Aberdeen Municipal IncomeMFM

13F holders, Q3 2025 (September 30)
87holders
12new positions
12sold out
$5.30avg. 13F price*

At the end of Q3 2025, 87 institutions reported holding Aberdeen Municipal Income (MFM) in their 13F filings, unchanged from Q2 2025. 12 opened new positions and 12 sold out. The largest holders were Pathstone Holdings, LLC ($21.3M), Bank of America Corp. ($9.0M) and UBS Group AG ($6.1M).

Company
Aberdeen Municipal Income
Filed as
MFS MUN INCOME TR (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions12$2.1M
Exits12$5.8M

All 13F filers, Q2 2025 → Q3 2025: 2,627,625 shares bought and 2,421,243 shares sold, net +206,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 87 holders

Pathstone Holdings, LLC 0.08% Add +46.1% 3,944,944 $21.3M
Bank of America Corp. 0.00% Reduce -8.4% 1,669,433 $9.0M
UBS Group AG 0.00% Add +3.9% 1,140,452 $6.1M
Guggenheim Capital LLC 0.04% Reduce -2.4% 943,762 $5.1M
Saba Capital Management, L.P. 0.17% Reduce -11.8% 918,910 $5.0M
Advisors Asset Management, Inc. 0.08% Add +1.4% 885,553 $4.8M
Janney Montgomery Scott LLC 0.01% Add +10.1% 664,629 $3.6M
Hennion & Walsh Asset Management, Inc. 0.10% Reduce -36.0% 519,468 $2.8M
Logan Stone Capital, LLC 1.24% Add +3.4% 508,288 $2.7M
Invesco Ltd. 0.00% Add +5.0% 444,426 $2.4M
MacKay Shields LLC 0.58% Add +30.0% 433,155 $2.3M
Rivernorth Capital Management, LLC 0.12% Add +2.7% 397,548 $2.1M
Van Eck Associates Corp. 0.00% Add +7.2% 305,743 $1.6M
LPL Financial LLC 0.00% Add +10.9% 255,562 $1.4M
Envestnet Asset Management Inc. 0.00% Reduce -55.8% 243,790 $1.3M
Private Advisor Group, LLC 0.01% Reduce -9.4% 206,411 $1.1M
Raymond James Financial Inc. 0.00% Add +0.0% 197,616 $1.1M
Morgan Stanley 0.00% Add +18.5% 174,240 $939K
Cohen & Steers, Inc. 0.00% Add +433.3% 160,000 $862K
Creative Planning 0.00% Reduce -11.4% 159,540 $860K
Bank of New York Mellon Corp 0.00% Add +40.3% 147,480 $795K
Rockefeller Capital Management L.P. 0.00% Add +7.2% 146,192 $788K
Thomas J. Herzfeld Advisors, Inc. 0.25% Reduce -68.5% 135,397 $730K
Park Avenue Securities LLC 0.01% Add +0.6% 133,612 $720K
Melfa Wealth Management, Inc. 0.40% Add +12.4% 127,224 $686K
Capital Investment Advisors, LLC 0.01% Reduce -2.9% 115,032 $620K
Cambridge Investment Research Advisors, Inc. 0.00% Add +16.2% 113,014 $609K
Riverbridge Partners LLC 0.01% Add +61.3% 111,684 $602K
Bridgewater Advisors Inc. 0.04% No change 104,640 $563K
Robinson Capital Management, LLC 0.40% New 101,488 $547K
NewEdge Advisors, LLC 0.00% Add +25.6% 96,929 $522K
Wells Fargo & Company 0.00% Add +5.9% 93,736 $505K
Ameriprise Financial Inc. 0.00% Add +34.6% 88,859 $479K
Royal Bank of Canada 0.00% Add +8.8% 86,629 $467K
Tyche Wealth Partners LLC 0.08% No change 81,176 $438K
Catalina Capital Group, LLC 0.23% Add +76.0% 70,125 $378K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -34.4% 59,787 $322K
Summit Financial, LLC 0.00% New 56,073 $302K
Steward Partners Investment Advisory, LLC 0.00% New 55,835 $301K
Rothschild Investment LLC 0.02% No change 53,000 $286K
Matisse Capital 0.13% New 52,241 $282K
MML Investors Services, LLC 0.00% Add +4.1% 48,303 $260K
Aviance Capital Partners, LLC 0.03% Reduce -9.0% 46,270 $249K
Equitable Holdings, Inc. 0.00% Add +0.9% 40,118 $216K
Blue Bell Private Wealth Management, LLC 0.03% Add +4.2% 39,948 $215K
Cetera Investment Advisers 0.00% Add +63.8% 33,221 $179K
Osaic Holdings, Inc. 0.00% Add +0.1% 32,622 $170K
Noble Wealth Management PBC 0.09% — 30,530 $165K
Center for Financial Planning, Inc. 0.02% New 30,000 $162K
HighTower Advisors, LLC 0.00% Reduce -23.4% 27,668 $149K
Wealthcare Advisory Partners LLC 0.00% No change 27,230 $147K
PFG Investments, LLC 0.01% New 27,121 $146K
Ashton Thomas Private Wealth, LLC 0.00% No change 27,000 $146K
Integrated Capital Management, Inc. 0.09% Add +4.3% 24,972 $135K
Baird Financial Group, Inc. 0.00% No change 23,676 $128K
Ackerman Capital Advisors, LLC 0.03% New 23,641 $127K
Chicago Partners Investment Group LLC 0.00% Add +1.4% 22,027 $120K
Corient Private Wealth LP 0.00% No change 20,513 $111K
Commonwealth Equity Services, LLC 0.00% Reduce -3.1% 18,614 $100K
Waverly Advisors, LLC 0.00% Add +0.3% 18,097 $98K
Integrated Wealth Concepts LLC 0.00% Reduce -14.8% 15,964 $86K
Susquehanna International Group, LLP 0.00% Reduce -1.1% 15,472 $83K
Activest Wealth Management 0.02% New 14,816 $80K
World Investment Advisors 0.00% New 14,212 $77K
Mariner, LLC 0.00% Add +11.2% 12,394 $67K
Gridiron Partners, LLC 0.04% Add +2495.5% 308,165 $64K
WealthBridge Capital Management, LLC 0.01% Reduce -10.0% 11,700 $63K
Sanctuary Advisors, LLC 0.00% No change 11,578 $62K
Amarillo National Bank 0.01% No change 11,502 $62K
Colonial Trust Advisors 0.00% New 11,414 $62K
Verition Fund Management LLC 0.00% No change 11,076 $60K
GPS Wealth Strategies Group, LLC 0.01% No change 10,960 $59K
Jane Street Group, LLC 0.00% Reduce -44.0% 10,378 $56K
Silverlake Wealth Management LLC 0.01% No change 10,347 $56K
Commonwealth Financial Services, LLC 0.01% No change 10,000 $54K
NWF Advisory Services Inc. 0.01% No change 10,000 $54K
Nomura Holdings Inc. 0.00% Reduce -50.0% 10,000 $54K
IFP Advisors, Inc 0.00% No change 8,010 $43K
American National Bank & Trust 0.00% No change 2,820 $15K
Kilter Group LLC 0.01% New 2,393 $13K
US Bancorp \de 0.00% No change 2,080 $11K
MAI Capital Management 0.00% No change 700 $4K
Anchor Investment Management, LLC 0.00% Reduce -53.4% 650 $4K
Bank of New Hampshire 0.00% No change 500 $3K
Eastern Bank 0.00% No change 500 $3K
Advisory Services Network, LLC 0.00% New 335 $2K
Ameritas Advisory Services, LLC 0.00% Add +1.4% 221 $1K

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