Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
488K+ 84.77% |
$3.74M - $3.89M
|
1.06M
$8.19M
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
171K+ 16.27% |
$1.32M - $1.36M
|
1.23M
$9.44M
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
85.4KNew |
$655K - $680K
|
85.4K
$658K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
84.8KNew |
$650K - $675K
|
84.8K
$653K
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
79.1KNew |
$607K - $630K
|
79.1K
$609K
|
|
May 15, 2024
Q1 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
43.1KNew |
$331K - $343K
|
43.1K
$332K
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
25.4K+ 102.74% |
$195K - $202K
|
50.1K
$386K
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
22.6KNew |
$173K - $180K
|
22.6K
$174K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.9KNew |
$160K - $166K
|
20.9K
$161K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.29K+ 3.8% |
$63.6K - $66K
|
226K
$1.74M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.76K+ 2.9% |
$21.2K - $22K
|
98.1K
$756K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.83KNew |
$14K - $14.6K
|
1.83K
$14.1K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
660+ 46.06% |
$5.06K - $5.25K
|
2.09K
$16.1K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
363+ 1.7% |
$2.78K - $2.89K
|
21.7K
$167K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
140+ 0.61% |
$1.07K - $1.11K
|
22.9K
$177K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
68+ 0.37% |
$522 - $541
|
18.5K
$142K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
59+ 0.25% |
$453 - $470
|
23.8K
$183K
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$384 - $398
|
50
$385
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36+ 0.1% |
$276 - $287
|
36.4K
$280K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46- 0.11% |
$353 - $366
|
40.9K
$315K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-53- 21.37% |
$407 - $422
|
195
$1.5K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-105- 1.41% |
$805 - $836
|
7.32K
$56.4K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-656- 65.14% |
$5.03K - $5.22K
|
351
$2.7K
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-875- 1.28% |
$6.71K - $6.97K
|
67.7K
$521K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1K- 4.85% |
$7.67K - $7.96K
|
19.6K
$151K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.08K- 5.8% |
$8.3K - $8.61K
|
17.6K
$135K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.04K- 1.18% |
$15.7K - $16.3K
|
171K
$1.32M
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-2.81K- 1.38% |
$21.5K - $22.4K
|
201K
$1.55M
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3K- 21.82% |
$23K - $23.9K
|
10.8K
$82.8K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.83K- 17.92% |
$29.4K - $30.5K
|
17.5K
$135K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-4K- 21.11% |
$30.7K - $31.9K
|
15K
$115K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.11K- 1.82% |
$31.5K - $32.7K
|
221K
$1.71M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.11K- 1.82% |
$31.5K - $32.7K
|
221K
$1.71M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.4K- 9.38% |
$33.8K - $35K
|
42.5K
$327K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.48K- 23.87% |
$42.1K - $43.6K
|
17.5K
$135K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.5K- 3.19% |
$49.9K - $51.7K
|
197K
$1.52M
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7.14K- 4.49% |
$54.8K - $56.9K
|
152K
$1.17M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.64K- 41.26% |
$58.6K - $60.8K
|
10.9K
$83.8K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.79K- 3.82% |
$67.4K - $70K
|
221K
$1.71M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.06K- 18.13% |
$69.5K - $72.1K
|
40.9K
$315K
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 16.51% |
$81.3K - $84.4K
|
53.6K
$413K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-15.4K- 14.33% |
$118K - $123K
|
92.1K
$710K
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-25.1K- 25.58% |
$192K - $199K
|
72.9K
$561K
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-26.6K- 50.38% |
$204K - $211K
|
26.1K
$201K
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-45.4K- 34.33% |
$348K - $361K
|
86.8K
$668K
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-59.8K- 68.25% |
$458K - $476K
|
27.8K
$214K
|
|
May 15, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-69.8K- 6.49% |
$536K - $556K
|
1.01M
$7.75M
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-480K- 35.19% |
$3.68M - $3.82M
|
884K
$6.81M
|