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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
223K+ 182.05% |
$1.71M - $1.84M
|
345K
$2.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
170KNew |
$1.3M - $1.4M
|
170K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
100K+ 58.33% |
$767K - $825K
|
271K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
85.4K+ 95.51% |
$655K - $704K
|
175K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
82.9KNew |
$636K - $684K
|
82.9K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
77.9KNew |
$597K - $642K
|
77.9K
$618K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
70.8KNew |
$543K - $584K
|
70.8K
$562K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
50.3KNew |
$385K - $415K
|
50.3K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
35KNew |
$268K - $289K
|
35K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
14KNew |
$107K - $116K
|
14K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.6KNew |
$104K - $112K
|
13.6K
$108K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 82.75% |
$78.5K - $84.5K
|
22.6K
$180K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.09K+ 2.7% |
$31.4K - $33.7K
|
156K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.77K+ 4.55% |
$28.9K - $31.1K
|
86.5K
$687K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.45K+ 8.34% |
$26.5K - $28.5K
|
44.8K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.45K+ 8.14% |
$11.2K - $12K
|
19.3K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
623New |
$4.78K - $5.14K
|
623
$4.95K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
610New |
$4.68K - $5.03K
|
610
$4.84K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
180+ 70.04% |
$1.38K - $1.49K
|
437
$3.47K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
104+ 0.78% |
$798 - $858
|
13.5K
$107K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
63+ 0.11% |
$483 - $520
|
55.7K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
24.8KNew |
$194K - $204K
|
24.8K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.1K+ 23.97% |
$173K - $182K
|
114K
$906K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$98.1K - $103K
|
12.5K
$99.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11.8K+ 51.66% |
$92.2K - $96.9K
|
34.5K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$89.4K - $93.9K
|
11.4K
$90.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.73K+ 54.26% |
$21.5K - $22.5K
|
7.77K
$61.7K
|
|
|
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
$196K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$393 - $413
|
50
$397
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
61.9K+ 78.25% |
$472K - $488K
|
141K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
23.8K+ 158.79% |
$181K - $187K
|
38.7K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 22.3% |
$85.1K - $88.2K
|
61.3K
$487K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.8KNew |
$81.9K - $84.8K
|
10.8K
$85.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
477+ 2.7% |
$3.63K - $3.76K
|
18.1K
$144K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
68+ 0.37% |
$522 - $541
|
18.5K
$147K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
17.2K+ 30.31% |
$120K - $134K
|
73.8K
$586K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.57K+ 5.69% |
$31.9K - $35.7K
|
84.9K
$674K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
574New |
$4.01K - $4.48K
|
574
$4.56K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
172+ 1.64% |
$1.2K - $1.34K
|
10.7K
$84.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
116+ 610.53% |
$810 - $905
|
135
$1.07K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
63KNew |
$450K - $489K
|
63K
$500K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.5KNew |
$161K - $174K
|
22.5K
$178K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.9KNew |
$128K - $139K
|
17.9K
$142K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
156+ 0.17% |
$1.12K - $1.21K
|
92.8K
$737K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23+ 0.92% |
$164 - $178
|
2.53K
$20.1K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
134KNew |
$1.03M - $1.08M
|
134K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
88.8KNew |
$680K - $714K
|
88.8K
$705K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
13.6KNew |
$104K - $109K
|
13.6K
$108K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
640New |
$4.58K - $4.98K
|
640
$5.08K
|
|