Aberdeen Intermediate Inc. FDMIN
13F holders, Q1 2024 (March 31)97holders
$2.66avg. 13F price*
At the end of Q1 2024, 97 institutions reported holding Aberdeen Intermediate Inc. FD (MIN) in their 13F filings. The largest holders were Sit Investment Associates Inc. ($58.5M), Allspring Global Investments Holdings, LLC ($21.9M) and Karpus Management, Inc. ($20.3M).
- Company
- Aberdeen Intermediate Inc. FD
- Filed as
- MFS INTER INCOME TR (Q1 2024)
- CUSIP
- 55273C107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $935K |
| Exits | 12 | $2.6M |
Ownership 97 holders
| Sit Investment Associates Inc. | 1.34% | Add +0.4% | 21,977,184 | $58.5M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 8,222,126 | $21.9M |
| Karpus Management, Inc. | 0.59% | Add +50.6% | 7,640,671 | $20.3M |
| 1607 Capital Partners, LLC | 1.25% | Reduce -42.8% | 5,784,070 | $15.4M |
| Morgan Stanley | 0.00% | Reduce -0.9% | 1,407,614 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Add +1.6% | 1,408,314 | $3.7M |
| Wells Fargo & Company | 0.00% | Add +1191.2% | 1,106,007 | $2.9M |
| Invesco Ltd. | 0.00% | Reduce -17.8% | 1,051,572 | $2.8M |
| Equitable Holdings, Inc. | 0.01% | Add +0.4% | 414,482 | $1.1M |
| Evoke Wealth, LLC | 0.03% | Add +1156.7% | 377,000 | $1.0M |
| Bank of America Corp. | 0.00% | Add +2.6% | 359,422 | $956K |
| Landscape Capital Management, L.L.C. | 0.07% | Add +84.8% | 307,795 | $819K |
| Relative Value Partners Group, LLC | 0.05% | Reduce -17.9% | 255,596 | $721K |
| Hara Capital LLC | 0.41% | Reduce -33.2% | 256,693 | $683K |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.3% | 236,800 | $630K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.1% | 226,366 | $602K |
| Fortitude Advisory Group L.L.C. | 0.34% | Add +4.7% | 225,247 | $599K |
| Wolverine Asset Management LLC | 0.05% | Add +354.1% | 218,245 | $581K |
| UBS Group AG | 0.00% | Add +12.2% | 169,315 | $450K |
| Ameritas Advisory Services, LLC | 0.02% | New | 169,058 | $443K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.4% | 137,141 | $365K |
| Private Advisor Group, LLC | 0.00% | Add +38.5% | 136,308 | $363K |
| Tolleson Wealth Management, Inc. | 0.07% | No change | 130,836 | $348K |
| Shaker Financial Services, LLC | 0.12% | Add +39.1% | 116,736 | $311K |
| Stephens Inc. | 0.00% | Reduce -10.9% | 114,055 | $303K |
| LPL Financial LLC | 0.00% | Reduce -3.0% | 102,356 | $272K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 98,979 | $263K |
| Janney Montgomery Scott LLC | 0.00% | Add +11.9% | 73,337 | $195K |
| Penbrook Management LLC | 0.10% | Reduce -3.8% | 62,929 | $167K |
| Royal Bank of Canada | 0.00% | Reduce -18.0% | 62,558 | $167K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.9% | 60,634 | $161K |
| Captrust Financial Advisors | 0.00% | Reduce -52.3% | 54,647 | $145K |
| Optimum Investment Advisors | 0.07% | No change | 53,991 | $144K |
| Smith, Moore & Co. | 0.01% | No change | 50,619 | $135K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -3.8% | 47,189 | $126K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.3% | 46,906 | $125K |
| Cresset Asset Management, LLC | 0.00% | No change | 46,200 | $123K |
| HighTower Advisors, LLC | 0.00% | Add +96.3% | 42,800 | $114K |
| Dakota Wealth Management | 0.00% | Add +8.6% | 41,575 | $111K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 37,793 | $101K |
| Shayne & Jacobs, LLC | 0.03% | New | 37,186 | $99K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -2.7% | 35,800 | $95K |
| Melfa Wealth Management, Inc. | 0.07% | No change | 34,133 | $91K |
| L.M. Kohn & Company | 0.02% | Add +0.2% | 31,282 | $83K |
| Raymond James & Associates | 0.00% | Add +37.9% | 30,719 | $82K |
| HRT Financial LP | 0.00% | New | 30,289 | $80K |
| Townsquare Capital LLC | 0.00% | Reduce -0.1% | 29,153 | $78K |
| Cetera Investment Advisers | 0.00% | New | 28,925 | $77K |
| Greytown Advisors Inc. | 0.04% | No change | 28,615 | $76K |
| Flputnam Investment Management Co. | 0.00% | New | 25,186 | $67K |
| Argent Trust Co | 0.00% | No change | 25,000 | $67K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 24,526 | $65K |
| Susquehanna International Group, LLP | 0.00% | Add +10.5% | 24,046 | $64K |
| Mercer Global Advisors Inc. | 0.00% | New | 21,321 | $57K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.5% | 19,729 | $52K |
| Philadelphia Trust Co. | 0.00% | No change | 16,100 | $43K |
| Raymond James Trust N.A. | 0.00% | No change | 15,851 | $42K |
| Jane Street Group, LLC | 0.00% | New | 15,657 | $42K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 15,500 | $41K |
| SignalPoint Asset Management, LLC | 0.01% | Add +1.1% | 14,036 | $37K |
| Register Financial Advisors LLC | 0.02% | Add +2.3% | 13,749 | $37K |
| Commonwealth Financial Services, LLC | 0.01% | No change | 12,000 | $32K |
| Quadrant Private Wealth Management, LLC | 0.01% | No change | 12,000 | $32K |
| Truist Financial Corp. | 0.00% | No change | 11,750 | $31K |
| EP Wealth Advisors, LLC | 0.00% | No change | 11,500 | $31K |
| Level Four Advisory Services, LLC | 0.00% | No change | 11,385 | $31K |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 10,353 | $28K |
| Rossmore Private Capital | 0.00% | No change | 10,275 | $27K |
| Brave Asset Management Inc. | 0.01% | No change | 10,000 | $27K |
| WealthShield Partners, LLC | 0.00% | New | 10,000 | $27K |
| Woodmont Investment Counsel LLC | 0.00% | No change | 10,000 | $27K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,000 | $27K |
| Summit Securities Group LLC | 0.01% | New | 5,950 | $16K |
| Cwm, LLC | 0.00% | Reduce -94.5% | 4,500 | $12K |
| Monetary Management Group Inc. | 0.00% | No change | 4,000 | $11K |
| Anchor Investment Management, LLC | 0.00% | No change | 4,000 | $11K |
| Concord Wealth Partners | 0.00% | No change | 3,857 | $10K |
| Global Retirement Partners, LLC | 0.00% | No change | 3,511 | $9K |
| Lanark Financial, Inc. | 0.00% | No change | 2,682 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,900 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,000 | $3K |
| UMB Bank, n.a. | 0.00% | No change | 1,000 | $3K |
| Centerpoint Advisors, LLC | 0.00% | No change | 872 | $2K |
| Albion Financial Group | 0.00% | No change | 631 | $2K |
| Sachetta, LLC | 0.00% | No change | 567 | $2K |
| PFS Partners, LLC | 0.00% | Add +2.2% | 511 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 500 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 500 | $1K |
| Highlander Capital Management, LLC | 0.00% | No change | 400 | $1K |
| REAP Financial Group, LLC | 0.00% | No change | 350 | $931 |
| Bogart Wealth, LLC | 0.00% | No change | 333 | $886 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 314 | $835 |
| Key Financial Inc | 0.00% | No change | 150 | $399 |
| Comerica Bank | 0.00% | Reduce -97.8% | 111 | $295 |
| Elequin Capital, LP | 0.00% | No change | 100 | $266 |
| Retirement Group, LLC | 0.00% | No change | 83 | $221 |
| Principal Securities, Inc. | 0.00% | No change | 13 | $35 |
"% of holder's portfolio" is MIN's weight in each manager's 13F, not the share of Aberdeen Intermediate Inc. FD the manager owns.