Who Owns Western Asset Intermediate Mun (SBI)? -- Institutional Holders (2026-06-30)

Name: Western Asset Intermediate Mun (SBI) Institutional Holders (2026-06-30)
Creator: ko.io

71 institutions reported holding $49.1M of Western Asset Intermediate Mun (SBI) in SEC 13F filings for 2026-06-30. Largest institutional holders: RIVERNORTH CAPITAL MANAGEMENT, LLC ($9.7M), WELLS FARGO & COMPANY/MN ($2.9M), MORGAN STANLEY ($2.4M), 1607 Capital Partners, LLC ($2.3M), GUGGENHEIM CAPITAL LLC ($2.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	RIVERNORTH CAPITAL MANAGEMENT, LLC	$9.7M	1.2M	Added
2	WELLS FARGO & COMPANY/MN	$2.9M	369,413	Added
3	MORGAN STANLEY	$2.4M	300,091	Trimmed
4	1607 Capital Partners, LLC	$2.3M	297,028	Trimmed
5	GUGGENHEIM CAPITAL LLC	$2.2M	279,800	Trimmed
6	Hennion & Walsh Asset Management, Inc.	$2.2M	275,915	Added
7	Invesco Ltd.	$2.1M	261,002	Added
8	ROBINSON CAPITAL MANAGEMENT, LLC	$1.8M	227,014	Hold
9	WHITEBOX ADVISORS LLC	$1.6M	204,801	Hold
10	COMMONWEALTH EQUITY SERVICES, LLC	$1.5M	192,062	Added
11	Cetera Investment Advisers	$1.5M	191,371	Added
12	RAYMOND JAMES FINANCIAL INC	$1.4M	183,045	Added
13	Carson Advisory Inc.	$1.3M	165,297	Trimmed
14	OSAIC HOLDINGS, INC.	$1.3M	161,715	Added
15	Pathstone Holdings, LLC	$1.2M	157,478	Trimmed
16	Allspring Global Investments Holdings, LLC	$1.2M	152,313	Trimmed
17	SIT INVESTMENT ASSOCIATES INC	$870,000	110,494	Added
18	Ariadne Wealth Management, LP	$793,839	100,869	New
19	LPL Financial LLC	$768,890	97,699	Added
20	Whipplewood Advisors, LLC	$719,515	91,425	Trimmed
21	UBS Group AG	$646,709	82,174	Added
22	WHITTIER TRUST CO OF NEVADA INC	$619,897	79,576	Trimmed
23	Royal Bank of Canada	$566,000	71,904	Added
24	Rock Point Advisors, LLC	$507,025	64,425	Trimmed
25	Waverly Advisors, LLC	$438,981	55,779	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30