Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
181K+ 159.6% |
$1.34M - $1.42M
|
294K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
176K+ 14.34% |
$1.3M - $1.38M
|
1.4M
$11.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
131KNew |
$966K - $1.03M
|
131K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
127K+ 189.91% |
$943K - $1M
|
195K
$1.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
85K+ 81713.46% |
$629K - $669K
|
85.1K
$675K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
73.2K+ 55.48% |
$542K - $576K
|
205K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
40.2K+ 347.11% |
$297K - $316K
|
51.7K
$410K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.4K+ 9.19% |
$143K - $153K
|
230K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.7KNew |
$94.1K - $100K
|
12.7K
$101K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11.9K+ 34.35% |
$87.7K - $93.3K
|
46.3K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.7K+ 6.58% |
$86.7K - $92.2K
|
190K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
11.3KNew |
$83.9K - $89.2K
|
11.3K
$89.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.4KNew |
$76.7K - $81.6K
|
10.4K
$82.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
9.94K+ 29.28% |
$73.6K - $78.3K
|
43.9K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.11K+ 25.37% |
$30.4K - $32.4K
|
20.3K
$161K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.14K+ 15.44% |
$23.2K - $24.7K
|
23.5K
$186K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.08K+ 6.88% |
$15.4K - $16.4K
|
32.4K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
430+ 0.27% |
$3.18K - $3.38K
|
158K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
211+ 0.28% |
$1.56K - $1.66K
|
76.3K
$605K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-164- 0.83% |
$1.21K - $1.29K
|
19.6K
$156K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-351- 4.27% |
$2.6K - $2.76K
|
7.87K
$62.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-517- 3.45% |
$3.83K - $4.07K
|
14.5K
$115K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-718- 4.1% |
$5.31K - $5.65K
|
16.8K
$133K
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-2.75K- 4.14% |
$20.4K - $21.6K
|
63.7K
$505K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-2.9K- 1.47% |
$21.5K - $22.8K
|
195K
$1.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.73K- 1.9% |
$27.6K - $29.3K
|
192K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.07K- 2.52% |
$30.1K - $32K
|
157K
$1.25M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.94K- 21.05% |
$36.6K - $38.9K
|
18.5K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.48K- 34.96% |
$40.6K - $43.1K
|
10.2K
$80.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.15K- 2.1% |
$52.9K - $56.3K
|
333K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.22K- 8.32% |
$53.5K - $56.8K
|
79.6K
$632K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-11.2K- 20.76% |
$83.1K - $88.4K
|
42.9K
$340K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-13.6K- 12.28% |
$100K - $107K
|
96.9K
$768K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-15.3K- 2.51% |
$113K - $120K
|
594K
$4.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Whitebox Advisors LLC
Minneapolis, MN |
SELL
|
- |
-18.8K- 6.93% |
$139K - $148K
|
253K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-50.8K- 20.29% |
$376K - $400K
|
200K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-607K- 96.63% |
$4.49M - $4.78M
|
21.2K
$168K
|