Western Asset IntermediateSBI
13F holders, Q4 2024 (December 31)58holders
6new positions
9sold out
1famous investor
$7.74avg. 13F price*
At the end of Q4 2024, 58 institutions reported holding Western Asset Intermediate (SBI) in their 13F filings, unchanged from Q3 2024. 6 opened new positions and 9 sold out. The largest holders were Rivernorth Capital Management, LLC ($11.9M), Sit Investment Associates Inc. ($9.1M) and 1607 Capital Partners, LLC ($4.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Western Asset Intermediate
- CUSIP
- 958435109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.4M |
| Exits | 9 | $1.8M |
All 13F filers, Q3 2024 → Q4 2024: 614,011 shares bought and 774,459 shares sold, net −160,448 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Rivernorth Capital Management, LLC | 0.58% | Reduce -7.9% | 1,542,743 | $11.9M |
| Sit Investment Associates Inc. | 0.21% | Reduce -7.8% | 1,181,590 | $9.1M |
| 1607 Capital Partners, LLC | 0.39% | Reduce -0.1% | 627,499 | $4.9M |
| Guggenheim Capital LLC | 0.02% | Add +182.1% | 345,242 | $2.7M |
| Whitebox Advisors LLC | 0.36% | Add +58.3% | 271,438 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.8% | 265,418 | $2.1M |
| Morgan Stanley | 0.00% | Reduce -9.8% | 206,301 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.0% | 194,490 | $1.5M |
| Carson Advisory Inc. | 0.94% | Add +95.5% | 174,753 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -20.6% | 171,558 | $1.3M |
| Raymond James Financial Inc. | 0.00% | — | 169,666 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -0.4% | 155,872 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.7% | 155,610 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -6.3% | 116,375 | $901K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 103,682 | $803K |
| Waverly Advisors, LLC | 0.01% | Add +4.5% | 86,525 | $670K |
| Whipplewood Advisors, LLC | 0.36% | — | 82,887 | $642K |
| Invesco Ltd. | 0.00% | New | 77,850 | $603K |
| UBS Group AG | 0.00% | Reduce -19.9% | 76,527 | $592K |
| Noble Wealth Management PBC | 0.38% | — | 70,835 | $548K |
| Rock Point Advisors, LLC | 0.15% | Reduce -0.4% | 66,925 | $518K |
| Whittier Trust Co. | 0.01% | Add +0.1% | 55,747 | $431K |
| Independent Advisor Alliance | 0.01% | New | 50,251 | $389K |
| Summit Financial Wealth Advisors, LLC | 0.08% | No change | 49,606 | $386K |
| Kempner Capital Management Inc. | 0.20% | No change | 47,800 | $370K |
| Wells Fargo & Company | 0.00% | Add +8.3% | 44,824 | $347K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -34.8% | 42,295 | $327K |
| LexAurum Advisors, LLC | 0.05% | New | 35,000 | $271K |
| Melfa Wealth Management, Inc. | 0.18% | No change | 34,497 | $267K |
| Basepoint Wealth LLC | 0.20% | Reduce -9.3% | 32,978 | $255K |
| Royal Bank of Canada | 0.00% | Reduce -28.9% | 26,678 | $206K |
| Stephens Inc. | 0.00% | No change | 24,750 | $192K |
| Osaic Holdings, Inc. | 0.00% | Add +33.6% | 23,875 | $185K |
| HighTower Advisors, LLC | 0.00% | Add +82.8% | 22,615 | $175K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 22,463 | $174K |
| Cetera Investment Advisers | 0.00% | Reduce -5.7% | 20,721 | $160K |
| Aquire Wealth Advisors, LLC | 0.05% | No change | 19,660 | $152K |
| Mariner, LLC | 0.00% | No change | 19,618 | $152K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Reduce -21.1% | 17,527 | $136K |
| Logan Stone Capital, LLC | 0.04% | Reduce -88.9% | 15,728 | $122K |
| Mercer Global Advisors Inc. | 0.00% | No change | 15,677 | $121K |
| Bar Harbor Wealth Management | 0.01% | No change | 15,110 | $117K |
| SkyView Investment Advisors, LLC | 0.02% | No change | 14,058 | $109K |
| PKS Advisory Services, LLC | 0.03% | — | 14,000 | $108K |
| Citadel Advisors | 0.00% | New | 13,568 | $105K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.8% | 13,514 | $105K |
| Rothschild Investment LLC | 0.01% | No change | 12,500 | $97K |
| Sard Wealth Management Group, LLC | 0.06% | Reduce -20.4% | 11,892 | $92K |
| ProVise Management Group, LLC | 0.01% | No change | 10,750 | $83K |
| GatePass Capital, LLC | 0.09% | — | 10,000 | $77K |
| Wolverine Asset Management LLC | 0.00% | Reduce -89.9% | 5,292 | $41K |
| Avior Wealth Management, LLC | 0.00% | Reduce -14.0% | 2,618 | $20K |
| MAI Capital Management | 0.00% | New | 623 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 610 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 483 | $4K |
| Bessemer Group Inc. | 0.00% | Add +70.0% | 437 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 351 | $3K |
| Spire Wealth Management | 0.00% | No change | 330 | $3K |
"% of holder's portfolio" is SBI's weight in each manager's 13F, not the share of Western Asset Intermediate the manager owns.