Western Asset IntermediateSBI
13F holders, Q2 2024 (June 30)58holders +1
4new positions
3sold out
$7.86avg. 13F price*
At the end of Q2 2024, 58 institutions reported holding Western Asset Intermediate (SBI) in their 13F filings, up 1 from Q1 2024. 4 opened new positions and 3 sold out. The largest holders were Rivernorth Capital Management, LLC ($12.8M), Sit Investment Associates Inc. ($9.4M) and 1607 Capital Partners, LLC ($6.2M).
- Company
- Western Asset Intermediate
- CUSIP
- 958435109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.3M |
| Exits | 3 | $140K |
All 13F filers, Q1 2024 → Q2 2024: 1,036,966 shares bought and 1,230,964 shares sold, net −193,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Rivernorth Capital Management, LLC | 0.61% | Add +53.1% | 1,628,900 | $12.8M |
| Sit Investment Associates Inc. | 0.22% | Reduce -2.7% | 1,192,499 | $9.4M |
| 1607 Capital Partners, LLC | 0.55% | Reduce -11.0% | 786,857 | $6.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 300,075 | $2.4M |
| Morgan Stanley | 0.00% | Add +4.0% | 230,248 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.4% | 218,628 | $1.7M |
| Saba Capital Management, L.P. | 0.03% | Reduce -80.2% | 198,879 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | No change | 197,490 | $1.6M |
| Whitebox Advisors LLC | 0.18% | Add +292.8% | 169,444 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -2.9% | 166,219 | $1.3M |
| Logan Stone Capital, LLC | 0.31% | Reduce -24.5% | 151,483 | $1.2M |
| Alpine Global Management, LLC | 0.21% | Add +78.3% | 140,999 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -12.4% | 133,089 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | New | 104,052 | $818K |
| UBS Group AG | 0.00% | Reduce -3.1% | 95,138 | $748K |
| Raymond James & Associates | 0.00% | Add +152.9% | 92,089 | $724K |
| Waverly Advisors, LLC | 0.01% | Reduce -2.1% | 83,045 | $653K |
| Tortoise Investment Management, LLC | 0.06% | Reduce -16.8% | 72,252 | $568K |
| Whittier Trust Co. | 0.01% | Reduce -22.1% | 71,824 | $565K |
| Rock Point Advisors, LLC | 0.16% | Reduce -0.4% | 67,425 | $530K |
| Fort Point Capital Partners LLC | 0.06% | Add +22.3% | 61,276 | $482K |
| Summit Financial Wealth Advisors, LLC | 0.08% | Reduce -7.5% | 49,606 | $390K |
| Kempner Capital Management Inc. | 0.20% | No change | 47,800 | $376K |
| Royal Bank of Canada | 0.00% | Add +0.1% | 40,927 | $322K |
| Wells Fargo & Company | 0.00% | Reduce -4.1% | 40,767 | $320K |
| Landscape Capital Management, L.L.C. | 0.03% | Add +158.8% | 38,715 | $304K |
| Basepoint Wealth LLC | 0.22% | Reduce -5.8% | 35,983 | $283K |
| Wolverine Asset Management LLC | 0.02% | New | 31,609 | $248K |
| Bulldog Investors, LLP | 0.08% | No change | 26,147 | $206K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.6% | 23,087 | $181K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.7% | 23,079 | $181K |
| Stifel Financial Corp. | 0.00% | Reduce -3.4% | 23,017 | $181K |
| Melfa Wealth Management, Inc. | 0.13% | No change | 22,747 | $179K |
| Nomura Holdings Inc. | 0.00% | No change | 22,600 | $178K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 22,463 | $177K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Add +960.9% | 22,204 | $175K |
| Cetera Investment Advisers | 0.00% | Add +4.7% | 21,889 | $172K |
| Aquire Wealth Advisors, LLC | 0.05% | No change | 19,660 | $155K |
| Mariner, LLC | 0.00% | Reduce -0.0% | 19,618 | $154K |
| SkyView Investment Advisors, LLC | 0.03% | Reduce -77.7% | 19,076 | $150K |
| Creative Planning | 0.00% | Add +2.7% | 18,140 | $143K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.6% | 15,677 | $123K |
| Robinson Capital Management, LLC | 0.04% | Reduce -43.6% | 15,672 | $123K |
| Bar Harbor Wealth Management | 0.01% | No change | 15,110 | $119K |
| Sard Wealth Management Group, LLC | 0.08% | New | 14,944 | $117K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.6% | 13,407 | $105K |
| AQR Arbitrage LLC | 0.00% | Reduce -81.9% | 13,200 | $104K |
| ProVise Management Group, LLC | 0.01% | No change | 10,750 | $84K |
| Kestra Advisory Services, LLC | 0.00% | New | 10,750 | $84K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.3% | 10,080 | $58K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.2% | 7,160 | $56K |
| Bank of America Corp. | 0.00% | Reduce -15.1% | 5,037 | $40K |
| Avior Wealth Management, LLC | 0.00% | No change | 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% | No change | 351 | $3K |
| Spire Wealth Management | 0.00% | No change | 330 | $3K |
| Bessemer Group Inc. | 0.00% | Reduce -7.2% | 181 | $1K |
"% of holder's portfolio" is SBI's weight in each manager's 13F, not the share of Western Asset Intermediate the manager owns.