Aberdeen Municipal IncomeMFM

13F holders, Q2 2025 (June 30)
87holders +2
11new positions
8sold out
1famous investor
$5.17avg. 13F price*

At the end of Q2 2025, 87 institutions reported holding Aberdeen Municipal Income (MFM) in their 13F filings, up 2 from Q1 2025. 11 opened new positions and 8 sold out. The largest holders were Pathstone Holdings, LLC ($14.0M), Bank of America Corp. ($9.4M) and UBS Group AG ($5.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Aberdeen Municipal Income
Filed as
MFS MUN INCOME TR (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions11$2.2M
Exits8$832K

All 13F filers, Q1 2025 → Q2 2025: 2,051,006 shares bought and 1,068,888 shares sold, net +982,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 87 holders

Pathstone Holdings, LLC 0.06% Add +27.6% 2,699,801 $14.0M
Bank of America Corp. 0.00% Reduce -6.0% 1,822,939 $9.4M
UBS Group AG 0.00% Add +4.0% 1,097,729 $5.7M
Saba Capital Management, L.P. 0.15% Add +52.3% 1,041,627 $5.4M
Guggenheim Capital LLC 0.04% Add +10.9% 967,358 $5.0M
Advisors Asset Management, Inc. 0.08% Add +14.0% 873,146 $4.5M
Hennion & Walsh Asset Management, Inc. 0.17% Reduce -6.9% 811,157 $4.2M
Anderson Financial Strategies, LLC 2.42% Reduce -7.8% 732,363 $3.8M
Janney Montgomery Scott LLC 0.01% Reduce -3.6% 603,667 $3.1M
Envestnet Asset Management Inc. 0.00% Reduce -13.8% 551,202 $2.8M
Logan Stone Capital, LLC 1.20% Add +21.4% 491,734 $2.5M
Thomas J. Herzfeld Advisors, Inc. 0.79% Reduce -26.8% 430,567 $2.2M
Invesco Ltd. 0.00% Add +32.4% 423,411 $2.2M
Rivernorth Capital Management, LLC 0.11% Reduce -37.6% 387,125 $2.0M
MacKay Shields LLC 0.36% No change 333,155 $1.7M
Van Eck Associates Corp. 0.00% Add +0.2% 285,308 $1.5M
LPL Financial LLC 0.00% Reduce -3.9% 230,334 $1.2M
Private Advisor Group, LLC 0.01% Reduce -7.3% 227,765 $1.2M
Raymond James Financial Inc. 0.00% Add +4.4% 197,612 $1.0M
Balanced Wealth Group LLC 0.40% New 181,741 $932K
Creative Planning 0.00% Reduce -1.5% 180,170 $931K
Morgan Stanley 0.00% Reduce -17.0% 147,063 $760K
Rockefeller Capital Management L.P. 0.00% Add +6.4% 136,422 $705K
Park Avenue Securities LLC 0.01% Reduce -0.7% 132,802 $687K
Capital Investment Advisors, LLC 0.01% Reduce -0.1% 118,402 $612K
Melfa Wealth Management, Inc. 0.37% No change 113,224 $585K
Bank of New York Mellon Corp 0.00% Add +12.2% 105,133 $544K
Bridgewater Advisors Inc. 0.04% New 104,640 $532K
Cambridge Investment Research Advisors, Inc. 0.00% Add +131.2% 97,236 $503K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.2% 91,087 $471K
Wells Fargo & Company 0.00% Add +6.5% 88,479 $457K
Tyche Wealth Partners LLC 0.08% Reduce -4.9% 81,176 $420K
Royal Bank of Canada 0.00% Add +42.3% 79,656 $412K
NewEdge Advisors, LLC 0.00% Add +0.2% 77,182 $399K
Riverbridge Partners LLC 0.01% Add +4.0% 69,259 $358K
Ameriprise Financial Inc. 0.00% Add +0.7% 66,026 $341K
Wolverine Asset Management LLC 0.02% Add +175.7% 58,588 $303K
Citadel Advisors 0.00% Add +325.9% 53,120 $275K
Rothschild Investment LLC 0.02% No change 53,000 $274K
Aviance Capital Partners, LLC 0.03% Add +16.0% 50,838 $263K
MML Investors Services, LLC 0.00% Add +4.0% 46,386 $240K
Choreo, LLC 0.00% Reduce -62.2% 40,931 $212K
Catalina Capital Group, LLC 0.14% New 39,845 $206K
Equitable Holdings, Inc. 0.00% Add +33.0% 39,764 $206K
Blue Bell Private Wealth Management, LLC 0.03% Add +23.6% 38,348 $198K
HighTower Advisors, LLC 0.00% Reduce -1.7% 36,128 $187K
Osaic Holdings, Inc. 0.00% Add +48.3% 32,580 $168K
Cohen & Steers, Inc. 0.00% New 30,000 $155K
Wealthcare Advisory Partners LLC 0.00% No change 27,230 $141K
Ashton Thomas Private Wealth, LLC 0.00% No change 27,000 $140K
Integrated Capital Management, Inc. 0.09% Reduce -0.8% 23,951 $124K
Baird Financial Group, Inc. 0.00% Add +14.5% 23,676 $122K
Chicago Partners Investment Group LLC 0.00% Reduce -17.6% 21,725 $110K
Corient Private Wealth LP 0.00% No change 20,513 $106K
Cetera Investment Advisers 0.00% Reduce -9.1% 20,283 $105K
Nomura Holdings Inc. 0.00% New 20,000 $103K
Commonwealth Equity Services, LLC 0.00% Reduce -18.6% 19,218 $99K
Integrated Wealth Concepts LLC 0.00% No change 18,728 $97K
Jane Street Group, LLC 0.00% New 18,516 $96K
Waverly Advisors, LLC 0.00% Add +79.7% 18,045 $93K
Susquehanna International Group, LLP 0.00% Reduce -23.6% 15,640 $81K
WealthBridge Capital Management, LLC 0.02% No change 13,000 $67K
Avantax Advisory Services, Inc. 0.00% No change 12,937 $67K
Landscape Capital Management, L.L.C. 0.01% Reduce -21.8% 12,500 $65K
First Financial Bankshares Inc 0.00% New 12,476 $65K
Readystate Asset Management LP 0.00% Reduce -40.2% 11,882 $61K
Gridiron Partners, LLC 0.04% No change 11,873 $61K
Sanctuary Advisors, LLC 0.00% Reduce -40.7% 11,578 $60K
Amarillo National Bank 0.01% No change 11,502 $59K
Mariner, LLC 0.00% Add +5.2% 11,150 $58K
Verition Fund Management LLC 0.00% New 11,076 $57K
GPS Wealth Strategies Group, LLC 0.01% No change 10,960 $57K
Silverlake Wealth Management LLC 0.02% No change 10,347 $53K
Commonwealth Financial Services, LLC 0.01% No change 10,000 $52K
NWF Advisory Services Inc. 0.01% New 10,000 $52K
IFP Advisors, Inc 0.00% No change 8,010 $41K
Jones Financial Companies LLLP 0.00% Add +249.5% 5,127 $26K
S.A. Mason LLC 0.01% No change 3,898 $20K
American National Bank & Trust 0.00% No change 2,820 $15K
US Bancorp \de 0.00% No change 2,080 $11K
Anchor Investment Management, LLC 0.00% Add +0.7% 1,394 $7K
Parallel Advisors, LLC 0.00% No change 1,025 $5K
MAI Capital Management 0.00% No change 700 $4K
Bank of New Hampshire 0.00% New 500 $3K
Eastern Bank 0.00% No change 500 $3K
Ameritas Advisory Services, LLC 0.00% New 218 $1K
Bogart Wealth, LLC 0.00% Reduce -90.8% 102 $528

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