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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.4K+ 9.19% |
$143K - $153K
|
230K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.11K+ 25.37% |
$30.4K - $32.4K
|
20.3K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-607K- 96.63% |
$4.49M - $4.78M
|
21.2K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
211+ 0.28% |
$1.56K - $1.66K
|
76.3K
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.22K- 8.32% |
$53.5K - $56.8K
|
79.6K
$610K
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
127K+ 189.91% |
$943K - $1M
|
195K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
181K+ 159.6% |
$1.34M - $1.42M
|
294K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Whitebox Advisors LLC
Minneapolis, MN |
SELL
|
- |
-18.8K- 6.93% |
$139K - $148K
|
253K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.48K- 34.96% |
$40.6K - $43.1K
|
10.2K
$78.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-2.75K- 4.14% |
$20.4K - $21.6K
|
63.7K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.7KNew |
$94.1K - $100K
|
12.7K
$97.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.7K+ 6.58% |
$86.7K - $92.2K
|
190K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
40.2K+ 347.11% |
$297K - $316K
|
51.7K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
176K+ 14.34% |
$1.3M - $1.38M
|
1.4M
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-15.3K- 2.51% |
$113K - $120K
|
594K
$4.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.08K+ 6.88% |
$15.4K - $16.4K
|
32.4K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.15K- 2.1% |
$52.9K - $56.3K
|
333K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
73.2K+ 55.48% |
$542K - $576K
|
205K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.14K+ 15.44% |
$23.2K - $24.7K
|
23.5K
$180K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
11.3KNew |
$83.9K - $89.2K
|
11.3K
$86.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-351- 4.27% |
$2.6K - $2.76K
|
7.87K
$60.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.4KNew |
$76.7K - $81.6K
|
10.4K
$79.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-50.8K- 20.29% |
$376K - $400K
|
200K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.07K- 2.52% |
$30.1K - $32K
|
157K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-164- 0.83% |
$1.21K - $1.29K
|
19.6K
$150K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-718- 4.1% |
$5.31K - $5.65K
|
16.8K
$129K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
131KNew |
$966K - $1.03M
|
131K
$1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-517- 3.45% |
$3.83K - $4.07K
|
14.5K
$111K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
430+ 0.27% |
$3.18K - $3.38K
|
158K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.73K- 1.9% |
$27.6K - $29.3K
|
192K
$1.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-2.9K- 1.47% |
$21.5K - $22.8K
|
195K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
9.94K+ 29.28% |
$73.6K - $78.3K
|
43.9K
$336K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
85K+ 81713.46% |
$629K - $669K
|
85.1K
$652K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-13.6K- 12.28% |
$100K - $107K
|
96.9K
$742K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-11.2K- 20.76% |
$83.1K - $88.4K
|
42.9K
$328K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11.9K+ 34.35% |
$87.7K - $93.3K
|
46.3K
$355K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6+ 0.96% |
$46.5 - $47.9
|
629
$4.82K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
500New |
$3.88K - $3.99K
|
500
$3.83K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
11.8KNew |
$91.8K - $94.5K
|
11.8K
$90.7K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 2.52% |
$9.69K - $9.98K
|
48.4K
$370K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.2KNew |
$86.9K - $89.5K
|
11.2K
$85.9K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-300- 1.21% |
$2.33K - $2.39K
|
24.5K
$187K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$388 - $399
|
50
$383
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.5K+ 3.53% |
$19.4K - $20K
|
73.3K
$562K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.6KNew |
$27.9K - $28.7K
|
3.6K
$27.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13.5KNew |
$105K - $108K
|
13.5K
$103K
|
|
| Q4 2024 | |||||||
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-22.5K- 34.75% |
$173K - $186K
|
42.3K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.6KNew |
$104K - $112K
|
13.6K
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
180+ 70.04% |
$1.38K - $1.49K
|
437
$3.35K
|
|