Aberdeen Municipal IncomeMFM

13F holders, Q1 2025 (March 31)
85holders +1
10new positions
8sold out
1famous investor
$5.31avg. 13F price*

At the end of Q1 2025, 85 institutions reported holding Aberdeen Municipal Income (MFM) in their 13F filings, up 1 from Q4 2024. 10 opened new positions and 8 sold out. The largest holders were Pathstone Holdings, LLC ($11.4M), Bank of America Corp. ($10.3M) and UBS Group AG ($5.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Aberdeen Municipal Income
Filed as
MFS MUN INCOME TR (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions10$572K
Exits8$1.6M

All 13F filers, Q4 2024 → Q1 2025: 1,617,422 shares bought and 794,685 shares sold, net +822,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 85 holders

Pathstone Holdings, LLC 0.05% Add +15.8% 2,116,386 $11.4M
Bank of America Corp. 0.00% Add +2.3% 1,939,718 $10.3M
UBS Group AG 0.00% Reduce -10.8% 1,055,563 $5.6M
Guggenheim Capital LLC 0.04% Add +33.2% 872,195 $4.6M
Hennion & Walsh Asset Management, Inc. 0.21% Reduce -0.8% 871,007 $4.6M
Anderson Financial Strategies, LLC 2.58% Reduce -0.8% 794,684 $4.2M
Advisors Asset Management, Inc. 0.08% Reduce -12.5% 766,179 $4.1M
Saba Capital Management, L.P. 0.10% No change 683,746 $3.6M
Envestnet Asset Management Inc. 0.00% Add +19.3% 639,204 $3.4M
Janney Montgomery Scott LLC 0.01% Add +9.2% 626,431 $3.3M
Rivernorth Capital Management, LLC 0.17% Add +562.5% 620,908 $3.3M
Thomas J. Herzfeld Advisors, Inc. 1.06% Add +11.8% 587,872 $3.1M
Logan Stone Capital, LLC 1.00% Add +0.6% 404,903 $2.1M
MacKay Shields LLC 0.34% No change 333,155 $1.8M
Invesco Ltd. 0.00% Add +33.7% 319,810 $1.7M
Van Eck Associates Corp. 0.00% Reduce -17.8% 284,688 $1.5M
Private Advisor Group, LLC 0.01% Reduce -2.9% 245,808 $1.3M
LPL Financial LLC 0.00% Add +7.6% 239,786 $1.3M
Raymond James Financial Inc. 0.00% Add +1.5% 189,293 $1.0M
Creative Planning 0.00% Reduce -17.6% 182,995 $970K
Morgan Stanley 0.00% Reduce -20.4% 177,225 $939K
Park Avenue Securities LLC 0.01% Reduce -0.7% 133,675 $708K
Rockefeller Capital Management L.P. 0.00% Add +0.8% 128,185 $679K
Capital Investment Advisors, LLC 0.01% Reduce -1.9% 118,482 $628K
Melfa Wealth Management, Inc. 0.41% No change 113,224 $600K
Choreo, LLC 0.01% Add +10.3% 108,228 $574K
Bank of New York Mellon Corp 0.00% Reduce 0.0% 93,724 $497K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -17.3% 92,187 $489K
Tyche Wealth Partners LLC 0.10% Add +52.3% 85,376 $452K
Wells Fargo & Company 0.00% Reduce -8.0% 83,037 $440K
NewEdge Advisors, LLC 0.00% Add +35.3% 77,049 $408K
Riverbridge Partners LLC 0.01% Add +10.5% 66,582 $353K
Ameriprise Financial Inc. 0.00% Add +0.7% 65,590 $348K
Royal Bank of Canada 0.00% Add +21.5% 55,989 $297K
Rothschild Investment LLC 0.02% No change 53,000 $281K
Advisor Resource Council 0.02% New 46,800 $248K
MML Investors Services, LLC 0.00% Add +5.3% 44,586 $236K
Noble Wealth Management PBC 0.16% No change 43,830 $232K
Aviance Capital Partners, LLC 0.03% Add +7.7% 43,809 $232K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -38.6% 42,049 $223K
HighTower Advisors, LLC 0.00% Reduce -35.2% 36,760 $195K
Blue Bell Private Wealth Management, LLC 0.03% Add +2.9% 31,014 $164K
Equitable Holdings, Inc. 0.00% Add +3.1% 29,899 $158K
Avior Wealth Management, LLC 0.01% Add +25.6% 29,593 $157K
Wealthcare Advisory Partners LLC 0.00% No change 27,230 $144K
Ashton Thomas Private Wealth, LLC 0.01% No change 27,000 $143K
Chicago Partners Investment Group LLC 0.00% Add +24.5% 26,378 $137K
Integrated Capital Management, Inc. 0.10% Reduce -2.1% 24,152 $128K
Commonwealth Equity Services, LLC 0.00% Add +25.5% 23,619 $125K
Moors & Cabot, Inc. 0.01% Add +0.1% 22,768 $121K
Cetera Investment Advisers 0.00% Reduce -0.1% 22,309 $118K
Osaic Holdings, Inc. 0.00% Reduce -17.3% 21,972 $116K
Novus Advisors, LLC 0.12% No change 21,735 $115K
Wolverine Asset Management LLC 0.01% Add +34.8% 21,250 $113K
Baird Financial Group, Inc. 0.00% No change 20,676 $110K
Corient Private Wealth LP 0.00% No change 20,513 $109K
Susquehanna International Group, LLP 0.00% Reduce -0.1% 20,479 $109K
Ackerman Capital Advisors, LLC 0.03% New 20,332 $108K
Readystate Asset Management LP 0.01% New 19,860 $105K
Sanctuary Advisors, LLC 0.00% Add +2.5% 19,536 $104K
Integrated Wealth Concepts LLC 0.00% Add +8.0% 18,728 $99K
Landscape Capital Management, L.L.C. 0.01% Add +21.9% 15,993 $85K
WealthBridge Capital Management, LLC 0.02% No change 13,000 $69K
Avantax Advisory Services, Inc. 0.00% No change 12,937 $69K
Citadel Advisors 0.00% Reduce -37.1% 12,473 $66K
Gridiron Partners, LLC 0.04% No change 11,873 $63K
Amarillo National Bank 0.01% No change 11,502 $61K
GPS Wealth Strategies Group, LLC 0.01% No change 10,960 $58K
Mariner, LLC 0.00% No change 10,600 $56K
Silverlake Wealth Management LLC 0.02% No change 10,347 $55K
Waverly Advisors, LLC 0.00% Add +0.0% 10,042 $53K
Commonwealth Financial Services, LLC 0.01% No change 10,000 $53K
Farther Finance Advisors, LLC 0.00% New 8,400 $45K
IFP Advisors, Inc 0.00% No change 8,010 $42K
Chilton Capital Management LLC 0.00% New 4,000 $21K
S.A. Mason LLC 0.01% No change 3,898 $21K
Elequin Capital, LP 0.00% New 3,236 $17K
American National Bank & Trust 0.00% No change 2,820 $15K
US Bancorp \de 0.00% New 2,080 $11K
Jones Financial Companies LLLP 0.00% New 1,467 $8K
Anchor Investment Management, LLC 0.00% Add +0.7% 1,385 $7K
Bogart Wealth, LLC 0.00% New 1,109 $6K
Parallel Advisors, LLC 0.00% No change 1,025 $5K
MAI Capital Management 0.00% No change 700 $4K
Eastern Bank 0.00% New 500 $3K

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