Aberdeen Municipal IncomeMFM

13F holders, Q4 2025 (December 31)
92holders +5
10new positions
7sold out
1famous investor
$5.43avg. 13F price*

At the end of Q4 2025, 92 institutions reported holding Aberdeen Municipal Income (MFM) in their 13F filings, up 5 from Q3 2025. 10 opened new positions and 7 sold out. The largest holders were Pathstone Holdings, LLC ($25.2M), Bank of America Corp. ($8.6M) 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 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions10$2.9M
Exits7$1.1M

All 13F filers, Q3 2025 → Q4 2025: 2,568,637 shares bought and 1,568,866 shares sold, net +999,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 92 holders

Pathstone Holdings, LLC 0.10% Add +17.8% 4,646,069 $25.2M
Bank of America Corp. 0.00% Reduce -4.9% 1,587,494 $8.6M
UBS Group AG 0.00% Add +2.2% 1,165,389 $6.3M
Advisors Asset Management, Inc. 0.10% Add +27.7% 1,131,102 $6.1M
Guggenheim Capital LLC 0.04% Reduce -2.6% 918,774 $5.0M
Rivernorth Capital Management, LLC 0.21% Add +104.0% 810,998 $4.4M
Janney Montgomery Scott LLC 0.01% Add +7.2% 712,453 $3.9M
Hennion & Walsh Asset Management, Inc. 0.13% Add +29.9% 675,044 $3.7M
Invesco Ltd. 0.00% Add +7.5% 477,800 $2.6M
Logan Stone Capital, LLC 0.59% Reduce -13.5% 439,446 $2.4M
Van Eck Associates Corp. 0.00% Add +13.3% 346,471 $1.9M
MacKay Shields LLC 0.58% Reduce -21.6% 339,657 $1.8M
Saba Capital Management, L.P. 0.05% Reduce -71.1% 265,800 $1.4M
Closed-End Fund Advisors, Inc. 0.85% — 265,652 $1.4M
LPL Financial LLC 0.00% Reduce -0.3% 254,737 $1.4M
Envestnet Asset Management Inc. 0.00% Reduce -1.2% 240,866 $1.3M
Raymond James Financial Inc. 0.00% Add +6.1% 209,675 $1.1M
Balanced Wealth Group LLC 0.37% New 190,172 $1.0M
Morgan Stanley 0.00% Add +2.0% 177,680 $965K
Cohen & Steers, Inc. 0.00% Add +6.3% 170,000 $923K
Riverbridge Partners LLC 0.02% Add +46.6% 163,727 $889K
Bank of New York Mellon Corp 0.00% Add +10.7% 163,324 $887K
Robinson Capital Management, LLC 0.37% Add +59.1% 161,488 $877K
Rockefeller Capital Management L.P. 0.00% Add +5.7% 154,492 $839K
Private Advisor Group, LLC 0.00% Reduce -26.1% 152,627 $829K
Melfa Wealth Management, Inc. 0.47% Add +19.2% 151,674 $824K
NewEdge Advisors, LLC 0.00% Add +45.1% 140,658 $764K
Thomas J. Herzfeld Advisors, Inc. 0.25% Add +1.5% 137,475 $746K
Almitas Capital LLC 0.16% New 134,361 $730K
Bridgewater Advisors Inc. 0.05% Add +21.6% 127,250 $696K
Whitebox Advisors LLC 0.04% New 125,000 $679K
Creative Planning 0.00% Reduce -22.0% 124,460 $676K
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.0% 117,525 $638K
Capital Investment Advisors, LLC 0.01% Reduce -6.7% 107,298 $583K
Royal Bank of Canada 0.00% Add +20.0% 103,966 $565K
Wells Fargo & Company 0.00% Add +6.9% 100,222 $544K
Ameriprise Financial Inc. 0.00% Add +3.1% 91,627 $498K
Tyche Wealth Partners LLC 0.07% Reduce -1.4% 80,005 $434K
Catalina Capital Group, LLC 0.23% No change 70,125 $381K
Summit Financial, LLC 0.00% Add +0.1% 56,105 $305K
Steward Partners Investment Advisory, LLC 0.00% No change 55,835 $303K
Rothschild Investment LLC 0.02% No change 53,000 $288K
Matisse Capital 0.13% No change 52,241 $284K
MML Investors Services, LLC 0.00% Reduce -3.1% 46,820 $254K
Osaic Holdings, Inc. 0.00% Add +42.9% 46,599 $253K
Aviance Capital Partners, LLC 0.03% Add +0.3% 46,422 $252K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -26.6% 43,863 $238K
Equitable Holdings, Inc. 0.00% Add +0.6% 40,349 $219K
Jane Street Group, LLC 0.00% Add +274.5% 38,866 $211K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -3.5% 38,571 $209K
Ackerman Capital Advisors, LLC 0.04% Add +48.0% 34,993 $190K
HighTower Advisors, LLC 0.00% Add +17.2% 32,427 $176K
Noble Wealth Management PBC 0.08% No change 30,530 $166K
Cetera Investment Advisers 0.00% Reduce -15.6% 28,035 $152K
&partners 0.00% New 27,779 $151K
Susquehanna International Group, LLP 0.00% Add +78.6% 27,627 $150K
Wealthcare Advisory Partners LLC 0.00% No change 27,230 $148K
PFG Investments, LLC 0.01% Add +0.2% 27,176 $148K
Integrated Capital Management, Inc. 0.09% Reduce -3.3% 24,148 $131K
Baird Financial Group, Inc. 0.00% No change 23,676 $129K
Chicago Partners Investment Group LLC 0.00% Add +0.9% 22,224 $120K
Waverly Advisors, LLC 0.00% Add +17.6% 21,292 $116K
Corient Private Wealth LP 0.00% No change 20,513 $111K
Compound Planning, Inc. 0.00% New 19,595 $106K
Nomura Holdings Inc. 0.00% Add +70.6% 17,062 $93K
Integrated Wealth Concepts LLC 0.00% Reduce -1.1% 15,789 $86K
Citadel Advisors 0.00% New 15,626 $85K
Center for Financial Planning, Inc. 0.01% Reduce -50.0% 15,000 $81K
Activest Wealth Management 0.01% No change 14,816 $80K
World Investment Advisors 0.00% No change 14,212 $77K
Mariner, LLC 0.00% Reduce -2.2% 12,126 $66K
Gridiron Partners, LLC 0.04% Reduce -96.2% 11,873 $64K
Sanctuary Advisors, LLC 0.00% No change 11,578 $63K
Amarillo National Bank 0.01% No change 11,502 $62K
Balyasny Asset Management L.P. 0.00% New 11,300 $61K
Beaumont Financial Advisors, LLC 0.00% New 11,253 $61K
Verition Fund Management LLC 0.00% No change 11,076 $60K
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
IFP Advisors, Inc 0.00% No change 8,010 $43K
Garton & Associates Financial Advisors LLC 0.02% — 6,871 $37K
Colonial Trust Advisors 0.00% Reduce -52.6% 5,414 $29K
Commonwealth Retirement Investments LLC 0.01% New 3,618 $20K
American National Bank & Trust 0.00% No change 2,820 $15K
Kilter Group LLC 0.01% Add +1.4% 2,426 $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% No change 650 $4K
Bank of New Hampshire 0.00% No change 500 $3K
Eastern Bank 0.00% No change 500 $3K
Arax Advisory Partners 0.00% New 27 $147

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