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Western Asset Intermediate Muni Fund (SBI) Institutional Ownership

Western Asset Intermediate Muni Fund logo
$7.92 -0.01 (-0.08%)
As of 03:38 PM Eastern
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Institutional Ownership Changes (13F Filings) for Western Asset Intermediate Muni Fund (NYSE:SBI)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$13.02M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.24M
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SBI Institutional Buying and Selling by Quarter

Western Asset Intermediate Muni Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Waverly Advisors LLC86,525$670K0.0%+4.6%0.000%
2/17/2025 Logan Stone Capital LLC15,728$122K0.0%-88.9%0.000%
2/14/2025 Whitebox Advisors LLC271,438$2.10M0.1%+58.3%0.000%
2/13/2025 Guggenheim Capital LLC345,242$2.67M0.0%+182.1%0.000%
2/13/2025 Carson Advisory Inc.174,753$1.35M0.9%+95.5%0.000%
2/13/2025 Raymond James Financial Inc.169,666$1.31M0.0%N/A0.000%
2/13/2025 Invesco Ltd.77,850$603K0.0%N/A0.000%
2/13/2025 Sit Investment Associates Inc.1,181,590$9.15M0.2%-7.8%0.000%
2/13/2025 Wells Fargo & Company MN44,824$347K0.0%+8.3%0.000%
2/12/2025 PKS Advisory Services LLC14,000$108K0.0%N/A0.000%
2/11/2025 Whittier Trust Co. of Nevada Inc.116,375$901K0.0%-6.3%0.000%
2/10/2025 Commonwealth Equity Services LLC194,490$1.51M0.0%-1.0%0.000%
2/10/2025 Avantax Advisory Services Inc.155,610$1.20M0.0%+2.7%0.000%
2/7/2025 HighTower Advisors LLC22,615$175K0.0%+82.7%0.000%
2/7/2025 Tortoise Investment Management LLC42,295$327K0.0%-34.8%0.000%
2/7/2025 Independent Advisor Alliance50,251$389K0.0%N/A0.000%
2/7/2025 Blue Bell Private Wealth Management LLC17,527$136K0.0%-21.1%0.000%
2/6/2025 Raymond James Financial Inc.169,666$1.31M0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC70,835$548K0.4%N/A0.000%
2/3/2025 Wolverine Asset Management LLC5,292$41K0.0%-89.9%0.000%
1/29/2025 Allspring Global Investments Holdings LLC171,558$1.33M0.0%-20.6%0.000%
1/21/2025 LexAurum Advisors LLC35,000$271K0.1%N/A0.000%
1/15/2025 Sard Wealth Management Group LLC11,892$92K0.1%-20.4%0.000%
12/3/2024 Rivernorth Capital Management LLC1,674,840$13.73M0.7%+2.8%0.000%
11/21/2024SkyView Investment Advisors LLC14,058$115K0.0%-26.3%0.000%
11/15/2024 Whitebox Advisors LLC171,438$1.41M0.0%+1.2%0.000%
11/15/2024 Rivernorth Capital Management LLC1,631,989$13.38M0.7%+0.2%0.000%
11/15/2024 HighTower Advisors LLC12,375$101K0.0%+22.8%0.000%
11/7/2024 Pathstone Holdings LLC270,171$2.22M0.0%+23.6%0.000%
11/4/2024 Wolverine Asset Management LLC52,493$430K0.0%+66.1%0.000%
11/1/2024 Carson Advisory Inc.89,381$733K0.5%N/A0.000%
10/28/2024 Stephens Inc. AR24,750$203K0.0%N/A0.000%
10/21/2024 Whittier Trust Co. of Nevada Inc.124,188$1.02M0.0%-6.7%0.000%
10/21/2024 Whittier Trust Co.55,684$457K0.0%-22.5%0.000%
10/19/2024 Allspring Global Investments Holdings LLC216,075$1.77M0.0%-28.0%0.000%
8/16/2024SkyView Investment Advisors LLC19,076$150K0.0%-77.7%0.000%
8/15/2024 Logan Stone Capital LLC151,483$1.19M0.3%-24.5%0.000%
8/14/2024 Whitebox Advisors LLC169,444$1.33M0.0%+292.8%0.000%
8/12/2024 Mercer Global Advisors Inc. ADV15,677$123K0.0%-10.6%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC22,204$175K0.0%+960.9%0.000%
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8/2/2024 Wolverine Asset Management LLC31,609$248K0.0%N/A0.000%
8/2/2024 Tortoise Investment Management LLC72,252$568K0.1%-16.8%0.000%
7/29/2024 Whittier Trust Co. of Nevada Inc.133,089$1.05M0.0%-12.4%0.000%
7/29/2024 Whittier Trust Co.71,824$565K0.0%-22.1%0.000%
7/26/2024 Bank of New York Mellon Corp104,052$818K0.0%N/A0.000%
5/15/2024 Whitebox Advisors LLC43,141$342K0.0%N/A0.000%
5/15/2024 Alpine Global Management LLC79,100$626K0.2%N/A0.000%
5/14/2024 Robinson Capital Management LLC27,798$214K0.1%-68.2%0.000%
5/9/2024 ProVise Management Group LLC10,750$85K0.0%-21.8%0.000%
5/3/2024 Whittier Trust Co. of Nevada Inc.151,992$1.20M0.0%-4.5%0.000%
5/3/2024 Whittier Trust Co.92,143$730K0.0%-14.3%0.000%
5/2/2024 Summit Financial Wealth Advisors LLC53,606$425K0.1%-16.5%0.000%
4/29/2024 Commonwealth Equity Services LLC197,490$1.56M0.0%-3.2%0.000%
2/29/2024 Tortoise Investment Management LLC132,172$1.02M0.1%-27.2%0.000%
2/15/2024 Bulldog Investors LLP52,697$391K0.1%+8.4%0.000%
2/13/2024 1607 Capital Partners LLC1,363,762$10.50M0.7%-0.6%0.000%
2/12/2024 Sar Wealth Management Group LLC34,740$267K0.3%N/A0.000%
2/9/2024 ProVise Management Group LLC13,750$106K0.0%-46.6%0.000%
2/8/2024 Tortoise Investment Management LLC128,802$1.01M0.1%-29.0%0.000%
2/8/2024 Rock Point Advisors LLC68,550$528K0.2%-17.6%0.000%
2/1/2024 Wolverine Asset Management LLC5,000$38K0.0%+108.1%0.000%
1/23/2024StrategIQ Financial Group LLC84,900$654K0.1%+5.7%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.21,292$164K0.0%-15.3%0.000%
1/16/2024Raymond James & Associates36,373$280K0.0%+111.4%0.000%
1/11/2024 Whittier Trust Co. of Nevada Inc.159,135$1.23M0.0%-20.8%0.000%
1/11/2024 Whittier Trust Co.107,557$828K0.0%-21.4%0.000%
11/21/2023 Almitas Capital LLC56,603$405K0.2%-13.5%0.000%
11/14/2023 AQR Arbitrage LLC93,622$670K0.0%+55.7%0.000%
11/14/2023 Saba Capital Management L.P.1,050,901$7.52M0.2%+20.2%0.000%
11/14/2023 Summit Financial Wealth Advisors LLC64,206$467K0.1%-10.7%0.000%
11/13/2023 PNC Financial Services Group Inc.5,108$37K0.0%-56.2%0.000%
11/8/2023 Fort Point Capital Partners LLC16,288$117K0.0%N/A0.000%
10/27/2023 Whittier Trust Co. of Nevada Inc.200,830$1.44M0.1%-11.7%0.000%
10/27/2023 Whittier Trust Co.136,875$980K0.0%-19.7%0.000%
10/26/2023Advisor Partners II LLC62,979$451K0.0%N/A0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.29,896$214K0.0%-14.3%0.000%
8/15/2023 Bulldog Investors LLP23,832$182K0.1%+51.8%0.000%
8/11/2023 Almitas Capital LLC65,425$503K0.2%+16.9%0.000%
8/10/2023 Commonwealth Equity Services LLC236,877$1.81M0.0%+1.3%0.000%
8/9/2023 Robinson Capital Management LLC87,550$673K0.3%-2.3%0.000%
8/3/2023 Aquire Wealth Advisors LLC19,660$150K0.1%-50.0%0.000%
7/31/2023 LPL Financial LLC187,716$1.43M0.0%-14.1%0.000%
7/31/2023 Integrated Capital Management Inc.17,381$132K0.1%-55.5%0.000%
7/18/2023 Melfa Wealth Management LLC22,747$173K0.2%-8.7%0.000%
7/17/2023 Wealthcare Advisory Partners LLC23,900$182K0.0%-28.1%0.000%
7/14/2023 Park Avenue Securities LLC92,680$706K0.0%-6.5%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.34,892$266K0.0%-13.7%0.000%
7/12/2023 Summit Financial Wealth Advisors LLC71,906$548K0.1%+7.2%0.000%
5/18/2023SkyView Investment Advisors LLC95,475$755K0.2%N/A0.000%
5/10/2023 Rock Point Advisors LLC83,101$657K0.2%+3.6%0.000%
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5/10/2023 Robinson Capital Management LLC89,620$694K0.3%-52.1%0.000%
5/9/2023 Tortoise Investment Management LLC196,602$1.55M0.2%-1.6%0.000%
5/9/2023 US Bancorp DE7,000$55K0.0%+1,230.8%0.000%
5/4/2023 Wealthcare Advisory Partners LLC33,220$263K0.0%+12.3%0.000%
5/1/2023 Aquire Wealth Advisors LLC39,320$156K0.1%+100.0%0.000%
4/26/2023 Integrated Capital Management Inc.39,042$149K0.1%+128.5%0.000%
4/21/2023 Whittier Trust Co. of Nevada Inc.249,125$1.97M0.1%-32.9%0.000%
4/21/2023 Whittier Trust Co.182,678$1.44M0.0%-3.4%0.000%
4/20/2023StrategIQ Financial Group LLC83,522$660K0.1%-2.3%0.000%
4/18/2023 Connecticut Wealth Management LLC13,600$108K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SBI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SBI shares?

During the previous two years, 55 institutional investors and hedge funds held shares of Western Asset Intermediate Muni Fund. The most heavily invested institutionals were Rivernorth Capital Management LLC ($13.73M), 1607 Capital Partners LLC ($10.50M), Sit Investment Associates Inc. ($9.15M), Saba Capital Management L.P. ($7.52M), Guggenheim Capital LLC ($2.67M), Pathstone Holdings LLC ($2.22M), and Whitebox Advisors LLC ($2.10M).Learn more on SBI's institutional investors.

Which institutional investors have been buying Western Asset Intermediate Muni Fund stock?

Of the 38 institutional investors that purchased Western Asset Intermediate Muni Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($339.33K), Whitebox Advisors LLC ($271.44K), Guggenheim Capital LLC ($222.84K), Saba Capital Management L.P. ($176.52K), Carson Advisory Inc. ($174.75K), Bank of New York Mellon Corp ($104.05K), and SkyView Investment Advisors LLC ($95.48K).

How much institutional buying is happening at Western Asset Intermediate Muni Fund?

Institutional investors have bought a total of 2,204,804 shares in the last 24 months. This purchase volume represents approximately $17.09M in transactions.

Which Western Asset Intermediate Muni Fund major shareholders have been selling company stock?

Of the 29 institutional investors that sold Western Asset Intermediate Muni Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Whittier Trust Co. of Nevada Inc. ($233.35K), Logan Stone Capital LLC ($175.03K), Robinson Capital Management LLC ($159.42K), Tortoise Investment Management LLC ($142.38K), Allspring Global Investments Holdings LLC ($128.52K), Whittier Trust Co. ($121.25K), and Sit Investment Associates Inc. ($100.56K).

How much institutional selling is happening at Western Asset Intermediate Muni Fund?

Institutional investors have sold a total of 1,388,627 shares in the last 24 months. This volume of shares sold represents approximately $10.81M in transactions.


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This page (NYSE:SBI) was last updated on 2/26/2025 by MarketBeat.com Staff
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