Institutional Ownership Western Asset Intermediate Muni Fund Inc. (SBI)
This table provides information about the institutional ownership of Western Asset Intermediate Muni Fund Inc. (SBI). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 6.81 Million shares, which have been reported (via 13F filing form) to have a value of $54.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
1,631,989
shares
|
$13.3 Million
0.74% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
1,282,145
shares
|
$10.4 Million
0.23% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
628,157
shares
|
$5.11 Million
0.47% of portfolio
|
Q3 2024
Reduced 20.17%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
270,171
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2024
Added 23.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
228,743
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
216,075
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
196,490
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Whitebox Advisors LLC
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
171,438
shares
|
$1.39 Million
0.07% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
156,524
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
151,520
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
141,540
shares
|
$1.15 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
125,453
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 36.92%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
124,188
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
122,403
shares
|
$995,136
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,165
shares
|
$928,161
0.0% of portfolio
|
Q3 2024
Added 23.97%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
95,511
shares
|
$776,504
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
89,381
shares
|
$726,667
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
84,900
shares
|
$690,237
0.08% of portfolio
|
Q4 2023
Added 5.69%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
82,759
shares
|
$672,830
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
67,175
shares
|
$546,132
0.15% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
64,822
shares
|
$527,002
0.06% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
62,979
shares
|
$512,019
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
55,684
shares
|
$452,710
0.01% of portfolio
|
Q3 2024
Reduced 22.47%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
52,493
shares
|
$426,768
0.01% of portfolio
|
Q3 2024
Added 66.07%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
49,606
shares
|
$403,296
0.08% of portfolio
|
Q2 2024
Reduced 7.46%
|