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.
Q4 2024 vs. Q3 2024
How the institutions holding Aberdeen Intermediate Income Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 98 | 3 | 88 | −7 |
| Shares | 55.7M | 111.5K | 57.4M | +1.89M (+3.4%) |
| Value | $151.4M | $303.3K | $152.8M | +$1.70M (+1.1%) |
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held Aberdeen Intermediate Income Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Transform Wealth, LLC | 201,094 | $534.9K | 0.03% |
| Raymond James Financial Inc | 111,569 | $296.8K | 0.00% |
| Susquehanna International Group, LLP | 106,762 | $284.0K | 0.00% |
| Colony Group, LLC | 39,100 | $104.0K | 0.00% |
| Cary Street Partners Financial LLC | 35,800 | $95.2K | 0.00% |
| XTX Topco Ltd | 25,175 | $67.0K | 0.01% |
| Advisory Services Network, LLC | 17,000 | $45.2K | 0.00% |
| Synergy Financial Management, LLC | 3,100 | $8.43K | 0.00% |
| Marshall & Sterling Wealth Advisors Inc. | 1,771 | $4.71K | 0.00% |
| WPG Advisers, LLC | 711 | $1.89K | 0.00% |
Sold out (17)
Institutions that held Aberdeen Intermediate Income Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Hara Capital LLC | 229,393 | $623.9K |
| Wolverine Asset Management LLC | 47,411 | $129.0K |
| Cary Street Partner Investment Advisory LLC | 35,800 | $97.4K |
| Optimum Investment Advisors | 26,996 | $73.4K |
| Mercer Global Advisors Inc | 21,188 | $58.5K |
| Concurrent Investment Advisors, LLC | 20,616 | $56.1K |
| EP Wealth Advisors, LLC | 15,750 | $42.8K |
| Flputnam Investment Management Co | 12,690 | $34.5K |
| Goldman Sachs Group Inc | 11,400 | $31.0K |
| Stratos Wealth Partners, LTD. | 11,400 | $31.0K |
| Westfuller Advisors, LLC | 10,110 | $27.5K |
| Independent Financial Group, LLC | 10,000 | $27.2K |
| Clear Street Markets LLC | 9,645 | $26.0K |
| US Bancorp | 7,600 | $20.7K |
| POM Investment Strategies, LLC | 595 | $1.62K |
| Northwestern Mutual Wealth Management Co | 100 | $272 |
| FMR LLC | 1 | $3 |
Not filed for Q4 2024 yet (3)
Institutions that held Aberdeen Intermediate Income Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 75,417 | $205.1K |
| Raymond James & Associates | 20,247 | $55.1K |
| Raymond James Trust N.A. | 15,851 | $43.1K |