Aberdeen Municipal IncomeMFM

13F holders, Q2 2024 (June 30)
80holders +1
4new positions
4sold out
$5.45avg. 13F price*

At the end of Q2 2024, 80 institutions reported holding Aberdeen Municipal Income (MFM) in their 13F filings, up 1 from Q1 2024. 4 opened new positions and 4 sold out. The largest holders were Bank of America Corp. ($8.3M), Pathstone Holdings, LLC ($7.7M) and UBS Group AG ($5.8M).

Company
Aberdeen Municipal Income
Filed as
MFS MUN INCOME TR (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions4$342K
Exits4$904K

All 13F filers, Q1 2024 → Q2 2024: 1,169,513 shares bought and 562,821 shares sold, net +606,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 80 holders

Bank of America Corp. 0.00% Add +8.2% 1,516,498 $8.3M
Pathstone Holdings, LLC 0.03% Reduce -1.1% 1,415,908 $7.7M
UBS Group AG 0.00% Add +0.0% 1,067,419 $5.8M
Saba Capital Management, L.P. 0.13% Add +31.7% 1,044,989 $5.7M
Advisors Asset Management, Inc. 0.10% Reduce -2.5% 916,142 $5.0M
Hennion & Walsh Asset Management, Inc. 0.25% Add +16.9% 890,663 $4.9M
Envestnet Asset Management Inc. 0.00% Add +9.0% 560,506 $3.1M
Thomas J. Herzfeld Advisors, Inc. 1.03% Add +4.4% 538,220 $2.9M
Janney Montgomery Scott LLC 0.01% Add +16.0% 516,773 $2.8M
Private Advisor Group, LLC 0.02% Reduce -23.1% 418,654 $2.3M
Guggenheim Capital LLC 0.02% Add +93.4% 395,723 $2.2M
Van Eck Associates Corp. 0.00% Add +3.6% 338,536 $1.8M
MacKay Shields LLC 0.32% No change 333,155 $1.8M
Logan Stone Capital, LLC 0.42% Add +68.7% 295,992 $1.6M
Morgan Stanley 0.00% Reduce -2.1% 247,357 $1.4M
Robinson Capital Management, LLC 0.48% Reduce -6.0% 249,329 $1.3M
Edmonds Duncan Registered Investment Advisors, LLC 0.28% Reduce -2.3% 213,163 $1.2M
LPL Financial LLC 0.00% Reduce -2.2% 207,788 $1.1M
Fort Point Capital Partners LLC 0.10% Add +13.0% 138,907 $758K
Wells Fargo & Company 0.00% Reduce -14.6% 135,286 $739K
Capital Investment Advisors, LLC 0.02% Reduce -8.3% 131,230 $717K
Park Avenue Securities LLC 0.01% Reduce -3.2% 131,013 $715K
Raymond James & Associates 0.00% Add +0.2% 118,699 $648K
Melfa Wealth Management, Inc. 0.44% No change 115,430 $630K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.4% 101,618 $555K
Tyche Wealth Partners LLC 0.13% No change 95,776 $523K
Rockefeller Capital Management L.P. 0.00% Add +15.1% 95,584 $522K
Bank of New York Mellon Corp 0.00% Reduce -4.7% 93,724 $512K
Rivernorth Capital Management, LLC 0.02% Reduce -4.7% 93,722 $512K
Raymond James Financial Services Advisors, Inc. 0.00% Add +172.2% 86,184 $471K
Choreo, LLC 0.01% Add +5.0% 85,486 $456K
Landscape Capital Management, L.L.C. 0.03% Add +25.2% 64,635 $353K
Ameriprise Financial Inc. 0.00% Add +9.5% 59,122 $323K
Rothschild Investment LLC 0.02% No change 58,000 $317K
NewEdge Advisors, LLC 0.00% Add +12.1% 56,702 $310K
Balanced Wealth Group LLC 0.11% Reduce -32.8% 45,267 $241K
Wolverine Asset Management LLC 0.02% Add +78.0% 43,996 $240K
Invesco Ltd. 0.00% New 42,343 $231K
Royal Bank of Canada 0.00% Add +0.1% 41,208 $225K
Rwa Wealth Partners, LLC 0.00% No change 40,113 $219K
MML Investors Services, LLC 0.00% Reduce -4.2% 37,097 $203K
Commonwealth Equity Services, LLC 0.00% No change 36,841 $201K
Nomura Holdings Inc. 0.00% No change 32,500 $177K
Aviance Capital Partners, LLC 0.03% Add +8.1% 32,124 $175K
Integrated Wealth Concepts LLC 0.00% Reduce -8.2% 29,280 $160K
Equitable Holdings, Inc. 0.00% Add +1.0% 28,670 $157K
Ashton Thomas Private Wealth, LLC 0.01% Add +1.2% 27,613 $151K
Integrated Capital Management, Inc. 0.11% Add +1.9% 24,810 $135K
Cetera Investment Advisers 0.00% Add +47.0% 23,773 $130K
Moors & Cabot, Inc. 0.01% Add +0.1% 22,673 $124K
AQR Arbitrage LLC 0.01% Reduce -68.1% 22,486 $123K
Ramiah Investment Group 0.12% Add +0.2% 22,051 $120K
Osaic Holdings, Inc. 0.00% Reduce -73.4% 21,260 $116K
Baird Financial Group, Inc. 0.00% No change 20,676 $113K
Chicago Partners Investment Group LLC 0.00% Add +1.2% 20,704 $112K
Avior Wealth Management, LLC 0.00% Add +0.6% 19,907 $109K
Sanctuary Advisors, LLC 0.00% — 20,560 $104K
Wealthcare Advisory Partners LLC 0.00% No change 18,230 $100K
Drive Wealth Management, LLC 0.03% Reduce -18.5% 17,600 $96K
HighTower Advisors, LLC 0.00% New 19,696 $92K
Blue Bell Private Wealth Management, LLC 0.02% Add +19.4% 15,401 $84K
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.2% 12,971 $71K
WealthBridge Capital Management, LLC 0.02% No change 13,000 $71K
Atria Wealth Solutions, Inc. 0.00% Reduce -0.8% 12,270 $67K
Gridiron Partners, LLC 0.04% No change 11,873 $65K
GPS Wealth Strategies Group, LLC 0.01% No change 10,960 $60K
Mariner, LLC 0.00% Reduce -37.0% 10,600 $58K
Silverlake Wealth Management LLC 0.02% No change 10,347 $56K
Commonwealth Financial Services, LLC 0.01% No change 10,000 $53K
IFP Advisors, Inc 0.00% No change 8,010 $44K
Institutional & Family Asset Management, LLC 0.00% No change 4,449 $24K
S.A. Mason LLC 0.01% No change 3,898 $21K
Winch Advisory Services, LLC 0.00% New 2,858 $16K
American National Bank & Trust 0.00% No change 2,820 $15K
Benjamin Edwards Inc. 0.00% No change 2,300 $13K
Anchor Investment Management, LLC 0.00% Add +0.6% 1,359 $7K
Kiely Wealth Advisory Group, Inc. 0.00% No change 1,129 $6K
Parallel Advisors, LLC 0.00% No change 1,025 $6K
Bessemer Group Inc. 0.00% New 552 $3K
Clearstead Advisors, LLC 0.00% No change 248 $1K

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