Aberdeen Municipal IncomeMFM

13F holders, Q4 2024 (December 31)
84holders +7
9new positions
3sold out
1famous investor
$5.35avg. 13F price*

At the end of Q4 2024, 84 institutions reported holding Aberdeen Municipal Income (MFM) in their 13F filings, up 7 from Q3 2024. 9 opened new positions and 3 sold out. The largest holders were Bank of America Corp. ($10.1M), Pathstone Holdings, LLC ($9.8M) and UBS Group AG ($6.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Aberdeen Municipal Income
Filed as
MFS MUN INCOME TR (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions9$1.6M
Exits3$282K

All 13F filers, Q3 2024 → Q4 2024: 1,390,720 shares bought and 781,266 shares sold, net +609,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 84 holders

Bank of America Corp. 0.00% Add +15.6% 1,895,354 $10.1M
Pathstone Holdings, LLC 0.04% Add +12.4% 1,827,038 $9.8M
UBS Group AG 0.00% Add +3.5% 1,183,383 $6.3M
Hennion & Walsh Asset Management, Inc. 0.21% Reduce -0.7% 877,791 $4.7M
Advisors Asset Management, Inc. 0.09% Add +21.2% 875,266 $4.7M
Anderson Financial Strategies, LLC 2.58% — 801,531 $4.3M
Saba Capital Management, L.P. 0.09% Reduce -25.5% 683,746 $3.7M
Guggenheim Capital LLC 0.03% Add +23.4% 654,988 $3.5M
Janney Montgomery Scott LLC 0.01% Add +6.8% 573,615 $3.1M
Envestnet Asset Management Inc. 0.00% Reduce -13.0% 535,803 $2.9M
Thomas J. Herzfeld Advisors, Inc. 0.90% Reduce -3.9% 526,027 $2.8M
Logan Stone Capital, LLC 0.72% Add +1.3% 402,423 $2.2M
Van Eck Associates Corp. 0.00% Add +4.5% 346,432 $1.9M
MacKay Shields LLC 0.36% No change 333,155 $1.8M
Private Advisor Group, LLC 0.01% Reduce -30.8% 253,115 $1.4M
Invesco Ltd. 0.00% Add +85.9% 239,267 $1.3M
LPL Financial LLC 0.00% Add +9.5% 222,815 $1.2M
Morgan Stanley 0.00% Reduce -5.6% 222,693 $1.2M
Creative Planning 0.00% New 222,064 $1.2M
Robinson Capital Management, LLC 0.42% Reduce -17.8% 192,508 $1.0M
Raymond James Financial Inc. 0.00% — 186,416 $997K
Park Avenue Securities LLC 0.01% Add +7.2% 134,564 $720K
Rockefeller Capital Management L.P. 0.00% Add +19.4% 127,236 $681K
Capital Investment Advisors, LLC 0.01% Reduce -8.0% 120,732 $646K
Melfa Wealth Management, Inc. 0.41% Reduce -0.3% 113,224 $606K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.0% 111,531 $597K
Choreo, LLC 0.01% Add +9.0% 98,145 $524K
Bank of New York Mellon Corp 0.00% Add +0.0% 93,725 $501K
Rivernorth Capital Management, LLC 0.02% No change 93,722 $501K
Wells Fargo & Company 0.00% Reduce -26.6% 90,243 $483K
Cambridge Investment Research Advisors, Inc. 0.00% Add +22.9% 68,469 $366K
Ameriprise Financial Inc. 0.00% Add +10.3% 65,114 $348K
Riverbridge Partners LLC 0.00% Reduce -0.6% 60,253 $322K
NewEdge Advisors, LLC 0.00% Add +0.2% 56,931 $305K
HighTower Advisors, LLC 0.00% Add +73.4% 56,750 $304K
Tyche Wealth Partners LLC 0.06% Reduce -34.4% 56,050 $300K
Rothschild Investment LLC 0.02% No change 53,000 $284K
Royal Bank of Canada 0.00% Add +7.2% 46,089 $246K
Noble Wealth Management PBC 0.16% — 43,830 $234K
MML Investors Services, LLC 0.00% Add +7.8% 42,362 $227K
Aviance Capital Partners, LLC 0.03% Add +19.4% 40,664 $218K
Rwa Wealth Partners, LLC 0.00% No change 40,113 $215K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -4.9% 30,127 $161K
Equitable Holdings, Inc. 0.00% Add +0.5% 29,012 $155K
Wealthcare Advisory Partners LLC 0.00% Add +49.4% 27,230 $146K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -3.3% 27,000 $144K
Osaic Holdings, Inc. 0.00% Add +25.0% 26,574 $142K
Nomura Holdings Inc. 0.00% Add +57.8% 25,000 $134K
Integrated Capital Management, Inc. 0.10% Add +0.1% 24,668 $132K
Avior Wealth Management, LLC 0.00% Add +1.6% 23,560 $126K
Moors & Cabot, Inc. 0.01% Add +0.1% 22,736 $122K
Cetera Investment Advisers 0.00% Add +12.8% 22,341 $120K
Novus Advisors, LLC 0.12% — 21,735 $116K
Chicago Partners Investment Group LLC 0.00% Add +1.2% 21,190 $115K
Baird Financial Group, Inc. 0.00% No change 20,676 $111K
Corient Private Wealth LP 0.00% No change 20,513 $110K
Susquehanna International Group, LLP 0.00% Reduce -56.0% 20,505 $110K
Citadel Advisors 0.00% New 19,843 $106K
Sanctuary Advisors, LLC 0.00% Reduce -7.9% 19,059 $103K
Commonwealth Equity Services, LLC 0.00% Reduce -45.2% 18,819 $101K
Integrated Wealth Concepts LLC 0.00% Reduce -38.5% 17,346 $93K
Wolverine Asset Management LLC 0.01% Reduce -80.2% 15,767 $84K
Jane Street Group, LLC 0.00% New 14,810 $79K
Drive Wealth Management, LLC 0.02% Reduce -17.1% 14,600 $78K
Landscape Capital Management, L.L.C. 0.01% New 13,124 $70K
WealthBridge Capital Management, LLC 0.02% No change 13,000 $70K
Avantax Advisory Services, Inc. 0.00% New 12,937 $69K
Balanced Wealth Group LLC 0.03% Reduce -66.4% 12,620 $69K
Gridiron Partners, LLC 0.04% No change 11,873 $64K
Amarillo National Bank 0.01% New 11,502 $62K
GPS Wealth Strategies Group, LLC 0.01% No change 10,960 $59K
Mariner, LLC 0.00% No change 10,600 $57K
Silverlake Wealth Management LLC 0.02% No change 10,347 $55K
Waverly Advisors, LLC 0.00% New 10,039 $54K
Commonwealth Financial Services, LLC 0.01% No change 10,000 $54K
IFP Advisors, Inc 0.00% No change 8,010 $43K
S.A. Mason LLC 0.01% No change 3,898 $21K
American National Bank & Trust 0.00% No change 2,820 $15K
Anchor Investment Management, LLC 0.00% Add +0.6% 1,376 $7K
Bessemer Group Inc. 0.00% Add +72.1% 1,279 $7K
Kiely Wealth Advisory Group, Inc. 0.00% No change 1,129 $6K
Parallel Advisors, LLC 0.00% No change 1,025 $5K
PNC Financial Services Group, Inc. 0.00% New 983 $5K
MAI Capital Management 0.00% New 700 $4K

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