Aberdeen Municipal IncomeMFM

13F holders, Q1 2024 (March 31)
79holders
$5.36avg. 13F price*

At the end of Q1 2024, 79 institutions reported holding Aberdeen Municipal Income (MFM) in their 13F filings. The largest holders were Pathstone Holdings, LLC ($7.7M), Bank of America Corp. ($7.5M) and UBS Group AG ($5.7M).

Company
Aberdeen Municipal Income
Filed as
MFS MUN INCOME TR (Q1 2024)
CUSIP
552738106
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 79Q1 2024Q2 2024: 80Q2 2024Q3 2024: 77Q3 2024Q4 2024: 84Q4 2024Q1 2025: 85Q1 2025Q2 2025: 87Q2 2025Q3 2025: 87Q3 2025Q4 2025: 92Q4 2025Q1 2026: 83Q1 2026Q2 2026: 126Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions6$832K
Exits8$626K

Ownership 79 holders

Pathstone Holdings, LLC 0.04% Add +1.1% 1,431,135 $7.7M
Bank of America Corp. 0.00% Add +8.9% 1,401,382 $7.5M
UBS Group AG 0.00% Add +8.9% 1,067,379 $5.7M
Advisors Asset Management, Inc. 0.10% Add +17.8% 939,810 $5.0M
Saba Capital Management, L.P. 0.09% Reduce -47.7% 793,717 $4.3M
Hennion & Walsh Asset Management, Inc. 0.22% Add +37.0% 761,784 $4.1M
Private Advisor Group, LLC 0.02% Add +215.5% 544,257 $2.9M
Thomas J. Herzfeld Advisors, Inc. 0.98% Add +23.5% 515,466 $2.8M
Envestnet Asset Management Inc. 0.00% Add +9.9% 514,393 $2.8M
Janney Montgomery Scott LLC 0.01% Add +10.0% 445,619 $2.4M
MacKay Shields LLC 0.32% No change 333,155 $1.8M
Van Eck Associates Corp. 0.00% Add +6.3% 326,701 $1.8M
Morgan Stanley 0.00% Reduce -33.2% 252,775 $1.4M
Robinson Capital Management, LLC 0.49% No change 265,180 $1.4M
Edmonds Duncan Registered Investment Advisors, LLC 0.29% Add +2.3% 218,234 $1.2M
LPL Financial LLC 0.00% Reduce -2.5% 212,556 $1.1M
Guggenheim Capital LLC 0.01% Reduce -1.3% 204,584 $1.1M
Logan Stone Capital, LLC 0.20% Reduce -54.4% 175,505 $942K
Wells Fargo & Company 0.00% Add +0.6% 158,436 $851K
Truist Financial Corp. 0.00% Add +0.5% 152,691 $820K
Capital Investment Advisors, LLC 0.02% Add +1.1% 143,130 $769K
Park Avenue Securities LLC 0.01% Reduce -0.2% 135,283 $726K
Fort Point Capital Partners LLC 0.09% Add +129.5% 122,940 $660K
Raymond James & Associates 0.00% Add +0.2% 118,461 $636K
Melfa Wealth Management, Inc. 0.45% Add +0.1% 115,430 $620K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.4% 108,618 $583K
Bank of New York Mellon Corp 0.00% Reduce -21.2% 98,365 $528K
Rivernorth Capital Management, LLC 0.03% Reduce -65.7% 98,363 $528K
Tyche Wealth Partners LLC 0.13% No change 95,776 $514K
Rockefeller Capital Management L.P. 0.00% Add +46.6% 83,084 $446K
Choreo, LLC 0.01% New 81,408 $437K
Osaic Holdings, Inc. 0.00% Reduce -4.2% 79,900 $429K
AQR Arbitrage LLC 0.02% Reduce -44.3% 70,549 $379K
Balanced Wealth Group LLC 0.16% Reduce -47.4% 67,311 $356K
Rothschild Investment LLC 0.02% No change 58,000 $311K
Ameriprise Financial Inc. 0.00% Add +15.3% 53,980 $290K
Landscape Capital Management, L.L.C. 0.02% Reduce -31.4% 51,635 $277K
NewEdge Advisors, LLC 0.00% Add +33.1% 50,588 $272K
Royal Bank of Canada 0.00% Reduce -3.2% 41,173 $221K
Rwa Wealth Partners, LLC 0.00% Add +0.7% 40,113 $215K
MML Investors Services, LLC 0.00% Reduce -0.7% 38,740 $208K
Commonwealth Equity Services, LLC 0.00% Add +7.3% 36,841 $198K
Nomura Holdings Inc. 0.00% Add +59.4% 32,500 $175K
Integrated Wealth Concepts LLC 0.00% Reduce -0.6% 31,877 $171K
Raymond James Financial Services Advisors, Inc. 0.00% Add +3.3% 31,664 $170K
Aviance Capital Partners, LLC 0.02% Add +1.7% 29,732 $160K
Equitable Holdings, Inc. 0.00% Add +0.7% 28,396 $152K
Ashton Thomas Private Wealth, LLC 0.01% Add +0.8% 27,287 $147K
Wolverine Asset Management LLC 0.01% New 24,718 $133K
Integrated Capital Management, Inc. 0.11% Reduce -2.2% 24,345 $131K
Moors & Cabot, Inc. 0.01% Add +0.1% 22,642 $122K
Ramiah Investment Group 0.11% Reduce -2.9% 22,006 $118K
Drive Wealth Management, LLC 0.03% No change 21,600 $116K
Baird Financial Group, Inc. 0.00% No change 20,676 $111K
Avior Wealth Management, LLC 0.00% New 19,794 $106K
Chicago Partners Investment Group LLC 0.00% Reduce -18.9% 20,461 $105K
Wealthcare Advisory Partners LLC 0.00% No change 18,230 $98K
Mariner, LLC 0.00% Reduce -6.6% 16,833 $90K
Cetera Investment Advisers 0.00% New 16,174 $87K
Ironsides Asset Advisors, LLC 0.03% Add +4.1% 15,500 $83K
WealthBridge Capital Management, LLC 0.02% No change 13,000 $70K
Blue Bell Private Wealth Management, LLC 0.01% New 12,900 $69K
Cambridge Investment Research Advisors, Inc. 0.00% No change 12,565 $67K
Atria Wealth Solutions, Inc. 0.00% No change 12,371 $66K
Gridiron Partners, LLC 0.04% No change 11,873 $64K
GPS Wealth Strategies Group, LLC 0.01% No change 10,960 $59K
Silverlake Wealth Management LLC 0.03% No change 10,347 $56K
Commonwealth Financial Services, LLC 0.01% No change 10,000 $52K
IFP Advisors, Inc 0.00% No change 8,010 $43K
Institutional & Family Asset Management, LLC 0.00% No change 4,449 $24K
S.A. Mason LLC 0.01% No change 3,898 $21K
American National Bank & Trust 0.00% Add +1900.0% 2,820 $15K
Benjamin Edwards Inc. 0.00% No change 2,300 $12K
Anchor Investment Management, LLC 0.00% Add +0.8% 1,351 $7K
Kiely Wealth Advisory Group, Inc. 0.00% No change 1,129 $6K
Parallel Advisors, LLC 0.00% No change 1,025 $6K
Clearstead Advisors, LLC 0.00% Reduce -33.3% 248 $1K
Comerica Bank 0.00% Reduce -65.2% 70 $375
Benjamin F. Edwards & Company, Inc. 0.00% New 31 $0

"% of holder's portfolio" is MFM's weight in each manager's 13F, not the share of Aberdeen Municipal Income the manager owns.