Free Trial
→ Grab This Altcoin Before Trump's Crypto Announcement (From Crypto 101 Media) (Ad) Free SBI Stock Alerts

Western Asset Intermediate Muni Fund (SBI) Institutional Ownership

Western Asset Intermediate Muni Fund logo
$7.77 +0.02 (+0.26%)
As of 11:56 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Western Asset Intermediate Muni Fund (NYSE:SBI)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$5.74M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.17M
Get SBI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Western Asset Intermediate Muni Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SBI Institutional Buying and Selling by Quarter

Western Asset Intermediate Muni Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
12/3/2024Rivernorth 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%
2/12/2024 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%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

>> Register for the Workshop Now
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%
11/8/2023Fort Point Capital Partners LLC16,288$117K0.0%N/A0.000%
10/27/2023Whittier Trust Co. of Nevada Inc.200,830$1.44M0.1%-11.7%0.000%
10/27/2023Whittier Trust Co.136,875$980K0.0%-19.7%0.000%
10/26/2023Advisor Partners II LLC62,979$451K0.0%N/A0.000%
10/24/2023Cambridge 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%
8/3/2023Aquire Wealth Advisors LLC19,660$150K0.1%-50.0%0.000%
7/31/2023LPL 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%
7/13/2023Cambridge Investment Research Advisors Inc.34,892$266K0.0%-13.7%0.000%
7/12/2023Summit Financial Wealth Advisors LLC71,906$548K0.1%+7.2%0.000%
5/18/2023SkyView Investment Advisors LLC95,475$755K0.2%N/A0.000%
5/10/2023Rock Point Advisors LLC83,101$657K0.2%+3.6%0.000%
5/10/2023Robinson Capital Management LLC89,620$694K0.3%-52.1%0.000%
5/9/2023Tortoise Investment Management LLC196,602$1.55M0.2%-1.6%0.000%
5/9/2023US Bancorp DE7,000$55K0.0%+1,230.8%0.000%
5/4/2023 Wealthcare Advisory Partners LLC33,220$263K0.0%+12.3%0.000%
5/1/2023Aquire 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%
4/21/2023Whittier Trust Co. of Nevada Inc.249,125$1.97M0.1%-32.9%0.000%
4/21/2023Whittier Trust Co.182,678$1.44M0.0%-3.4%0.000%
4/20/2023StrategIQ Financial Group LLC83,522$660K0.1%-2.3%0.000%
4/18/2023Connecticut Wealth Management LLC13,600$108K0.0%N/A0.000%
4/18/2023 Park Avenue Securities LLC99,162$784K0.0%-8.0%0.000%
4/14/2023Raymond James & Associates16,074$127K0.0%-16.3%0.000%
4/10/2023Summit Financial Wealth Advisors LLC67,106$531K0.1%-2.1%0.000%
2/15/2023Almitas Capital LLC111,237$844K0.4%+2,235.9%0.000%
2/13/2023 Wealthcare Advisory Partners LLC29,570$224K0.0%-18.2%0.000%
2/10/2023ProVise Management Group LLC25,750$195K0.0%-17.6%0.000%
2/9/2023Landscape Capital Management L.L.C.10,866$82K0.0%N/A0.000%
2/9/2023Mercer Global Advisors Inc. ADV33,433$254K0.0%-16.3%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.40,754$309K0.0%+186.9%0.000%
2/7/2023Commonwealth Equity Services LLC236,449$1.79M0.0%-6.9%0.000%
2/7/2023Envestnet Asset Management Inc.145,525$1.11M0.0%-5.5%0.000%
Ignore every stock… (Ad)

Stocks have been on a tear in 2024… And there’s plenty of great opportunities out there. But one expert says you should forget about EVERY stock for a moment and focus on an even bigger opportunity. The current GOLD supercycle You see, stocks are a dime a dozen for the most part… And, fortunately, they go up more than they go down. But every few decades, precious metals have a systematic supercycle that tends to dwarf the potential of just about anything else. The last time things aligned like this on gold it surged 536%

We put together this handy gold guide for you (no cost) so you know what to look for
2/3/2023Tortoise Investment Management LLC199,873$1.52M0.3%+918.7%0.000%
2/1/2023Wolverine Asset Management LLC75,891$576K0.0%-8.9%0.000%
1/31/2023 Melfa Wealth Management LLC24,895$189K0.2%N/A0.000%
1/31/2023 Narwhal Capital Management11,692$89K0.0%-34.0%0.000%
1/25/2023Whittier Trust Co. of Nevada Inc.371,509$2.82M0.1%-14.4%0.000%
1/25/2023Whittier Trust Co.189,118$1.44M0.0%-22.1%0.000%
1/24/2023 Park Avenue Securities LLC107,817$818K0.0%-1.2%0.000%
1/17/2023Summit Financial Wealth Advisors LLC68,556$520K0.1%-5.5%0.000%
1/13/2023StrategIQ Financial Group LLC85,512$649K0.1%-13.8%0.000%
11/15/2022Karpus Management Inc.589,695$4.33M0.2%-1.5%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, 48 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), Saba Capital Management L.P. ($7.52M), Pathstone Holdings LLC ($2.22M), Allspring Global Investments Holdings LLC ($1.77M), Commonwealth Equity Services LLC ($1.56M), and LPL Financial LLC ($1.43M).Learn more on SBI's institutional investors.

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

Of the 33 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: Tortoise Investment Management LLC ($180.25K), Saba Capital Management L.P. ($176.52K), Whitebox Advisors LLC ($171.44K), Almitas Capital LLC ($115.93K), Bank of New York Mellon Corp ($104.05K), SkyView Investment Advisors LLC ($95.48K), and Carson Advisory Inc. ($89.38K).

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

Institutional investors have bought a total of 1,571,818 shares in the last 24 months. This purchase volume represents approximately $12.13M 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. ($225.54K), Robinson Capital Management LLC ($159.42K), Whittier Trust Co. ($121.25K), Tortoise Investment Management LLC ($119.86K), Allspring Global Investments Holdings LLC ($84K), SkyView Investment Advisors LLC ($71.39K), and Logan Stone Capital LLC ($49.22K).

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

Institutional investors have sold a total of 1,091,651 shares in the last 24 months. This volume of shares sold represents approximately $8.50M in transactions.


Related Companies

This page (NYSE:SBI) was last updated on 1/27/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Now that Trump’s be inaugurated, this day will be key (mark your calendar)
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Man Who Called Nvidia Says: “Your Retirement Is Inside This Building.”
In 2016, Jeff Brown called Nvidia at a split-adjusted 66 cents. The company just became the world's third $...
Brownstone Research | Sponsored
Donald Trump is about to free crypto from its chains …
With Donald Trump’s return to the oval office, the war on crypto is over. The digital currency is not only ...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Altcoin season moves fast, and those who hesitate are left behind. The window is closing.
Crypto Swap Profits | Sponsored
The #1 Stock for Trump’s Second Term?
Imagine how much money you could make if you bought all of the top performing stocks during Trump's second ter...
InvestorPlace | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored