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, Q1 2025
Institutional positions in Aberdeen Intermediate Income Fund as of Mar 31, 2025. 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
- 90
- +4 vs. Q4 2024
- Shares held
- 58.0M
- +601.7K (+1.0%) vs. Q4 2024
- Total value
- $156.0M
- +$3.32M (+2.2%) vs. Q4 2024
- New holders
- 12
- 17 more added
- Sold out
- 8
- 25 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Aberdeen Intermediate Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 24,419,462 | $65.7M | 1.54% | +186,567+0.8% | Added |
| Allspring Global Investments Holdings, LLC | 7,518,727 | $20.2M | 0.04% | −369,807−4.7% | Reduced |
| 1607 Capital Partners, LLC | 7,370,555 | $19.8M | 1.60% | −205,000−2.7% | Reduced |
| Karpus Management, Inc. | 7,049,977 | $19.0M | 0.61% | −1,171,084−14.2% | Reduced |
| Ameriprise Financial Inc | 2,946,786 | $7.93M | 0.00% | +1,187,688+67.5% | Added |
| Morgan Stanley | 1,386,833 | $3.73M | 0.00% | −37,838−2.7% | Reduced |
| Invesco Ltd. | 1,100,032 | $2.96M | 0.00% | −13,815−1.2% | Reduced |
| LPL Financial LLC | 840,907 | $2.26M | 0.00% | +433,432+106.4% | Added |
| Bank of America Corp | 668,444 | $1.80M | 0.00% | +274,283+69.6% | Added |
| Wells Fargo & Company | 540,598 | $1.45M | 0.00% | +440,606+440.6% | Added |
| Equitable Holdings, Inc. | 479,574 | $1.29M | 0.01% | +20,192+4.4% | Added |
| Evoke Wealth, LLC | 328,000 | $882.3K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 286,200 | $769.9K | 0.00% | +12,000+4.4% | Added |
| Ameritas Advisory Services, LLC | 249,508 | $663.7K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 245,680 | $660.9K | 0.01% | −20,718−7.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 227,811 | $603.7K | 0.43% | +746+0.3% | Added |
| Transform Wealth, LLC | 201,094 | $540.9K | 0.03% | 00.0% | Unchanged |
| Tolleson Wealth Management, Inc. | 129,626 | $348.7K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 124,848 | $335.8K | 0.00% | +26,725+27.2% | Added |
| Raymond James Financial Inc | 119,781 | $322.2K | 0.00% | +8,212+7.4% | Added |
| Royal Bank of Canada | 118,274 | $318.0K | 0.00% | −12,716−9.7% | Reduced |
| Stephens Inc | 115,755 | $311.4K | 0.00% | −3,800−3.2% | Reduced |
| GWM Advisors LLC | 93,900 | $252.6K | 0.00% | −38,700−29.2% | Reduced |
| Susquehanna International Group, LLP | 74,344 | $200.0K | 0.00% | −32,418−30.4% | Reduced |
| Moors & Cabot, Inc. | 73,629 | $198.1K | 0.01% | +73,629 | New |
| Integrity Alliance, LLC. | 73,067 | $196.6K | 0.01% | +73,067 | New |
| Oppenheimer & Co Inc | 70,000 | $188.3K | 0.00% | −28,979−29.3% | Reduced |
| Dakota Wealth Management | 65,553 | $176.3K | 0.00% | −6,147−8.6% | Reduced |
| Cetera Investment Advisers | 59,577 | $160.3K | 0.00% | −11,402−16.1% | Reduced |
| Smith, Moore & Co. | 58,119 | $156.3K | 0.01% | +15,000+34.8% | Added |
| UBS Group AG | 56,932 | $153.1K | 0.00% | −101−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 54,749 | $147.0K | 0.00% | −4,536−7.7% | Reduced |
| Captrust Financial Advisors | 54,647 | $147.0K | 0.00% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 51,171 | $137.7K | 0.01% | +51,171 | New |
| Cresset Asset Management, LLC | 46,200 | $124.3K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 42,200 | $113.5K | 0.01% | +42,200 | New |
| Colony Group, LLC | 39,100 | $105.2K | 0.00% | 00.0% | Unchanged |
| Penbrook Management LLC | 35,893 | $96.6K | 0.07% | −1,600−4.3% | Reduced |
| Cary Street Partners Financial LLC | 35,800 | $96.3K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 34,133 | $91.8K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 29,830 | $80.2K | 0.00% | +477+1.6% | Added |
| BTG Pactual Asset Management US LLC | 28,615 | $77.0K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 28,143 | $75.7K | 0.00% | −345−1.2% | Reduced |
| Janney Montgomery Scott LLC | 27,631 | $74.0K | 0.00% | −18,001−39.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,456 | $74.0K | 0.00% | +4,579+20.0% | Added |
| RSM US Wealth Management LLC | 27,390 | $73.7K | 0.00% | 00.0% | Unchanged |
| L.M. Kohn & Company | 25,597 | $68.9K | 0.02% | +488+1.9% | Added |
| Argent Trust Co | 25,000 | $67.3K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 23,800 | $64.0K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 20,370 | $54.8K | 0.02% | −20,600−50.3% | Reduced |
| Atria Wealth Solutions, Inc. | 19,500 | $52.5K | 0.00% | −1,000−4.9% | Reduced |
| Advisory Services Network, LLC | 17,000 | $45.7K | 0.00% | 00.0% | Unchanged |
| Philadelphia Trust Co | 16,100 | $43.0K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 15,750 | $42.4K | 0.00% | +15,750 | New |
| Register Financial Advisors LLC | 15,027 | $40.4K | 0.02% | +324+2.2% | Added |
| Farther Finance Advisors, LLC | 14,565 | $39.5K | 0.00% | +14,565 | New |
| HighTower Advisors, LLC | 13,300 | $35.8K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,777 | $34.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,374 | $33.3K | 0.00% | −17,290−58.3% | Reduced |
| Commonwealth Financial Services, LLC | 12,000 | $32.3K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 11,750 | $31.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,648 | $31.3K | 0.00% | −13,527−53.7% | Reduced |
| Two Sigma Securities, LLC | 11,167 | $30.0K | 0.00% | +11,167 | New |
| Rossmore Private Capital | 10,275 | $27.6K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 10,235 | $27.5K | 0.00% | −7,040−40.8% | Reduced |
| Brave Asset Management Inc | 10,000 | $26.9K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,000 | $26.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,000 | $21.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,829 | $13.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,000 | $10.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,857 | $10.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,682 | $7.00K | 0.00% | +2,680+134,000.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 1,771 | $4.76K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,600 | $4.30K | 0.00% | +1,600 | New |
| Geneos Wealth Management Inc. | 1,454 | $3.91K | 0.00% | +1,454 | New |
| Sunbelt Securities, Inc. | 1,000 | $2.69K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 900 | $2.42K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 695 | $1.87K | 0.00% | −16−2.3% | Reduced |
| Albion Financial Group | 631 | $1.70K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 596 | $1.60K | 0.00% | +596 | New |
| Sachetta, LLC | 567 | $1.52K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 566 | $1.52K | 0.00% | +566 | New |
| PFS Partners, LLC | 559 | $1.50K | 0.00% | +12+2.2% | Added |
| SOA Wealth Advisors, LLC. | 500 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 333 | $896 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 163 | $438 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 150 | $404 | 0.00% | +150 | New |
| Comerica Bank | 103 | $277 | 0.00% | −93−47.4% | Reduced |
| Key Financial Inc | 75 | $202 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 13 | $35 | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −214,737−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −17,455−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,058−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1,007−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −991−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| SignalPoint Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |