Aberdeen Intermediate Inc. FDMIN

13F holders, Q3 2025 (September 30)
84holders −3
6new positions
8sold out
$2.68avg. 13F price*

At the end of Q3 2025, 84 institutions reported holding Aberdeen Intermediate Inc. FD (MIN) in their 13F filings, down 3 from Q2 2025. 6 opened new positions and 8 sold out. The largest holders were Sit Investment Associates Inc. ($77.6M), 1607 Capital Partners, LLC ($19.8M) and Karpus Management, Inc. ($12.4M).

Company
Aberdeen Intermediate Inc. FD
Filed as
MFS INTER INCOME TR (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions6$415K
Exits8$822K

All 13F filers, Q2 2025 → Q3 2025: 3,882,056 shares bought and 4,305,246 shares sold, net −423,190 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 84 holders

Sit Investment Associates Inc. 1.57% Add +10.1% 28,954,725 $77.6M
1607 Capital Partners, LLC 1.50% Reduce -3.2% 7,404,923 $19.8M
Karpus Management, Inc. 0.39% Reduce -9.2% 4,639,674 $12.4M
Allspring Global Investments Holdings, LLC 0.02% Reduce -40.7% 4,172,106 $11.2M
Ameriprise Financial Inc. 0.00% Add +6.8% 3,232,821 $8.7M
Osaic Holdings, Inc. 0.01% Reduce -2.2% 2,034,620 $5.4M
Invesco Ltd. 0.00% Add +2.5% 1,150,617 $3.1M
Morgan Stanley 0.00% Reduce -6.7% 1,049,642 $2.8M
LPL Financial LLC 0.00% Add +25.8% 1,031,476 $2.8M
Bank of America Corp. 0.00% Add +26.2% 898,697 $2.4M
Equitable Holdings, Inc. 0.01% Add +14.5% 580,764 $1.6M
Wells Fargo & Company 0.00% Reduce -0.4% 541,717 $1.5M
Ameritas Advisory Services, LLC 0.06% Add +2.8% 336,073 $901K
Private Advisor Group, LLC 0.00% Add +8.3% 314,850 $844K
Advisors Asset Management, Inc. 0.01% Add +31.8% 305,198 $818K
Kingsview Wealth Management, LLC 0.01% Add +8.2% 267,176 $716K
Fortitude Advisory Group L.L.C. 0.33% No change 227,811 $611K
NorthCoast Asset Management LLC 0.00% Reduce 0.0% 204,094 $547K
Raymond James Financial Inc. 0.00% Add +52.3% 202,247 $542K
Evoke Wealth, LLC 0.01% Reduce -49.4% 166,000 $445K
UBS Group AG 0.00% Add +155.0% 156,574 $420K
Tolleson Wealth Management, Inc. 0.05% No change 129,626 $347K
Stephens Inc. 0.00% Add +15.9% 120,255 $322K
Royal Bank of Canada 0.00% Add +3.1% 117,863 $316K
Shaker Financial Services, LLC 0.08% Add +244.7% 86,350 $231K
Oppenheimer & Co. Inc. 0.00% No change 70,000 $188K
NewEdge Advisors, LLC 0.00% Reduce -24.3% 61,400 $165K
Dakota Wealth Management 0.00% Reduce -7.6% 60,600 $162K
Captrust Financial Advisors 0.00% No change 54,647 $146K
Smith, Moore & Co. 0.01% Reduce -7.0% 54,019 $145K
Cresset Asset Management, LLC 0.00% No change 46,200 $124K
Jane Street Group, LLC 0.00% New 45,993 $123K
Ethos Financial Group, LLC 0.01% Reduce -10.8% 45,617 $122K
Wealthspire Advisors, LLC 0.00% No change 43,025 $115K
AlphaCore Capital LLC 0.00% No change 41,200 $110K
Moors & Cabot, Inc. 0.00% Reduce -19.8% 40,397 $108K
Thrivent Financial for Lutherans 0.00% New 40,184 $108K
Focus Partners Wealth 0.00% No change 39,100 $105K
Cary Street Partners Financial LLC 0.00% No change 35,800 $96K
Melfa Wealth Management, Inc. 0.05% No change 34,133 $91K
Integrity Alliance, Llc. 0.00% New 33,662 $90K
Mission Wealth Management, LP 0.00% Add +1.6% 30,815 $83K
Susquehanna International Group, LLP 0.00% Reduce -53.3% 30,104 $81K
BTG Pactual Asset Management US LLC 0.01% No change 28,615 $78K
Cetera Investment Advisers 0.00% Reduce -49.9% 28,912 $77K
Choreo, LLC 0.00% No change 27,015 $72K
Argent Trust Co 0.00% No change 26,000 $70K
Penbrook Management LLC 0.05% Reduce -5.2% 25,693 $69K
Janney Montgomery Scott LLC 0.00% Reduce -10.0% 24,154 $65K
Sanctuary Advisors, LLC 0.00% No change 23,828 $64K
Commonwealth Equity Services, LLC 0.00% Reduce -51.8% 23,123 $62K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.7% 21,780 $58K
Benjamin Edwards Inc. 0.00% New 20,170 $54K
Advisory Services Network, LLC 0.00% No change 17,000 $46K
Philadelphia Trust Co. 0.00% No change 16,100 $43K
Register Financial Advisors LLC 0.02% Add +2.2% 15,695 $42K
Farther Finance Advisors, LLC 0.00% Add +0.2% 14,694 $39K
Integrated Wealth Concepts LLC 0.00% New 14,661 $39K
HighTower Advisors, LLC 0.00% No change 13,300 $36K
PFG Investments, LLC 0.00% No change 12,777 $34K
Commonwealth Financial Services, LLC 0.01% No change 12,000 $32K
Truist Financial Corp. 0.00% No change 11,750 $31K
Wealth Enhancement Advisory Services, LLC 0.00% No change 11,283 $30K
Wealth Quarterback LLC 0.01% Add +2.2% 10,551 $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 $21K
Cwm, LLC 0.00% Reduce -6.8% 4,500 $12K
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
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
PFS Partners, LLC 0.00% Add +2.3% 584 $2K
SOA Wealth Advisors, LLC. 0.00% No change 500 $1K
Bogart Wealth, LLC 0.00% No change 333 $892
Jones Financial Companies LLLP 0.00% New 208 $555
Country Trust Bank 0.00% No change 150 $402
Comerica Bank 0.00% No change 103 $276
Key Financial Inc 0.00% No change 75 $200
GAMMA Investing LLC 0.00% No change 28 $75

"% of holder's portfolio" is MIN's weight in each manager's 13F, not the share of Aberdeen Intermediate Inc. FD the manager owns.