Aberdeen Intermediate Inc. FDMIN
13F holders, Q1 2025 (March 31)90holders +2
12new positions
8sold out
1famous investor
$2.69avg. 13F price*
At the end of Q1 2025, 90 institutions reported holding Aberdeen Intermediate Inc. FD (MIN) in their 13F filings, up 2 from Q4 2024. 12 opened new positions and 8 sold out. The largest holders were Sit Investment Associates Inc. ($65.7M), Allspring Global Investments Holdings, LLC ($20.2M) and 1607 Capital Partners, LLC ($19.8M). 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 (Q1 2025)
- CUSIP
- 55273C107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $769K |
| Exits | 8 | $696K |
All 13F filers, Q4 2024 → Q1 2025: 2,897,246 shares bought and 2,298,235 shares sold, net +599,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Sit Investment Associates Inc. | 1.54% | Add +0.8% | 24,419,462 | $65.7M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -4.7% | 7,518,727 | $20.2M |
| 1607 Capital Partners, LLC | 1.60% | Reduce -2.7% | 7,370,555 | $19.8M |
| Karpus Management, Inc. | 0.61% | Reduce -14.2% | 7,049,977 | $19.0M |
| Ameriprise Financial Inc. | 0.00% | Add +67.5% | 2,946,786 | $7.9M |
| Morgan Stanley | 0.00% | Reduce -2.7% | 1,386,833 | $3.7M |
| Invesco Ltd. | 0.00% | Reduce -1.2% | 1,100,032 | $3.0M |
| LPL Financial LLC | 0.00% | Add +106.4% | 840,907 | $2.3M |
| Bank of America Corp. | 0.00% | Add +69.6% | 668,444 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +440.6% | 540,598 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +4.4% | 479,574 | $1.3M |
| Evoke Wealth, LLC | 0.02% | No change | 328,000 | $882K |
| Private Advisor Group, LLC | 0.00% | Add +4.4% | 286,200 | $770K |
| Ameritas Advisory Services, LLC | 0.03% | No change | 249,508 | $664K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -7.8% | 245,680 | $661K |
| Fortitude Advisory Group L.L.C. | 0.43% | Add +0.3% | 227,811 | $604K |
| Transform Wealth, LLC | 0.03% | No change | 201,094 | $541K |
| Tolleson Wealth Management, Inc. | 0.07% | No change | 129,626 | $349K |
| Osaic Holdings, Inc. | 0.00% | Add +27.2% | 124,848 | $336K |
| Raymond James Financial Inc. | 0.00% | Add +7.4% | 119,781 | $322K |
| Royal Bank of Canada | 0.00% | Reduce -9.7% | 118,274 | $318K |
| Stephens Inc. | 0.00% | Reduce -3.2% | 115,755 | $311K |
| NewEdge Advisors, LLC | 0.00% | Reduce -29.2% | 93,900 | $253K |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.4% | 74,344 | $200K |
| Moors & Cabot, Inc. | 0.01% | New | 73,629 | $198K |
| Integrity Alliance, Llc. | 0.01% | New | 73,067 | $197K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -29.3% | 70,000 | $188K |
| Dakota Wealth Management | 0.00% | Reduce -8.6% | 65,553 | $176K |
| Cetera Investment Advisers | 0.00% | Reduce -16.1% | 59,577 | $160K |
| Smith, Moore & Co. | 0.01% | Add +34.8% | 58,119 | $156K |
| UBS Group AG | 0.00% | Reduce -0.2% | 56,932 | $153K |
| Captrust Financial Advisors | 0.00% | No change | 54,647 | $147K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.7% | 54,749 | $147K |
| Ethos Financial Group, LLC | 0.01% | New | 51,171 | $138K |
| Cresset Asset Management, LLC | 0.00% | No change | 46,200 | $124K |
| AlphaCore Capital LLC | 0.01% | New | 42,200 | $114K |
| Focus Partners Wealth | 0.00% | No change | 39,100 | $105K |
| Penbrook Management LLC | 0.07% | Reduce -4.3% | 35,893 | $97K |
| Cary Street Partners Financial LLC | 0.00% | No change | 35,800 | $96K |
| Melfa Wealth Management, Inc. | 0.06% | No change | 34,133 | $92K |
| Mission Wealth Management, LP | 0.00% | Add +1.6% | 29,830 | $80K |
| BTG Pactual Asset Management US LLC | 0.01% | No change | 28,615 | $77K |
| Townsquare Capital LLC | 0.00% | Reduce -1.2% | 28,143 | $76K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -39.5% | 27,631 | $74K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.0% | 27,456 | $74K |
| Choreo, LLC | 0.00% | No change | 27,390 | $74K |
| L.M. Kohn & Company | 0.02% | Add +1.9% | 25,597 | $69K |
| Argent Trust Co | 0.00% | No change | 25,000 | $67K |
| Sanctuary Advisors, LLC | 0.00% | No change | 23,800 | $64K |
| Shaker Financial Services, LLC | 0.02% | Reduce -50.3% | 20,370 | $55K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -4.9% | 19,500 | $52K |
| Advisory Services Network, LLC | 0.00% | No change | 17,000 | $46K |
| Philadelphia Trust Co. | 0.00% | No change | 16,100 | $43K |
| EP Wealth Advisors, LLC | 0.00% | New | 15,750 | $42K |
| Register Financial Advisors LLC | 0.02% | Add +2.2% | 15,027 | $40K |
| Farther Finance Advisors, LLC | 0.00% | New | 14,565 | $40K |
| HighTower Advisors, LLC | 0.00% | No change | 13,300 | $36K |
| PFG Investments, LLC | 0.00% | No change | 12,777 | $34K |
| Citadel Advisors | 0.00% | Reduce -58.3% | 12,374 | $33K |
| Commonwealth Financial Services, LLC | 0.01% | No change | 12,000 | $32K |
| Truist Financial Corp. | 0.00% | No change | 11,750 | $32K |
| XTX Topco Ltd | 0.00% | Reduce -53.7% | 11,648 | $31K |
| Two Sigma Securities, LLC | 0.00% | New | 11,167 | $30K |
| Rossmore Private Capital | 0.00% | No change | 10,275 | $28K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -40.8% | 10,235 | $28K |
| 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 | $22K |
| 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 |
| Lanark Financial, Inc. | 0.00% | — | 2,682 | $7K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 1,771 | $5K |
| Eastern Bank | 0.00% | New | 1,600 | $4K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,454 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,000 | $3K |
| Clearstead Advisors, LLC | 0.00% | No change | 900 | $2K |
| WPG Advisers, LLC | 0.00% | Reduce -2.3% | 695 | $2K |
| Albion Financial Group | 0.00% | No change | 631 | $2K |
| Transce3nd, LLC | 0.00% | New | 596 | $2K |
| Sachetta, LLC | 0.00% | No change | 567 | $2K |
| BlackRock, Inc. | 0.00% | New | 566 | $2K |
| PFS Partners, LLC | 0.00% | Add +2.2% | 559 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 500 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 333 | $896 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 163 | $438 |
| Country Trust Bank | 0.00% | New | 150 | $404 |
| Comerica Bank | 0.00% | Reduce -47.5% | 103 | $277 |
| Key Financial Inc | 0.00% | No change | 75 | $202 |
| 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.