Western Asset IntermediateSBI
13F holders, Q3 2024 (September 30)58holders
8new positions
8sold out
$8.20avg. 13F price*
At the end of Q3 2024, 58 institutions reported holding Western Asset Intermediate (SBI) in their 13F filings, unchanged from Q2 2024. 8 opened new positions and 8 sold out. The largest holders were Rivernorth Capital Management, LLC ($13.7M), Sit Investment Associates Inc. ($10.5M) and 1607 Capital Partners, LLC ($5.2M).
- Company
- Western Asset Intermediate
- CUSIP
- 958435109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.5M |
| Exits | 8 | $2.4M |
All 13F filers, Q2 2024 → Q3 2024: 687,101 shares bought and 709,437 shares sold, net −22,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Rivernorth Capital Management, LLC | 0.66% | Add +2.8% | 1,674,840 | $13.7M |
| Sit Investment Associates Inc. | 0.23% | Add +7.5% | 1,282,145 | $10.5M |
| 1607 Capital Partners, LLC | 0.47% | Reduce -20.2% | 628,157 | $5.2M |
| Pathstone Holdings, LLC | 0.01% | Add +23.6% | 270,171 | $2.2M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 228,743 | $1.9M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -28.0% | 216,075 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.5% | 196,490 | $1.6M |
| Whitebox Advisors LLC | 0.20% | Add +1.2% | 171,438 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -5.8% | 156,524 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | New | 151,520 | $1.2M |
| Logan Stone Capital, LLC | 0.29% | Reduce -6.6% | 141,540 | $1.2M |
| Saba Capital Management, L.P. | 0.02% | Reduce -36.9% | 125,453 | $1.0M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -6.7% | 124,188 | $1.0M |
| Guggenheim Capital LLC | 0.01% | New | 122,403 | $1.0M |
| Raymond James & Associates | 0.00% | Add +24.0% | 114,165 | $936K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 104,045 | $853K |
| UBS Group AG | 0.00% | Add +0.4% | 95,511 | $783K |
| Carson Advisory Inc. | 0.46% | New | 89,381 | $733K |
| Waverly Advisors, LLC | 0.01% | Reduce -0.3% | 82,759 | $679K |
| Rock Point Advisors, LLC | 0.15% | Reduce -0.4% | 67,175 | $551K |
| Tortoise Investment Management, LLC | 0.06% | Reduce -10.3% | 64,822 | $532K |
| Whittier Trust Co. | 0.01% | Reduce -22.5% | 55,684 | $457K |
| Wolverine Asset Management LLC | 0.04% | Add +66.1% | 52,493 | $430K |
| Summit Financial Wealth Advisors, LLC | 0.08% | No change | 49,606 | $407K |
| Kempner Capital Management Inc. | 0.20% | No change | 47,800 | $392K |
| Wells Fargo & Company | 0.00% | Add +1.5% | 41,374 | $339K |
| Royal Bank of Canada | 0.00% | Reduce -8.3% | 37,523 | $308K |
| Basepoint Wealth LLC | 0.22% | Add +1.1% | 36,363 | $298K |
| Melfa Wealth Management, Inc. | 0.19% | Add +51.7% | 34,497 | $283K |
| Bulldog Investors, LLP | 0.07% | No change | 26,147 | $214K |
| Stephens Inc. | 0.00% | New | 24,750 | $203K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.7% | 24,637 | $202K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 22,463 | $184K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 22,204 | $182K |
| Cetera Investment Advisers | 0.00% | Add +0.4% | 21,974 | $180K |
| Aquire Wealth Advisors, LLC | 0.05% | No change | 19,660 | $161K |
| Mariner, LLC | 0.00% | No change | 19,618 | $161K |
| Osaic Holdings, Inc. | 0.00% | Add +149.6% | 17,870 | $147K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -29.1% | 16,373 | $134K |
| Mercer Global Advisors Inc. | 0.00% | No change | 15,677 | $129K |
| Bar Harbor Wealth Management | 0.01% | No change | 15,110 | $124K |
| Sard Wealth Management Group, LLC | 0.08% | No change | 14,944 | $123K |
| SkyView Investment Advisors, LLC | 0.02% | Reduce -26.3% | 14,058 | $115K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.0% | 13,410 | $110K |
| Rothschild Investment LLC | 0.01% | New | 12,500 | $103K |
| Susquehanna International Group, LLP | 0.00% | New | 11,386 | $93K |
| NWF Advisory Services Inc. | 0.01% | New | 11,250 | $92K |
| Nomura Holdings Inc. | 0.00% | Reduce -51.3% | 11,017 | $90K |
| HighTower Advisors, LLC | 0.00% | Add +22.8% | 12,375 | $90K |
| ProVise Management Group, LLC | 0.01% | No change | 10,750 | $88K |
| Kestra Advisory Services, LLC | 0.00% | No change | 10,750 | $88K |
| Bank of America Corp. | 0.00% | Add +54.3% | 7,770 | $64K |
| Avior Wealth Management, LLC | 0.00% | Add +66.5% | 3,045 | $25K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 483 | $4K |
| 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% | Add +42.0% | 257 | $2K |
| 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.