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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 13 | $35 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 100 | $266 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 108 | $287 | 0.00% | −3−2.7% | Reduced |
| Key Financial Inc | 150 | $399 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 163 | $606 | 0.00% | +163 | New |
| Steward Partners Investment Advisory, LLC | 314 | $835 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 333 | $886 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $1.33K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 523 | $1.39K | 0.00% | +12+2.3% | Added |
| Sachetta, LLC | 567 | $1.54K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 631 | $1.68K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 900 | $2.39K | 0.00% | +900 | New |
| Sunbelt Securities, Inc. | 1,000 | $2.66K | 0.00% | 00.0% | Unchanged |
| Fort Vancouver Investment Management, LLC | 1,884 | $5.01K | 0.00% | +1,884 | New |
| 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 |
| 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 |
| Anchor Investment Management, LLC | 4,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,500 | $12.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,000 | $21.3K | 0.00% | −16,526−67.4% | Reduced |
| 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 |
| 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 |
| EP Wealth Advisors, LLC | 11,500 | $30.6K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,596 | $30.8K | 0.00% | +11,596 | New |
| 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 |
| Flputnam Investment Management Co | 12,690 | $33.8K | 0.00% | −12,496−49.6% | Reduced |
| Commonwealth Financial Services, LLC | 12,871 | $34.8K | 0.01% | +871+7.3% | Added |
| HighTower Advisors, LLC | 13,300 | $36.0K | 0.00% | −29,500−68.9% | Reduced |
| Register Financial Advisors LLC | 14,067 | $37.4K | 0.02% | +318+2.3% | Added |
| SignalPoint Asset Management, LLC | 14,117 | $37.6K | 0.01% | +81+0.6% | Added |
| 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 |
| Wealth Enhancement Advisory Services, LLC | 16,472 | $43.8K | 0.00% | +972+6.3% | Added |
| Mercer Global Advisors Inc | 21,188 | $56.4K | 0.00% | −133−0.6% | Reduced |
| Sanctuary Advisors, LLC | 23,800 | $61.9K | 0.00% | +23,800 | New |
| Cambridge Investment Research Advisors, Inc. | 23,212 | $62.0K | 0.00% | +3,483+17.7% | Added |
| Argent Trust Co | 25,000 | $66.5K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 25,103 | $66.8K | 0.00% | −5,616−18.3% | Reduced |
| TownSquare Capital, LLC | 26,825 | $71.4K | 0.00% | −2,328−8.0% | Reduced |
| Optimum Investment Advisors | 26,996 | $71.8K | 0.03% | −26,995−50.0% | Reduced |
| RSM US Wealth Management LLC | 27,531 | $73.2K | 0.00% | +27,531 | New |
| Two Sigma Securities, LLC | 28,427 | $75.6K | 0.00% | +28,427 | New |
| Greytown Advisors Inc. | 28,615 | $76.1K | 0.04% | 00.0% | Unchanged |
| L.M. Kohn & Company | 31,591 | $84.0K | 0.02% | +309+1.0% | Added |
| Melfa Wealth Management, LLC | 34,133 | $90.8K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 35,800 | $95.2K | 0.00% | 00.0% | Unchanged |
| Shayne & Co., LLC | 37,186 | $98.9K | 0.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 37,793 | $100.5K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 37,990 | $101.1K | 0.00% | −9,199−19.5% | Reduced |
| Colony Group, LLC | 39,100 | $106.0K | 0.00% | +39,100 | New |
| Flow State Investments, L.P. | 39,884 | $106.1K | 0.03% | +39,884 | New |
| Cresset Asset Management, LLC | 46,200 | $122.9K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 50,619 | $134.6K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 53,477 | $142.0K | 0.00% | −7,157−11.8% | Reduced |
| Captrust Financial Advisors | 54,647 | $145.4K | 0.00% | 00.0% | Unchanged |
| Penbrook Management LLC | 58,229 | $154.9K | 0.09% | −4,700−7.5% | Reduced |
| Dakota Wealth Management | 71,700 | $190.7K | 0.00% | +30,125+72.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 72,740 | $193.5K | 0.00% | +25,834+55.1% | Added |
| Janney Montgomery Scott LLC | 84,837 | $226.0K | 0.00% | +11,500+15.7% | Added |
| Royal Bank of Canada | 91,273 | $243.0K | 0.00% | +28,715+45.9% | Added |
| Cetera Investment Advisers | 93,970 | $250.0K | 0.00% | +65,045+224.9% | Added |
| Advisor Group Holdings, Inc. | 96,582 | $256.9K | 0.00% | −40,559−29.6% | Reduced |
| Oppenheimer & Co Inc | 98,979 | $263.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 105,312 | $280.1K | 0.00% | −64,003−37.8% | Reduced |
| Stephens Inc | 115,555 | $307.4K | 0.00% | +1,500+1.3% | Added |
| Tolleson Wealth Management, Inc. | 133,535 | $355.0K | 0.07% | +2,699+2.1% | Added |
| Private Advisor Group, LLC | 143,200 | $380.9K | 0.00% | +6,892+5.1% | Added |
| Shaker Financial Services, LLC | 152,493 | $405.6K | 0.16% | +35,757+30.6% | Added |
| Evoke Wealth, LLC | 183,000 | $486.8K | 0.71% | −194,000−51.5% | Reduced |
| GWM Advisors LLC | 213,900 | $569.0K | 0.00% | −22,900−9.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 225,247 | $599.2K | 0.36% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 226,944 | $603.7K | 0.01% | +578+0.3% | Added |
| Ameritas Advisory Services, LLC | 232,640 | $618.8K | 0.02% | +63,582+37.6% | Added |
| LPL Financial LLC | 255,720 | $680.2K | 0.00% | +153,364+149.8% | Added |
| Hara Capital LLC | 256,693 | $682.8K | 0.44% | 00.0% | Unchanged |
| Bank of America Corp | 354,564 | $943.1K | 0.00% | −4,858−1.4% | Reduced |
| Landscape Capital Management, L.L.C. | 389,401 | $1.04M | 0.09% | +81,606+26.5% | Added |
| Equitable Holdings, Inc. | 415,095 | $1.10M | 0.01% | +613+0.1% | Added |
| Wells Fargo & Company | 1,131,064 | $3.01M | 0.00% | +25,057+2.3% | Added |
| Invesco Ltd. | 1,274,112 | $3.39M | 0.00% | +222,540+21.2% | Added |
| Morgan Stanley | 1,411,292 | $3.75M | 0.00% | +3,678+0.3% | Added |
| Ameriprise Financial Inc | 1,497,656 | $3.98M | 0.00% | +89,342+6.3% | Added |
| 1607 Capital Partners, LLC | 5,571,962 | $14.8M | 1.33% | −212,108−3.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,230,582 | $21.9M | 0.04% | +8,456+0.1% | Added |
| Karpus Management, Inc. | 9,298,141 | $24.7M | 0.70% | +1,657,470+21.7% | Added |
| Sit Investment Associates Inc | 21,834,948 | $58.1M | 1.34% | −142,236−0.6% | Reduced |
| 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 |