Latest Institutional Purchases of Western Asset Intermediate Muni Fund Inc. (SBI)
This list provides information on the latest institutional transactions involving Western Asset Intermediate Muni Fund Inc. (SBI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
152KNew |
$1.19M - $1.25M
|
152K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
122KNew |
$961K - $1.01M
|
122K
$990K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
89.6K+ 7.52% |
$704K - $740K
|
1.28M
$10.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
89.4KNew |
$702K - $737K
|
89.4K
$723K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
51.5K+ 23.58% |
$405K - $425K
|
270K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
24.8KNew |
$194K - $204K
|
24.8K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.1K+ 23.97% |
$173K - $182K
|
114K
$924K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
20.9K+ 66.07% |
$164K - $172K
|
52.5K
$425K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$98.1K - $103K
|
12.5K
$101K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11.8K+ 51.66% |
$92.2K - $96.9K
|
34.5K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$89.4K - $93.9K
|
11.4K
$92.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 149.58% |
$84.1K - $88.4K
|
17.9K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
3.09K+ 0.19% |
$24.2K - $25.5K
|
1.63M
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.73K+ 54.26% |
$21.5K - $22.5K
|
7.77K
$62.9K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.3K+ 22.77% |
$18K - $18.9K
|
12.4K
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.99K+ 1.18% |
$15.7K - $16.5K
|
171K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.55K+ 6.71% |
$12.2K - $12.8K
|
24.6K
$199K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.22K+ 66.48% |
$9.55K - $10K
|
3.05K
$24.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
607+ 1.49% |
$4.76K - $5.01K
|
41.4K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
373+ 0.39% |
$2.93K - $3.08K
|
95.5K
$773K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
85+ 0.39% |
$667 - $701
|
22K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
76+ 41.99% |
$597 - $627
|
257
$2.08K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$393 - $413
|
50
$405
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3+ 0.02% |
$23.5 - $24.8
|
13.4K
$108K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
61.9K+ 78.25% |
$472K - $488K
|
141K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
23.8K+ 158.79% |
$181K - $187K
|
38.7K
$313K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
20.1K+ 960.87% |
$153K - $159K
|
22.2K
$180K
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
14.9KNew |
$114K - $118K
|
14.9K
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 22.3% |
$85.1K - $88.2K
|
61.3K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.8KNew |
$81.9K - $84.8K
|
10.8K
$87K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
477+ 2.7% |
$3.63K - $3.76K
|
18.1K
$147K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
68+ 0.37% |
$522 - $541
|
18.5K
$149K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.9KNew |
$236K - $264K
|
33.9K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
17.2K+ 30.31% |
$120K - $134K
|
73.8K
$597K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.57K+ 5.69% |
$31.9K - $35.7K
|
84.9K
$687K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
172+ 1.64% |
$1.2K - $1.34K
|
10.7K
$86.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
116+ 610.53% |
$810 - $905
|
135
$1.09K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
63KNew |
$450K - $489K
|
63K
$510K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.5KNew |
$161K - $174K
|
22.5K
$182K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.9KNew |
$128K - $139K
|
17.9K
$145K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
156+ 0.17% |
$1.12K - $1.21K
|
92.8K
$751K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23+ 0.92% |
$164 - $178
|
2.53K
$20.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
134KNew |
$1.03M - $1.08M
|
134K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
88.8KNew |
$680K - $714K
|
88.8K
$719K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
13.6KNew |
$104K - $109K
|
13.6K
$110K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.33KNew |
$10.2K - $10.7K
|
1.33K
$10.8K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
640New |
$4.58K - $4.98K
|
640
$5.18K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
610New |
$4.37K - $4.75K
|
610
$4.93K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
38+ 34.86% |
$272 - $296
|
147
$1.19K
|
|