Aberdeen Intermediate Inc. FDMIN
13F holders, Q3 2024 (September 30)98holders +6
15new positions
9sold out
1famous investor
$2.72avg. 13F price*
At the end of Q3 2024, 98 institutions reported holding Aberdeen Intermediate Inc. FD (MIN) in their 13F filings, up 6 from Q2 2024. 15 opened new positions and 9 sold out. The largest holders were Sit Investment Associates Inc. ($61.8M), Karpus Management, Inc. ($24.0M) and Allspring Global Investments Holdings, LLC ($21.4M). 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 (Q3 2024)
- CUSIP
- 55273C107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $1.1M |
| Exits | 9 | $430K |
All 13F filers, Q2 2024 → Q3 2024: 1,969,870 shares bought and 1,627,991 shares sold, net +341,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Sit Investment Associates Inc. | 1.38% | Add +4.0% | 22,709,427 | $61.8M |
| Karpus Management, Inc. | 0.67% | Reduce -5.0% | 8,830,123 | $24.0M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -4.4% | 7,870,088 | $21.4M |
| 1607 Capital Partners, LLC | 1.38% | Reduce -0.4% | 5,551,193 | $15.1M |
| Ameriprise Financial Inc. | 0.00% | Add +11.0% | 1,662,900 | $4.5M |
| Morgan Stanley | 0.00% | Add +2.2% | 1,441,821 | $3.9M |
| Wells Fargo & Company | 0.00% | Reduce -1.0% | 1,119,845 | $3.0M |
| Invesco Ltd. | 0.00% | Reduce -13.3% | 1,104,010 | $3.0M |
| Equitable Holdings, Inc. | 0.01% | Add +3.1% | 428,103 | $1.2M |
| Bank of America Corp. | 0.00% | Add +7.3% | 380,638 | $1.0M |
| LPL Financial LLC | 0.00% | Add +43.7% | 367,521 | $1000K |
| Evoke Wealth, LLC | 0.02% | Add +77.6% | 325,000 | $884K |
| Ameritas Advisory Services, LLC | 0.03% | Add +9.3% | 254,362 | $692K |
| Kingsview Wealth Management, LLC | 0.01% | Add +6.8% | 242,388 | $659K |
| Hara Capital LLC | 0.39% | Reduce -10.6% | 229,393 | $624K |
| Fortitude Advisory Group L.L.C. | 0.39% | No change | 225,247 | $613K |
| NorthCoast Asset Management LLC | 0.00% | New | 225,853 | $604K |
| Private Advisor Group, LLC | 0.00% | Add +47.1% | 210,700 | $573K |
| Shaker Financial Services, LLC | 0.18% | Add +15.5% | 176,098 | $479K |
| NewEdge Advisors, LLC | 0.00% | Reduce -31.6% | 146,200 | $398K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -64.4% | 138,776 | $377K |
| Tolleson Wealth Management, Inc. | 0.07% | Reduce -2.9% | 129,626 | $353K |
| UBS Group AG | 0.00% | Add +15.2% | 121,340 | $330K |
| Stephens Inc. | 0.00% | No change | 115,555 | $314K |
| Royal Bank of Canada | 0.00% | Add +12.2% | 102,421 | $279K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 98,979 | $269K |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 96,661 | $263K |
| Cetera Investment Advisers | 0.00% | Reduce -18.8% | 76,315 | $208K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +3.7% | 75,417 | $205K |
| Dakota Wealth Management | 0.00% | No change | 71,700 | $195K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -23.6% | 64,808 | $176K |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.2% | 58,936 | $160K |
| Penbrook Management LLC | 0.10% | No change | 58,229 | $158K |
| Captrust Financial Advisors | 0.00% | No change | 54,647 | $149K |
| Smith, Moore & Co. | 0.01% | No change | 50,619 | $138K |
| Wolverine Asset Management LLC | 0.01% | New | 47,411 | $129K |
| Cresset Asset Management, LLC | 0.00% | No change | 46,200 | $126K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 35,800 | $97K |
| Melfa Wealth Management, Inc. | 0.06% | No change | 34,133 | $93K |
| Jane Street Group, LLC | 0.00% | New | 33,693 | $92K |
| BTG Pactual Asset Management US LLC | 0.01% | New | 28,615 | $80K |
| Mission Wealth Management, LP | 0.00% | New | 28,873 | $79K |
| Townsquare Capital LLC | 0.00% | Add +6.2% | 28,493 | $78K |
| Choreo, LLC | 0.00% | Reduce -0.0% | 27,521 | $76K |
| Optimum Investment Advisors | 0.03% | No change | 26,996 | $73K |
| Citadel Advisors | 0.00% | Add +118.6% | 25,354 | $69K |
| Argent Trust Co | 0.00% | No change | 25,000 | $68K |
| Sanctuary Advisors, LLC | 0.00% | No change | 23,800 | $64K |
| L.M. Kohn & Company | 0.02% | Reduce -26.6% | 23,198 | $63K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 23,112 | $63K |
| Mercer Global Advisors Inc. | 0.00% | No change | 21,188 | $58K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -45.5% | 20,616 | $56K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -46.0% | 20,500 | $56K |
| Raymond James & Associates | 0.00% | Reduce -19.3% | 20,247 | $55K |
| Philadelphia Trust Co. | 0.00% | No change | 16,100 | $44K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.1% | 16,132 | $44K |
| Raymond James Trust N.A. | 0.00% | No change | 15,851 | $43K |
| EP Wealth Advisors, LLC | 0.00% | Add +37.0% | 15,750 | $43K |
| Register Financial Advisors LLC | 0.02% | Add +2.2% | 14,378 | $39K |
| SignalPoint Asset Management, LLC | 0.01% | Add +0.6% | 14,196 | $39K |
| HighTower Advisors, LLC | 0.00% | No change | 13,300 | $36K |
| PFG Investments, LLC | 0.00% | New | 12,777 | $35K |
| Flputnam Investment Management Co. | 0.00% | No change | 12,690 | $35K |
| Commonwealth Financial Services, LLC | 0.01% | Reduce -6.8% | 12,000 | $33K |
| Quadrant Private Wealth Management, LLC | 0.01% | No change | 12,000 | $33K |
| Truist Financial Corp. | 0.00% | No change | 11,750 | $32K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 11,400 | $31K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,400 | $31K |
| Rossmore Private Capital | 0.00% | No change | 10,275 | $28K |
| Westfuller Advisors, LLC | 0.02% | — | 10,110 | $28K |
| 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% | No change | 10,000 | $27K |
| Summit Securities Group LLC | 0.02% | New | 9,645 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,000 | $22K |
| US Bancorp \de | 0.00% | New | 7,600 | $21K |
| Global Retirement Partners, LLC | 0.00% | Add +77.0% | 6,216 | $17K |
| Cwm, LLC | 0.00% | Add +7.3% | 4,829 | $13K |
| Anchor Investment Management, LLC | 0.00% | No change | 4,000 | $11K |
| Concord Wealth Partners | 0.00% | No change | 3,857 | $10K |
| Lanark Financial, Inc. | 0.00% | No change | 2,682 | $7K |
| IFP Advisors, Inc | 0.00% | New | 1,007 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,000 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | New | 991 | $3K |
| Clearstead Advisors, LLC | 0.00% | No change | 900 | $2K |
| Albion Financial Group | 0.00% | No change | 631 | $2K |
| POM Investment Strategies, LLC | 0.00% | New | 595 | $2K |
| Sachetta, LLC | 0.00% | No change | 567 | $2K |
| PFS Partners, LLC | 0.00% | Add +2.3% | 535 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 500 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 333 | $906 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 314 | $854 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 163 | $443 |
| Comerica Bank | 0.00% | Reduce -2.8% | 105 | $286 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 100 | $272 |
| Key Financial Inc | 0.00% | Reduce -50.0% | 75 | $204 |
| Principal Securities, Inc. | 0.00% | No change | 13 | $35 |
| FMR LLC | 0.00% | New | 1 | $3 |
"% of holder's portfolio" is MIN's weight in each manager's 13F, not the share of Aberdeen Intermediate Inc. FD the manager owns.