Aberdeen Intermediate Inc. FDMIN
13F holders, Q2 2024 (June 30)92holders −5
8new positions
15sold out
1famous investor
$2.66avg. 13F price*
At the end of Q2 2024, 92 institutions reported holding Aberdeen Intermediate Inc. FD (MIN) in their 13F filings, down 5 from Q1 2024. 8 opened new positions and 15 sold out. The largest holders were Sit Investment Associates Inc. ($58.1M), Karpus Management, Inc. ($24.7M) and Allspring Global Investments Holdings, LLC ($21.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Aberdeen Intermediate Inc. FD
- Filed as
- MFS INTER INCOME TR (Q2 2024)
- CUSIP
- 55273C107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $426K |
| Exits | 15 | $1.6M |
All 13F filers, Q1 2024 → Q2 2024: 2,679,837 shares bought and 1,383,185 shares sold, net +1,296,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| Sit Investment Associates Inc. | 1.34% | Reduce -0.7% | 21,834,948 | $58.1M |
| Karpus Management, Inc. | 0.70% | Add +21.7% | 9,298,141 | $24.7M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +0.1% | 8,230,582 | $21.9M |
| 1607 Capital Partners, LLC | 1.33% | Reduce -3.7% | 5,571,962 | $14.8M |
| Ameriprise Financial Inc. | 0.00% | Add +6.3% | 1,497,656 | $4.0M |
| Morgan Stanley | 0.00% | Add +0.3% | 1,411,292 | $3.8M |
| Invesco Ltd. | 0.00% | Add +21.2% | 1,274,112 | $3.4M |
| Wells Fargo & Company | 0.00% | Add +2.3% | 1,131,064 | $3.0M |
| Equitable Holdings, Inc. | 0.01% | Add +0.1% | 415,095 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.09% | Add +26.5% | 389,401 | $1.0M |
| Bank of America Corp. | 0.00% | Reduce -1.4% | 354,564 | $943K |
| Hara Capital LLC | 0.44% | No change | 256,693 | $683K |
| LPL Financial LLC | 0.00% | Add +149.8% | 255,720 | $680K |
| Ameritas Advisory Services, LLC | 0.02% | Add +37.6% | 232,640 | $619K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.3% | 226,944 | $604K |
| Fortitude Advisory Group L.L.C. | 0.36% | No change | 225,247 | $599K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.7% | 213,900 | $569K |
| Evoke Wealth, LLC | 0.71% | Reduce -51.5% | 183,000 | $487K |
| Shaker Financial Services, LLC | 0.16% | Add +30.6% | 152,493 | $406K |
| Private Advisor Group, LLC | 0.00% | Add +5.1% | 143,200 | $381K |
| Tolleson Wealth Management, Inc. | 0.07% | Add +2.1% | 133,535 | $355K |
| Stephens Inc. | 0.00% | Add +1.3% | 115,555 | $307K |
| UBS Group AG | 0.00% | Reduce -37.8% | 105,312 | $280K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 98,979 | $263K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.6% | 96,582 | $257K |
| Cetera Investment Advisers | 0.00% | Add +224.9% | 93,970 | $250K |
| Royal Bank of Canada | 0.00% | Add +45.9% | 91,273 | $243K |
| Janney Montgomery Scott LLC | 0.00% | Add +15.7% | 84,837 | $226K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +55.1% | 72,740 | $193K |
| Dakota Wealth Management | 0.00% | Add +72.5% | 71,700 | $191K |
| Penbrook Management LLC | 0.09% | Reduce -7.5% | 58,229 | $155K |
| Captrust Financial Advisors | 0.00% | No change | 54,647 | $145K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.8% | 53,477 | $142K |
| Smith, Moore & Co. | 0.01% | No change | 50,619 | $135K |
| Cresset Asset Management, LLC | 0.00% | No change | 46,200 | $123K |
| Flow State Investments, L.P. | 0.06% | New | 39,884 | $106K |
| Focus Partners Wealth | 0.00% | New | 39,100 | $106K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -19.5% | 37,990 | $101K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 37,793 | $101K |
| Shayne & Jacobs, LLC | 0.03% | No change | 37,186 | $99K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 35,800 | $95K |
| Melfa Wealth Management, Inc. | 0.06% | No change | 34,133 | $91K |
| L.M. Kohn & Company | 0.02% | Add +1.0% | 31,591 | $84K |
| Greytown Advisors Inc. | 0.04% | No change | 28,615 | $76K |
| Two Sigma Securities, LLC | 0.00% | New | 28,427 | $76K |
| Choreo, LLC | 0.00% | New | 27,531 | $73K |
| Optimum Investment Advisors | 0.03% | Reduce -50.0% | 26,996 | $72K |
| Townsquare Capital LLC | 0.00% | Reduce -8.0% | 26,825 | $71K |
| Raymond James & Associates | 0.00% | Reduce -18.3% | 25,103 | $67K |
| Argent Trust Co | 0.00% | No change | 25,000 | $67K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.6% | 23,212 | $62K |
| Sanctuary Advisors, LLC | 0.00% | — | 23,800 | $62K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.6% | 21,188 | $56K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.3% | 16,472 | $44K |
| Philadelphia Trust Co. | 0.00% | No change | 16,100 | $43K |
| Raymond James Trust N.A. | 0.00% | No change | 15,851 | $42K |
| SignalPoint Asset Management, LLC | 0.01% | Add +0.6% | 14,117 | $38K |
| Register Financial Advisors LLC | 0.02% | Add +2.3% | 14,067 | $37K |
| HighTower Advisors, LLC | 0.00% | Reduce -68.9% | 13,300 | $36K |
| Commonwealth Financial Services, LLC | 0.01% | Add +7.3% | 12,871 | $35K |
| Flputnam Investment Management Co. | 0.00% | Reduce -49.6% | 12,690 | $34K |
| Quadrant Private Wealth Management, LLC | 0.01% | No change | 12,000 | $32K |
| Truist Financial Corp. | 0.00% | No change | 11,750 | $31K |
| Citadel Advisors | 0.00% | New | 11,596 | $31K |
| EP Wealth Advisors, LLC | 0.00% | No change | 11,500 | $31K |
| Rossmore Private Capital | 0.00% | No change | 10,275 | $27K |
| Stifel Financial Corp. | 0.00% | Reduce -0.8% | 10,275 | $27K |
| Brave Asset Management Inc. | 0.01% | No change | 10,000 | $27K |
| Woodmont Investment Counsel LLC | 0.00% | No change | 10,000 | $27K |
| Independent Financial Group, LLC | 0.00% | New | 10,000 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -67.4% | 8,000 | $21K |
| Cwm, LLC | 0.00% | No change | 4,500 | $12K |
| 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 |
| Monetary Management Group Inc. | 0.00% | Reduce -50.0% | 2,000 | $5K |
| International Assets Investment Management, LLC | 0.00% | New | 2,000 | $5K |
| Fort Vancouver Investment Management, LLC | 0.00% | — | 1,884 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,000 | $3K |
| Clearstead Advisors, LLC | 0.00% | New | 900 | $2K |
| Albion Financial Group | 0.00% | No change | 631 | $2K |
| Sachetta, LLC | 0.00% | No change | 567 | $2K |
| PFS Partners, LLC | 0.00% | Add +2.4% | 523 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 500 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 333 | $886 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 314 | $835 |
| Strategic Investment Solutions, Inc. | 0.00% | — | 163 | $606 |
| Key Financial Inc | 0.00% | No change | 150 | $399 |
| Comerica Bank | 0.00% | Reduce -2.7% | 108 | $287 |
| Elequin Capital, LP | 0.00% | No change | 100 | $266 |
| 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.