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 2 季 13F 持有人
Western Asset Intermediate Muni Fund Inc. 在 2025/6/30 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
- 57
- 較 2025 年第 1 季 −1 家
- 持有股數
- 607.8 萬
- 較 2025 年第 1 季 +6.98 萬 (+1.2%)
- 總市值
- $4,571 萬
- 較 2025 年第 1 季 −$184.7 萬 (−3.9%)
- 新進機構
- 4
- 另有 15 家加碼
- 清倉機構
- 5
- 另有 21 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,399,124 | $1,052 萬 | 0.58% | +175,517+14.3% | 加碼 |
| 1607 Capital Partners, LLC | 594,301 | $446.9 萬 | 0.36% | −15,272−2.5% | 減碼 |
| Guggenheim Capital LLC | 332,781 | $250.3 萬 | 0.02% | −7,153−2.1% | 減碼 |
| Wells Fargo & Company | 293,682 | $220.8 萬 | 0.00% | +180,555+159.6% | 加碼 |
| Whitebox Advisors LLC | 252,626 | $190.0 萬 | 0.05% | −18,812−6.9% | 減碼 |
| Morgan Stanley | 230,244 | $173.1 萬 | 0.00% | +19,383+9.2% | 加碼 |
| Invesco Ltd. | 205,096 | $154.2 萬 | 0.00% | +73,181+55.5% | 加碼 |
| Pathstone Holdings, LLC | 199,751 | $150.2 萬 | 0.01% | −50,845−20.3% | 減碼 |
| Carson Advisory Inc. | 194,897 | $146.6 萬 | 0.93% | −2,900−1.5% | 減碼 |
| Robinson Capital Management, LLC | 194,504 | $146.3 萬 | 0.61% | +127,413+189.9% | 加碼 |
| Commonwealth Equity Services, LLC | 192,362 | $144.7 萬 | 0.00% | −3,728−1.9% | 減碼 |
| Raymond James Financial Inc | 189,929 | $142.8 萬 | 0.00% | +11,720+6.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 171,558 | $129.0 萬 | 0.00% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 157,997 | $118.8 萬 | 0.01% | +430+0.3% | 加碼 |
| LPL Financial LLC | 157,166 | $118.2 萬 | 0.00% | −4,069−2.5% | 減碼 |
| Traub Capital Management LLC | 130,531 | $98.2 萬 | 0.91% | +130,531 | 新進 |
| Whittier Trust Co of Nevada Inc | 96,910 | $72.9 萬 | 0.02% | −13,565−12.3% | 減碼 |
| Whipplewood Advisors, LLC | 85,086 | $64.0 萬 | 0.35% | +84,982+81,713.5% | 加碼 |
| Warren Averett Asset Management, LLC | 79,641 | $59.9 萬 | 0.01% | −7,223−8.3% | 減碼 |
| UBS Group AG | 76,271 | $57.4 萬 | 0.00% | +211+0.3% | 加碼 |
| Bank of New York Mellon Corp | 73,697 | $55.4 萬 | 0.00% | −30,213−29.1% | 減碼 |
| Rock Point Advisors, LLC | 63,675 | $47.9 萬 | 0.14% | −2,750−4.1% | 減碼 |
| Logan Stone Capital, LLC | 51,748 | $38.9 萬 | 0.18% | +40,174+347.1% | 加碼 |
| Kempner Capital Management Inc. | 47,800 | $35.9 萬 | 0.19% | 00.0% | 不變 |
| Summit Financial Wealth Advisors, LLC | 46,556 | $35.0 萬 | 0.06% | −1,800−3.7% | 減碼 |
| Melfa Wealth Management, LLC | 46,347 | $34.9 萬 | 0.22% | +11,850+34.4% | 加碼 |
| Wolverine Asset Management LLC | 43,898 | $33.0 萬 | 0.01% | +9,943+29.3% | 加碼 |
| Whittier Trust Co | 42,850 | $32.2 萬 | 0.00% | −11,229−20.8% | 減碼 |
| Royal Bank of Canada | 32,362 | $24.3 萬 | 0.00% | +2,084+6.9% | 加碼 |
| Tortoise Investment Management, LLC | 29,475 | $22.2 萬 | 0.02% | 00.0% | 不變 |
| Basepoint Wealth LLC | 29,388 | $22.1 萬 | 0.17% | −130.0% | 減碼 |
| Stephens Inc | 24,450 | $18.4 萬 | 0.00% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 22,463 | $17.0 萬 | 0.01% | 00.0% | 不變 |
| Sit Investment Associates Inc | 21,200 | $15.9 萬 | 0.00% | −607,021−96.6% | 減碼 |
| IHT Wealth Management, LLC | 20,328 | $15.3 萬 | 0.00% | +4,113+25.4% | 加碼 |
| Aquire Wealth Advisors, LLC | 19,660 | $14.8 萬 | 0.04% | 00.0% | 不變 |
| HighTower Advisors, LLC | 19,640 | $14.8 萬 | 0.00% | −164−0.8% | 減碼 |
| Mariner, LLC | 19,618 | $14.8 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 18,534 | $13.9 萬 | 0.00% | −1,801−8.9% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 16,809 | $12.6 萬 | 0.02% | −718−4.1% | 減碼 |
| Charter Trust Co | 15,110 | $11.4 萬 | 0.01% | 00.0% | 不變 |
| GatePass Capital, LLC | 15,000 | $11.3 萬 | 0.07% | 00.0% | 不變 |
| Cetera Investment Advisers | 14,483 | $10.9 萬 | 0.00% | −517−3.4% | 減碼 |
| SkyView Investment Advisors, LLC | 14,058 | $10.6 萬 | 0.02% | 00.0% | 不變 |
| Northwest Financial Advisors | 13,500 | $10.2 萬 | 0.14% | 00.0% | 不變 |
| Captrust Financial Advisors | 12,711 | $9.56 萬 | 0.00% | +12,711 | 新進 |
| Rothschild Investment LLC | 12,500 | $9.40 萬 | 0.01% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 11,334 | $8.52 萬 | 0.00% | +11,334 | 新進 |
| ProVise Management Group, LLC | 10,750 | $8.08 萬 | 0.01% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 10,370 | $7.80 萬 | 0.01% | +10,370 | 新進 |
| Mercer Global Advisors Inc | 10,197 | $7.67 萬 | 0.00% | −5,480−35.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 7,865 | $5.91 萬 | 0.00% | −351−4.3% | 減碼 |
| Farther Finance Advisors, LLC | 3,600 | $2.71 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 640 | $4,812 | 0.00% | +11+1.7% | 加碼 |
| SOA Wealth Advisors, LLC. | 483 | $3,632 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 330 | $2,482 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | 00.0% | 不變 |
| PKS Advisory Services, LLC | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −13,514−100.0% | 清倉 |
| Sar Wealth Management Group, LLC | 0 | $0 | 0.00% | −11,892−100.0% | 清倉 |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −11,216−100.0% | 清倉 |
| Bank of America Corp | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Noble Wealth Management PBC | – | – | – | – | 本季未申報 |
| Concorde Asset Management, LLC | – | – | – | – | 本季未申報 |