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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 13 | $35 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 75 | $202 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 103 | $277 | 0.00% | −93−47.4% | Reduced |
| Country Trust Bank | 150 | $404 | 0.00% | +150 | New |
| Strategic Investment Solutions, Inc. | 163 | $438 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 333 | $896 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $1.34K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 559 | $1.50K | 0.00% | +12+2.2% | Added |
| BlackRock, Inc. | 566 | $1.52K | 0.00% | +566 | New |
| Sachetta, LLC | 567 | $1.52K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 596 | $1.60K | 0.00% | +596 | New |
| Albion Financial Group | 631 | $1.70K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 695 | $1.87K | 0.00% | −16−2.3% | Reduced |
| Clearstead Advisors, LLC | 900 | $2.42K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $2.69K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,454 | $3.91K | 0.00% | +1,454 | New |
| Eastern Bank | 1,600 | $4.30K | 0.00% | +1,600 | New |
| Marshall & Sterling Wealth Advisors Inc. | 1,771 | $4.76K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,682 | $7.00K | 0.00% | +2,680+134,000.0% | Added |
| Concord Wealth Partners | 3,857 | $10.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,000 | $10.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,829 | $13.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,000 | $21.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wealth Enhancement Advisory Services, LLC | 10,235 | $27.5K | 0.00% | −7,040−40.8% | Reduced |
| Rossmore Private Capital | 10,275 | $27.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,167 | $30.0K | 0.00% | +11,167 | New |
| XTX Topco Ltd | 11,648 | $31.3K | 0.00% | −13,527−53.7% | Reduced |
| Truist Financial Corp | 11,750 | $31.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 12,000 | $32.3K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,374 | $33.3K | 0.00% | −17,290−58.3% | Reduced |
| PFG Investments, LLC | 12,777 | $34.4K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,300 | $35.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 14,565 | $39.5K | 0.00% | +14,565 | New |
| Register Financial Advisors LLC | 15,027 | $40.4K | 0.02% | +324+2.2% | Added |
| EP Wealth Advisors, LLC | 15,750 | $42.4K | 0.00% | +15,750 | New |
| Philadelphia Trust Co | 16,100 | $43.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 17,000 | $45.7K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 19,500 | $52.5K | 0.00% | −1,000−4.9% | Reduced |
| Shaker Financial Services, LLC | 20,370 | $54.8K | 0.02% | −20,600−50.3% | Reduced |
| Sanctuary Advisors, LLC | 23,800 | $64.0K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 25,000 | $67.3K | 0.00% | 00.0% | Unchanged |
| L.M. Kohn & Company | 25,597 | $68.9K | 0.02% | +488+1.9% | Added |
| RSM US Wealth Management LLC | 27,390 | $73.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| TownSquare Capital, LLC | 28,143 | $75.7K | 0.00% | −345−1.2% | Reduced |
| BTG Pactual Asset Management US LLC | 28,615 | $77.0K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 29,830 | $80.2K | 0.00% | +477+1.6% | Added |
| Melfa Wealth Management, LLC | 34,133 | $91.8K | 0.06% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 35,800 | $96.3K | 0.00% | 00.0% | Unchanged |
| Penbrook Management LLC | 35,893 | $96.6K | 0.07% | −1,600−4.3% | Reduced |
| Colony Group, LLC | 39,100 | $105.2K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 42,200 | $113.5K | 0.01% | +42,200 | New |
| Cresset Asset Management, LLC | 46,200 | $124.3K | 0.00% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 51,171 | $137.7K | 0.01% | +51,171 | New |
| 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 |
| UBS Group AG | 56,932 | $153.1K | 0.00% | −101−0.2% | Reduced |
| Smith, Moore & Co. | 58,119 | $156.3K | 0.01% | +15,000+34.8% | Added |
| Cetera Investment Advisers | 59,577 | $160.3K | 0.00% | −11,402−16.1% | Reduced |
| Dakota Wealth Management | 65,553 | $176.3K | 0.00% | −6,147−8.6% | Reduced |
| Oppenheimer & Co Inc | 70,000 | $188.3K | 0.00% | −28,979−29.3% | Reduced |
| Integrity Alliance, LLC. | 73,067 | $196.6K | 0.01% | +73,067 | New |
| Moors & Cabot, Inc. | 73,629 | $198.1K | 0.01% | +73,629 | New |
| Susquehanna International Group, LLP | 74,344 | $200.0K | 0.00% | −32,418−30.4% | Reduced |
| GWM Advisors LLC | 93,900 | $252.6K | 0.00% | −38,700−29.2% | Reduced |
| Stephens Inc | 115,755 | $311.4K | 0.00% | −3,800−3.2% | Reduced |
| Royal Bank of Canada | 118,274 | $318.0K | 0.00% | −12,716−9.7% | Reduced |
| Raymond James Financial Inc | 119,781 | $322.2K | 0.00% | +8,212+7.4% | Added |
| Advisor Group Holdings, Inc. | 124,848 | $335.8K | 0.00% | +26,725+27.2% | Added |
| Tolleson Wealth Management, Inc. | 129,626 | $348.7K | 0.07% | 00.0% | Unchanged |
| Transform Wealth, LLC | 201,094 | $540.9K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 227,811 | $603.7K | 0.43% | +746+0.3% | Added |
| Kingsview Wealth Management, LLC | 245,680 | $660.9K | 0.01% | −20,718−7.8% | Reduced |
| Ameritas Advisory Services, LLC | 249,508 | $663.7K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 286,200 | $769.9K | 0.00% | +12,000+4.4% | Added |
| Evoke Wealth, LLC | 328,000 | $882.3K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 479,574 | $1.29M | 0.01% | +20,192+4.4% | Added |
| Wells Fargo & Company | 540,598 | $1.45M | 0.00% | +440,606+440.6% | Added |
| Bank of America Corp | 668,444 | $1.80M | 0.00% | +274,283+69.6% | Added |
| LPL Financial LLC | 840,907 | $2.26M | 0.00% | +433,432+106.4% | Added |
| Invesco Ltd. | 1,100,032 | $2.96M | 0.00% | −13,815−1.2% | Reduced |
| Morgan Stanley | 1,386,833 | $3.73M | 0.00% | −37,838−2.7% | Reduced |
| Ameriprise Financial Inc | 2,946,786 | $7.93M | 0.00% | +1,187,688+67.5% | Added |
| Karpus Management, Inc. | 7,049,977 | $19.0M | 0.61% | −1,171,084−14.2% | Reduced |
| 1607 Capital Partners, LLC | 7,370,555 | $19.8M | 1.60% | −205,000−2.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,518,727 | $20.2M | 0.04% | −369,807−4.7% | Reduced |
| Sit Investment Associates Inc | 24,419,462 | $65.7M | 1.54% | +186,567+0.8% | Added |
| 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 |