Aberdeen Intermediate Inc. FDMIN
13F holders, Q4 2024 (December 31)88holders −10
6new positions
17sold out
1famous investor
$2.66avg. 13F price*
At the end of Q4 2024, 88 institutions reported holding Aberdeen Intermediate Inc. FD (MIN) in their 13F filings, down 10 from Q3 2024. 6 opened new positions and 17 sold out. The largest holders were Sit Investment Associates Inc. ($64.5M), Karpus Management, Inc. ($21.9M) and Allspring Global Investments Holdings, LLC ($21.0M). 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 (Q4 2024)
- CUSIP
- 55273C107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.0M |
| Exits | 17 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 4,284,523 shares bought and 2,544,545 shares sold, net +1,739,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Sit Investment Associates Inc. | 1.46% | Add +6.7% | 24,232,895 | $64.5M |
| Karpus Management, Inc. | 0.65% | Reduce -6.9% | 8,221,061 | $21.9M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +0.2% | 7,888,534 | $21.0M |
| 1607 Capital Partners, LLC | 1.62% | Add +36.5% | 7,575,555 | $20.2M |
| Ameriprise Financial Inc. | 0.00% | Add +5.8% | 1,759,098 | $4.7M |
| Morgan Stanley | 0.00% | Reduce -1.2% | 1,424,671 | $3.8M |
| Invesco Ltd. | 0.00% | Add +0.9% | 1,113,847 | $3.0M |
| Equitable Holdings, Inc. | 0.01% | Add +7.3% | 459,382 | $1.2M |
| LPL Financial LLC | 0.00% | Add +10.9% | 407,475 | $1.1M |
| Bank of America Corp. | 0.00% | Add +3.5% | 394,161 | $1.0M |
| Evoke Wealth, LLC | 0.02% | Add +0.9% | 328,000 | $872K |
| Private Advisor Group, LLC | 0.00% | Add +30.1% | 274,200 | $729K |
| Kingsview Wealth Management, LLC | 0.01% | Add +9.9% | 266,398 | $709K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -1.9% | 249,508 | $664K |
| Fortitude Advisory Group L.L.C. | 0.36% | Add +0.8% | 227,065 | $604K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -4.9% | 214,737 | $571K |
| Transform Wealth, LLC | 0.03% | New | 201,094 | $535K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.3% | 132,600 | $353K |
| Royal Bank of Canada | 0.00% | Add +27.9% | 130,990 | $349K |
| Tolleson Wealth Management, Inc. | 0.07% | No change | 129,626 | $345K |
| Stephens Inc. | 0.00% | Add +3.5% | 119,555 | $318K |
| Raymond James Financial Inc. | 0.00% | — | 111,569 | $297K |
| Susquehanna International Group, LLP | 0.00% | New | 106,762 | $284K |
| Wells Fargo & Company | 0.00% | Reduce -91.1% | 99,992 | $266K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 98,979 | $263K |
| Osaic Holdings, Inc. | 0.00% | Add +1.5% | 98,123 | $261K |
| Dakota Wealth Management | 0.00% | No change | 71,700 | $191K |
| Cetera Investment Advisers | 0.00% | Reduce -7.0% | 70,979 | $189K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 59,285 | $158K |
| UBS Group AG | 0.00% | Reduce -53.0% | 57,033 | $152K |
| Captrust Financial Advisors | 0.00% | No change | 54,647 | $145K |
| Cresset Asset Management, LLC | 0.00% | No change | 46,200 | $123K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -29.6% | 45,632 | $121K |
| Smith, Moore & Co. | 0.01% | Reduce -14.8% | 43,119 | $115K |
| Shaker Financial Services, LLC | 0.04% | Reduce -76.7% | 40,970 | $109K |
| Focus Partners Wealth | 0.00% | New | 39,100 | $104K |
| Penbrook Management LLC | 0.07% | Reduce -35.6% | 37,493 | $100K |
| Cary Street Partners Financial LLC | 0.00% | — | 35,800 | $95K |
| Melfa Wealth Management, Inc. | 0.06% | No change | 34,133 | $91K |
| BTG Pactual Asset Management US LLC | 0.01% | No change | 28,615 | $80K |
| Citadel Advisors | 0.00% | Add +17.0% | 29,664 | $79K |
| Mission Wealth Management, LP | 0.00% | Add +1.7% | 29,353 | $78K |
| Townsquare Capital LLC | 0.00% | Reduce -0.0% | 28,488 | $76K |
| Choreo, LLC | 0.00% | Reduce -0.5% | 27,390 | $72K |
| XTX Topco Ltd | 0.01% | New | 25,175 | $67K |
| L.M. Kohn & Company | 0.02% | Add +8.2% | 25,109 | $67K |
| Argent Trust Co | 0.00% | No change | 25,000 | $67K |
| Sanctuary Advisors, LLC | 0.00% | No change | 23,800 | $64K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.0% | 22,877 | $61K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 20,500 | $55K |
| Landscape Capital Management, L.L.C. | 0.00% | Reduce -87.4% | 17,455 | $46K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.1% | 17,275 | $46K |
| Advisory Services Network, LLC | 0.00% | New | 17,000 | $45K |
| Philadelphia Trust Co. | 0.00% | No change | 16,100 | $43K |
| Register Financial Advisors LLC | 0.02% | Add +2.3% | 14,703 | $39K |
| SignalPoint Asset Management, LLC | 0.01% | Add +1.7% | 14,441 | $38K |
| HighTower Advisors, LLC | 0.00% | No change | 13,300 | $35K |
| PFG Investments, LLC | 0.00% | No change | 12,777 | $34K |
| Jane Street Group, LLC | 0.00% | Reduce -64.2% | 12,058 | $32K |
| Quadrant Private Wealth Management, LLC | 0.01% | No change | 12,000 | $32K |
| Commonwealth Financial Services, LLC | 0.01% | No change | 12,000 | $32K |
| Truist Financial Corp. | 0.00% | No change | 11,750 | $31K |
| Rossmore Private Capital | 0.00% | No change | 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 |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,000 | $21K |
| Cwm, LLC | 0.00% | No change | 4,829 | $13K |
| 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% | Reduce -43.5% | 3,511 | $9K |
| Synergy Asset Management, LLC | 0.00% | New | 3,100 | $8K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 1,771 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 1,007 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,000 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 991 | $3K |
| Clearstead Advisors, LLC | 0.00% | No change | 900 | $2K |
| WPG Advisers, LLC | 0.00% | — | 711 | $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% | 547 | $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 |
| Comerica Bank | 0.00% | Add +86.7% | 196 | $521 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 163 | $434 |
| Key Financial Inc | 0.00% | No change | 75 | $200 |
| Principal Securities, Inc. | 0.00% | No change | 13 | $35 |
| Lanark Financial, Inc. | 0.00% | — | 2 | $7 |
"% of holder's portfolio" is MIN's weight in each manager's 13F, not the share of Aberdeen Intermediate Inc. FD the manager owns.