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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 2 | $7 | 0.00% | −2,680−99.9% | Reduced |
| Principal Securities, Inc. | 13 | $35 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 75 | $200 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 163 | $434 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 196 | $521 | 0.00% | +91+86.7% | Added |
| 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 | 547 | $1.46K | 0.00% | +12+2.2% | Added |
| Sachetta, LLC | 567 | $1.51K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 631 | $1.68K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 711 | $1.89K | 0.00% | +711 | New |
| Clearstead Advisors, LLC | 900 | $2.39K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 991 | $2.60K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $2.63K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,007 | $2.68K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,771 | $4.71K | 0.00% | +1,771 | New |
| Synergy Financial Management, LLC | 3,100 | $8.43K | 0.00% | +3,100 | New |
| Global Retirement Partners, LLC | 3,511 | $9.34K | 0.00% | −2,705−43.5% | Reduced |
| 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 | 4,829 | $13.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,000 | $21.3K | 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 |
| Rossmore Private Capital | 10,275 | $27.3K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 11,750 | $31.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Jane Street Group, LLC | 12,058 | $32.1K | 0.00% | −21,635−64.2% | Reduced |
| PFG Investments, LLC | 12,777 | $34.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,300 | $35.4K | 0.00% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 14,441 | $38.4K | 0.01% | +245+1.7% | Added |
| Register Financial Advisors LLC | 14,703 | $39.1K | 0.02% | +325+2.3% | Added |
| Philadelphia Trust Co | 16,100 | $43.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 17,000 | $45.2K | 0.00% | +17,000 | New |
| Wealth Enhancement Advisory Services, LLC | 17,275 | $46.0K | 0.00% | +1,143+7.1% | Added |
| Landscape Capital Management, L.L.C. | 17,455 | $46.4K | 0.00% | −121,321−87.4% | Reduced |
| Atria Wealth Solutions, Inc. | 20,500 | $54.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 22,877 | $61.0K | 0.00% | −235−1.0% | Reduced |
| Sanctuary Advisors, LLC | 23,800 | $63.5K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 25,000 | $66.5K | 0.00% | 00.0% | Unchanged |
| L.M. Kohn & Company | 25,109 | $66.8K | 0.02% | +1,911+8.2% | Added |
| XTX Topco Ltd | 25,175 | $67.0K | 0.01% | +25,175 | New |
| RSM US Wealth Management LLC | 27,390 | $71.9K | 0.00% | −131−0.5% | Reduced |
| TownSquare Capital, LLC | 28,488 | $75.8K | 0.00% | −50.0% | Reduced |
| Mission Wealth Management, LP | 29,353 | $78.1K | 0.00% | +480+1.7% | Added |
| Citadel Advisors LLC | 29,664 | $78.9K | 0.00% | +4,310+17.0% | Added |
| BTG Pactual Asset Management US LLC | 28,615 | $79.8K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 34,133 | $90.8K | 0.06% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 35,800 | $95.2K | 0.00% | +35,800 | New |
| Penbrook Management LLC | 37,493 | $99.7K | 0.07% | −20,736−35.6% | Reduced |
| Colony Group, LLC | 39,100 | $104.0K | 0.00% | +39,100 | New |
| Shaker Financial Services, LLC | 40,970 | $109.0K | 0.04% | −135,128−76.7% | Reduced |
| Smith, Moore & Co. | 43,119 | $114.7K | 0.01% | −7,500−14.8% | Reduced |
| Janney Montgomery Scott LLC | 45,632 | $121.0K | 0.00% | −19,176−29.6% | Reduced |
| Cresset Asset Management, LLC | 46,200 | $122.9K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 54,647 | $145.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 57,033 | $151.7K | 0.00% | −64,307−53.0% | Reduced |
| Commonwealth Equity Services, LLC | 59,285 | $158.0K | 0.00% | +349+0.6% | Added |
| Cetera Investment Advisers | 70,979 | $188.8K | 0.00% | −5,336−7.0% | Reduced |
| Dakota Wealth Management | 71,700 | $190.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 98,123 | $261.0K | 0.00% | +1,462+1.5% | Added |
| Oppenheimer & Co Inc | 98,979 | $263.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 99,992 | $266.0K | 0.00% | −1,019,853−91.1% | Reduced |
| Susquehanna International Group, LLP | 106,762 | $284.0K | 0.00% | +106,762 | New |
| Raymond James Financial Inc | 111,569 | $296.8K | 0.00% | +111,569 | New |
| Stephens Inc | 119,555 | $318.0K | 0.00% | +4,000+3.5% | Added |
| Tolleson Wealth Management, Inc. | 129,626 | $345.0K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 130,990 | $349.0K | 0.00% | +28,569+27.9% | Added |
| GWM Advisors LLC | 132,600 | $352.7K | 0.00% | −13,600−9.3% | Reduced |
| Transform Wealth, LLC | 201,094 | $534.9K | 0.03% | +201,094 | New |
| Kovitz Investment Group Partners, LLC | 214,737 | $571.2K | 0.00% | −11,116−4.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 227,065 | $604.0K | 0.36% | +1,818+0.8% | Added |
| Ameritas Advisory Services, LLC | 249,508 | $663.7K | 0.02% | −4,854−1.9% | Reduced |
| Kingsview Wealth Management, LLC | 266,398 | $708.6K | 0.01% | +24,010+9.9% | Added |
| Private Advisor Group, LLC | 274,200 | $729.4K | 0.00% | +63,500+30.1% | Added |
| Evoke Wealth, LLC | 328,000 | $872.5K | 0.02% | +3,000+0.9% | Added |
| Bank of America Corp | 394,161 | $1.05M | 0.00% | +13,523+3.6% | Added |
| LPL Financial LLC | 407,475 | $1.08M | 0.00% | +39,954+10.9% | Added |
| Equitable Holdings, Inc. | 459,382 | $1.22M | 0.01% | +31,279+7.3% | Added |
| Invesco Ltd. | 1,113,847 | $2.96M | 0.00% | +9,837+0.9% | Added |
| Morgan Stanley | 1,424,671 | $3.79M | 0.00% | −17,150−1.2% | Reduced |
| Ameriprise Financial Inc | 1,759,098 | $4.68M | 0.00% | +96,198+5.8% | Added |
| 1607 Capital Partners, LLC | 7,575,555 | $20.2M | 1.62% | +2,024,362+36.5% | Added |
| Allspring Global Investments Holdings, LLC | 7,888,534 | $21.0M | 0.03% | +18,446+0.2% | Added |
| Karpus Management, Inc. | 8,221,061 | $21.9M | 0.65% | −609,062−6.9% | Reduced |
| Sit Investment Associates Inc | 24,232,895 | $64.5M | 1.46% | +1,523,468+6.7% | Added |
| 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 |