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, Q3 2024
Institutional positions in Aberdeen Intermediate Income Fund as of Sep 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
- 98
- +7 vs. Q2 2024
- Shares held
- 55.7M
- +352.0K (+0.6%) vs. Q2 2024
- Total value
- $151.4M
- +$4.27M (+2.9%) vs. Q2 2024
- New holders
- 16
- 24 more added
- Sold out
- 9
- 21 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 22,709,427 | $61.8M | 1.38% | +874,479+4.0% | Added |
| Karpus Management, Inc. | 8,830,123 | $24.0M | 0.67% | −468,018−5.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,870,088 | $21.4M | 0.03% | −360,494−4.4% | Reduced |
| 1607 Capital Partners, LLC | 5,551,193 | $15.1M | 1.38% | −20,769−0.4% | Reduced |
| Ameriprise Financial Inc | 1,662,900 | $4.52M | 0.00% | +165,244+11.0% | Added |
| Morgan Stanley | 1,441,821 | $3.92M | 0.00% | +30,529+2.2% | Added |
| Wells Fargo & Company | 1,119,845 | $3.05M | 0.00% | −11,219−1.0% | Reduced |
| Invesco Ltd. | 1,104,010 | $3.00M | 0.00% | −170,102−13.4% | Reduced |
| Equitable Holdings, Inc. | 428,103 | $1.16M | 0.01% | +13,008+3.1% | Added |
| Bank of America Corp | 380,638 | $1.04M | 0.00% | +26,074+7.4% | Added |
| LPL Financial LLC | 367,521 | $999.7K | 0.00% | +111,801+43.7% | Added |
| Evoke Wealth, LLC | 325,000 | $884.0K | 0.02% | +142,000+77.6% | Added |
| Ameritas Advisory Services, LLC | 254,362 | $691.9K | 0.03% | +21,722+9.3% | Added |
| Kingsview Wealth Management, LLC | 242,388 | $659.3K | 0.01% | +15,444+6.8% | Added |
| Hara Capital LLC | 229,393 | $623.9K | 0.39% | −27,300−10.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 225,247 | $612.7K | 0.39% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 225,853 | $603.8K | 0.00% | +225,853 | New |
| Private Advisor Group, LLC | 210,700 | $573.1K | 0.00% | +67,500+47.1% | Added |
| Shaker Financial Services, LLC | 176,098 | $479.0K | 0.18% | +23,605+15.5% | Added |
| GWM Advisors LLC | 146,200 | $397.7K | 0.00% | −67,700−31.7% | Reduced |
| Landscape Capital Management, L.L.C. | 138,776 | $377.5K | 0.04% | −250,625−64.4% | Reduced |
| Tolleson Wealth Management, Inc. | 129,626 | $353.0K | 0.07% | −3,909−2.9% | Reduced |
| UBS Group AG | 121,340 | $330.0K | 0.00% | +16,028+15.2% | Added |
| Stephens Inc | 115,555 | $314.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 102,421 | $279.0K | 0.00% | +11,148+12.2% | Added |
| Oppenheimer & Co Inc | 98,979 | $269.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 96,661 | $262.9K | 0.00% | +79+0.1% | Added |
| Cetera Investment Advisers | 76,315 | $207.6K | 0.00% | −17,655−18.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 75,417 | $205.1K | 0.00% | +2,677+3.7% | Added |
| Dakota Wealth Management | 71,700 | $195.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 64,808 | $176.0K | 0.00% | −20,029−23.6% | Reduced |
| Commonwealth Equity Services, LLC | 58,936 | $160.0K | 0.00% | +5,459+10.2% | Added |
| Penbrook Management LLC | 58,229 | $158.4K | 0.10% | 00.0% | Unchanged |
| Captrust Financial Advisors | 54,647 | $148.6K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 50,619 | $137.7K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 47,411 | $129.0K | 0.00% | +47,411 | New |
| Cresset Asset Management, LLC | 46,200 | $125.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 35,800 | $97.4K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 34,133 | $92.8K | 0.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 33,693 | $91.6K | 0.00% | +33,693 | New |
| BTG Pactual Asset Management US LLC | 28,615 | $79.8K | 0.01% | +28,615 | New |
| Mission Wealth Management, LP | 28,873 | $78.5K | 0.00% | +28,873 | New |
| TownSquare Capital, LLC | 28,493 | $77.5K | 0.00% | +1,668+6.2% | Added |
| RSM US Wealth Management LLC | 27,521 | $76.0K | 0.00% | −100.0% | Reduced |
| Optimum Investment Advisors | 26,996 | $73.4K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 25,354 | $69.0K | 0.00% | +13,758+118.6% | Added |
| Argent Trust Co | 25,000 | $68.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 23,800 | $63.5K | 0.00% | 00.0% | Unchanged |
| L.M. Kohn & Company | 23,198 | $63.1K | 0.02% | −8,393−26.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,112 | $63.0K | 0.00% | −100−0.4% | Reduced |
| Mercer Global Advisors Inc | 21,188 | $58.5K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 20,616 | $56.1K | 0.00% | −17,177−45.5% | Reduced |
| Atria Wealth Solutions, Inc. | 20,500 | $55.8K | 0.00% | −17,490−46.0% | Reduced |
| Raymond James & Associates | 20,247 | $55.1K | 0.00% | −4,856−19.3% | Reduced |
| Philadelphia Trust Co | 16,100 | $44.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 16,132 | $43.9K | 0.00% | −340−2.1% | Reduced |
| Raymond James Trust N.A. | 15,851 | $43.1K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 15,750 | $42.8K | 0.00% | +4,250+37.0% | Added |
| Register Financial Advisors LLC | 14,378 | $39.1K | 0.02% | +311+2.2% | Added |
| SignalPoint Asset Management, LLC | 14,196 | $38.8K | 0.01% | +79+0.6% | Added |
| HighTower Advisors, LLC | 13,300 | $36.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,777 | $34.8K | 0.00% | +12,777 | New |
| Flputnam Investment Management Co | 12,690 | $34.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 12,000 | $33.1K | 0.01% | −871−6.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 12,000 | $32.6K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 11,750 | $32.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 11,400 | $31.0K | 0.00% | +11,400 | New |
| Stratos Wealth Partners, LTD. | 11,400 | $31.0K | 0.00% | +11,400 | New |
| Rossmore Private Capital | 10,275 | $27.9K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 10,110 | $27.5K | 0.02% | +10,110 | New |
| Independent Financial Group, LLC | 10,000 | $27.2K | 0.00% | 00.0% | Unchanged |
| Brave Asset Management Inc | 10,000 | $27.2K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,000 | $27.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 9,645 | $26.0K | 0.02% | +9,645 | New |
| The PNC Financial Services Group, Inc. | 8,000 | $21.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,600 | $20.7K | 0.00% | +7,600 | New |
| Global Retirement Partners, LLC | 6,216 | $16.9K | 0.00% | +2,705+77.0% | Added |
| CWM, LLC | 4,829 | $13.0K | 0.00% | +329+7.3% | Added |
| Anchor Investment Management, LLC | 4,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $10.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,682 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,007 | $2.74K | 0.00% | +1,007 | New |
| Sunbelt Securities, Inc. | 1,000 | $2.72K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 991 | $2.71K | 0.00% | +991 | New |
| Clearstead Advisors, LLC | 900 | $2.45K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 631 | $1.72K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 595 | $1.62K | 0.00% | +595 | New |
| Sachetta, LLC | 567 | $1.54K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 535 | $1.46K | 0.00% | +12+2.3% | Added |
| SOA Wealth Advisors, LLC. | 500 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 333 | $906 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 314 | $854 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 163 | $443 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 105 | $286 | 0.00% | −3−2.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $272 | 0.00% | +100 | New |
| Key Financial Inc | 75 | $204 | 0.00% | −75−50.0% | Reduced |
| Principal Securities, Inc. | 13 | $35 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $3 | 0.00% | +1 | New |
| Flow State Investments, L.P. | 0 | $0 | 0.00% | −39,884−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −39,100−100.0% | Sold out |