Western Asset IntermediateSBI
13F holders, Q1 2024 (March 31)57holders
$7.92avg. 13F price*
At the end of Q1 2024, 57 institutions reported holding Western Asset Intermediate (SBI) in their 13F filings. The largest holders were Sit Investment Associates Inc. ($9.7M), Rivernorth Capital Management, LLC ($8.4M) and Saba Capital Management, L.P. ($8.0M).
- Company
- Western Asset Intermediate
- CUSIP
- 958435109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.7M |
| Exits | 9 | $1.4M |
Ownership 57 holders
| Sit Investment Associates Inc. | 0.22% | Add +16.3% | 1,225,495 | $9.7M |
| Rivernorth Capital Management, LLC | 0.41% | Add +84.8% | 1,064,076 | $8.4M |
| Saba Capital Management, L.P. | 0.18% | Reduce -6.5% | 1,006,586 | $8.0M |
| 1607 Capital Partners, LLC | 0.57% | Reduce -35.2% | 883,873 | $7.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 300,075 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +3.8% | 226,322 | $1.8M |
| Morgan Stanley | 0.00% | Reduce -1.8% | 221,459 | $1.8M |
| Logan Stone Capital, LLC | 0.34% | Reduce -1.4% | 200,701 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.2% | 197,490 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -1.2% | 171,236 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -4.5% | 151,992 | $1.2M |
| UBS Group AG | 0.00% | Add +2.9% | 98,144 | $777K |
| Whittier Trust Co. | 0.01% | Reduce -14.3% | 92,143 | $730K |
| Tortoise Investment Management, LLC | 0.08% | Reduce -34.3% | 86,802 | $687K |
| SkyView Investment Advisors, LLC | 0.13% | New | 85,443 | $677K |
| Waverly Advisors, LLC | 0.02% | New | 84,807 | $672K |
| Alpine Global Management, LLC | 0.15% | New | 79,100 | $626K |
| AQR Arbitrage LLC | 0.03% | Reduce -25.6% | 72,895 | $577K |
| Rock Point Advisors, LLC | 0.16% | Reduce -1.3% | 67,675 | $536K |
| Summit Financial Wealth Advisors, LLC | 0.09% | Reduce -16.5% | 53,606 | $425K |
| Fort Point Capital Partners LLC | 0.05% | Add +102.7% | 50,102 | $397K |
| Kempner Capital Management Inc. | 0.21% | No change | 47,800 | $379K |
| Whitebox Advisors LLC | 0.04% | New | 43,141 | $342K |
| Wells Fargo & Company | 0.00% | Reduce -9.4% | 42,528 | $337K |
| Royal Bank of Canada | 0.00% | Reduce -18.1% | 40,881 | $324K |
| Basepoint Wealth LLC | 0.23% | Add +0.6% | 38,192 | $302K |
| Raymond James & Associates | 0.00% | Add +0.1% | 36,409 | $288K |
| Robinson Capital Management, LLC | 0.08% | Reduce -68.3% | 27,798 | $214K |
| Bulldog Investors, LLP | 0.07% | Reduce -50.4% | 26,147 | $207K |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 23,826 | $189K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.6% | 22,931 | $182K |
| Melfa Wealth Management, Inc. | 0.13% | No change | 22,747 | $180K |
| Nomura Holdings Inc. | 0.00% | New | 22,600 | $179K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 22,463 | $178K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.7% | 21,655 | $172K |
| Cetera Investment Advisers | 0.00% | New | 20,916 | $166K |
| Aquire Wealth Advisors, LLC | 0.05% | No change | 19,660 | $156K |
| Mariner, LLC | 0.00% | Reduce -4.8% | 19,619 | $155K |
| Creative Planning | 0.00% | No change | 17,663 | $140K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.8% | 17,558 | $139K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.9% | 17,543 | $139K |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.9% | 17,484 | $138K |
| Bar Harbor Wealth Management | 0.01% | No change | 15,110 | $120K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -21.1% | 14,960 | $118K |
| ProVise Management Group, LLC | 0.01% | Reduce -21.8% | 10,750 | $85K |
| HighTower Advisors, LLC | 0.00% | Reduce -41.3% | 10,880 | $66K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 7,320 | $58K |
| Bank of America Corp. | 0.00% | No change | 5,935 | $47K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +46.1% | 2,093 | $17K |
| Avior Wealth Management, LLC | 0.00% | New | 1,829 | $14K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 483 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 424 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -65.1% | 351 | $3K |
| Spire Wealth Management | 0.00% | No change | 330 | $3K |
| Bessemer Group Inc. | 0.00% | Reduce -21.4% | 195 | $2K |
| Comerica Bank | 0.00% | No change | 135 | $1K |
| FNY Investment Advisers, LLC | 0.00% | New | 50 | $0 |
"% of holder's portfolio" is SBI's weight in each manager's 13F, not the share of Western Asset Intermediate the manager owns.