Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
300KNew |
$2.15M - $2.33M
|
300K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
284K+ 88.35% |
$2.03M - $2.21M
|
606K
$4.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
177K+ 20.19% |
$1.26M - $1.37M
|
1.05M
$8.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
63KNew |
$450K - $489K
|
63K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
62.1K+ 62.8% |
$444K - $482K
|
161K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
33.5K+ 55.65% |
$239K - $260K
|
93.6K
$721K
|
|
|
Nov 13, 2023
Q3 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
24.8K+ 104.06% |
$177K - $192K
|
48.6K
$374K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.5KNew |
$161K - $174K
|
22.5K
$173K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.9KNew |
$128K - $139K
|
17.9K
$138K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.7KNew |
$126K - $137K
|
17.7K
$136K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16.3KNew |
$116K - $126K
|
16.3K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.32K+ 27.82% |
$66.6K - $72.3K
|
42.8K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.03K+ 175.75% |
$50.3K - $54.6K
|
11K
$84.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.4KNew |
$17.2K - $18.6K
|
2.4K
$18.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.38K+ 16.04% |
$17K - $18.4K
|
17.2K
$132K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.3K+ 2.36% |
$16.4K - $17.8K
|
99.5K
$766K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.39K+ 8.8% |
$9.95K - $10.8K
|
17.2K
$133K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
980+ 4.06% |
$7.01K - $7.6K
|
25.1K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
627New |
$4.48K - $4.87K
|
627
$4.83K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
156+ 0.17% |
$1.12K - $1.21K
|
92.8K
$715K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43+ 0.32% |
$307 - $334
|
13.4K
$103K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25+ 0.1% |
$179 - $194
|
23.9K
$184K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23+ 0.92% |
$164 - $178
|
2.53K
$19.5K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
19New |
$136 - $147
|
19
$146
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7+ 3.59% |
$50.1 - $54.3
|
202
$1.56K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-36- 0.34% |
$257 - $279
|
10.4K
$80.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-150- 0.18% |
$1.07K - $1.16K
|
83.2K
$641K
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-270- 1.55% |
$1.93K - $2.1K
|
17.1K
$132K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-473- 52.73% |
$3.38K - $3.67K
|
424
$3.26K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-670- 5.3% |
$4.79K - $5.2K
|
12K
$92.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-994- 4.03% |
$7.11K - $7.71K
|
23.7K
$182K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.05K- 0.56% |
$7.53K - $8.17K
|
187K
$1.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-1.12K- 9.64% |
$8K - $8.68K
|
10.5K
$80.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21K- 1.01% |
$8.64K - $9.37K
|
118K
$907K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.21K- 2.68% |
$15.8K - $17.1K
|
80.3K
$619K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5K- 14.32% |
$35.7K - $38.8K
|
29.9K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.11K- 7.39% |
$36.5K - $39.6K
|
64K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.22K- 18.77% |
$37.4K - $40.5K
|
22.6K
$174K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.51K- 21.1% |
$39.4K - $42.8K
|
20.6K
$159K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.56K- 56.21% |
$46.9K - $50.9K
|
5.11K
$39.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7K- 87.5% |
$50.1K - $54.3K
|
1K
$7.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-7.7K- 10.71% |
$55.1K - $59.8K
|
64.2K
$494K
|
|
|
Nov 21, 2023
Q3 2023
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-8.82K- 13.48% |
$63.1K - $68.5K
|
56.6K
$436K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-14.8K- 7.54% |
$106K - $115K
|
182K
$1.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.2K- 4.41% |
$144K - $157K
|
438K
$3.37M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-26.5K- 11.66% |
$190K - $206K
|
201K
$1.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-33.6K- 19.72% |
$240K - $261K
|
137K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-61.3K- 10.71% |
$438K - $476K
|
511K
$3.94M
|