Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
152KNew |
$1.19M - $1.25M
|
152K
$1.17M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
122KNew |
$961K - $1.01M
|
122K
$943K
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
89.6K+ 7.52% |
$704K - $740K
|
1.28M
$9.87M
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
89.4KNew |
$702K - $737K
|
89.4K
$688K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
51.5K+ 23.58% |
$405K - $425K
|
270K
$2.08M
|
|
Dec 03, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
42.9K+ 2.63% |
$336K - $354K
|
1.67M
$12.9M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
24.8KNew |
$194K - $204K
|
24.8K
$191K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.1K+ 23.97% |
$173K - $182K
|
114K
$879K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
20.9K+ 66.07% |
$164K - $172K
|
52.5K
$404K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$98.1K - $103K
|
12.5K
$96.3K
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11.8K+ 51.66% |
$92.2K - $96.9K
|
34.5K
$266K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$89.4K - $93.9K
|
11.4K
$87.7K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 149.58% |
$84.1K - $88.4K
|
17.9K
$138K
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
3.09K+ 0.19% |
$24.2K - $25.5K
|
1.63M
$12.6M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.73K+ 54.26% |
$21.5K - $22.5K
|
7.77K
$59.8K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.3K+ 22.77% |
$18K - $18.9K
|
12.4K
$95.3K
|
|
Nov 14, 2024
Q3 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.99K+ 1.18% |
$15.7K - $16.5K
|
171K
$1.32M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.55K+ 6.71% |
$12.2K - $12.8K
|
24.6K
$190K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.22K+ 66.48% |
$9.55K - $10K
|
3.05K
$23.4K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
607+ 1.49% |
$4.76K - $5.01K
|
41.4K
$319K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
373+ 0.39% |
$2.93K - $3.08K
|
95.5K
$735K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
85+ 0.39% |
$667 - $701
|
22K
$169K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
76+ 41.99% |
$597 - $627
|
257
$1.98K
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$393 - $413
|
50
$385
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3+ 0.02% |
$23.5 - $24.8
|
13.4K
$103K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-250- 0.37% |
$1.96K - $2.06K
|
67.2K
$517K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-286- 0.34% |
$2.25K - $2.36K
|
82.8K
$637K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1K- 0.51% |
$7.85K - $8.25K
|
196K
$1.51M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.51K- 0.65% |
$11.8K - $12.4K
|
229K
$1.76M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.4K- 8.32% |
$26.7K - $28.1K
|
37.5K
$289K
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-5.02K- 26.31% |
$39.4K - $41.4K
|
14.1K
$108K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.71K- 29.06% |
$52.6K - $55.3K
|
16.4K
$126K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.43K- 10.28% |
$58.3K - $61.3K
|
64.8K
$499K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-8.9K- 6.69% |
$69.9K - $73.4K
|
124K
$956K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.7K- 5.83% |
$76.1K - $80K
|
157K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-9.94K- 6.56% |
$78.1K - $82K
|
142K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-11.6K- 51.25% |
$90.9K - $95.6K
|
11K
$84.8K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-16.1K- 22.47% |
$127K - $133K
|
55.7K
$429K
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-73.4K- 36.92% |
$576K - $606K
|
125K
$966K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-84K- 27.99% |
$659K - $693K
|
216K
$1.66M
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-159K- 20.17% |
$1.25M - $1.31M
|
628K
$4.84M
|