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Western Asset Intermediate Muni Fund (SBI) Institutional Ownership

Western Asset Intermediate Muni Fund logo
$7.62 +0.06 (+0.79%)
Closing price 08/1/2025 03:58 PM Eastern
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$7.62 0.00 (0.00%)
As of 08/1/2025 04:04 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)
24
Total
Institutional Inflows
(last 12 months)
$12.28M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$9.35M
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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
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%
5/2/2025 Whittier Trust Co. of Nevada Inc.110,475$862K0.0%-5.1%0.000%
5/2/2025 Whittier Trust Co.54,079$422K0.0%-3.0%0.000%
4/15/2025Noble Wealth Management PBC73,335$572K0.4%+3.5%0.000%
4/14/2025 Farther 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%
2/11/2025 Whittier 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%
1/29/2025 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%
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1/15/2025 Sard 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%
10/28/2024 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%
8/15/2024Logan 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%
7/29/2024 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%
7/26/2024Bank 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%
5/3/2024 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%
5/2/2024Summit 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%
2/12/2024 Sar 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%
1/11/2024 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%
11/21/2023Almitas 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%
11/8/2023Fort Point Capital Partners LLC16,288$117K0.0%N/A0.000%
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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%
8/15/2023Bulldog Investors LLP23,832$182K0.1%+51.8%0.000%
8/11/2023Almitas Capital LLC65,425$503K0.2%+16.9%0.000%
8/10/2023Commonwealth Equity Services LLC236,877$1.81M0.0%+1.3%0.000%
8/9/2023Robinson Capital Management LLC87,550$673K0.3%-2.3%0.000%
8/3/2023 Aquire Wealth Advisors LLC19,660$150K0.1%-50.0%0.000%
7/31/2023LPL Financial LLC187,716$1.43M0.0%-14.1%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, 54 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 ($2.67M), Pathstone Holdings LLC ($2.22M), and Whitebox Advisors LLC ($2.10M).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 36 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. ($339.33K), Whitebox Advisors LLC ($271.44K), Guggenheim Capital LLC ($222.84K), Carson Advisory Inc. ($197.80K), Saba Capital Management L.P. ($176.52K), Invesco Ltd. ($131.92K), and Bank of New York Mellon Corp ($104.05K).

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

Institutional investors have bought a total of 1,569,150 shares in the last 24 months. This purchase volume represents approximately $12.28M in transactions.

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

Of the 14 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), Logan Stone Capital LLC ($175.03K), Allspring Global Investments Holdings LLC ($128.52K), SkyView Investment Advisors LLC ($71.39K), Wolverine Asset Management LLC ($47.20K), Tortoise Investment Management LLC ($35.35K), and Whittier Trust Co. ($29.04K).

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

Institutional investors have sold a total of 1,195,387 shares in the last 24 months. This volume of shares sold represents approximately $9.35M in transactions.


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This page (NYSE:SBI) was last updated on 8/2/2025 by MarketBeat.com Staff
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