Free Trial

Western Asset Intermediate Muni Fund (SBI) Institutional Ownership

→ Biden to Launch “FedNOW” [Move Your Money Now] (From Priority Gold) (Ad)
Free SBI Stock Alerts
$7.82
+0.02 (+0.26%)
(As of 05/7/2024 ET)
Compare
Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Western Asset Intermediate Muni Fund (NYSE:SBI)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$3.60M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$4.12M
Get SBI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Western Asset Intermediate Muni Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SBI Institutional Buying and Selling by Quarter

Western Asset Intermediate Muni Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024 Whittier Trust Co. of Nevada Inc.151,992$1.20M0.0%-4.5%0.000%
5/3/2024 Whittier Trust Co.92,143$730K0.0%-14.3%0.000%
5/2/2024 Summit Financial Wealth Advisors LLC53,606$425K0.1%-16.5%0.000%
4/29/2024Commonwealth Equity Services LLC197,490$1.56M0.0%-3.2%0.000%
2/29/2024Tortoise Investment Management LLC132,172$1.02M0.1%-27.2%0.000%
2/15/2024Bulldog Investors LLP52,697$391K0.1%+8.4%0.000%
2/13/20241607 Capital Partners LLC1,363,762$10.50M0.7%-0.6%0.000%
2/12/2024 Sar Wealth Management Group LLC34,740$267K0.3%N/A0.000%
2/9/2024ProVise Management Group LLC13,750$106K0.0%-46.6%0.000%
2/8/2024Tortoise Investment Management LLC128,802$1.01M0.1%-29.0%0.000%
2/8/2024Rock Point Advisors LLC68,550$528K0.2%-17.6%0.000%
2/1/2024Wolverine Asset Management LLC5,000$38K0.0%+108.1%0.000%
1/23/2024StrategIQ Financial Group LLC84,900$654K0.1%+5.7%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.21,292$164K0.0%-15.3%0.000%
1/16/2024 Raymond James & Associates36,373$280K0.0%+111.4%0.000%
1/11/2024 Whittier Trust Co. of Nevada Inc.159,135$1.23M0.0%-20.8%0.000%
1/11/2024 Whittier Trust Co.107,557$828K0.0%-21.4%0.000%
11/21/2023Almitas Capital LLC56,603$405K0.2%-13.5%0.000%
11/14/2023AQR Arbitrage LLC93,622$670K0.0%+55.7%0.000%
11/14/2023Saba Capital Management L.P.1,050,901$7.52M0.2%+20.2%0.000%
11/14/2023 Summit Financial Wealth Advisors LLC64,206$467K0.1%-10.7%0.000%
11/13/2023PNC Financial Services Group Inc.5,108$37K0.0%-56.2%0.000%
11/8/2023Fort Point Capital Partners LLC16,288$117K0.0%N/A0.000%
10/27/2023 Whittier Trust Co. of Nevada Inc.200,830$1.44M0.1%-11.7%0.000%
10/27/2023 Whittier Trust Co.136,875$980K0.0%-19.7%0.000%
10/26/2023Advisor Partners II LLC62,979$451K0.0%N/A0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.29,896$214K0.0%-14.3%0.000%
8/15/2023Bulldog Investors LLP23,832$182K0.1%+51.8%0.000%
8/11/2023Almitas Capital LLC65,425$503K0.2%+16.9%0.000%
8/10/2023Commonwealth Equity Services LLC236,877$1.81M0.0%+1.3%0.000%
8/9/2023Robinson Capital Management LLC87,550$673K0.3%-2.3%0.000%
8/3/2023Aquire Wealth Advisors LLC19,660$150K0.1%-50.0%0.000%
7/31/2023LPL Financial LLC187,716$1.43M0.0%-14.1%0.000%
7/31/2023 Integrated Capital Management Inc.17,381$132K0.1%-55.5%0.000%
7/18/2023 Melfa Wealth Management LLC22,747$173K0.2%-8.7%0.000%
7/17/2023 Wealthcare Advisory Partners LLC23,900$182K0.0%-28.1%0.000%
7/14/2023 Park Avenue Securities LLC92,680$706K0.0%-6.5%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.34,892$266K0.0%-13.7%0.000%
7/12/2023 Summit Financial Wealth Advisors LLC71,906$548K0.1%+7.2%0.000%
5/18/2023SkyView Investment Advisors LLC95,475$755K0.2%N/A0.000%
He Is Giving Away Bitcoin (Ad)

And my special guest is willing to give you $10 in Bitcoin (BTC) if you take it seriously. Right now is a very important time to pay attention to what we are doing and what is happening. If you wait... it will be too late. This week we are holding several workshops and if you attend and pay attention my special guest is going to send you $10 in Bitcoin.

>> Register right here
5/10/2023Rock Point Advisors LLC83,101$657K0.2%+3.6%0.000%
5/10/2023Robinson Capital Management LLC89,620$694K0.3%-52.1%0.000%
5/9/2023Tortoise Investment Management LLC196,602$1.55M0.2%-1.6%0.000%
5/9/2023US Bancorp DE7,000$55K0.0%+1,230.8%0.000%
5/4/2023 Wealthcare Advisory Partners LLC33,220$263K0.0%+12.3%0.000%
5/1/2023Aquire Wealth Advisors LLC39,320$156K0.1%+100.0%0.000%
4/26/2023 Integrated Capital Management Inc.39,042$149K0.1%+128.5%0.000%
4/21/2023 Whittier Trust Co. of Nevada Inc.249,125$1.97M0.1%-32.9%0.000%
4/21/2023 Whittier Trust Co.182,678$1.44M0.0%-3.4%0.000%
4/20/2023StrategIQ Financial Group LLC83,522$660K0.1%-2.3%0.000%
4/18/2023 Connecticut Wealth Management LLC13,600$108K0.0%N/A0.000%
4/18/2023 Park Avenue Securities LLC99,162$784K0.0%-8.0%0.000%
4/14/2023 Raymond James & Associates16,074$127K0.0%-16.3%0.000%
4/10/2023 Summit Financial Wealth Advisors LLC67,106$531K0.1%-2.1%0.000%
2/15/2023Almitas Capital LLC111,237$844K0.4%+2,235.9%0.000%
2/13/2023 Wealthcare Advisory Partners LLC29,570$224K0.0%-18.2%0.000%
2/10/2023ProVise Management Group LLC25,750$195K0.0%-17.6%0.000%
2/9/2023Landscape Capital Management L.L.C.10,866$82K0.0%N/A0.000%
2/9/2023Mercer Global Advisors Inc. ADV33,433$254K0.0%-16.3%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.40,754$309K0.0%+186.9%0.000%
2/7/2023Commonwealth Equity Services LLC236,449$1.79M0.0%-6.9%0.000%
2/7/2023Envestnet Asset Management Inc.145,525$1.11M0.0%-5.5%0.000%
2/3/2023Tortoise Investment Management LLC199,873$1.52M0.3%+918.7%0.000%
2/1/2023Wolverine Asset Management LLC75,891$576K0.0%-8.9%0.000%
1/31/2023 Melfa Wealth Management LLC24,895$189K0.2%N/A0.000%
1/31/2023 Narwhal Capital Management11,692$89K0.0%-34.0%0.000%
1/25/2023 Whittier Trust Co. of Nevada Inc.371,509$2.82M0.1%-14.4%0.000%
1/25/2023 Whittier Trust Co.189,118$1.44M0.0%-22.1%0.000%
1/24/2023 Park Avenue Securities LLC107,817$818K0.0%-1.2%0.000%
1/17/2023 Summit Financial Wealth Advisors LLC68,556$520K0.1%-5.5%0.000%
1/13/2023StrategIQ Financial Group LLC85,512$649K0.1%-13.8%0.000%
11/15/2022Karpus Management Inc.589,695$4.33M0.2%-1.5%0.000%
11/15/2022Logan Stone Capital LLC74,698$549K0.4%+207.8%0.000%
11/15/20221607 Capital Partners LLC1,390,346$10.22M0.8%+1.4%0.000%
11/14/2022Almitas Capital LLC4,762$35K0.0%-78.0%0.000%
11/14/2022Mariner Investment Group LLC63,899$470K0.5%+53.3%0.000%
11/10/2022Rock Point Advisors LLC81,450$599K0.2%+55.1%0.000%
11/10/2022Wolverine Asset Management LLC83,335$612K0.0%N/A0.000%
11/8/2022Robinson Capital Management LLC125,551$932K0.7%+19.3%0.000%
11/1/2022 Park Avenue Securities LLC109,098$802K0.0%-2.8%0.000%
10/28/2022 Summit Financial Wealth Advisors LLC72,556$522K0.1%+7.1%0.000%
10/26/2022 Allspring Global Investments Holdings LLC300,075$2.21M0.0%+0.9%0.000%
10/25/2022 Raymond James & Associates28,041$206K0.0%+5.8%0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.39,095$287K0.0%-12.5%0.000%
10/21/2022 Whittier Trust Co. of Nevada Inc.434,242$3.19M0.1%+6.2%0.000%
10/21/2022 Whittier Trust Co.242,724$1.78M0.0%+1.6%0.000%
10/21/2022StrategIQ Financial Group LLC99,174$729K0.1%-2.0%0.000%
8/15/2022Karpus Management Inc.598,475$4.82M0.2%-6.8%0.000%
8/13/2022Mariner Investment Group LLC41,687$336K0.4%N/A0.000%
8/10/2022 Fiera Capital Corp154,218$1.24M0.0%+4.9%0.000%
Tech GIANT’s Plans to Revolutionize Crypto… (Ad)

A shocking leak has revealed tech giant Microsoft's plans to add crypto support to future products. If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE… The coupling of gaming and cryptocurrency could absolutely transform digital finance as we know it in 2024.

Claim your free seat by clicking here now.
8/10/2022Rock Point Advisors LLC52,500$423K0.1%+16.0%0.000%
8/4/2022Northwestern Mutual Wealth Management Co.3,470$28K0.0%N/A0.000%
8/3/2022Envestnet Asset Management Inc.155,874$1.26M0.0%-8.9%0.000%
8/1/2022 Narwhal Capital Management18,031$145K0.0%-16.1%0.000%
7/28/2022 Whittier Trust Co. of Nevada Inc.408,715$3.29M0.1%-1.3%0.000%
7/28/2022 Whittier Trust Co.238,961$1.93M0.0%-4.6%0.000%
7/27/2022 Park Avenue Securities LLC112,215$904K0.0%+2.6%0.000%
7/27/2022Hightower 6M Holding LLC17,202$139K0.0%+16.1%0.000%
7/27/2022StrategIQ Financial Group LLC101,160$815K0.1%+3.2%0.000%
7/26/2022 Summit Financial Wealth Advisors LLC67,756$549K0.1%-2.9%0.000%
(Data available from 1/1/2016 forward)

SBI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SBI shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Western Asset Intermediate Muni Fund. The most heavily invested institutionals were 1607 Capital Partners LLC ($10.50M), Saba Capital Management L.P. ($7.52M), Karpus Management Inc. ($4.33M), Allspring Global Investments Holdings LLC ($2.21M), Commonwealth Equity Services LLC ($1.56M), LPL Financial LLC ($1.43M), and Fiera Capital Corp ($1.24M).Learn more on SBI's institutional investors.

Which institutional investors have been buying Western Asset Intermediate Muni Fund stock?

Of the 36 institutional investors that purchased Western Asset Intermediate Muni Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tortoise Investment Management LLC ($180.25K), Saba Capital Management L.P. ($176.52K), Almitas Capital LLC ($115.93K), Fiera Capital Corp ($102.09K), SkyView Investment Advisors LLC ($95.48K), Wolverine Asset Management LLC ($85.93K), and Mariner Investment Group LLC ($63.90K).

How much institutional buying is happening at Western Asset Intermediate Muni Fund?

Institutional investors have bought a total of 1,377,420 shares in the last 24 months. This purchase volume represents approximately $10.51M in transactions.

Which Western Asset Intermediate Muni Fund major shareholders have been selling company stock?

Of the 26 institutional investors that sold Western Asset Intermediate Muni Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Whittier Trust Co. of Nevada Inc. ($265.66K), Karpus Management Inc. ($164.76K), Whittier Trust Co. ($149.89K), Tortoise Investment Management LLC ($105.31K), Robinson Capital Management LLC ($99.67K), 1607 Capital Partners LLC ($50.07K), and LPL Financial LLC ($30.82K).

How much institutional selling is happening at Western Asset Intermediate Muni Fund?

Institutional investors have sold a total of 1,148,891 shares in the last 24 months. This volume of shares sold represents approximately $8.99M in transactions.


Related Companies:
This page (NYSE:SBI) was last updated on 5/7/2024 by MarketBeat.com Staff

From Our Partners
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
The asset beating inflation by 4x
Colonial Metals
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
Elon Musk Secret Crypto Plot Exposed
Crypto 101 Media
He Is Giving Away Bitcoin
Crypto Swap Profits
Obama’s Forever Term [exposed]
Porter & Company
POTUS in ‘25 Not Biden/Trump, But
The Freeport Society
Protect Your Bank Account Before It’s Too Late
Weiss Ratings