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, Q4 2024
Institutional positions in Aberdeen Intermediate Income Fund as of Dec 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
- 88
- −7 vs. Q3 2024
- Shares held
- 57.4M
- +1.89M (+3.4%) vs. Q3 2024
- Total value
- $152.8M
- +$1.70M (+1.1%) vs. Q3 2024
- New holders
- 10
- 24 more added
- Sold out
- 17
- 19 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 24,232,895 | $64.5M | 1.46% | +1,523,468+6.7% | Added |
| Karpus Management, Inc. | 8,221,061 | $21.9M | 0.65% | −609,062−6.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,888,534 | $21.0M | 0.03% | +18,446+0.2% | Added |
| 1607 Capital Partners, LLC | 7,575,555 | $20.2M | 1.62% | +2,024,362+36.5% | Added |
| Ameriprise Financial Inc | 1,759,098 | $4.68M | 0.00% | +96,198+5.8% | Added |
| Morgan Stanley | 1,424,671 | $3.79M | 0.00% | −17,150−1.2% | Reduced |
| Invesco Ltd. | 1,113,847 | $2.96M | 0.00% | +9,837+0.9% | Added |
| Equitable Holdings, Inc. | 459,382 | $1.22M | 0.01% | +31,279+7.3% | Added |
| LPL Financial LLC | 407,475 | $1.08M | 0.00% | +39,954+10.9% | Added |
| Bank of America Corp | 394,161 | $1.05M | 0.00% | +13,523+3.6% | Added |
| Evoke Wealth, LLC | 328,000 | $872.5K | 0.02% | +3,000+0.9% | Added |
| Private Advisor Group, LLC | 274,200 | $729.4K | 0.00% | +63,500+30.1% | Added |
| Kingsview Wealth Management, LLC | 266,398 | $708.6K | 0.01% | +24,010+9.9% | Added |
| Ameritas Advisory Services, LLC | 249,508 | $663.7K | 0.02% | −4,854−1.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 227,065 | $604.0K | 0.36% | +1,818+0.8% | Added |
| Kovitz Investment Group Partners, LLC | 214,737 | $571.2K | 0.00% | −11,116−4.9% | Reduced |
| Transform Wealth, LLC | 201,094 | $534.9K | 0.03% | +201,094 | New |
| GWM Advisors LLC | 132,600 | $352.7K | 0.00% | −13,600−9.3% | Reduced |
| Royal Bank of Canada | 130,990 | $349.0K | 0.00% | +28,569+27.9% | Added |
| Tolleson Wealth Management, Inc. | 129,626 | $345.0K | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 119,555 | $318.0K | 0.00% | +4,000+3.5% | Added |
| Raymond James Financial Inc | 111,569 | $296.8K | 0.00% | +111,569 | New |
| Susquehanna International Group, LLP | 106,762 | $284.0K | 0.00% | +106,762 | New |
| Wells Fargo & Company | 99,992 | $266.0K | 0.00% | −1,019,853−91.1% | Reduced |
| Oppenheimer & Co Inc | 98,979 | $263.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 98,123 | $261.0K | 0.00% | +1,462+1.5% | Added |
| Dakota Wealth Management | 71,700 | $190.7K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 70,979 | $188.8K | 0.00% | −5,336−7.0% | Reduced |
| Commonwealth Equity Services, LLC | 59,285 | $158.0K | 0.00% | +349+0.6% | Added |
| UBS Group AG | 57,033 | $151.7K | 0.00% | −64,307−53.0% | Reduced |
| Captrust Financial Advisors | 54,647 | $145.4K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 46,200 | $122.9K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 45,632 | $121.0K | 0.00% | −19,176−29.6% | Reduced |
| Smith, Moore & Co. | 43,119 | $114.7K | 0.01% | −7,500−14.8% | Reduced |
| Shaker Financial Services, LLC | 40,970 | $109.0K | 0.04% | −135,128−76.7% | Reduced |
| Colony Group, LLC | 39,100 | $104.0K | 0.00% | +39,100 | New |
| Penbrook Management LLC | 37,493 | $99.7K | 0.07% | −20,736−35.6% | Reduced |
| Cary Street Partners Financial LLC | 35,800 | $95.2K | 0.00% | +35,800 | New |
| Melfa Wealth Management, LLC | 34,133 | $90.8K | 0.06% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 28,615 | $79.8K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 29,664 | $78.9K | 0.00% | +4,310+17.0% | Added |
| Mission Wealth Management, LP | 29,353 | $78.1K | 0.00% | +480+1.7% | Added |
| TownSquare Capital, LLC | 28,488 | $75.8K | 0.00% | −50.0% | Reduced |
| RSM US Wealth Management LLC | 27,390 | $71.9K | 0.00% | −131−0.5% | Reduced |
| XTX Topco Ltd | 25,175 | $67.0K | 0.01% | +25,175 | New |
| L.M. Kohn & Company | 25,109 | $66.8K | 0.02% | +1,911+8.2% | Added |
| Argent Trust Co | 25,000 | $66.5K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 23,800 | $63.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 22,877 | $61.0K | 0.00% | −235−1.0% | Reduced |
| Atria Wealth Solutions, Inc. | 20,500 | $54.5K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 17,455 | $46.4K | 0.00% | −121,321−87.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,275 | $46.0K | 0.00% | +1,143+7.1% | Added |
| Advisory Services Network, LLC | 17,000 | $45.2K | 0.00% | +17,000 | New |
| Philadelphia Trust Co | 16,100 | $43.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 14,703 | $39.1K | 0.02% | +325+2.3% | Added |
| SignalPoint Asset Management, LLC | 14,441 | $38.4K | 0.01% | +245+1.7% | Added |
| HighTower Advisors, LLC | 13,300 | $35.4K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,777 | $34.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,058 | $32.1K | 0.00% | −21,635−64.2% | Reduced |
| Commonwealth Financial Services, LLC | 12,000 | $31.9K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| The PNC Financial Services Group, Inc. | 8,000 | $21.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,829 | $13.0K | 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% | −2,705−43.5% | Reduced |
| Synergy Financial Management, LLC | 3,100 | $8.43K | 0.00% | +3,100 | New |
| Marshall & Sterling Wealth Advisors Inc. | 1,771 | $4.71K | 0.00% | +1,771 | New |
| IFP Advisors, Inc | 1,007 | $2.68K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $2.63K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 991 | $2.60K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 900 | $2.39K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 711 | $1.89K | 0.00% | +711 | New |
| Albion Financial Group | 631 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 567 | $1.51K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 547 | $1.46K | 0.00% | +12+2.2% | 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 |
| Comerica Bank | 196 | $521 | 0.00% | +91+86.7% | Added |
| Strategic Investment Solutions, Inc. | 163 | $434 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 75 | $200 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 13 | $35 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2 | $7 | 0.00% | −2,680−99.9% | Reduced |
| Hara Capital LLC | 0 | $0 | 0.00% | −229,393−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −47,411−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −35,800−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −26,996−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −21,188−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −20,616−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,750−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −12,690−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Westfuller Advisors, LLC | 0 | $0 | 0.00% | −10,110−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |