Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
565K+ 53.08% |
$4.3M - $4.46M
|
1.63M
$12.5M
|
|
Aug 14, 2024
Q2 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
126K+ 292.77% |
$962K - $997K
|
169K
$1.3M
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
61.9K+ 78.25% |
$472K - $488K
|
141K
$1.09M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55.7K+ 152.93% |
$424K - $439K
|
92.1K
$709K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.6KNew |
$241K - $249K
|
31.6K
$243K
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
23.8K+ 158.79% |
$181K - $187K
|
38.7K
$298K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
20.1K+ 960.87% |
$153K - $159K
|
22.2K
$171K
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
14.9KNew |
$114K - $118K
|
14.9K
$115K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 22.3% |
$85.1K - $88.2K
|
61.3K
$472K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.8KNew |
$81.9K - $84.8K
|
10.8K
$82.8K
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.79K+ 3.97% |
$67K - $69.3K
|
230K
$1.77M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.79K+ 3.97% |
$67K - $69.3K
|
230K
$1.77M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.43K+ 6.61% |
$10.9K - $11.3K
|
23.1K
$178K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
973+ 4.65% |
$7.41K - $7.68K
|
21.9K
$169K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
477+ 2.7% |
$3.63K - $3.76K
|
18.1K
$140K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
148+ 0.65% |
$1.13K - $1.17K
|
23.1K
$178K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46+ 0.11% |
$351 - $363
|
40.9K
$315K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$7.62 - $7.89
|
19.6K
$151K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-14- 7.18% |
$107 - $110
|
181
$1.39K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-160- 2.19% |
$1.22K - $1.26K
|
7.16K
$55.1K
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-250- 0.37% |
$1.91K - $1.97K
|
67.4K
$519K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-800- 7.35% |
$6.1K - $6.31K
|
10.1K
$77.6K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-809- 3.4% |
$6.16K - $6.38K
|
23K
$177K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-898- 15.13% |
$6.84K - $7.09K
|
5.04K
$38.8K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.76K- 4.14% |
$13.4K - $13.9K
|
40.8K
$314K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.76K- 2.08% |
$13.4K - $13.9K
|
83K
$639K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.87K- 10.64% |
$14.2K - $14.7K
|
15.7K
$121K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.01K- 3.06% |
$22.9K - $23.7K
|
95.1K
$733K
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4K- 7.46% |
$30.5K - $31.6K
|
49.6K
$382K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.15K- 23.64% |
$31.6K - $32.8K
|
13.4K
$103K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.02K- 2.93% |
$38.2K - $39.6K
|
166K
$1.28M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.69K- 3.4% |
$58.6K - $60.7K
|
219K
$1.68M
|
|
Aug 14, 2024
Q2 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-12.1K- 43.62% |
$92.4K - $95.7K
|
15.7K
$121K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-14.6K- 16.76% |
$111K - $115K
|
72.3K
$556K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-18.9K- 12.44% |
$144K - $149K
|
133K
$1.02M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-20.3K- 22.05% |
$155K - $160K
|
71.8K
$553K
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-33K- 2.69% |
$251K - $260K
|
1.19M
$9.18M
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-49.2K- 24.52% |
$375K - $388K
|
151K
$1.17M
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-59.7K- 81.89% |
$455K - $471K
|
13.2K
$102K
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-66.4K- 77.67% |
$506K - $524K
|
19.1K
$147K
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-97K- 10.98% |
$739K - $765K
|
787K
$6.06M
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-808K- 80.24% |
$6.15M - $6.37M
|
199K
$1.53M
|