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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-45Closed |
$382 - $432
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
547+ 222.36% |
$4.64K - $5.25K
|
793
$6.11K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-10Closed |
$84.9 - $96
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-27.2KClosed |
$231K - $261K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-10.4KClosed |
$98.3K - $103K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1KClosed |
$9.45K - $9.88K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
SELL
|
- |
-13.8KClosed |
$130K - $136K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-57.4KClosed |
$554K - $571K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
13.8KNew |
$133K - $137K
|
13.8K
$106K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-129KClosed |
$1.2M - $1.26M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.4KNew |
$96.6K - $102K
|
10.4K
$80.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$92.9 - $97.7
|
10
$77
|
|
|
Jul 27, 2021
Q2 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10.7KClosed |
$99.7K - $105K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-992Closed |
$9.22K - $9.69K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Aug 06, 2024
Q1 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
253New |
$2.3K - $2.4K
|
253
$1.95K
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
330New |
$3K - $3.14K
|
330
$2.54K
|
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-30Closed |
$272 - $285
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-20Closed |
$182 - $190
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.76KClosed |
$25K - $26.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10KClosed |
$90.8K - $95K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-11Closed |
$99.9 - $105
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
SELL
|
- |
-500Closed |
$4.54K - $4.75K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-10.7KClosed |
$97.2K - $102K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
483New |
$4.19K - $4.48K
|
483
$3.72K
|
|
|
Feb 16, 2021
Q4 2020
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-22.9KClosed |
$198K - $212K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-2KClosed |
$17.3K - $18.5K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Matisse Capital
|
SELL
|
- |
-14.8KClosed |
$128K - $137K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
305KNew |
$2.65M - $2.83M
|
305K
$2.35M
|
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-8Closed |
$69.4 - $74.2
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-13.8KClosed |
$118K - $127K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.69KClosed |
$57.5K - $61.8K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10KNew |
$80K - $86.9K
|
10K
$77K
|
|
|
Aug 13, 2020
Q2 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-680Closed |
$5.44K - $5.91K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-58.3KClosed |
$467K - $507K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11KClosed |
$88.1K - $95.7K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-48.5KClosed |
$372K - $467K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2KClosed |
$15.3K - $19.3K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.47KClosed |
$18.9K - $23.8K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.95KClosed |
$37.9K - $47.7K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.16KClosed |
$10.5K - $10.8K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Gradient Investments LLC
|
SELL
|
- |
-900Closed |
$8.17K - $8.38K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-313Closed |
$2.72K - $2.81K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-34.3KClosed |
$298K - $308K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Rmb Capital Management, LLC
|
SELL
|
- |
-45KClosed |
$381K - $397K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-237Closed |
$2.01K - $2.09K
|
0
$0
|
|
|
Apr 10, 2019
Q1 2019
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.2KNew |
$129K - $135K
|
15.2K
$117K
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-88.1KClosed |
$724K - $745K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-16.9KClosed |
$139K - $143K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-15KClosed |
$123K - $127K
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
City Holding CO
|
SELL
|
- |
-3.4KClosed |
$27.9K - $28.8K
|
0
$0
|
|