Western Asset IntermediateSBI
13F holders, Q2 2025 (June 30)57holders −3
3new positions
5sold out
$7.52avg. 13F price*
At the end of Q2 2025, 57 institutions reported holding Western Asset Intermediate (SBI) in their 13F filings, down 3 from Q1 2025. 3 opened new positions and 5 sold out. The largest holders were Rivernorth Capital Management, LLC ($10.5M), 1607 Capital Partners, LLC ($4.5M) and Guggenheim Capital LLC ($2.5M).
- Company
- Western Asset Intermediate
- CUSIP
- 958435109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $259K |
| Exits | 5 | $399K |
All 13F filers, Q1 2025 → Q2 2025: 775,982 shares bought and 836,746 shares sold, net −60,764 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Rivernorth Capital Management, LLC | 0.58% | Add +14.3% | 1,399,124 | $10.5M |
| 1607 Capital Partners, LLC | 0.36% | Reduce -2.5% | 594,301 | $4.5M |
| Guggenheim Capital LLC | 0.02% | Reduce -2.1% | 332,781 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +159.6% | 293,682 | $2.2M |
| Whitebox Advisors LLC | 0.14% | Reduce -6.9% | 252,626 | $1.9M |
| Morgan Stanley | 0.00% | Add +9.2% | 230,244 | $1.7M |
| Invesco Ltd. | 0.00% | Add +55.5% | 205,096 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -20.3% | 199,751 | $1.5M |
| Carson Advisory Inc. | 0.93% | Reduce -1.5% | 194,897 | $1.5M |
| Robinson Capital Management, LLC | 0.62% | Add +189.9% | 194,504 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.9% | 192,362 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +6.6% | 189,929 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 171,558 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.3% | 157,997 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -2.5% | 157,166 | $1.2M |
| Traub Capital Management LLC | 0.91% | — | 130,531 | $982K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -12.3% | 96,910 | $729K |
| Whipplewood Advisors, LLC | 0.35% | Add +81713.5% | 85,086 | $640K |
| Waverly Advisors, LLC | 0.01% | Reduce -8.3% | 79,641 | $599K |
| UBS Group AG | 0.00% | Add +0.3% | 76,271 | $574K |
| Bank of New York Mellon Corp | 0.00% | Reduce -29.1% | 73,697 | $554K |
| Rock Point Advisors, LLC | 0.14% | Reduce -4.1% | 63,675 | $479K |
| Logan Stone Capital, LLC | 0.18% | Add +347.1% | 51,748 | $389K |
| Kempner Capital Management Inc. | 0.19% | No change | 47,800 | $359K |
| Summit Financial Wealth Advisors, LLC | 0.06% | Reduce -3.7% | 46,556 | $350K |
| Melfa Wealth Management, Inc. | 0.22% | Add +34.4% | 46,347 | $349K |
| Wolverine Asset Management LLC | 0.02% | Add +29.3% | 43,898 | $330K |
| Whittier Trust Co. | 0.00% | Reduce -20.8% | 42,850 | $322K |
| Royal Bank of Canada | 0.00% | Add +6.9% | 32,362 | $243K |
| Tortoise Investment Management, LLC | 0.02% | No change | 29,475 | $222K |
| Basepoint Wealth LLC | 0.17% | Reduce -0.0% | 29,388 | $221K |
| Stephens Inc. | 0.00% | No change | 24,450 | $184K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 22,463 | $170K |
| Sit Investment Associates Inc. | 0.00% | Reduce -96.6% | 21,200 | $159K |
| IHT Wealth Management, LLC | 0.00% | Add +25.4% | 20,328 | $153K |
| Aquire Wealth Advisors, LLC | 0.04% | No change | 19,660 | $148K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.8% | 19,640 | $148K |
| Mariner, LLC | 0.00% | No change | 19,618 | $148K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.9% | 18,534 | $139K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -4.1% | 16,809 | $126K |
| Bar Harbor Wealth Management | 0.01% | No change | 15,110 | $114K |
| GatePass Capital, LLC | 0.08% | No change | 15,000 | $113K |
| Cetera Investment Advisers | 0.00% | Reduce -3.5% | 14,483 | $109K |
| SkyView Investment Advisors, LLC | 0.02% | No change | 14,058 | $106K |
| Northwest Financial Advisors | 0.14% | No change | 13,500 | $102K |
| Captrust Financial Advisors | 0.00% | New | 12,711 | $96K |
| Rothschild Investment LLC | 0.01% | No change | 12,500 | $94K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 11,334 | $85K |
| ProVise Management Group, LLC | 0.01% | No change | 10,750 | $81K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 10,370 | $78K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -35.0% | 10,197 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.3% | 7,865 | $59K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,600 | $27K |
| MAI Capital Management | 0.00% | Add +1.8% | 640 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 483 | $4K |
| Spire Wealth Management | 0.00% | No change | 330 | $2K |
| FNY Investment Advisers, LLC | 0.00% | No change | 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.