Western Asset IntermediateSBI
13F holders, Q1 2025 (March 31)60holders +2
8new positions
6sold out
$7.91avg. 13F price*
At the end of Q1 2025, 60 institutions reported holding Western Asset Intermediate (SBI) in their 13F filings, up 2 from Q4 2024. 8 opened new positions and 6 sold out. The largest holders were Rivernorth Capital Management, LLC ($9.5M), Sit Investment Associates Inc. ($4.9M) and 1607 Capital Partners, LLC ($4.8M).
- Company
- Western Asset Intermediate
- CUSIP
- 958435109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $965K |
| Exits | 6 | $793K |
All 13F filers, Q4 2024 → Q1 2025: 339,648 shares bought and 1,138,536 shares sold, net −798,888 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Rivernorth Capital Management, LLC | 0.51% | Reduce -20.7% | 1,223,607 | $9.5M |
| Sit Investment Associates Inc. | 0.11% | Reduce -46.8% | 628,221 | $4.9M |
| 1607 Capital Partners, LLC | 0.38% | Reduce -2.9% | 609,573 | $4.8M |
| Guggenheim Capital LLC | 0.02% | Reduce -1.5% | 339,934 | $2.7M |
| Whitebox Advisors LLC | 0.18% | No change | 271,438 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.6% | 250,596 | $2.0M |
| Morgan Stanley | 0.00% | Add +2.2% | 210,861 | $1.6M |
| Carson Advisory Inc. | 1.04% | Add +13.2% | 197,797 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.8% | 196,090 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +5.0% | 178,209 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 171,558 | $1.3M |
| LPL Financial LLC | 0.00% | Add +3.4% | 161,235 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.3% | 157,567 | $1.2M |
| Invesco Ltd. | 0.00% | Add +69.5% | 131,915 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +152.4% | 113,127 | $882K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -5.1% | 110,475 | $862K |
| Bank of New York Mellon Corp | 0.00% | Add +0.2% | 103,910 | $810K |
| Waverly Advisors, LLC | 0.01% | Add +0.4% | 86,864 | $678K |
| Whipplewood Advisors, LLC | 0.39% | Reduce -99.9% | 104 | $663K |
| UBS Group AG | 0.00% | Reduce -0.6% | 76,060 | $593K |
| Noble Wealth Management PBC | 0.39% | Add +3.5% | 73,335 | $572K |
| Robinson Capital Management, LLC | 0.21% | New | 67,091 | $523K |
| Rock Point Advisors, LLC | 0.16% | Reduce -0.8% | 66,425 | $518K |
| Whittier Trust Co. | 0.01% | Reduce -3.0% | 54,079 | $422K |
| Summit Financial Wealth Advisors, LLC | 0.07% | Reduce -2.5% | 48,356 | $377K |
| Kempner Capital Management Inc. | 0.21% | No change | 47,800 | $373K |
| Melfa Wealth Management, Inc. | 0.18% | No change | 34,497 | $269K |
| Wolverine Asset Management LLC | 0.02% | Add +541.6% | 33,955 | $265K |
| Royal Bank of Canada | 0.00% | Add +13.5% | 30,278 | $236K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -30.3% | 29,475 | $230K |
| Basepoint Wealth LLC | 0.18% | Reduce -10.8% | 29,401 | $229K |
| Stephens Inc. | 0.00% | Reduce -1.2% | 24,450 | $191K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 22,463 | $176K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.8% | 20,335 | $159K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.4% | 19,804 | $154K |
| Aquire Wealth Advisors, LLC | 0.05% | No change | 19,660 | $153K |
| Mariner, LLC | 0.00% | No change | 19,618 | $153K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 17,527 | $137K |
| IHT Wealth Management, LLC | 0.00% | New | 16,215 | $126K |
| Mercer Global Advisors Inc. | 0.00% | No change | 15,677 | $122K |
| Bar Harbor Wealth Management | 0.01% | No change | 15,110 | $118K |
| Cetera Investment Advisers | 0.00% | Reduce -27.6% | 15,000 | $117K |
| GatePass Capital, LLC | 0.09% | Add +50.0% | 15,000 | $117K |
| SkyView Investment Advisors, LLC | 0.02% | No change | 14,058 | $110K |
| PKS Advisory Services, LLC | 0.03% | No change | 14,000 | $109K |
| Envestnet Asset Management Inc. | 0.00% | No change | 13,514 | $105K |
| Northwest Financial Advisors | 0.09% | New | 13,500 | $105K |
| Rothschild Investment LLC | 0.01% | No change | 12,500 | $98K |
| Sard Wealth Management Group, LLC | 0.06% | No change | 11,892 | $93K |
| Concorde Asset Management, LLC | 0.05% | New | 11,840 | $90K |
| Logan Stone Capital, LLC | 0.04% | Reduce -26.4% | 11,574 | $90K |
| Moors & Cabot, Inc. | 0.00% | New | 11,216 | $87K |
| ProVise Management Group, LLC | 0.01% | No change | 10,750 | $84K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2240.7% | 8,216 | $64K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,600 | $28K |
| MAI Capital Management | 0.00% | Add +1.0% | 629 | $5K |
| Bank of America Corp. | 0.00% | New | 500 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 483 | $4K |
| Spire Wealth Management | 0.00% | No change | 330 | $3K |
| 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.