Aberdeen Municipal IncomeMFM

13F holders, Q1 2026 (March 31)
83holders −9
7new positions
16sold out
$5.39avg. 13F price*

At the end of Q1 2026, 83 institutions reported holding Aberdeen Municipal Income (MFM) in their 13F filings, down 9 from Q4 2025. 7 opened new positions and 16 sold out. The largest holders were Pathstone Holdings, LLC ($26.0M), Bank of America Corp. ($8.7M) and UBS Group AG ($6.9M).

Company
Aberdeen Municipal Income
Filed as
MFS MUN INCOME TR (Q1 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$167K
Exits16$5.7M

All 13F filers, Q4 2025 → Q1 2026: 1,037,229 shares bought and 1,603,059 shares sold, net −565,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 83 holders

Pathstone Holdings, LLC 0.10% Add +3.9% 4,825,845 $26.0M
Bank of America Corp. 0.00% Add +1.1% 1,605,668 $8.7M
UBS Group AG 0.00% Add +9.4% 1,274,724 $6.9M
Advisors Asset Management, Inc. 0.11% Add +12.5% 1,272,897 $6.9M
Rivernorth Capital Management, LLC 0.25% Add +12.0% 908,050 $4.9M
Guggenheim Capital LLC 0.04% Reduce -9.4% 832,399 $4.5M
Hennion & Walsh Asset Management, Inc. 0.15% Add +18.5% 799,759 $4.3M
Invesco Ltd. 0.00% Reduce -4.9% 454,328 $2.4M
Van Eck Associates Corp. 0.00% Add +13.0% 391,640 $2.1M
MacKay Shields LLC 0.67% Reduce -1.9% 333,155 $1.8M
Logan Stone Capital, LLC 0.50% Reduce -24.7% 330,893 $1.8M
Closed-End Fund Advisors, Inc. 1.51% Add +3.6% 275,256 $1.5M
Saba Capital Management, L.P. 0.05% No change 265,800 $1.4M
Envestnet Asset Management Inc. 0.00% Add +8.4% 261,016 $1.4M
Raymond James Financial Inc. 0.00% Reduce -0.2% 209,292 $1.1M
Balanced Wealth Group LLC 0.38% Add +2.6% 195,055 $1.1M
Morgan Stanley 0.00% Add +9.7% 194,883 $1.1M
Riverbridge Partners LLC 0.02% Add +10.7% 181,261 $977K
Robinson Capital Management, LLC 0.44% Add +10.9% 179,173 $964K
Osaic Holdings, Inc. 0.00% Add +270.1% 172,460 $930K
Cohen & Steers, Inc. 0.00% No change 170,000 $916K
Bank of New York Mellon Corp 0.00% Add +0.4% 163,986 $884K
NewEdge Advisors, LLC 0.00% Add +12.2% 157,811 $851K
Melfa Wealth Management, Inc. 0.47% No change 151,674 $818K
Private Advisor Group, LLC 0.00% Reduce -0.7% 151,588 $817K
Rockefeller Capital Management L.P. 0.00% Reduce -15.7% 130,236 $702K
Bridgewater Advisors Inc. 0.04% No change 127,250 $696K
Royal Bank of Canada 0.00% Add +23.3% 128,209 $691K
Whitebox Advisors LLC 0.04% No change 125,000 $674K
Creative Planning 0.00% Reduce -6.7% 116,072 $626K
LPL Financial LLC 0.00% Reduce -56.6% 110,580 $596K
Capital Investment Advisors, LLC 0.01% Reduce -0.5% 106,751 $575K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.5% 106,335 $573K
Ameriprise Financial Inc. 0.00% Add +10.1% 100,887 $544K
Wells Fargo & Company 0.00% Add +0.1% 100,346 $541K
Tyche Wealth Partners LLC 0.06% Reduce -3.4% 77,263 $416K
Catalina Capital Group, LLC 0.23% No change 70,125 $378K
Thomas J. Herzfeld Advisors, Inc. 0.11% Reduce -55.0% 61,837 $333K
Summit Financial, LLC 0.00% Add +0.1% 56,137 $303K
Rothschild Investment LLC 0.01% No change 53,000 $286K
Steward Partners Investment Advisory, LLC 0.00% Reduce -8.9% 50,855 $274K
Aviance Capital Partners, LLC 0.03% Add +2.3% 47,466 $256K
Ackerman Capital Advisors, LLC 0.05% Add +29.0% 45,156 $243K
Northwestern Mutual Wealth Management Co. 0.00% No change 43,863 $236K
Equitable Holdings, Inc. 0.00% Add +1.1% 40,812 $222K
MML Investors Services, LLC 0.00% Reduce -13.5% 40,519 $218K
Blue Bell Private Wealth Management, LLC 0.03% No change 38,571 $208K
Cetera Investment Advisers 0.00% Add +22.4% 34,303 $185K
&partners 0.00% Add +21.7% 33,806 $182K
Matisse Capital 0.06% Reduce -47.5% 27,412 $148K
Wealthcare Advisory Partners LLC 0.00% No change 27,230 $147K
Baird Financial Group, Inc. 0.00% Add +3.6% 24,519 $132K
Chicago Partners Investment Group LLC 0.00% No change 22,224 $120K
Susquehanna International Group, LLP 0.00% Reduce -22.1% 21,518 $116K
Integrated Capital Management, Inc. 0.08% Reduce -11.3% 21,432 $116K
Waverly Advisors, LLC 0.00% Add +0.1% 21,318 $115K
Corient Private Wealth LP 0.00% No change 20,513 $111K
HighTower Advisors, LLC 0.00% Reduce -38.3% 20,017 $108K
Compound Planning, Inc. 0.00% No change 19,595 $106K
Integrated Wealth Concepts LLC 0.00% Add +3.8% 16,389 $88K
Activest Wealth Management 0.01% No change 14,816 $80K
World Investment Advisors 0.00% Add +1.8% 14,462 $78K
Mariner, LLC 0.00% Reduce -1.3% 11,965 $64K
Sanctuary Advisors, LLC 0.00% No change 11,578 $62K
Amarillo National Bank 0.01% No change 11,502 $62K
HRT Financial LP 0.00% New 10,812 $58K
XTX Topco Ltd 0.00% New 10,731 $58K
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
Colonial Trust Advisors 0.00% No change 5,414 $29K
Wolverine Asset Management LLC 0.00% New 4,403 $24K
HM Payson & Co. 0.00% New 2,763 $15K
US Bancorp \de 0.00% No change 2,080 $11K
Harbour Investments, Inc. 0.00% New 1,308 $7K
Allworth Financial LP 0.00% New 727 $4K
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
Advisory Services Network, LLC 0.00% New 335 $2K
Arax Advisory Partners 0.00% Add +207.4% 83 $146

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