Purchases and Sales Made in Q1 2023 in Western Asset Intermediate Muni Fund Inc. (SBI)
This table provides information about the institutional ownership of Western Asset Intermediate Muni Fund Inc. (SBI) during Q1 2023. The information is specifically focused on institutions that hold shares of WESTERN ASSET INTERMEDIATE MUNI FUND INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
322KNew |
$2.47M - $2.59M
|
322K
$2.47M
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
162K+ 26.31% |
$1.24M - $1.3M
|
779K
$5.97M
|
|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
134KNew |
$1.03M - $1.08M
|
134K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
88.8KNew |
$680K - $714K
|
88.8K
$681K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.2K+ 16.05% |
$232K - $243K
|
219K
$1.68M
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
22K+ 128.49% |
$168K - $177K
|
39K
$299K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.8KNew |
$159K - $167K
|
20.8K
$159K
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 100.0% |
$151K - $158K
|
39.3K
$302K
|
|
May 15, 2023
Q1 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
15.7KNew |
$120K - $126K
|
15.7K
$120K
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
13.6KNew |
$104K - $109K
|
13.6K
$104K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.9KNew |
$99K - $104K
|
12.9K
$99.1K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.47K+ 1230.8% |
$49.6K - $52.1K
|
7K
$53.7K
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
6.39K+ 17.17% |
$48.9K - $51.3K
|
43.6K
$334K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.65K+ 12.34% |
$28K - $29.3K
|
33.2K
$255K
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
2.85K+ 3.55% |
$21.8K - $22.9K
|
83.1K
$637K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.6KNew |
$19.9K - $20.9K
|
2.6K
$19.9K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.33KNew |
$10.2K - $10.7K
|
1.33K
$10.2K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
935New |
$7.16K - $7.52K
|
935
$7.17K
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$383 - $402
|
50
$384
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43+ 0.27% |
$329 - $346
|
15.8K
$121K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22+ 0.9% |
$169 - $177
|
2.48K
$19K
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
13+ 0.05% |
$99.6 - $105
|
24.9K
$191K
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
7+ 0.06% |
$53.6 - $56.3
|
11.7K
$89.7K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25- 0.41% |
$192 - $201
|
6.02K
$46.2K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-139- 0.57% |
$1.06K - $1.12K
|
24.1K
$185K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-170- 48.57% |
$1.3K - $1.37K
|
180
$1.38K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-343- 0.84% |
$2.63K - $2.76K
|
40.4K
$310K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-500- 1.5% |
$3.83K - $4.02K
|
32.9K
$253K
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 2.12% |
$11.1K - $11.7K
|
67.1K
$515K
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.99K- 2.33% |
$15.2K - $16K
|
83.5K
$641K
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.1K- 6.11% |
$16K - $16.8K
|
32.2K
$247K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.7K- 1.14% |
$20.7K - $21.7K
|
234K
$1.79M
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.98KClosed |
$22.8K - $23.9K
|
0
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.13K- 16.31% |
$24K - $25.2K
|
16.1K
$123K
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.27K- 1.64% |
$25.1K - $26.3K
|
197K
$1.51M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.4K- 5.87% |
$33.7K - $35.4K
|
70.5K
$541K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.96K- 4.63% |
$38K - $39.9K
|
102K
$785K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-6.44K- 3.41% |
$49.3K - $51.8K
|
183K
$1.4M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.66K- 8.03% |
$66.3K - $69.6K
|
99.2K
$761K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.88K- 44.47% |
$75.7K - $79.4K
|
12.3K
$94.6K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.3K- 7.75% |
$86.4K - $90.7K
|
134K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.1K- 3.3% |
$123K - $129K
|
472K
$3.62M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.6K- 55.37% |
$318K - $334K
|
33.5K
$257K
|
|
May 15, 2023
Q1 2023
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-55.3K- 49.68% |
$423K - $444K
|
56K
$429K
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-58.9K- 46.93% |
$451K - $473K
|
66.6K
$511K
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-73.7K- 5.1% |
$565K - $593K
|
1.37M
$10.5M
|
|
May 10, 2023
Q1 2023
|
Robinson Capital Management, LLC
|
SELL
|
- |
-97.6K- 52.13% |
$748K - $785K
|
89.6K
$687K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-122K- 32.94% |
$937K - $984K
|
249K
$1.91M
|