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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $3 | 0.00% | +1 | New |
| Principal Securities, Inc. | 13 | $35 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 75 | $204 | 0.00% | −75−50.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $272 | 0.00% | +100 | New |
| Comerica Bank | 105 | $286 | 0.00% | −3−2.8% | Reduced |
| Strategic Investment Solutions, Inc. | 163 | $443 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 314 | $854 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 333 | $906 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $1.36K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 535 | $1.46K | 0.00% | +12+2.3% | Added |
| Sachetta, LLC | 567 | $1.54K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 595 | $1.62K | 0.00% | +595 | New |
| Albion Financial Group | 631 | $1.72K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 900 | $2.45K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 991 | $2.71K | 0.00% | +991 | New |
| Sunbelt Securities, Inc. | 1,000 | $2.72K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,007 | $2.74K | 0.00% | +1,007 | New |
| NBC Securities, Inc. | 2,682 | $7.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $10.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,829 | $13.0K | 0.00% | +329+7.3% | Added |
| Global Retirement Partners, LLC | 6,216 | $16.9K | 0.00% | +2,705+77.0% | Added |
| US Bancorp | 7,600 | $20.7K | 0.00% | +7,600 | New |
| The PNC Financial Services Group, Inc. | 8,000 | $21.8K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 9,645 | $26.0K | 0.02% | +9,645 | 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 |
| Westfuller Advisors, LLC | 10,110 | $27.5K | 0.02% | +10,110 | New |
| Rossmore Private Capital | 10,275 | $27.9K | 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 |
| Truist Financial Corp | 11,750 | $32.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 12,000 | $32.6K | 0.01% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 12,000 | $33.1K | 0.01% | −871−6.8% | Reduced |
| Flputnam Investment Management Co | 12,690 | $34.5K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,777 | $34.8K | 0.00% | +12,777 | New |
| HighTower Advisors, LLC | 13,300 | $36.0K | 0.00% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 14,196 | $38.8K | 0.01% | +79+0.6% | Added |
| Register Financial Advisors LLC | 14,378 | $39.1K | 0.02% | +311+2.2% | Added |
| EP Wealth Advisors, LLC | 15,750 | $42.8K | 0.00% | +4,250+37.0% | Added |
| Raymond James Trust N.A. | 15,851 | $43.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 16,132 | $43.9K | 0.00% | −340−2.1% | Reduced |
| Philadelphia Trust Co | 16,100 | $44.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 20,247 | $55.1K | 0.00% | −4,856−19.3% | Reduced |
| Atria Wealth Solutions, Inc. | 20,500 | $55.8K | 0.00% | −17,490−46.0% | Reduced |
| Concurrent Investment Advisors, LLC | 20,616 | $56.1K | 0.00% | −17,177−45.5% | Reduced |
| Mercer Global Advisors Inc | 21,188 | $58.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 23,112 | $63.0K | 0.00% | −100−0.4% | Reduced |
| L.M. Kohn & Company | 23,198 | $63.1K | 0.02% | −8,393−26.6% | Reduced |
| Sanctuary Advisors, LLC | 23,800 | $63.5K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 25,000 | $68.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 25,354 | $69.0K | 0.00% | +13,758+118.6% | Added |
| Optimum Investment Advisors | 26,996 | $73.4K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 27,521 | $76.0K | 0.00% | −100.0% | Reduced |
| TownSquare Capital, LLC | 28,493 | $77.5K | 0.00% | +1,668+6.2% | Added |
| Mission Wealth Management, LP | 28,873 | $78.5K | 0.00% | +28,873 | New |
| BTG Pactual Asset Management US LLC | 28,615 | $79.8K | 0.01% | +28,615 | New |
| Jane Street Group, LLC | 33,693 | $91.6K | 0.00% | +33,693 | New |
| Melfa Wealth Management, LLC | 34,133 | $92.8K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 35,800 | $97.4K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 46,200 | $125.7K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 47,411 | $129.0K | 0.00% | +47,411 | New |
| Smith, Moore & Co. | 50,619 | $137.7K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 54,647 | $148.6K | 0.00% | 00.0% | Unchanged |
| Penbrook Management LLC | 58,229 | $158.4K | 0.10% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 58,936 | $160.0K | 0.00% | +5,459+10.2% | Added |
| Janney Montgomery Scott LLC | 64,808 | $176.0K | 0.00% | −20,029−23.6% | Reduced |
| Dakota Wealth Management | 71,700 | $195.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 75,417 | $205.1K | 0.00% | +2,677+3.7% | Added |
| Cetera Investment Advisers | 76,315 | $207.6K | 0.00% | −17,655−18.8% | Reduced |
| Advisor Group Holdings, Inc. | 96,661 | $262.9K | 0.00% | +79+0.1% | Added |
| Oppenheimer & Co Inc | 98,979 | $269.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 102,421 | $279.0K | 0.00% | +11,148+12.2% | Added |
| Stephens Inc | 115,555 | $314.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 121,340 | $330.0K | 0.00% | +16,028+15.2% | Added |
| Tolleson Wealth Management, Inc. | 129,626 | $353.0K | 0.07% | −3,909−2.9% | Reduced |
| Landscape Capital Management, L.L.C. | 138,776 | $377.5K | 0.04% | −250,625−64.4% | Reduced |
| GWM Advisors LLC | 146,200 | $397.7K | 0.00% | −67,700−31.7% | Reduced |
| Shaker Financial Services, LLC | 176,098 | $479.0K | 0.18% | +23,605+15.5% | Added |
| Private Advisor Group, LLC | 210,700 | $573.1K | 0.00% | +67,500+47.1% | Added |
| Kovitz Investment Group Partners, LLC | 225,853 | $603.8K | 0.00% | +225,853 | New |
| Fortitude Advisory Group L.L.C. | 225,247 | $612.7K | 0.39% | 00.0% | Unchanged |
| Hara Capital LLC | 229,393 | $623.9K | 0.39% | −27,300−10.6% | Reduced |
| Kingsview Wealth Management, LLC | 242,388 | $659.3K | 0.01% | +15,444+6.8% | Added |
| Ameritas Advisory Services, LLC | 254,362 | $691.9K | 0.03% | +21,722+9.3% | Added |
| Evoke Wealth, LLC | 325,000 | $884.0K | 0.02% | +142,000+77.6% | Added |
| LPL Financial LLC | 367,521 | $999.7K | 0.00% | +111,801+43.7% | Added |
| Bank of America Corp | 380,638 | $1.04M | 0.00% | +26,074+7.4% | Added |
| Equitable Holdings, Inc. | 428,103 | $1.16M | 0.01% | +13,008+3.1% | Added |
| Invesco Ltd. | 1,104,010 | $3.00M | 0.00% | −170,102−13.4% | Reduced |
| Wells Fargo & Company | 1,119,845 | $3.05M | 0.00% | −11,219−1.0% | Reduced |
| Morgan Stanley | 1,441,821 | $3.92M | 0.00% | +30,529+2.2% | Added |
| Ameriprise Financial Inc | 1,662,900 | $4.52M | 0.00% | +165,244+11.0% | Added |
| 1607 Capital Partners, LLC | 5,551,193 | $15.1M | 1.38% | −20,769−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,870,088 | $21.4M | 0.03% | −360,494−4.4% | Reduced |
| Karpus Management, Inc. | 8,830,123 | $24.0M | 0.67% | −468,018−5.0% | Reduced |
| Sit Investment Associates Inc | 22,709,427 | $61.8M | 1.38% | +874,479+4.0% | Added |
| 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 |