Latest Institutional Transactions on Western Asset Intermediate Muni Fund Inc. (SBI)
This table provides information on the latest institutional transactions involving Western Asset Intermediate Muni Fund Inc. (SBI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.46K+ 34.83% |
$48.8K - $51.2K
|
25K
$196K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.65K- 9.6% |
$57.8K - $60.6K
|
72K
$564K
|
|
|
Nov 14, 2025
Q3 2025
|
Whitebox Advisors LLC
Minneapolis, MN |
SELL
|
- |
-47.8K- 18.93% |
$362K - $379K
|
205K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.8K+ 12.94% |
$225K - $236K
|
260K
$2.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
39.5K+ 333.2% |
$298K - $313K
|
51.3K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
160K+ 1106.83% |
$1.21M - $1.27M
|
175K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 6.74% |
$10.4K - $10.9K
|
21.7K
$170K
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-74.4K- 12.52% |
$562K - $590K
|
520K
$4.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-183K- 13.05% |
$1.38M - $1.45M
|
1.22M
$9.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-36.9K- 71.22% |
$279K - $292K
|
14.9K
$117K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-260- 0.14% |
$1.97K - $2.06K
|
190K
$1.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11.4K- 3.44% |
$86.4K - $90.7K
|
321K
$2.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
SELL
|
- |
-847- 2.88% |
$6.4K - $6.72K
|
28.5K
$224K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5K- 16.96% |
$37.8K - $39.7K
|
24.5K
$192K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.3K+ 13.71% |
$304K - $319K
|
334K
$2.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.17K+ 1.53% |
$8.83K - $9.26K
|
77.4K
$607K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
61.3K+ 29.88% |
$463K - $486K
|
266K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-47.9K- 23.96% |
$362K - $379K
|
152K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
250+ 0.39% |
$1.89K - $1.98K
|
63.9K
$501K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.4K+ 8.54% |
$101K - $106K
|
171K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6KNew |
$87.3K - $91.6K
|
11.6K
$90.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
21+ 3.34% |
$159 - $167
|
650
$5.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
4.34K+ 5.1% |
$32.8K - $34.4K
|
89.4K
$701K
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-10.7K- 5.49% |
$80.9K - $84.9K
|
184K
$1.44M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-274- 1.4% |
$2.07K - $2.17K
|
19.4K
$152K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
70+ 0.16% |
$529 - $555
|
42.9K
$336K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
32.5KNew |
$245K - $257K
|
32.5K
$254K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-26K- 19.88% |
$196K - $206K
|
105K
$820K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
350+ 1.43% |
$2.65K - $2.78K
|
24.8K
$194K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.7KNew |
$133K - $140K
|
17.7K
$138K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.7K+ 5.55% |
$80.7K - $84.7K
|
203K
$1.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
493+ 0.29% |
$3.73K - $3.91K
|
172K
$1.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1KNew |
$7.56K - $7.93K
|
1K
$7.84K
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
41KNew |
$310K - $325K
|
41K
$322K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.08K+ 6.88% |
$15.4K - $16.4K
|
32.4K
$254K
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.8K- 3.72% |
$13.3K - $14.2K
|
46.6K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-607K- 96.63% |
$4.49M - $4.78M
|
21.2K
$166K
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
127K+ 189.91% |
$943K - $1M
|
195K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.7KNew |
$94.1K - $100K
|
12.7K
$99.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.48K- 34.96% |
$40.6K - $43.1K
|
10.2K
$79.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
11.3KNew |
$83.9K - $89.2K
|
11.3K
$88.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-351- 4.27% |
$2.6K - $2.76K
|
7.87K
$61.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.4KNew |
$76.7K - $81.6K
|
10.4K
$81.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-718- 4.1% |
$5.31K - $5.65K
|
16.8K
$132K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
430+ 0.27% |
$3.18K - $3.38K
|
158K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
9.94K+ 29.28% |
$73.6K - $78.3K
|
43.9K
$344K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-13.6K- 12.28% |
$100K - $107K
|
96.9K
$760K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11.9K+ 34.35% |
$87.7K - $93.3K
|
46.3K
$363K
|
|
| Q1 2025 | |||||||
|
Sep 22, 2025
Q1 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
5K+ 50.0% |
$38.8K - $39.9K
|
15K
$118K
|
|