Walled Lake Planning & Wealth Management, LLC Western Asset Intermediate Muni Fund Inc. Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$9.08 - $9.5 $272 - $285	-30 Closed	0 $0
Q4 2020 Feb 19, 2021	SELL	$8.67 - $9.27 $251 - $268	-29 Reduced 49.15%	30 $0
Q3 2020 Nov 13, 2020	BUY	$8.59 - $9.24 $8 - $9	1 Added 1.72%	59 $1,000
Q1 2020 May 15, 2020	BUY	$7.66 - $9.63 $444 - $558	58 New	58 $0

Others Institutions Holding SBI

# of Institutions

Shares Held

6.93M

Call Options Held

Put Options Held

Rivernorth Capital Management, LLC West Palm Beach, FL

1.63M
Shares

$13 Million
0.66% of portfolio
Sit Investment Associates Inc Minneapolis, MN

1.19M
Shares

$9.55 Million
0.22% of portfolio
1607 Capital Partners, LLC Richmond, VA

787K
Shares

$6.3 Million
0.55% of portfolio
Morgan Stanley New York, NY

230K
Shares

$1.84 Million
0.0% of portfolio
Pathstone Holdings, LLC Englewood, NJ

219K
Shares

$1.75 Million
0.01% of portfolio

View Full List

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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