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 |
|---|---|---|---|---|---|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,574
shares
|
$88,309
0.05% of portfolio
|
Q1 2025
Reduced 26.41%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
11,216
shares
|
$85,578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
10,750
shares
|
$82,022
0.01% of portfolio
|
Q1 2024
Reduced 21.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,216
shares
|
$62,688
0.0% of portfolio
|
Q1 2025
Added 2240.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,600
shares
|
$27,468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
629
shares
|
$4,799
0.0% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
500
shares
|
$3,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
483
shares
|
$3,685
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
330
shares
|
$2,517
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
104
shares
|
$793
0.39% of portfolio
|
Q1 2025
Reduced 99.87%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
50
shares
|
$381
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|