Western Asset Intermediate (SBI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Hennion & Walsh Asset Management, Inc.

DECREASED

Shares270,774 from 275,915

Change-5,141 (-2%)

Value$1.9M (-$278.7K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

INCREASED

Shares198,914 from 192,062

Change+6,852 (+4%)

Value$1.4M (-$121.1K)

Filed 2026-11-02

Carson Advisory Inc.

DECREASED

Shares165,256 from 165,297

Change-41 (0%)

Value$1.2M (-$145.7K)

Filed 2026-11-06

LPL Financial LLC

INCREASED

Shares130,550 from 97,699

Change+32,851 (+34%)

Value$912.5K (+$143.7K)

Filed 2026-11-06

Allspring Global Investments Holdings, LLC

DECREASED

Shares125,075 from 152,313

Change-27,238 (-18%)

Value$874.3K (-$324.4K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares105,423 from 43,846

Change+61,577 (+140%)

Value$737 (-$344.3K)

Filed 2026-11-02

Ariadne Wealth Management, LP

UNCHANGED

Shares100,869 from 100,869

Change0 (0%)

Value$705.1K (-$88.8K)

Filed 2026-11-06

Whipplewood Advisors, LLC

INCREASED

Shares95,887 from 91,425

Change+4,462 (+5%)

Value$670.3K (-$49.3K)

Filed 2026-10-20

Riverbridge Partners LLC

INCREASED

Shares57,176 from 46,630

Change+10,546 (+23%)

Value$399.7K (+$32.7K)

Filed 2026-11-05

Northwest Financial Advisors

UNCHANGED

Shares46,471 from 46,471

Change0 (0%)

Value$324.8K (-$40.9K)

Filed 2026-10-27

Melfa Wealth Management, Inc.

UNCHANGED

Shares46,347 from 46,347

Change0 (0%)

Value$324.0K (-$40.8K)

Filed 2026-11-06

Noble Wealth Management PBC

DECREASED

Shares40,575 from 44,763

Change-4,188 (-9%)

Value$283.6K (-$68.7K)

Filed 2026-10-01

Summit Financial Wealth Advisors, LLC

UNCHANGED

Shares40,556 from 40,556

Change0 (0%)

Value$283.5K (-$35.7K)

Filed 2026-10-15

Ashton Thomas Private Wealth, LLC

NEW

Shares22,070

Change+22,070

Value$154.3K

Filed 2026-11-03

Blue Bell Private Wealth Management, LLC

DECREASED

Shares15,411 from 15,711

Change-300 (-2%)

Value$107.7K (-$15.9K)

Filed 2026-10-29

BAR Harbor Wealth Management

UNCHANGED

Shares15,110 from 15,110

Change0 (0%)

Value$105.6K (-$13.3K)

Filed 2026-10-21

Closed-End Fund Advisors, Inc.

DECREASED

Shares13,687 from 17,477

Change-3,790 (-22%)

Value$95.7K (-$41.9K)

Filed 2026-11-04

Allworth Financial LP

NEW

Shares8,000

Change+8,000

Value$63.0K

Filed 2026-11-06

Highline Wealth Partners LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$7.0K (-$880)

Filed 2026-10-19

Bank of New York Mellon Corp

CLOSED

Shares0 from 41,045

Change-41,045 (-100%)

Value$0 (-$323.0K)

Filed 2026-11-05

CoreCap Advisors, LLC

CLOSED

Shares0 from 4,100

Change-4,100 (-100%)

Value$0 (-$32.3K)

Filed 2026-10-08

Gill Capital Partners, LLC

CLOSED

Shares0 from 3,256

Change-3,256 (-100%)

Value$0 (-$25.6K)

Filed 2026-10-13

Rivernorth Capital Management, LLC

N/A

Shares— from 1,231,561

Change-1,231,561 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 594,056

Change-594,056 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 369,413

Change-369,413 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 300,091

Change-300,091 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 279,800

Change-279,800 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 261,002

Change-261,002 (-100%)

Value—

Robinson Capital Management, LLC

N/A

Shares— from 227,014

Change-227,014 (-100%)

Value—

Whitebox Advisors LLC

N/A

Shares— from 204,801

Change-204,801 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 191,371

Change-191,371 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 183,045

Change-183,045 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 161,715

Change-161,715 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 157,478

Change-157,478 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 110,494

Change-110,494 (-100%)

Value—

UBS Group AG

N/A

Shares— from 82,174

Change-82,174 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 79,576

Change-79,576 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 71,904

Change-71,904 (-100%)

Value—

Rock Point Advisors, LLC

N/A

Shares— from 64,425

Change-64,425 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 55,779

Change-55,779 (-100%)

Value—

Traub Capital Management LLC

N/A

Shares— from 55,335

Change-55,335 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 51,000

Change-51,000 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 47,641

Change-47,641 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 40,378

Change-40,378 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 37,754

Change-37,754 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 37,500

Change-37,500 (-100%)

Value—

Castle Wealth Management LLC

N/A

Shares— from 32,451

Change-32,451 (-100%)

Value—

Stephens Inc

N/A

Shares— from 25,500

Change-25,500 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 22,850

Change-22,850 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 20,833

Change-20,833 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 19,618

Change-19,618 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 18,143

Change-18,143 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 12,950

Change-12,950 (-100%)

Value—

GatePass Capital, LLC

N/A

Shares— from 12,500

Change-12,500 (-100%)

Value—

49 Wealth Management, LLC

N/A

Shares— from 10,677

Change-10,677 (-100%)

Value—

Alongside, LLC

N/A

Shares— from 10,677

Change-10,677 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 10,421

Change-10,421 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 8,820

Change-8,820 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 5,015

Change-5,015 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 4,362

Change-4,362 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 483

Change-483 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	DECREASED	270,774	275,915	-5,141	-2%	$2.2M	$1.9M	-$278.7K	2026-10-13
Commonwealth Equity Services, LLC	INCREASED	198,914	192,062	+6,852	+4%	$1.5M	$1.4M	-$121.1K	2026-11-02
Carson Advisory Inc.	DECREASED	165,256	165,297	-41	0%	$1.3M	$1.2M	-$145.7K	2026-11-06
LPL Financial LLC	INCREASED	130,550	97,699	+32,851	+34%	$768.9K	$912.5K	+$143.7K	2026-11-06
Allspring Global Investments Holdings, LLC	DECREASED	125,075	152,313	-27,238	-18%	$1.2M	$874.3K	-$324.4K	2026-11-04
Cambridge Investment Research Advisors, Inc.	INCREASED	105,423	43,846	+61,577	+140%	$345.0K	$737	-$344.3K	2026-11-02
Ariadne Wealth Management, LP	UNCHANGED	100,869	100,869	0	0%	$793.8K	$705.1K	-$88.8K	2026-11-06
Whipplewood Advisors, LLC	INCREASED	95,887	91,425	+4,462	+5%	$719.5K	$670.3K	-$49.3K	2026-10-20
Riverbridge Partners LLC	INCREASED	57,176	46,630	+10,546	+23%	$367.0K	$399.7K	+$32.7K	2026-11-05
Northwest Financial Advisors	UNCHANGED	46,471	46,471	0	0%	$365.7K	$324.8K	-$40.9K	2026-10-27
Melfa Wealth Management, Inc.	UNCHANGED	46,347	46,347	0	0%	$364.8K	$324.0K	-$40.8K	2026-11-06
Noble Wealth Management PBC	DECREASED	40,575	44,763	-4,188	-9%	$352.3K	$283.6K	-$68.7K	2026-10-01
Summit Financial Wealth Advisors, LLC	UNCHANGED	40,556	40,556	0	0%	$319.2K	$283.5K	-$35.7K	2026-10-15
Ashton Thomas Private Wealth, LLC	NEW	22,070	—	+22,070	—	—	$154.3K	—	2026-11-03
Blue Bell Private Wealth Management, LLC	DECREASED	15,411	15,711	-300	-2%	$123.6K	$107.7K	-$15.9K	2026-10-29
BAR Harbor Wealth Management	UNCHANGED	15,110	15,110	0	0%	$118.9K	$105.6K	-$13.3K	2026-10-21
Closed-End Fund Advisors, Inc.	DECREASED	13,687	17,477	-3,790	-22%	$137.5K	$95.7K	-$41.9K	2026-11-04
Allworth Financial LP	NEW	8,000	—	+8,000	—	—	$63.0K	—	2026-11-06
Highline Wealth Partners LLC	UNCHANGED	1,000	1,000	0	0%	$7.9K	$7.0K	-$880	2026-10-19
Bank of New York Mellon Corp	CLOSED	0	41,045	-41,045	-100%	$323.0K	$0	-$323.0K	2026-11-05
CoreCap Advisors, LLC	CLOSED	0	4,100	-4,100	-100%	$32.3K	$0	-$32.3K	2026-10-08
Gill Capital Partners, LLC	CLOSED	0	3,256	-3,256	-100%	$25.6K	$0	-$25.6K	2026-10-13
Rivernorth Capital Management, LLC	N/A	—	1,231,561	-1,231,561	-100%	$9.7M	—	—	—
1607 Capital Partners, LLC	N/A	—	594,056	-594,056	-100%	$4.7M	—	—	—
Wells Fargo & Company	N/A	—	369,413	-369,413	-100%	$2.9M	—	—	—
Morgan Stanley	N/A	—	300,091	-300,091	-100%	$2.4M	—	—	—
Guggenheim Capital LLC	N/A	—	279,800	-279,800	-100%	$2.2M	—	—	—
Invesco Ltd.	N/A	—	261,002	-261,002	-100%	$2.1M	—	—	—
Robinson Capital Management, LLC	N/A	—	227,014	-227,014	-100%	$1.8M	—	—	—
Whitebox Advisors LLC	N/A	—	204,801	-204,801	-100%	$1.6M	—	—	—
Cetera Investment Advisers	N/A	—	191,371	-191,371	-100%	$1.5M	—	—	—
Raymond James Financial Inc	N/A	—	183,045	-183,045	-100%	$1.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	161,715	-161,715	-100%	$1.3M	—	—	—
Pathstone Holdings, LLC	N/A	—	157,478	-157,478	-100%	$1.2M	—	—	—
SIT Investment Associates Inc	N/A	—	110,494	-110,494	-100%	$870.0K	—	—	—
UBS Group AG	N/A	—	82,174	-82,174	-100%	$646.7K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	79,576	-79,576	-100%	$619.9K	—	—	—
Royal Bank of Canada	N/A	—	71,904	-71,904	-100%	$566.0K	—	—	—
Rock Point Advisors, LLC	N/A	—	64,425	-64,425	-100%	$507.0K	—	—	—
Waverly Advisors, LLC	N/A	—	55,779	-55,779	-100%	$439.0K	—	—	—
Traub Capital Management LLC	N/A	—	55,335	-55,335	-100%	$435.5K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	51,000	-51,000	-100%	$401.4K	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	47,641	-47,641	-100%	$374.9K	—	—	—
Whittier Trust Co	N/A	—	40,378	-40,378	-100%	$316.6K	—	—	—
IHT Wealth Management, LLC	N/A	—	37,754	-37,754	-100%	$297.1K	—	—	—
Rothschild Investment LLC	N/A	—	37,500	-37,500	-100%	$295.1K	—	—	—
Castle Wealth Management LLC	N/A	—	32,451	-32,451	-100%	$255.4K	—	—	—
Stephens Inc	N/A	—	25,500	-25,500	-100%	$200.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	22,850	-22,850	-100%	$180.0K	—	—	—
Basepoint Wealth LLC	N/A	—	20,833	-20,833	-100%	$164.0K	—	—	—
Mariner, LLC	N/A	—	19,618	-19,618	-100%	$154.4K	—	—	—
Savvy Advisors, Inc.	N/A	—	18,143	-18,143	-100%	$142.8K	—	—	—
Envestnet Asset Management Inc	N/A	—	12,950	-12,950	-100%	$101.9K	—	—	—
GatePass Capital, LLC	N/A	—	12,500	-12,500	-100%	$98.4K	—	—	—
49 Wealth Management, LLC	N/A	—	10,677	-10,677	-100%	$84.0K	—	—	—
Alongside, LLC	N/A	—	10,677	-10,677	-100%	$84.0K	—	—	—
BFC Planning, Inc.	N/A	—	10,421	-10,421	-100%	$82.0K	—	—	—
Clear Street Group Inc.	N/A	—	8,820	-8,820	-100%	$69.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	5,015	-5,015	-100%	$39.5K	—	—	—
Penserra Capital Management LLC	N/A	—	4,362	-4,362	-100%	$34.0K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	483	-483	-100%	$3.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	8	-8	-100%	$63	—	—	—

Showing 62 of 62 institutions