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 63 institutions that hold shares in the stock, with a total of 6.25 Million shares, which have been reported (via 13F filing form) to have a value of $47.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
48,356
shares
|
$368,956
0.08% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Kempner Capital Management Inc.
|
Jul 15, 2025 Q2 2025 |
47,800
shares
|
$364,714
0.19% of portfolio
|
Q3 2017
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
46,347
shares
|
$353,627
0.22% of portfolio
|
Q2 2025
Added 34.35%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
33,955
shares
|
$259,076
0.01% of portfolio
|
Q1 2025
Added 541.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
30,278
shares
|
$231,021
0.0% of portfolio
|
Q1 2025
Added 13.49%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
29,475
shares
|
$224,894
0.03% of portfolio
|
Q1 2025
Reduced 30.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,637
shares
|
$187,980
0.0% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
24,450
shares
|
$186,553
0.0% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
22,463
shares
|
$171,392
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
20,335
shares
|
$155,156
0.0% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
19,804
shares
|
$151,104
0.0% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
19,660
shares
|
$150,005
0.05% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,618
shares
|
$149,685
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
17,527
shares
|
$133,731
0.03% of portfolio
|
Q4 2024
Reduced 21.06%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
17,338
shares
|
$132,288
0.01% of portfolio
|
Q3 2022
Added 0.79%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
16,215
shares
|
$123,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
15,677
shares
|
$119,615
0.0% of portfolio
|
Q2 2024
Reduced 10.64%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
15,110
shares
|
$115,289
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
15,000
shares
|
$114,450
0.0% of portfolio
|
Q1 2025
Reduced 27.61%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
14,058
shares
|
$107,262
0.02% of portfolio
|
Q3 2024
Reduced 26.31%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
14,000
shares
|
$106,820
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
13,514
shares
|
$103,111
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
13,500
shares
|
$103,005
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
12,500
shares
|
$95,375
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
11,840
shares
|
$90,339
0.05% of portfolio
|
Q1 2025
New holding
|