 | $145.4K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 53,477 | $142.0K | 0.00% | −7,157−11.8% | Reduced |
| Smith, Moore & Co. | 50,619 | $134.6K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 46,200 | $122.9K | 0.00% | 00.0% | Unchanged |
| Flow State Investments, L.P. | 39,884 | $106.1K | 0.03% | +39,884 | New |
| Colony Group, LLC | 39,100 | $106.0K | 0.00% | +39,100 | New |
| Atria Wealth Solutions, Inc. | 37,990 | $101.1K | 0.00% | −9,199−19.5% | Reduced |
| Concurrent Investment Advisors, LLC | 37,793 | $100.5K | 0.00% | 00.0% | Unchanged |
| Shayne & Co., LLC | 37,186 | $98.9K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 35,800 | $95.2K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 34,133 | $90.8K | 0.06% | 00.0% | Unchanged |
| L.M. Kohn & Company | 31,591 | $84.0K | 0.02% | +309+1.0% | Added |
| Greytown Advisors Inc. | 28,615 | $76.1K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 28,427 | $75.6K | 0.00% | +28,427 | New |
| RSM US Wealth Management LLC | 27,531 | $73.2K | 0.00% | +27,531 | New |
| Optimum Investment Advisors | 26,996 | $71.8K | 0.03% | −26,995−50.0% | Reduced |
| TownSquare Capital, LLC | 26,825 | $71.4K | 0.00% | −2,328−8.0% | Reduced |
| Raymond James & Associates | 25,103 | $66.8K | 0.00% | −5,616−18.3% | Reduced |
| Argent Trust Co | 25,000 | $66.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 23,212 | $62.0K | 0.00% | +3,483+17.7% | Added |
| Sanctuary Advisors, LLC | 23,800 | $61.9K | 0.00% | +23,800 | New |
| Mercer Global Advisors Inc | 21,188 | $56.4K | 0.00% | −133−0.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,472 | $43.8K | 0.00% | +972+6.3% | Added |
| 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 |
| SignalPoint Asset Management, LLC | 14,117 | $37.6K | 0.01% | +81+0.6% | Added |
| Register Financial Advisors LLC | 14,067 | $37.4K | 0.02% | +318+2.3% | Added |
| HighTower Advisors, LLC | 13,300 | $36.0K | 0.00% | −29,500−68.9% | Reduced |
| Commonwealth Financial Services, LLC | 12,871 | $34.8K | 0.01% | +871+7.3% | Added |
| Flputnam Investment Management Co | 12,690 | $33.8K | 0.00% | −12,496−49.6% | Reduced |
| 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 |
| Citadel Advisors LLC | 11,596 | $30.8K | 0.00% | +11,596 | New |
| EP Wealth Advisors, LLC | 11,500 | $30.6K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,275 | $27.3K | 0.00% | −78−0.8% | Reduced |
| 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 |
| Independent Financial Group, LLC | 10,000 | $26.6K | 0.00% | +10,000 | New |
| The PNC Financial Services Group, Inc. | 8,000 | $21.3K | 0.00% | −16,526−67.4% | Reduced |
| CWM, LLC | 4,500 | $12.0K | 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 |
| Monetary Management Group Inc | 2,000 | $5.32K | 0.00% | −2,000−50.0% | Reduced |
| International Assets Investment Management, LLC | 2,000 | $5.32K | 0.00% | +2,000 | New |
| Fort Vancouver Investment Management, LLC | 1,884 | $5.01K | 0.00% | +1,884 | New |
| Sunbelt Securities, Inc. | 1,000 | $2.66K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 900 | $2.39K | 0.00% | +900 | New |
| Albion Financial Group | 631 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 567 | $1.54K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 523 | $1.39K | 0.00% | +12+2.3% | Added |
| SOA Wealth Advisors, LLC. | 500 | $1.33K | 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 |
| Strategic Investment Solutions, Inc. | 163 | $606 | 0.00% | +163 | New |
| Key Financial Inc | 150 | $399 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 108 | $287 | 0.00% | −3−2.7% | Reduced |
| Elequin Capital LP | 100 | $266 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 13 | $35 | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −255,596−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −218,245−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −30,289−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −24,046−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,657−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −11,385−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |