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Western Asset Intermediate Muni Fund (SBI) Institutional Ownership

Western Asset Intermediate Muni Fund logo
$7.84 +0.06 (+0.77%)
Closing price 09/10/2025 03:54 PM Eastern
Extended Trading
$7.84 0.00 (0.00%)
As of 09/10/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Western Asset Intermediate Muni Fund (NYSE:SBI)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$13.03M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$8.66M
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Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025 Osaic Holdings Inc.18,534$139K0.0%-8.9%0.000%
8/15/2025 Captrust Financial Advisors12,711$96K0.0%N/A0.000%
8/15/2025 IHT Wealth Management LLC20,328$153K0.0%+25.4%0.000%
8/14/2025 Whitebox Advisors LLC252,626$1.90M0.0%-6.9%0.000%
8/14/2025 Raymond James Financial Inc.189,929$1.43M0.0%+6.6%0.000%
8/13/2025 Guggenheim Capital LLC332,781$2.50M0.0%-2.1%0.000%
8/13/2025 Invesco Ltd.205,096$1.54M0.0%+55.5%0.000%
8/12/2025 Horizon Kinetics Asset Management LLC11,334$85K0.0%N/A0.000%
8/11/2025 Traub Capital Management LLC130,531$982K0.9%N/A0.000%
8/5/2025 Carson Advisory Inc.194,897$1.47M0.9%-1.5%0.000%
8/4/2025 Wolverine Asset Management LLC43,898$330K0.0%+29.3%0.000%
7/30/2025 Whittier Trust Co.42,850$322K0.0%-20.8%0.000%
7/17/2025 Melfa Wealth Management Inc.46,347$349K0.2%+34.4%0.000%
5/16/2025Concorde Asset Management LLC11,840$90K0.0%N/A0.000%
5/16/20251607 Capital Partners LLC609,573$4.76M0.4%-2.9%0.000%
5/15/2025Royal Bank of Canada30,278$236K0.0%+13.5%0.000%
5/15/2025Tortoise Investment Management LLC29,475$230K0.0%-30.3%0.000%
5/13/2025Sit Investment Associates Inc.628,221$4.90M0.1%-46.8%0.000%
5/13/2025HighTower Advisors LLC19,804$154K0.0%-12.4%0.000%
5/12/2025Invesco Ltd.131,915$1.03M0.0%+69.4%0.000%
5/12/2025Wolverine Asset Management LLC33,955$265K0.0%+541.6%0.000%
5/8/2025Moors & Cabot Inc.11,216$87K0.0%N/A0.000%
5/6/2025Avantax Advisory Services Inc.157,567$1.23M0.0%+1.3%0.000%
5/2/2025Carson Advisory Inc.197,797$1.54M1.0%+13.2%0.000%
5/2/2025Whittier Trust Co. of Nevada Inc.110,475$862K0.0%-5.1%0.000%
5/2/2025Whittier Trust Co.54,079$422K0.0%-3.0%0.000%
4/15/2025Noble Wealth Management PBC73,335$572K0.4%+3.5%0.000%
4/14/2025Farther Finance Advisors LLC3,600$28K0.0%N/A0.000%
4/11/2025Northwest Financial Advisors13,500$105K0.1%N/A0.000%
2/17/2025Waverly Advisors LLC86,525$670K0.0%+4.6%0.000%
2/17/2025Logan Stone Capital LLC15,728$122K0.0%-88.9%0.000%
2/14/2025Whitebox Advisors LLC271,438$2.10M0.1%+58.3%0.000%
2/13/2025Guggenheim Capital LLC345,242$2.67M0.0%+182.1%0.000%
2/13/2025Carson Advisory Inc.174,753$1.35M0.9%+95.5%0.000%
2/13/2025Raymond James Financial Inc.169,666$1.31M0.0%N/A0.000%
2/13/2025Invesco Ltd.77,850$603K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.1,181,590$9.15M0.2%-7.8%0.000%
2/13/2025Wells Fargo & Company MN44,824$347K0.0%+8.3%0.000%
2/12/2025PKS Advisory Services LLC14,000$108K0.0%N/A0.000%
2/11/2025Whittier Trust Co. of Nevada Inc.116,375$901K0.0%-6.3%0.000%
2/10/2025Commonwealth Equity Services LLC194,490$1.51M0.0%-1.0%0.000%
2/10/2025Avantax Advisory Services Inc.155,610$1.20M0.0%+2.7%0.000%
2/7/2025HighTower Advisors LLC22,615$175K0.0%+82.7%0.000%
2/7/2025Tortoise Investment Management LLC42,295$327K0.0%-34.8%0.000%
2/7/2025Independent Advisor Alliance50,251$389K0.0%N/A0.000%
2/7/2025Blue Bell Private Wealth Management LLC17,527$136K0.0%-21.1%0.000%
2/6/2025Raymond James Financial Inc.169,666$1.31M0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC70,835$548K0.4%N/A0.000%
2/3/2025Wolverine Asset Management LLC5,292$41K0.0%-89.9%0.000%
1/29/2025Allspring Global Investments Holdings LLC171,558$1.33M0.0%-20.6%0.000%
1/21/2025LexAurum Advisors LLC35,000$271K0.1%N/A0.000%
1/15/2025Sard Wealth Management Group LLC11,892$92K0.1%-20.4%0.000%
12/3/2024Rivernorth 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%
11/15/2024Whitebox Advisors LLC171,438$1.41M0.0%+1.2%0.000%
11/15/2024Rivernorth Capital Management LLC1,631,989$13.38M0.7%+0.2%0.000%
11/15/2024HighTower Advisors LLC12,375$101K0.0%+22.8%0.000%
11/7/2024Pathstone Holdings LLC270,171$2.22M0.0%+23.6%0.000%
11/4/2024Wolverine Asset Management LLC52,493$430K0.0%+66.1%0.000%
11/1/2024Carson Advisory Inc.89,381$733K0.5%N/A0.000%
10/28/2024Stephens Inc. AR24,750$203K0.0%N/A0.000%
10/21/2024Whittier Trust Co. of Nevada Inc.124,188$1.02M0.0%-6.7%0.000%
10/21/2024Whittier Trust Co.55,684$457K0.0%-22.5%0.000%
10/19/2024Allspring 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%
8/15/2024Logan Stone Capital LLC151,483$1.19M0.3%-24.5%0.000%
8/14/2024Whitebox Advisors LLC169,444$1.33M0.0%+292.8%0.000%
8/12/2024Mercer Global Advisors Inc. ADV15,677$123K0.0%-10.6%0.000%
8/5/2024Blue Bell Private Wealth Management LLC22,204$175K0.0%+960.9%0.000%
8/2/2024Wolverine Asset Management LLC31,609$248K0.0%N/A0.000%
8/2/2024Tortoise Investment Management LLC72,252$568K0.1%-16.8%0.000%
7/29/2024Whittier Trust Co. of Nevada Inc.133,089$1.05M0.0%-12.4%0.000%
7/29/2024Whittier Trust Co.71,824$565K0.0%-22.1%0.000%
7/26/2024Bank of New York Mellon Corp104,052$818K0.0%N/A0.000%
5/15/2024Whitebox Advisors LLC43,141$342K0.0%N/A0.000%
5/15/2024Alpine Global Management LLC79,100$626K0.2%N/A0.000%
5/14/2024Robinson Capital Management LLC27,798$214K0.1%-68.2%0.000%
5/9/2024ProVise Management Group LLC10,750$85K0.0%-21.8%0.000%
5/3/2024Whittier Trust Co. of Nevada Inc.151,992$1.20M0.0%-4.5%0.000%
5/3/2024Whittier Trust Co.92,143$730K0.0%-14.3%0.000%
5/2/2024Summit Financial Wealth Advisors LLC53,606$425K0.1%-16.5%0.000%
4/29/2024Commonwealth Equity Services LLC197,490$1.56M0.0%-3.2%0.000%
2/29/2024Tortoise Investment Management LLC132,172$1.02M0.1%-27.2%0.000%
2/15/2024Bulldog Investors LLP52,697$391K0.1%+8.4%0.000%
2/13/20241607 Capital Partners LLC1,363,762$10.50M0.7%-0.6%0.000%
2/12/2024Sar Wealth Management Group LLC34,740$267K0.3%N/A0.000%
2/9/2024ProVise Management Group LLC13,750$106K0.0%-46.6%0.000%
2/8/2024Tortoise Investment Management LLC128,802$1.01M0.1%-29.0%0.000%
2/8/2024Rock Point Advisors LLC68,550$528K0.2%-17.6%0.000%
2/1/2024Wolverine 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%
1/11/2024Whittier Trust Co. of Nevada Inc.159,135$1.23M0.0%-20.8%0.000%
1/11/2024Whittier Trust Co.107,557$828K0.0%-21.4%0.000%
11/21/2023Almitas Capital LLC56,603$405K0.2%-13.5%0.000%
11/14/2023AQR Arbitrage LLC93,622$670K0.0%+55.7%0.000%
11/14/2023Saba Capital Management L.P.1,050,901$7.52M0.2%+20.2%0.000%
11/14/2023Summit Financial Wealth Advisors LLC64,206$467K0.1%-10.7%0.000%
11/13/2023PNC Financial Services Group Inc.5,108$37K0.0%-56.2%0.000%
(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, 58 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), Saba Capital Management L.P. ($7.52M), Sit Investment Associates Inc. ($4.90M), 1607 Capital Partners LLC ($4.76M), Guggenheim Capital LLC ($2.50M), Pathstone Holdings LLC ($2.22M), and Whitebox Advisors LLC ($1.90M).Learn more on Western Asset Intermediate Muni Fund's institutional investors.

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

Of the 38 institutional investors that purchased Western Asset Intermediate Muni Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($351.05K), Whitebox Advisors LLC ($271.44K), Guggenheim Capital LLC ($222.84K), Invesco Ltd. ($205.10K), Carson Advisory Inc. ($197.80K), Saba Capital Management L.P. ($176.52K), and Traub Capital Management LLC ($130.53K).

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

Institutional investors have bought a total of 1,676,269 shares in the last 24 months. This purchase volume represents approximately $13.03M in transactions.

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

Of the 17 institutional investors that sold Western Asset Intermediate Muni Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($653.92K), Allspring Global Investments Holdings LLC ($128.52K), Logan Stone Capital LLC ($125.81K), Wolverine Asset Management LLC ($47.20K), Tortoise Investment Management LLC ($35.35K), Whittier Trust Co. ($29.04K), and Whittier Trust Co. of Nevada Inc. ($22.61K).

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

Institutional investors have sold a total of 1,108,602 shares in the last 24 months. This volume of shares sold represents approximately $8.66M in transactions.


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This page (NYSE:SBI) was last updated on 9/11/2025 by MarketBeat.com Staff
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