Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
617KNew |
$4.41M - $4.8M
|
617K
$4.75M
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
180K+ 918.72% |
$1.29M - $1.4M
|
200K
$1.54M
|
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
106K+ 2235.93% |
$762K - $828K
|
111K
$857K
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
106K+ 52.77% |
$757K - $822K
|
306K
$2.36M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
75.1K+ 233.11% |
$537K - $584K
|
107K
$826K
|
|
Feb 14, 2023
Q4 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
61.7K+ 49.11% |
$442K - $480K
|
187K
$1.44M
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
55.9K+ 4.02% |
$400K - $435K
|
1.45M
$11.1M
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
50.8K+ 67.97% |
$364K - $395K
|
125K
$966K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.6K+ 186.92% |
$190K - $207K
|
40.8K
$314K
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
24.9KNew |
$178K - $194K
|
24.9K
$192K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.2KNew |
$159K - $173K
|
22.2K
$171K
|
|
Feb 14, 2023
Q4 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
20.9K+ 128.41% |
$150K - $163K
|
37.2K
$286K
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.9KNew |
$77.8K - $84.5K
|
10.9K
$83.7K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.74K+ 2.04% |
$69.7K - $75.7K
|
488K
$3.76M
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.98KNew |
$21.3K - $23.2K
|
2.98K
$22.9K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
897New |
$6.42K - $6.98K
|
897
$6.91K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
640New |
$4.58K - $4.98K
|
640
$4.93K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
610New |
$4.37K - $4.75K
|
610
$4.7K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
90+ 0.58% |
$644 - $700
|
15.7K
$121K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
38+ 34.86% |
$272 - $296
|
147
$1.13K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
34+ 10.76% |
$243 - $265
|
350
$2.7K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23+ 0.94% |
$165 - $179
|
2.46K
$18.9K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-940- 0.5% |
$6.73K - $7.31K
|
188K
$1.45M
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.14K- 6.25% |
$8.16K - $8.87K
|
17.1K
$132K
|
|
Feb 09, 2023
Q4 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.2K- 1.47% |
$8.59K - $9.34K
|
80.3K
$618K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.28K- 1.17% |
$9.17K - $9.97K
|
108K
$830K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.93K- 9.54% |
$21K - $22.8K
|
27.8K
$214K
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4K- 5.51% |
$28.6K - $31.1K
|
68.6K
$528K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.47K- 5.62% |
$32K - $34.8K
|
75K
$578K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.5K- 17.6% |
$39.4K - $42.8K
|
25.8K
$198K
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
SELL
|
- |
-6.03K- 34.03% |
$43.2K - $46.9K
|
11.7K
$90K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.14K- 34.48% |
$44K - $47.8K
|
11.7K
$89.8K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.52K- 16.32% |
$46.7K - $50.7K
|
33.4K
$257K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.6K- 18.25% |
$47.3K - $51.3K
|
29.6K
$228K
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-7.44K- 8.93% |
$53.3K - $57.9K
|
75.9K
$584K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.39K- 5.45% |
$60.1K - $65.3K
|
146K
$1.12M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.49KClosed |
$60.8K - $66K
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.83K- 31.5% |
$63.3K - $68.7K
|
19.2K
$148K
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.62K- 21.91% |
$68.9K - $74.8K
|
34.3K
$264K
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-13.7K- 13.78% |
$97.8K - $106K
|
85.5K
$658K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.4K- 16.11% |
$103K - $112K
|
74.9K
$577K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.9K- 38.07% |
$107K - $116K
|
24.2K
$186K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.6K- 6.94% |
$126K - $137K
|
236K
$1.82M
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-27.8K- 43.55% |
$199K - $217K
|
36.1K
$278K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.6K- 88.06% |
$319K - $347K
|
6.05K
$46.5K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-53.6K- 22.09% |
$384K - $417K
|
189K
$1.46M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-62.7K- 14.45% |
$449K - $488K
|
372K
$2.86M
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-550K- 93.22% |
$3.94M - $4.28M
|
40K
$308K
|