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Western Asset Intermediate Muni Fund (SBI) Institutional Ownership

Western Asset Intermediate Muni Fund logo
$8.01
-0.02 (-0.25%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$6.24M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$4.85M
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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
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%
8/5/2024 Blue 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%
2/12/2024Sar 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%
1/11/2024 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%
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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%
10/27/2023 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%
8/3/2023Aquire 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%
7/17/2023Wealthcare 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%
7/12/2023Summit 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%
5/9/2023 US Bancorp DE7,000$55K0.0%+1,230.8%0.000%
5/4/2023Wealthcare 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%
4/21/2023 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%
4/18/2023Connecticut 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%
2/13/2023Wealthcare 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%
2/8/2023 Cambridge 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%
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%
1/25/2023 Whittier Trust Co. of Nevada Inc.371,509$2.82M0.1%-14.4%0.000%
1/25/2023 Whittier 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%
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11/15/2022Karpus Management Inc.589,695$4.33M0.2%-1.5%0.000%
11/15/2022Logan Stone Capital LLC74,698$549K0.4%+207.8%0.000%
11/15/20221607 Capital Partners LLC1,390,346$10.22M0.8%+1.4%0.000%
11/14/2022Almitas Capital LLC4,762$35K0.0%-78.0%0.000%
11/14/2022 Mariner Investment Group LLC63,899$470K0.5%+53.3%0.000%
11/10/2022Rock Point Advisors LLC81,450$599K0.2%+55.1%0.000%
11/10/2022Wolverine Asset Management LLC83,335$612K0.0%N/A0.000%
11/8/2022Robinson Capital Management LLC125,551$932K0.7%+19.3%0.000%
11/1/2022 Park Avenue Securities LLC109,098$802K0.0%-2.8%0.000%
10/28/2022Summit Financial Wealth Advisors LLC72,556$522K0.1%+7.1%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, 45 institutional investors and hedge funds held shares of Western Asset Intermediate Muni Fund. The most heavily invested institutionals were 1607 Capital Partners LLC ($10.50M), Saba Capital Management L.P. ($7.52M), Karpus Management Inc. ($4.33M), Allspring Global Investments Holdings LLC ($1.77M), Commonwealth Equity Services LLC ($1.56M), LPL Financial LLC ($1.43M), and Whitebox Advisors LLC ($1.33M).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 ($169.44K), Wolverine Asset Management LLC ($117.54K), Almitas Capital LLC ($115.93K), 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 1,635,951 shares in the last 24 months. This purchase volume represents approximately $12.49M 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. ($288.27K), Whittier Trust Co. ($174.85K), Robinson Capital Management LLC ($159.42K), Tortoise Investment Management LLC ($119.86K), Allspring Global Investments Holdings LLC ($84K), SkyView Investment Advisors LLC ($66.37K), 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 1,244,481 shares in the last 24 months. This volume of shares sold represents approximately $9.65M in transactions.


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This page (NYSE:SBI) was last updated on 11/2/2024 by MarketBeat.com Staff
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