A detailed history of Summit Financial Wealth Advisors, LLC transactions in Western Asset Intermediate Muni Fund Inc. stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 49,606 shares of SBI stock, worth $387,422. This represents 0.08% of its overall portfolio holdings.

Number of Shares
49,606
Previous 49,606 -0.0%
Holding current value
$387,422
Previous $389,000 4.37%
% of portfolio
0.08%
Previous 0.09%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$7.62 - $7.89 $30,480 - $31,560
-4,000 Reduced 7.46%
49,606 $389,000
Q1 2024

May 02, 2024

SELL
$7.67 - $7.96 $81,302 - $84,376
-10,600 Reduced 16.51%
53,606 $424,000
Q3 2023

Nov 13, 2023

SELL
$7.15 - $7.76 $55,055 - $59,752
-7,700 Reduced 10.71%
64,206 $459,000
Q2 2023

Jul 12, 2023

BUY
$7.48 - $7.93 $35,904 - $38,064
4,800 Added 7.15%
71,906 $547,000
Q1 2023

Apr 10, 2023

SELL
$7.66 - $8.04 $11,107 - $11,657
-1,450 Reduced 2.12%
67,106 $530,000
Q4 2022

Jan 17, 2023

SELL
$7.16 - $7.78 $28,640 - $31,120
-4,000 Reduced 5.51%
68,556 $0
Q3 2022

Oct 28, 2022

BUY
$7.33 - $8.39 $35,184 - $40,272
4,800 Added 7.08%
72,556 $522,000
Q2 2022

Jul 26, 2022

SELL
$7.73 - $8.58 $15,460 - $17,160
-2,000 Reduced 2.87%
67,756 $549,000
Q1 2022

May 06, 2022

SELL
$8.49 - $9.6 $10,255 - $11,596
-1,208 Reduced 1.7%
69,756 $599,000
Q2 2021

Aug 09, 2021

SELL
$9.29 - $9.77 $9,290 - $9,770
-1,000 Reduced 1.39%
70,964 $693,000
Q1 2021

Apr 23, 2021

SELL
$9.08 - $9.5 $5,448 - $5,700
-600 Reduced 0.83%
71,964 $662,000
Q4 2020

Jan 11, 2021

SELL
$8.67 - $9.27 $4,335 - $4,635
-500 Reduced 0.68%
72,564 $657,000
Q3 2020

Nov 09, 2020

SELL
$8.59 - $9.24 $8,590 - $9,240
-1,000 Reduced 1.35%
73,064 $638,000
Q2 2020

Jul 16, 2020

SELL
$8.0 - $8.69 $80,800 - $87,769
-10,100 Reduced 12.0%
74,064 $642,000
Q1 2020

Apr 29, 2020

SELL
$7.66 - $9.63 $15,320 - $19,260
-2,000 Reduced 2.32%
84,164 $683,000
Q4 2019

Jan 28, 2020

SELL
$9.08 - $9.31 $21,183 - $21,720
-2,333 Reduced 2.64%
86,164 $829,000
Q3 2019

Nov 05, 2019

SELL
$8.95 - $9.48 $51,014 - $54,036
-5,700 Reduced 6.05%
88,497 $811,000
Q2 2019

Jul 16, 2019

SELL
$8.69 - $8.98 $26,869 - $27,766
-3,092 Reduced 3.18%
94,197 $842,000
Q4 2018

Feb 01, 2019

SELL
$8.22 - $8.46 $91,110 - $93,770
-11,084 Reduced 10.23%
97,289 $812,000
Q3 2018

Oct 22, 2018

SELL
$8.35 - $8.68 $80,719 - $83,909
-9,667 Reduced 8.19%
108,373 $895,000
Q1 2018

Apr 09, 2018

BUY
$8.64 - $9.43 $643,161 - $701,969
74,440 Added 170.73%
118,040 $1.02 Million
Q1 2018

Apr 06, 2018

SELL
$8.64 - $9.43 $651,801 - $711,399
-75,440 Reduced 63.37%
43,600 $377,000
Q4 2017

Feb 05, 2018

BUY
$9.29 - $9.84 $346,516 - $367,032
37,300 Added 45.63%
119,040 $1.11 Million
Q3 2017

Nov 06, 2017

SELL
$9.69 - $9.95 $106,590 - $109,449
-11,000 Reduced 11.86%
81,740 $795,000
Q2 2017

Aug 14, 2017

BUY
N/A
92,740
92,740 $913,000

Others Institutions Holding SBI

About WESTERN ASSET INTERMEDIATE MUNI FUND INC.


  • Ticker SBI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Western Asset Intermediate Muni Fund Inc. is a closed ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. The fund is co-managed by Western Asset Management Company. It invests in the fixed income markets of the United States. The fund invests in securities that provide income exempt from federal income ...
More about SBI
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