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 |
|---|---|---|---|---|---|---|---|
|
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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
68.3K+ 152.38% |
$529K - $545K
|
113K
$863K
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
67.1KNew |
$520K - $535K
|
67.1K
$512K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.1K+ 69.45% |
$419K - $431K
|
132K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
28.7K+ 541.63% |
$222K - $229K
|
34K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
23K+ 13.19% |
$179K - $184K
|
198K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.2KNew |
$126K - $129K
|
16.2K
$124K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13.5KNew |
$105K - $108K
|
13.5K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
11.8KNew |
$91.8K - $94.5K
|
11.8K
$90.3K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.2KNew |
$86.9K - $89.5K
|
11.2K
$85.6K
|
|
|
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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.87K+ 2240.74% |
$61K - $62.8K
|
8.22K
$62.7K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.36K+ 3.44% |
$41.6K - $42.8K
|
161K
$1.23M
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.6K+ 13.49% |
$27.9K - $28.7K
|
30.3K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.6KNew |
$27.9K - $28.7K
|
3.6K
$27.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.5K+ 3.53% |
$19.4K - $20K
|
73.3K
$560K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.96K+ 1.26% |
$15.2K - $15.6K
|
158K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.6K+ 0.82% |
$12.4K - $12.8K
|
196K
$1.5M
|
|
|
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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
339+ 0.39% |
$2.63K - $2.71K
|
86.9K
$663K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$388 - $399
|
50
$382
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6+ 0.96% |
$46.5 - $47.9
|
629
$4.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
100K+ 58.33% |
$767K - $825K
|
271K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
50.3KNew |
$385K - $415K
|
50.3K
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
35KNew |
$268K - $289K
|
35K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
14KNew |
$107K - $116K
|
14K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.6KNew |
$104K - $112K
|
13.6K
$104K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.54K+ 17.41% |
$27.2K - $29.2K
|
23.9K
$182K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
610New |
$4.68K - $5.03K
|
610
$4.65K
|
|
|
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
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.1K+ 23.97% |
$173K - $182K
|
114K
$871K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$98.1K - $103K
|
12.5K
$95.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$89.4K - $93.9K
|
11.4K
$86.9K
|
|
|
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
$188K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
61.9K+ 78.25% |
$472K - $488K
|
141K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
23.8K+ 158.79% |
$181K - $187K
|
38.7K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 22.3% |
$85.1K - $88.2K
|
61.3K
$468K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.8KNew |
$81.9K - $84.8K
|
10.8K
$82K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
477+ 2.7% |
$3.63K - $3.76K
|
18.1K
$138K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
68+ 0.37% |
$522 - $541
|
18.5K
$141K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
17.2K+ 30.31% |
$120K - $134K
|
73.8K
$563K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.57K+ 5.69% |
$31.9K - $35.7K
|
84.9K
$648K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
574New |
$4.01K - $4.48K
|
574
$4.38K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
172+ 1.64% |
$1.2K - $1.34K
|
10.7K
$81.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
116+ 610.53% |
$810 - $905
|
135
$1.03K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
63KNew |
$450K - $489K
|
63K
$481K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.5KNew |
$161K - $174K
|
22.5K
$171K
|
|