Western Asset Intermediate Muni Fund Inc.
SBI- 交易所
- NYSE
- SEC CIK
- 0000882300
近 90 天,Western Asset Intermediate Muni Fund Inc. 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 59 家機構在 13F 申報持有,市值合計 $4,914 萬;沒有大師持有。
2025 年第 1 季 13F 持有人
Western Asset Intermediate Muni Fund Inc. 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 60
- 較 2024 年第 4 季 +2 家
- 持有股數
- 609.3 萬
- 較 2024 年第 4 季 −79.9 萬 (−11.6%)
- 總市值
- $4,822 萬
- 較 2024 年第 4 季 −$513.6 萬 (−9.6%)
- 新進機構
- 8
- 另有 16 家加碼
- 清倉機構
- 6
- 另有 18 家減碼
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 SBI 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 59 | $4,914 萬 |
| 2026 年第 1 季 | 62 | $4,600 萬 |
| 2025 年第 4 季 | 55 | $4,527 萬 |
| 2025 年第 3 季 | 57 | $4,688 萬 |
| 2025 年第 2 季 | 57 | $4,571 萬 |
| 2025 年第 1 季 | 60 | $4,822 萬 |
| 2024 年第 4 季 | 58 | $5,335 萬 |
| 2024 年第 3 季 | 58 | $5,611 萬 |
| 2024 年第 2 季 | 58 | $5,395 萬 |
| 2024 年第 1 季 | 57 | $5,589 萬 |
| 2023 年第 4 季 | 60 | $5,473 萬 |
| 2023 年第 3 季 | 67 | $5,064 萬 |
| 2023 年第 2 季 | 60 | $4,999 萬 |
| 2023 年第 1 季 | 64 | $5,124 萬 |
| 2022 年第 4 季 | 60 | $4,780 萬 |
| 2022 年第 3 季 | 63 | $4,501 萬 |
| 2022 年第 2 季 | 60 | $4,669 萬 |
| 2022 年第 1 季 | 60 | $4,953 萬 |
| 2021 年第 4 季 | 60 | $5,472 萬 |
| 2021 年第 3 季 | 55 | $5,440 萬 |
| 2021 年第 2 季 | 56 | $5,543 萬 |
| 2021 年第 1 季 | 60 | $5,150 萬 |
2025 年第 1 季持有機構
每家機構持有 Western Asset Intermediate Muni Fund Inc. 的股數、市值與佔組合比重;股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,223,607 | $954.4 萬 | 0.51% | −319,136−20.7% | 減碼 |
| Sit Investment Associates Inc | 628,221 | $490.0 萬 | 0.11% | −553,369−46.8% | 減碼 |
| 1607 Capital Partners, LLC | 609,573 | $475.5 萬 | 0.38% | −17,926−2.9% | 減碼 |
| Guggenheim Capital LLC | 339,934 | $265.1 萬 | 0.02% | −5,308−1.5% | 減碼 |
| Whitebox Advisors LLC | 271,438 | $211.7 萬 | 0.07% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 250,596 | $198.1 萬 | 0.01% | −14,822−5.6% | 減碼 |
| Morgan Stanley | 210,861 | $164.5 萬 | 0.00% | +4,560+2.2% | 加碼 |
| Carson Advisory Inc. | 197,797 | $154.3 萬 | 1.04% | +23,044+13.2% | 加碼 |
| Commonwealth Equity Services, LLC | 196,090 | $152.9 萬 | 0.00% | +1,600+0.8% | 加碼 |
| Raymond James Financial Inc | 178,209 | $139.0 萬 | 0.00% | +8,543+5.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 171,558 | $133.8 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 161,235 | $125.8 萬 | 0.00% | +5,363+3.4% | 加碼 |
| Avantax Advisory Services, Inc. | 157,567 | $122.9 萬 | 0.01% | +1,957+1.3% | 加碼 |
| Invesco Ltd. | 131,915 | $102.9 萬 | 0.00% | +54,065+69.4% | 加碼 |
| Wells Fargo & Company | 113,127 | $88.2 萬 | 0.00% | +68,303+152.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 110,475 | $86.2 萬 | 0.02% | −5,900−5.1% | 減碼 |
| Bank of New York Mellon Corp | 103,910 | $81.0 萬 | 0.00% | +228+0.2% | 加碼 |
| Warren Averett Asset Management, LLC | 86,864 | $67.8 萬 | 0.01% | +339+0.4% | 加碼 |
| Whipplewood Advisors, LLC | 104 | $66.3 萬 | 0.39% | −82,783−99.9% | 減碼 |
| UBS Group AG | 76,060 | $59.3 萬 | 0.00% | −467−0.6% | 減碼 |
| Noble Wealth Management PBC | 73,335 | $57.2 萬 | 0.39% | +2,500+3.5% | 加碼 |
| Robinson Capital Management, LLC | 67,091 | $52.3 萬 | 0.21% | +67,091 | 新進 |
| Rock Point Advisors, LLC | 66,425 | $51.8 萬 | 0.16% | −500−0.7% | 減碼 |
| Whittier Trust Co | 54,079 | $42.2 萬 | 0.01% | −1,668−3.0% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 48,356 | $37.7 萬 | 0.07% | −1,250−2.5% | 減碼 |
| Kempner Capital Management Inc. | 47,800 | $37.3 萬 | 0.21% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 34,497 | $26.9 萬 | 0.18% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 33,955 | $26.5 萬 | 0.01% | +28,663+541.6% | 加碼 |
| Royal Bank of Canada | 30,278 | $23.6 萬 | 0.00% | +3,600+13.5% | 加碼 |
| Tortoise Investment Management, LLC | 29,475 | $23.0 萬 | 0.02% | −12,820−30.3% | 減碼 |
| Basepoint Wealth LLC | 29,401 | $22.9 萬 | 0.18% | −3,577−10.8% | 減碼 |
| Stephens Inc | 24,450 | $19.1 萬 | 0.00% | −300−1.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 22,463 | $17.6 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 20,335 | $15.9 萬 | 0.00% | −3,540−14.8% | 減碼 |
| HighTower Advisors, LLC | 19,804 | $15.4 萬 | 0.00% | −2,811−12.4% | 減碼 |
| Aquire Wealth Advisors, LLC | 19,660 | $15.3 萬 | 0.05% | 00.0% | 不變 |
| Mariner, LLC | 19,618 | $15.3 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 17,527 | $13.7 萬 | 0.03% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 16,215 | $12.6 萬 | 0.00% | +16,215 | 新進 |
| Mercer Global Advisors Inc | 15,677 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| Charter Trust Co | 15,110 | $11.8 萬 | 0.01% | 00.0% | 不變 |
| Cetera Investment Advisers | 15,000 | $11.7 萬 | 0.00% | −5,721−27.6% | 減碼 |
| GatePass Capital, LLC | 15,000 | $11.7 萬 | 0.09% | +5,000+50.0% | 加碼 |
| SkyView Investment Advisors, LLC | 14,058 | $11.0 萬 | 0.02% | 00.0% | 不變 |
| PKS Advisory Services, LLC | 14,000 | $10.9 萬 | 0.03% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 13,514 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Northwest Financial Advisors | 13,500 | $10.5 萬 | 0.09% | +13,500 | 新進 |
| Rothschild Investment LLC | 12,500 | $9.75 萬 | 0.01% | 00.0% | 不變 |
| Sar Wealth Management Group, LLC | 11,892 | $9.28 萬 | 0.06% | 00.0% | 不變 |
| Concorde Asset Management, LLC | 11,840 | $9.05 萬 | 0.05% | +11,840 | 新進 |
| Logan Stone Capital, LLC | 11,574 | $9.03 萬 | 0.04% | −4,154−26.4% | 減碼 |
| Moors & Cabot, Inc. | 11,216 | $8.75 萬 | 0.00% | +11,216 | 新進 |
| ProVise Management Group, LLC | 10,750 | $8.38 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 8,216 | $6.41 萬 | 0.00% | +7,865+2,240.7% | 加碼 |
| Farther Finance Advisors, LLC | 3,600 | $2.83 萬 | 0.00% | +3,600 | 新進 |
| MAI Capital Management | 629 | $4,909 | 0.00% | +6+1.0% | 加碼 |
| Bank of America Corp | 500 | $3,900 | 0.00% | +500 | 新進 |
| SOA Wealth Advisors, LLC. | 483 | $3,767 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 330 | $2,574 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | +50 | 新進 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −50,251−100.0% | 清倉 |
| LexAurum Advisors, LLC | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,568−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,618−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −610−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −437−100.0% | 清倉 |