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 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
23.8K+ 158.79% |
$181K - $187K
|
38.7K
$297K
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4K- 7.46% |
$30.5K - $31.6K
|
49.6K
$380K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
20.1K+ 960.87% |
$153K - $159K
|
22.2K
$170K
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
14.9KNew |
$114K - $118K
|
14.9K
$115K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-656- 65.14% |
$5.03K - $5.22K
|
351
$2.69K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
68+ 0.37% |
$522 - $541
|
18.5K
$142K
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-26.6K- 50.38% |
$204K - $211K
|
26.1K
$201K
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3K- 21.82% |
$23K - $23.9K
|
10.8K
$82.5K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
116+ 610.53% |
$810 - $905
|
135
$1.04K
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
17.2K+ 30.31% |
$120K - $134K
|
73.8K
$566K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.9KNew |
$236K - $264K
|
33.9K
$260K
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.77K- 34.36% |
$54.2K - $60.6K
|
14.8K
$114K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-53- 8.45% |
$370 - $413
|
574
$4.4K
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
172+ 1.64% |
$1.2K - $1.34K
|
10.7K
$81.8K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.57K+ 5.69% |
$31.9K - $35.7K
|
84.9K
$651K
|
|
Q3 2023 | |||||||
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.5KNew |
$161K - $174K
|
22.5K
$172K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-473- 52.73% |
$3.38K - $3.67K
|
424
$3.25K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.9KNew |
$128K - $139K
|
17.9K
$137K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-36- 0.34% |
$257 - $279
|
10.4K
$79.9K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23+ 0.92% |
$164 - $178
|
2.53K
$19.4K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.56K- 56.21% |
$46.9K - $50.9K
|
5.11K
$39.2K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7K- 87.5% |
$50.1K - $54.3K
|
1K
$7.67K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
63KNew |
$450K - $489K
|
63K
$483K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
156+ 0.17% |
$1.12K - $1.21K
|
92.8K
$712K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5K- 14.32% |
$35.7K - $38.8K
|
29.9K
$229K
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-270- 1.55% |
$1.93K - $2.1K
|
17.1K
$131K
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-19.7K- 50.0% |
$147K - $156K
|
19.7K
$151K
|
|
Q1 2023 | |||||||
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.98KClosed |
$22.8K - $23.9K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
134KNew |
$1.03M - $1.08M
|
134K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.33KNew |
$10.2K - $10.7K
|
1.33K
$10.2K
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
88.8KNew |
$680K - $714K
|
88.8K
$681K
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
13.6KNew |
$104K - $109K
|
13.6K
$104K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-550K- 93.22% |
$3.94M - $4.28M
|
40K
$307K
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-27.8K- 43.55% |
$199K - $217K
|
36.1K
$277K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
640New |
$4.58K - $4.98K
|
640
$4.91K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
610New |
$4.37K - $4.75K
|
610
$4.68K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
38+ 34.86% |
$272 - $296
|
147
$1.13K
|
|
Q3 2022 | |||||||
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
35.9KNew |
$263K - $301K
|
35.9K
$275K
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-800- 0.52% |
$5.86K - $6.71K
|
153K
$1.18M
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
136+ 0.79% |
$997 - $1.14K
|
17.3K
$133K
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
10.5KNew |
$77K - $88.1K
|
10.5K
$80.5K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.94KClosed |
$45.9K - $51K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.58KClosed |
$20K - $22.1K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
11.2KNew |
$94.8K - $107K
|
11.2K
$85.7K
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-5.69KClosed |
$48.3K - $54.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-7.56KClosed |
$64.2K - $72.6K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
12New |
$102 - $115
|
12
$92
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-366Closed |
$3.11K - $3.51K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
12.2KNew |
$104K - $117K
|
12.2K
$93.7K
|