Aberdeen Intermediate Inc. FDMIN

13F holders, Q2 2025 (June 30)
87holders −3
8new positions
10sold out
$2.71avg. 13F price*

At the end of Q2 2025, 87 institutions reported holding Aberdeen Intermediate Inc. FD (MIN) in their 13F filings, down 3 from Q1 2025. 8 opened new positions and 10 sold out. The largest holders were Sit Investment Associates Inc. ($71.3M), 1607 Capital Partners, LLC ($20.7M) and Allspring Global Investments Holdings, LLC ($19.1M).

Company
Aberdeen Intermediate Inc. FD
Filed as
MFS INTER INCOME TR (Q2 2025)
CUSIP
55273C107
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 97Q1 2024Q2 2024: 92Q2 2024Q3 2024: 98Q3 2024Q4 2024: 88Q4 2024Q1 2025: 90Q1 2025Q2 2025: 87Q2 2025Q3 2025: 84Q3 2025Q4 2025: 86Q4 2025Q1 2026: 85Q1 2026Q2 2026: 81Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions8$2.1M
Exits10$454K

All 13F filers, Q1 2025 → Q2 2025: 5,177,142 shares bought and 2,967,845 shares sold, net +2,209,297 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 87 holders

Sit Investment Associates Inc. 1.52% Add +7.7% 26,308,365 $71.3M
1607 Capital Partners, LLC 1.68% Add +3.8% 7,651,184 $20.7M
Allspring Global Investments Holdings, LLC 0.03% Reduce -6.5% 7,032,332 $19.1M
Karpus Management, Inc. 0.45% Reduce -27.5% 5,108,866 $13.8M
Ameriprise Financial Inc. 0.00% Add +2.7% 3,026,256 $8.2M
Osaic Holdings, Inc. 0.01% Add +1566.8% 2,080,926 $5.6M
Morgan Stanley 0.00% Reduce -18.9% 1,124,612 $3.0M
Invesco Ltd. 0.00% Add +2.0% 1,122,280 $3.0M
LPL Financial LLC 0.00% Reduce -2.5% 820,164 $2.2M
Bank of America Corp. 0.00% Add +6.5% 712,130 $1.9M
Wells Fargo & Company 0.00% Add +0.6% 544,048 $1.5M
Equitable Holdings, Inc. 0.01% Add +5.7% 507,027 $1.4M
Evoke Wealth, LLC 0.02% No change 328,000 $889K
Ameritas Advisory Services, LLC 0.05% Add +31.0% 326,965 $886K
Private Advisor Group, LLC 0.00% Add +1.6% 290,700 $788K
M Holdings Securities, Inc. 0.12% New 260,817 $703K
Kingsview Wealth Management, LLC 0.01% Add +0.5% 246,860 $669K
Advisors Asset Management, Inc. 0.01% New 231,571 $628K
Fortitude Advisory Group L.L.C. 0.35% No change 227,811 $617K
NorthCoast Asset Management LLC 0.00% New 204,095 $553K
Raymond James Financial Inc. 0.00% Add +10.8% 132,779 $360K
Tolleson Wealth Management, Inc. 0.06% No change 129,626 $351K
Royal Bank of Canada 0.00% Reduce -3.4% 114,312 $310K
Stephens Inc. 0.00% Reduce -10.4% 103,755 $281K
NewEdge Advisors, LLC 0.00% Reduce -13.6% 81,150 $220K
Oppenheimer & Co. Inc. 0.00% No change 70,000 $190K
Dakota Wealth Management 0.00% No change 65,553 $178K
Susquehanna International Group, LLP 0.00% Reduce -13.3% 64,497 $175K
UBS Group AG 0.00% Add +7.8% 61,401 $166K
Smith, Moore & Co. 0.01% No change 58,119 $158K
Cetera Investment Advisers 0.00% Reduce -3.2% 57,663 $156K
Captrust Financial Advisors 0.00% No change 54,647 $148K
Ethos Financial Group, LLC 0.01% No change 51,171 $139K
Moors & Cabot, Inc. 0.01% Reduce -31.6% 50,397 $137K
Commonwealth Equity Services, LLC 0.00% Reduce -12.3% 48,016 $130K
Cresset Asset Management, LLC 0.00% No change 46,200 $125K
Wealthspire Advisors, LLC 0.00% New 43,025 $117K
AlphaCore Capital LLC 0.00% Reduce -2.4% 41,200 $112K
Focus Partners Wealth 0.00% No change 39,100 $106K
Cary Street Partners Financial LLC 0.00% No change 35,800 $97K
Melfa Wealth Management, Inc. 0.06% No change 34,133 $93K
Mission Wealth Management, LP 0.00% Add +1.6% 30,318 $82K
BTG Pactual Asset Management US LLC 0.01% No change 28,615 $78K
Penbrook Management LLC 0.06% Reduce -24.5% 27,093 $73K
Choreo, LLC 0.00% Reduce -1.4% 27,015 $73K
Janney Montgomery Scott LLC 0.00% Reduce -2.9% 26,827 $73K
Argent Trust Co 0.00% Add +4.0% 26,000 $70K
L.M. Kohn & Company 0.02% Add +0.4% 25,710 $70K
Shaker Financial Services, LLC 0.02% Add +23.0% 25,050 $68K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -12.2% 24,112 $65K
Sanctuary Advisors, LLC 0.00% Add +0.1% 23,828 $65K
Advisory Services Network, LLC 0.00% No change 17,000 $46K
Philadelphia Trust Co. 0.00% No change 16,100 $44K
Register Financial Advisors LLC 0.02% Add +2.2% 15,358 $42K
HRT Financial LP 0.00% New 14,965 $40K
Farther Finance Advisors, LLC 0.00% Add +0.7% 14,661 $40K
HighTower Advisors, LLC 0.00% No change 13,300 $36K
PFG Investments, LLC 0.00% No change 12,777 $35K
Commonwealth Financial Services, LLC 0.01% No change 12,000 $33K
EP Wealth Advisors, LLC 0.00% Reduce -25.4% 11,750 $32K
Truist Financial Corp. 0.00% No change 11,750 $32K
Wealth Enhancement Advisory Services, LLC 0.00% Add +10.2% 11,283 $30K
Wealth Quarterback LLC 0.01% New 10,324 $28K
Rossmore Private Capital 0.00% No change 10,275 $28K
Brave Asset Management Inc. 0.01% 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% No change 2,682 $7K
Northwestern Mutual Wealth Management Co. 0.00% New 2,000 $5K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 1,771 $5K
Eastern Bank 0.00% No change 1,600 $4K
Sunbelt Securities, Inc. 0.00% No change 1,000 $3K
Clearstead Advisors, LLC 0.00% No change 900 $2K
Albion Financial Group 0.00% No change 631 $2K
Transce3nd, LLC 0.00% No change 596 $2K
PFS Partners, LLC 0.00% Add +2.1% 571 $2K
Sachetta, LLC 0.00% No change 567 $2K
SOA Wealth Advisors, LLC. 0.00% No change 500 $1K
Bogart Wealth, LLC 0.00% No change 333 $902
Strategic Investment Solutions, Inc. 0.00% No change 163 $442
Country Trust Bank 0.00% No change 150 $407
Comerica Bank 0.00% No change 103 $279
Key Financial Inc 0.00% No change 75 $203
GAMMA Investing LLC 0.00% New 28 $76
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.