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 62 institutions that hold shares in the stock, with a total of 7.05 Million shares, which have been reported (via 13F filing form) to have a value of $55.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
1,542,743
shares
|
$12.2 Million
0.68% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
1,181,590
shares
|
$9.36 Million
0.21% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
627,499
shares
|
$4.97 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
345,242
shares
|
$2.73 Million
0.02% of portfolio
|
Q4 2024
Added 182.05%
|
|
|
Whitebox Advisors LLC
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
271,438
shares
|
$2.15 Million
0.18% of portfolio
|
Q4 2024
Added 58.33%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
265,418
shares
|
$2.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
206,301
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
194,490
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
174,753
shares
|
$1.38 Million
1.0% of portfolio
|
Q4 2024
Added 95.51%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
171,558
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
169,666
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
155,872
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
155,610
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
116,375
shares
|
$921,690
0.02% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,165
shares
|
$904,186
0.0% of portfolio
|
Q3 2024
Added 23.97%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
86,525
shares
|
$685,278
0.01% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
84,900
shares
|
$672,408
0.08% of portfolio
|
Q4 2023
Added 5.69%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
82,887
shares
|
$656,465
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
77,850
shares
|
$616,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
76,527
shares
|
$606,093
0.0% of portfolio
|
Q4 2024
Reduced 19.88%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
70,835
shares
|
$561,013
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
66,925
shares
|
$530,046
0.16% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
62,979
shares
|
$498,793
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
55,747
shares
|
$441,516
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
50,251
shares
|
$397,987
0.01% of portfolio
|
Q4 2024
New holding
|