Aberdeen Municipal IncomeMFM

13F holders, Q3 2024 (September 30)
77holders −3
4new positions
6sold out
$5.72avg. 13F price*

At the end of Q3 2024, 77 institutions reported holding Aberdeen Municipal Income (MFM) in their 13F filings, down 3 from Q2 2024. 4 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($9.4M), Pathstone Holdings, LLC ($9.3M) and UBS Group AG ($6.5M).

Company
Aberdeen Municipal Income
Filed as
MFS MUN INCOME TR (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions4$824K
Exits6$1.3M

All 13F filers, Q2 2024 → Q3 2024: 1,105,503 shares bought and 721,249 shares sold, net +384,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Bank of America Corp. 0.00% Add +8.2% 1,640,234 $9.4M
Pathstone Holdings, LLC 0.04% Add +14.8% 1,625,347 $9.3M
UBS Group AG 0.00% Add +7.1% 1,142,864 $6.5M
Saba Capital Management, L.P. 0.12% Reduce -12.1% 918,314 $5.3M
Hennion & Walsh Asset Management, Inc. 0.24% Reduce -0.7% 884,144 $5.1M
Advisors Asset Management, Inc. 0.08% Reduce -21.2% 722,003 $4.1M
Envestnet Asset Management Inc. 0.00% Add +9.9% 615,942 $3.5M
Thomas J. Herzfeld Advisors, Inc. 1.04% Add +1.7% 547,602 $3.1M
Janney Montgomery Scott LLC 0.01% Add +3.9% 536,830 $3.1M
Guggenheim Capital LLC 0.02% Add +34.2% 530,902 $3.0M
Logan Stone Capital, LLC 0.57% Add +34.2% 397,179 $2.3M
Private Advisor Group, LLC 0.01% Reduce -12.6% 365,720 $2.1M
MacKay Shields LLC 0.33% No change 333,155 $1.9M
Van Eck Associates Corp. 0.00% Reduce -2.1% 331,374 $1.8M
Robinson Capital Management, LLC 0.46% Reduce -6.0% 234,306 $1.3M
Morgan Stanley 0.00% Reduce -4.7% 235,858 $1.3M
Edmonds Duncan Registered Investment Advisors, LLC 0.27% Add +1.7% 216,801 $1.2M
LPL Financial LLC 0.00% Reduce -2.1% 203,449 $1.2M
Capital Investment Advisors, LLC 0.02% Add +0.0% 131,232 $751K
Invesco Ltd. 0.00% Add +204.0% 128,731 $736K
Park Avenue Securities LLC 0.01% Reduce -4.2% 125,571 $718K
Wells Fargo & Company 0.00% Reduce -9.1% 123,012 $704K
Raymond James & Associates 0.00% Reduce -0.6% 117,988 $675K
Melfa Wealth Management, Inc. 0.43% Reduce -1.6% 113,576 $650K
Northwestern Mutual Wealth Management Co. 0.00% Add +7.6% 109,315 $625K
Rockefeller Capital Management L.P. 0.00% Add +11.5% 106,584 $610K
Bank of New York Mellon Corp 0.00% No change 93,724 $536K
Rivernorth Capital Management, LLC 0.03% No change 93,722 $536K
Choreo, LLC 0.01% Add +5.4% 90,066 $517K
Tyche Wealth Partners LLC 0.11% Reduce -10.9% 85,376 $488K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -2.6% 83,953 $480K
Wolverine Asset Management LLC 0.05% Add +81.1% 79,658 $456K
Riverbridge Partners LLC 0.00% New 60,597 $347K
Ameriprise Financial Inc. 0.00% Reduce -0.2% 59,017 $338K
NewEdge Advisors, LLC 0.00% Add +0.2% 56,815 $325K
Cambridge Investment Research Advisors, Inc. 0.00% Add +329.5% 55,706 $319K
Rothschild Investment LLC 0.02% Reduce -8.6% 53,000 $303K
Susquehanna International Group, LLP 0.00% New 46,616 $267K
Royal Bank of Canada 0.00% Add +4.3% 42,989 $246K
Rwa Wealth Partners, LLC 0.00% No change 40,113 $229K
MML Investors Services, LLC 0.00% Add +6.0% 39,303 $225K
Balanced Wealth Group LLC 0.10% Reduce -17.0% 37,564 $215K
Commonwealth Equity Services, LLC 0.00% Reduce -6.8% 34,341 $196K
Aviance Capital Partners, LLC 0.03% Add +6.0% 34,069 $195K
HighTower Advisors, LLC 0.00% Add +66.2% 32,726 $183K
Blue Bell Private Wealth Management, LLC 0.03% Add +105.8% 31,688 $181K
Equitable Holdings, Inc. 0.00% Add +0.7% 28,875 $165K
Integrated Wealth Concepts LLC 0.00% Reduce -3.8% 28,180 $161K
Ashton Thomas Private Wealth, LLC 0.01% Add +1.2% 27,934 $160K
Integrated Capital Management, Inc. 0.11% Reduce -0.7% 24,648 $141K
Avior Wealth Management, LLC 0.01% Add +16.5% 23,189 $133K
Moors & Cabot, Inc. 0.01% Add +0.1% 22,704 $130K
Osaic Holdings, Inc. 0.00% No change 21,260 $122K
Baird Financial Group, Inc. 0.00% No change 20,676 $118K
Ramiah Investment Group 0.11% Reduce -6.4% 20,638 $118K
Corient Private Wealth LP 0.00% New 20,513 $117K
Chicago Partners Investment Group LLC 0.00% Add +1.2% 20,945 $116K
Sanctuary Advisors, LLC 0.00% Add +0.7% 20,696 $115K
Cetera Investment Advisers 0.00% Reduce -16.7% 19,805 $113K
Wealthcare Advisory Partners LLC 0.00% No change 18,230 $104K
Drive Wealth Management, LLC 0.03% No change 17,600 $101K
Jones Financial Companies LLLP 0.00% New 16,436 $94K
Nomura Holdings Inc. 0.00% Reduce -51.3% 15,844 $91K
WealthBridge Capital Management, LLC 0.02% No change 13,000 $74K
Atria Wealth Solutions, Inc. 0.00% Reduce -0.1% 12,264 $70K
Gridiron Partners, LLC 0.04% No change 11,873 $68K
GPS Wealth Strategies Group, LLC 0.01% No change 10,960 $63K
Mariner, LLC 0.00% No change 10,600 $61K
Silverlake Wealth Management LLC 0.02% No change 10,347 $59K
Commonwealth Financial Services, LLC 0.01% No change 10,000 $57K
IFP Advisors, Inc 0.00% No change 8,010 $46K
S.A. Mason LLC 0.01% No change 3,898 $22K
American National Bank & Trust 0.00% No change 2,820 $16K
Anchor Investment Management, LLC 0.00% Add +0.7% 1,368 $8K
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% Add +34.6% 743 $4K

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