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 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
35.9KNew |
$263K - $301K
|
35.9K
$290K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
10.5KNew |
$77K - $88.1K
|
10.5K
$84.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
136+ 0.79% |
$997 - $1.14K
|
17.3K
$140K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
12.2KNew |
$104K - $117K
|
12.2K
$98.8K
|
|
|
May 16, 2022
Q1 2022
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
11.2KNew |
$94.8K - $107K
|
11.2K
$90.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
547+ 222.36% |
$4.64K - $5.25K
|
793
$6.42K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
12New |
$102 - $115
|
12
$97.1
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
13.8KNew |
$133K - $137K
|
13.8K
$111K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.4KNew |
$96.6K - $102K
|
10.4K
$84.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$92.9 - $97.7
|
10
$80.9
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
330New |
$3K - $3.14K
|
330
$2.67K
|
|
|
Aug 06, 2024
Q1 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
253New |
$2.3K - $2.4K
|
253
$2.05K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
305KNew |
$2.65M - $2.83M
|
305K
$2.47M
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
483New |
$4.19K - $4.48K
|
483
$3.91K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10KNew |
$80K - $86.9K
|
10K
$80.9K
|
|
| Q1 2019 | |||||||
|
Apr 10, 2019
Q1 2019
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.2KNew |
$129K - $135K
|
15.2K
$123K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
11KNew |
$91.9K - $95.5K
|
11K
$89K
|
|
| Q4 2017 | |||||||
|
Jan 17, 2018
Q4 2017
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
15.1KNew |
$140K - $149K
|
15.1K
$122K
|
|
| Q3 2017 | |||||||
|
Oct 10, 2017
Q3 2017
|
Kempner Capital Management Inc.
|
BUY
|
- |
47.8KNew |
$463K - $476K
|
47.8K
$387K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallel Advisors, LLC
|
BUY
|
- |
1.81KNew |
$17.6K - $18K
|
1.81K
$14.7K
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2KNew |
N/A
|
2K
$16.2K
|
|