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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11.9K+ 34.35% |
$87.7K - $93.3K
|
46.3K
$354K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
11.8KNew |
$91.8K - $94.5K
|
11.8K
$90.3K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.2KNew |
$126K - $129K
|
16.2K
$124K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-14.8K- 5.58% |
$115K - $118K
|
251K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
339+ 0.39% |
$2.63K - $2.71K
|
86.9K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
500New |
$3.88K - $3.99K
|
500
$3.82K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.56K+ 2.21% |
$35.3K - $36.4K
|
211K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6+ 0.96% |
$46.5 - $47.9
|
629
$4.8K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.6K+ 13.49% |
$27.9K - $28.7K
|
30.3K
$231K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-17.9K- 2.86% |
$139K - $143K
|
610K
$4.65M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-319K- 20.69% |
$2.47M - $2.55M
|
1.22M
$9.34M
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-4.15K- 26.41% |
$32.2K - $33.1K
|
11.6K
$88.3K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 2.52% |
$9.69K - $9.98K
|
48.4K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12.8K- 30.31% |
$99.4K - $102K
|
29.5K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.31K- 1.54% |
$41.1K - $42.4K
|
340K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
68.3K+ 152.38% |
$529K - $545K
|
113K
$863K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-553K- 46.83% |
$4.29M - $4.42M
|
628K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.87K+ 2240.74% |
$61K - $62.8K
|
8.22K
$62.7K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.54K+ 5.04% |
$66.2K - $68.2K
|
178K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-467- 0.61% |
$3.62K - $3.73K
|
76.1K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
67.1KNew |
$520K - $535K
|
67.1K
$512K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
28.7K+ 541.63% |
$222K - $229K
|
34K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.1K+ 69.45% |
$419K - $431K
|
132K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.81K- 12.43% |
$21.8K - $22.4K
|
19.8K
$151K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.6K+ 0.82% |
$12.4K - $12.8K
|
196K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.2KNew |
$86.9K - $89.5K
|
11.2K
$85.6K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.36K+ 3.44% |
$41.6K - $42.8K
|
161K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.72K- 27.61% |
$44.3K - $45.7K
|
15K
$114K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.96K+ 1.26% |
$15.2K - $15.6K
|
158K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.67K- 2.99% |
$12.9K - $13.3K
|
54.1K
$413K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.9K- 5.07% |
$45.7K - $47.1K
|
110K
$843K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
23K+ 13.19% |
$179K - $184K
|
198K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-300- 1.21% |
$2.33K - $2.39K
|
24.5K
$187K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-500- 0.75% |
$3.88K - $3.99K
|
66.4K
$507K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$388 - $399
|
50
$382
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.5K+ 3.53% |
$19.4K - $20K
|
73.3K
$560K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.6KNew |
$27.9K - $28.7K
|
3.6K
$27.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13.5KNew |
$105K - $108K
|
13.5K
$103K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-82.8K- 99.87% |
$642K - $661K
|
104
$794
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.54K+ 17.41% |
$27.2K - $29.2K
|
23.9K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.6KNew |
$104K - $112K
|
13.6K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
100K+ 58.33% |
$767K - $825K
|
271K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
180+ 70.04% |
$1.38K - $1.49K
|
437
$3.33K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
104+ 0.78% |
$798 - $858
|
13.5K
$103K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
14KNew |
$107K - $116K
|
14K
$107K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
610New |
$4.68K - $5.03K
|
610
$4.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
50.3KNew |
$385K - $415K
|
50.3K
$383K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.68K- 21.06% |
$35.9K - $38.6K
|
17.5K
$134K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-44.5K- 20.6% |
$341K - $367K
|
172K
$1.31M
|
|