ABERDEEN MUN INCOME FD (MFM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
121
Reporting holders
$156.6M
Reported value
0.0%
Held as options
+41
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | $30.4M | 5,415,646 | 0.09% | 11q | +12.2%+$3.3M |
| BANK OF AMERICA CORP /DE/ | $12.2M | 2,173,502 | 0.00% | 31q | +35.4%+$3.2M |
| UBS Group AG | $10.2M | 1,821,270 | 0.00% | 31q | +42.9%+$3.1M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $8.5M | 1,509,877 | 0.40% | 13q | +66.3%+$3.4M |
| Advisors Asset Management, Inc. | $6.8M | 1,212,792 | 0.10% | 33q | -4.7%-$337.8K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $6.1M | 1,076,957 | 2.67% | 4q | +501.1%+$5.0M |
| Hennion & Walsh Asset Management, Inc. | $5.8M | 1,024,569 | 0.16% | 12q | +28.1%+$1.3M |
| Saba Capital Management, L.P. | $5.8M | 1,023,943 | 0.15% | 15q | +285.2%+$4.3M |
| Almitas Capital LLC | $4.9M | 878,531 | 1.18% | new | NEW |
| GUGGENHEIM CAPITAL LLC | $4.8M | 845,307 | 0.03% | 31q | +1.6%+$72.5K |
| VAN ECK ASSOCIATES CORP | $4.1M | 728,998 | 0.00% | 31q | +86.1%+$1.9M |
| WHITEBOX ADVISORS LLC | $3.2M | 575,062 | 0.04% | 3q | +360.0%+$2.5M |
| MORGAN STANLEY | $3.2M | 566,526 | 0.00% | 35q | +190.7%+$2.1M |
| Closed-End Fund Advisors, Inc. | $2.6M | 466,837 | 2.56% | 3q | +69.6%+$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 460,275 | 0.00% | new | NEW |
| Invesco Ltd. | $2.6M | 455,662 | 0.00% | 9q | HELD |
| Summit Financial, LLC | $2.5M | 449,141 | 0.03% | 4q | +700.1%+$2.2M |
| MELFA WEALTH MANAGEMENT, INC. | $2.4M | 431,579 | 1.31% | 15q | +184.5%+$1.6M |
| OSAIC HOLDINGS, INC. | $2.2M | 398,602 | 0.00% | 26q | +131.1%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 362,000 | 0.00% | 31q | +38.7%+$567.5K |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 350,691 | 0.00% | 7q | +67.6%+$794.7K |
| Thomas J. Herzfeld Advisors, Inc. | $1.9M | 345,429 | 0.60% | 11q | +458.6%+$1.6M |
| MacKay Shields LLC | $1.9M | 333,822 | 0.06% | 31q | HELD |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $1.8M | 324,887 | 0.11% | new | NEW |
| NewEdge Advisors, LLC | $1.8M | 320,314 | 0.01% | 11q | +103.0%+$913.3K |
| Logan Stone Capital, LLC | $1.4M | 256,998 | 0.31% | 18q | -22.3%-$415.3K |
| RIVERBRIDGE PARTNERS LLC | $1.4M | 247,902 | 0.04% | 8q | +36.8%+$374.5K |
| WELLS FARGO & COMPANY/MN | $1.3M | 235,722 | 0.00% | 31q | +17.5%+$196.9K |
| Bulldog Investors, LLP | $1.3M | 230,382 | 0.28% | new | NEW |
| BALANCED WEALTH GROUP LLC | $1.1M | 197,774 | 0.35% | 3q | +1.4%+$15.3K |
| Capital Investment Advisors, LLC | $1.1M | 192,571 | 0.01% | 31q | +80.4%+$482.3K |
| Rockefeller Capital Management L.P. | $857.9K | 152,647 | 0.00% | 11q | +17.2%+$125.9K |
| ROYAL BANK OF CANADA | $840.0K | 149,453 | 0.00% | 31q | +16.6%+$119.4K |
| LPL Financial LLC | $806.3K | 143,472 | 0.00% | 28q | +29.7%+$184.9K |
| Bridgewater Advisors Inc. | $683.3K | 127,250 | 0.04% | 5q | HELD |
| Bank of New York Mellon Corp | $642.3K | 114,290 | 0.00% | 13q | -30.3%-$279.3K |
| Creative Planning | $622.1K | 110,699 | 0.00% | 7q | -4.6%-$30.2K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $610.1K | 108,566 | 0.08% | 10q | +181.5%+$393.4K |
| AMERIPRISE FINANCIAL INC | $560.5K | 99,726 | 0.00% | 31q | -50.6%-$573.5K |
| Lido Advisors, LLC | $519.0K | 92,341 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $485.4K | 86,372 | 0.02% | 11q | +63.0%+$187.6K |
| CAPTRUST FINANCIAL ADVISORS | $405.2K | 72,105 | 0.00% | new | NEW |
| Tyche Wealth Partners LLC | $395.1K | 70,307 | 0.06% | 11q | -9.0%-$39.1K |
| Cetera Investment Advisers | $360.7K | 64,185 | 0.00% | 10q | +87.1%+$167.9K |
| Equitable Holdings, Inc. | $352.5K | 62,728 | 0.00% | 15q | +53.7%+$123.2K |
| Matisse Capital | $320.7K | 57,056 | 0.13% | 4q | +108.1%+$166.6K |
| Kestra Advisory Services, LLC | $289.1K | 51,447 | 0.00% | new | NEW |
| Novak & Powell Financial Services, Inc. | $256.4K | 45,630 | 0.12% | new | NEW |
| MML INVESTORS SERVICES, LLC | $254.2K | 45,238 | 0.00% | 31q | +11.6%+$26.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $252.6K | 44,955 | 0.00% | 31q | +2.5%+$6.1K |
| Aviance Capital Partners, LLC | $250.3K | 44,535 | 0.03% | 13q | -6.2%-$16.5K |
| TRUIST FINANCIAL CORP | $249.2K | 44,335 | 0.00% | new | NEW |
| Focus Partners Wealth | $245.9K | 43,758 | 0.00% | new | NEW |
| Mutual Advisors, LLC | $238.7K | 42,467 | 0.00% | new | NEW |
| Corient Private Wealth LP | $232.8K | 41,418 | 0.00% | 8q | +101.9%+$117.5K |
| CITADEL ADVISORS LLC | $232.4K | 41,345 | 0.00% | new | NEW |
| &PARTNERS | $228.1K | 40,583 | 0.00% | 3q | +20.0%+$38.1K |
| Ackerman Capital Advisors, LLC | $222.2K | 39,535 | 0.04% | 4q | -12.4%-$31.6K |
| Noble Wealth Management PBC | $206.6K | 36,760 | 0.09% | new | NEW |
| HighTower Advisors, LLC | $181.6K | 32,308 | 0.00% | 9q | +61.4%+$69.1K |
| READYSTATE ASSET MANAGEMENT LP | $178.0K | 31,676 | 0.01% | new | NEW |
| Wealthcare Advisory Partners LLC | $172.0K | 30,606 | 0.00% | 13q | +12.4%+$19.0K |
| Belpointe Asset Management LLC | $164.4K | 29,244 | 0.01% | new | NEW |
| Fortis Capital Advisors, LLC | $164.4K | 29,244 | 0.02% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $162.4K | 28,894 | 0.00% | new | NEW |
| Apollon Wealth Management, LLC | $161.1K | 28,657 | 0.00% | new | NEW |
| PFG Investments, LLC | $155.6K | 27,678 | 0.01% | new | NEW |
| Beacon Pointe Advisors, LLC | $147.8K | 26,305 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $144.7K | 25,749 | 0.00% | new | NEW |
| Baird Financial Group, Inc. | $143.7K | 25,564 | 0.00% | 21q | +4.3%+$5.9K |
| Compound Planning, Inc. | $135.9K | 24,183 | 0.00% | 3q | +23.4%+$25.8K |
| Beverly Hills Private Wealth, LLC | $128.7K | 22,900 | 0.02% | new | NEW |
| LANGLEY WEALTH MANAGEMENT, LLC | $128.5K | 39,962 | 0.11% | new | FIRST |
| Waverly Advisors, LLC | $126.6K | 22,519 | 0.00% | 7q | +5.6%+$6.7K |
| EVOLVE PRIVATE WEALTH, LLC | $126.5K | 22,511 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $125.9K | 22,399 | 0.00% | 8q | +4.1%+$5.0K |
| Chicago Partners Investment Group LLC | $121.1K | 22,224 | 0.00% | 19q | HELD |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $112.8K | 20,068 | 0.08% | 27q | -6.4%-$7.7K |
| NOMURA HOLDINGS INC | $112.4K | 20,000 | 0.00% | new | NEW |
| Allspring Global Investments Holdings, LLC | $110.7K | 19,705 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $99.4K | 17,689 | 0.00% | 17q | +7.9%+$7.3K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $97.9K | 17,412 | 0.00% | new | NEW |
| Ethos Financial Group, LLC | $97.6K | 18,111 | 0.01% | new | NEW |
| SILVERLAKE WEALTH MANAGEMENT LLC | $91.3K | 16,239 | 0.02% | 19q | +56.9%+$33.1K |
| Mariner, LLC | $91.2K | 16,219 | 0.00% | 11q | +35.6%+$23.9K |
| Canal Capital Management, LLC | $89.3K | 15,886 | 0.01% | new | NEW |
| DAVIS R M INC | $88.6K | 15,773 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $81.3K | 14,464 | 0.00% | new | NEW |
| World Investment Advisors | $78.0K | 14,462 | 0.00% | 4q | HELD |
| BOKF, NA | $77.3K | 13,751 | 0.00% | new | NEW |
| 1607 Capital Partners, LLC | $76.6K | 13,627 | 0.01% | new | NEW |
| J.W. COLE ADVISORS, INC. | $65.7K | 11,697 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $65.7K | 11,692 | 0.00% | 9q | +1.0% |
| JANE STREET GROUP, LLC | $64.9K | 11,554 | 0.00% | new | NEW |
| AMARILLO NATIONAL BANK | $64.6K | 11,502 | 0.01% | 7q | HELD |
| ADAPT WEALTH ADVISORS, LLC | $62.4K | 11,107 | 0.02% | new | NEW |
| Fortitude Advisory Group L.L.C. | $58.9K | 10,473 | 0.02% | new | NEW |
| Farther Finance Advisors, LLC | $57.5K | 10,240 | 0.00% | new | NEW |
| SPIREPOINT PRIVATE CLIENT, LLC | $56.7K | 10,083 | 0.00% | new | NEW |
| Western Wealth Management, LLC | $56.2K | 10,005 | 0.00% | 2q | +2148.3%+$53.7K |
Showing the largest 100 of 126 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 121 | $156.6M | 27,889,506 | 48 | 47 | 12 | 0.0% |
| Q1 2026 | 80 | $93.7M | 17,512,736 | 7 | 25 | 20 | 0.0% |
| Q4 2025 | 88 | $99.7M | 18,360,841 | 10 | 30 | 21 | 0.0% |
| Q3 2025 | 80 | $84.1M | 15,599,140 | 12 | 25 | 21 | 0.0% |
| Q2 2025 | 80 | $83.0M | 16,060,867 | 10 | 25 | 22 | 0.0% |
| Q1 2025 | 79 | $79.5M | 14,966,070 | 10 | 27 | 14 | 0.0% |
| Q4 2024 | 77 | $80.2M | 14,989,144 | 9 | 22 | 19 | 0.0% |
| Q3 2024 | 70 | $78.1M | 13,653,421 | 4 | 23 | 19 | 0.0% |
| Q2 2024 | 72 | $73.7M | 13,515,540 | 3 | 25 | 18 | 0.0% |
| Q1 2024 | 71 | $67.3M | 12,555,655 | 5 | 25 | 19 | 0.0% |
| Q4 2023 | 75 | $65.3M | 12,625,119 | 15 | 19 | 22 | 0.0% |
| Q3 2023 | 66 | $50.9M | 11,178,286 | 11 | 19 | 16 | 0.0% |
| Q2 2023 | 58 | $52.7M | 10,322,575 | 8 | 18 | 16 | 0.0% |
| Q1 2023 | 57 | $53.2M | 9,979,359 | 5 | 17 | 19 | 0.0% |
| Q4 2022 | 59 | $48.3M | 9,323,567 | 11 | 19 | 15 | 0.0% |
| Q3 2022 | 72 | $44.0M | 9,081,088 | 8 | 21 | 20 | 0.0% |
| Q2 2022 | 77 | $49.7M | 9,118,719 | 17 | 21 | 22 | 0.0% |
| Q1 2022 | 70 | $52.3M | 8,550,569 | 8 | 24 | 19 | 0.0% |
| Q4 2021 | 70 | $52.9M | 7,568,596 | 7 | 21 | 17 | 0.0% |
| Q3 2021 | 69 | $52.0M | 7,446,159 | 6 | 19 | 15 | 0.0% |
| Q2 2021 | 70 | $52.5M | 7,358,555 | 4 | 24 | 14 | 0.0% |
| Q1 2021 | 72 | $48.5M | 7,109,049 | 4 | 26 | 12 | 0.0% |
| Q4 2020 | 69 | $43.0M | 6,436,859 | 6 | 28 | 11 | 0.0% |
| Q3 2020 | 71 | $39.6M | 6,161,026 | 4 | 21 | 16 | 0.0% |
| Q2 2020 | 69 | $39.3M | 6,300,621 | 7 | 17 | 15 | 0.0% |
| Q1 2020 | 70 | $35.0M | 5,472,908 | 11 | 21 | 14 | 0.0% |
| Q4 2019 | 66 | $39.1M | 5,532,847 | 3 | 22 | 10 | 0.0% |
| Q3 2019 | 66 | $39.9M | 5,670,819 | 8 | 19 | 12 | 0.0% |
| Q2 2019 | 62 | $38.7M | 5,547,510 | 5 | 15 | 20 | 0.0% |
| Q1 2019 | 62 | $40.0M | 5,782,343 | 4 | 25 | 11 | 0.0% |
| Q4 2018 | 66 | $33.2M | 5,406,369 | 0 | 2 | 0 | 0.0% |