Latest Institutional Transactions on Western Asset Intermediate Muni Fund Inc. (SBI)
This table provides information on the latest institutional transactions involving Western Asset Intermediate Muni Fund Inc. (SBI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-19K- 19.88% |
$146K - $157K
|
76.5K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.75K- 1.76% |
$36.5K - $39.2K
|
265K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.77K+ 4.55% |
$28.9K - $31.1K
|
86.5K
$673K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
623New |
$4.78K - $5.14K
|
623
$4.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.8K- 28.9% |
$83.2K - $89.5K
|
26.7K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
100K+ 58.33% |
$767K - $825K
|
271K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.4K- 9.81% |
$172K - $185K
|
206K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-132K- 7.89% |
$1.01M - $1.09M
|
1.54M
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.6KNew |
$104K - $112K
|
13.6K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-126K- 88.89% |
$965K - $1.04M
|
15.7K
$122K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
77.9KNew |
$597K - $642K
|
77.9K
$606K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
180+ 70.04% |
$1.38K - $1.49K
|
437
$3.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-101K- 7.84% |
$771K - $830K
|
1.18M
$9.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.25K- 5.7% |
$9.61K - $10.3K
|
20.7K
$161K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
85.4K+ 95.51% |
$655K - $704K
|
175K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-250- 0.37% |
$1.92K - $2.06K
|
66.9K
$521K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-658- 0.1% |
$5.05K - $5.43K
|
627K
$4.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
223K+ 182.05% |
$1.71M - $1.84M
|
345K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
104+ 0.78% |
$798 - $858
|
13.5K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.45K+ 8.34% |
$26.5K - $28.5K
|
44.8K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7.81K- 6.29% |
$59.9K - $64.5K
|
116K
$905K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
610New |
$4.68K - $5.03K
|
610
$4.75K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-652- 0.42% |
$5K - $5.38K
|
156K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
14KNew |
$107K - $116K
|
14K
$109K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
63+ 0.11% |
$483 - $520
|
55.7K
$434K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2K- 1.02% |
$15.3K - $16.5K
|
194K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.45K+ 8.14% |
$11.2K - $12K
|
19.3K
$150K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-22.5K- 34.75% |
$173K - $186K
|
42.3K
$329K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
50.3KNew |
$385K - $415K
|
50.3K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 82.75% |
$78.5K - $84.5K
|
22.6K
$176K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.09K+ 2.7% |
$31.4K - $33.7K
|
156K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.68K- 21.06% |
$35.9K - $38.6K
|
17.5K
$136K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
170KNew |
$1.3M - $1.4M
|
170K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
70.8KNew |
$543K - $584K
|
70.8K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
82.9KNew |
$636K - $684K
|
82.9K
$645K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-47.2K- 89.92% |
$362K - $389K
|
5.29K
$41.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-44.5K- 20.6% |
$341K - $367K
|
172K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
35KNew |
$268K - $289K
|
35K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-427- 14.02% |
$3.28K - $3.52K
|
2.62K
$20.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-3.05K- 20.42% |
$23.4K - $25.2K
|
11.9K
$92.5K
|
|
| Q3 2024 | |||||||
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-5.02K- 26.31% |
$39.4K - $41.4K
|
14.1K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-73.4K- 36.92% |
$576K - $606K
|
125K
$976K
|
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-11.6K- 51.25% |
$90.9K - $95.6K
|
11K
$85.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$89.4K - $93.9K
|
11.4K
$88.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.73K+ 54.26% |
$21.5K - $22.5K
|
7.77K
$60.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.71K- 29.06% |
$52.6K - $55.3K
|
16.4K
$127K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
24.8KNew |
$194K - $204K
|
24.8K
$193K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$98.1K - $103K
|
12.5K
$97.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.1K+ 23.97% |
$173K - $182K
|
114K
$888K
|
|