Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
68.3K+ 152.38% |
$529K - $545K
|
113K
$844K
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
67.1KNew |
$520K - $535K
|
67.1K
$500K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.1K+ 69.45% |
$419K - $431K
|
132K
$984K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
28.7K+ 541.63% |
$222K - $229K
|
34K
$253K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
23K+ 13.19% |
$179K - $184K
|
198K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.2KNew |
$126K - $129K
|
16.2K
$121K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13.5KNew |
$105K - $108K
|
13.5K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
11.8KNew |
$91.8K - $94.5K
|
11.8K
$88.3K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.2KNew |
$86.9K - $89.5K
|
11.2K
$83.7K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.54K+ 5.04% |
$66.2K - $68.2K
|
178K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.87K+ 2240.74% |
$61K - $62.8K
|
8.22K
$61.3K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.36K+ 3.44% |
$41.6K - $42.8K
|
161K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.56K+ 2.21% |
$35.3K - $36.4K
|
211K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.6KNew |
$27.9K - $28.7K
|
3.6K
$26.9K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.6K+ 13.49% |
$27.9K - $28.7K
|
30.3K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.5K+ 3.53% |
$19.4K - $20K
|
73.3K
$547K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.96K+ 1.26% |
$15.2K - $15.6K
|
158K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.6K+ 0.82% |
$12.4K - $12.8K
|
196K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.01K+ 5.23% |
$7.84K - $8.07K
|
20.3K
$152K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
500New |
$3.88K - $3.99K
|
500
$3.73K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
339+ 0.39% |
$2.63K - $2.71K
|
86.9K
$648K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$388 - $399
|
50
$373
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6+ 0.96% |
$46.5 - $47.9
|
629
$4.69K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-300- 1.21% |
$2.33K - $2.39K
|
24.5K
$182K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-467- 0.61% |
$3.62K - $3.73K
|
76.1K
$567K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-500- 0.75% |
$3.88K - $3.99K
|
66.4K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 2.52% |
$9.69K - $9.98K
|
48.4K
$361K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.67K- 2.99% |
$12.9K - $13.3K
|
54.1K
$403K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.81K- 12.43% |
$21.8K - $22.4K
|
19.8K
$148K
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-4.15K- 26.41% |
$32.2K - $33.1K
|
11.6K
$86.3K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.31K- 1.54% |
$41.1K - $42.4K
|
340K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.72K- 27.61% |
$44.3K - $45.7K
|
15K
$112K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.9K- 5.07% |
$45.7K - $47.1K
|
110K
$824K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12.8K- 30.31% |
$99.4K - $102K
|
29.5K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-14.8K- 5.58% |
$115K - $118K
|
251K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-17.9K- 2.86% |
$139K - $143K
|
610K
$4.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-82.8K- 99.87% |
$642K - $661K
|
104
$776
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-319K- 20.69% |
$2.47M - $2.55M
|
1.22M
$9.13M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-553K- 46.83% |
$4.29M - $4.42M
|
628K
$4.69M
|