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 $54.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kempner Capital Management Inc.
|
Oct 21, 2024 Q3 2024 |
47,800
shares
|
$383,356
0.2% of portfolio
|
Q3 2017
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
41,374
shares
|
$331,819
0.0% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
37,523
shares
|
$300,934
0.0% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
34,497
shares
|
$276,665
0.19% of portfolio
|
Q3 2024
Added 51.66%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2024 Q3 2024 |
26,147
shares
|
$209,698
0.11% of portfolio
|
Q1 2024
Reduced 50.38%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
24,750
shares
|
$198,495
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,637
shares
|
$197,588
0.0% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
22,463
shares
|
$180,153
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
22,204
shares
|
$178,076
0.04% of portfolio
|
Q2 2024
Added 960.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
21,974
shares
|
$176,231
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
19,660
shares
|
$157,673
0.05% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,618
shares
|
$157,336
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
17,870
shares
|
$143,317
0.0% of portfolio
|
Q3 2024
Added 149.58%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
17,338
shares
|
$139,050
0.01% of portfolio
|
Q3 2022
Added 0.79%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
16,373
shares
|
$131,311
0.0% of portfolio
|
Q3 2024
Reduced 29.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
15,677
shares
|
$125,729
0.0% of portfolio
|
Q2 2024
Reduced 10.64%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
15,110
shares
|
$121,182
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
14,944
shares
|
$119,850
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
14,058
shares
|
$112,745
0.02% of portfolio
|
Q3 2024
Reduced 26.31%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
13,410
shares
|
$107,548
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
12,500
shares
|
$100,250
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,375
shares
|
$99,247
0.0% of portfolio
|
Q3 2024
Added 22.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
11,386
shares
|
$91,315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
11,017
shares
|
$88,356
0.0% of portfolio
|
Q3 2024
Reduced 51.25%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,750
shares
|
$86,215
0.0% of portfolio
|
Q2 2024
New holding
|