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 |
|---|---|---|---|---|---|---|---|
|
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
$192K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$393 - $413
|
50
$389
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11.8K+ 51.66% |
$92.2K - $96.9K
|
34.5K
$268K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
477+ 2.7% |
$3.63K - $3.76K
|
18.1K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-59.7K- 81.89% |
$455K - $471K
|
13.2K
$103K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 22.3% |
$85.1K - $88.2K
|
61.3K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-12.1K- 43.62% |
$92.4K - $95.7K
|
15.7K
$122K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.8KNew |
$81.9K - $84.8K
|
10.8K
$83.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
61.9K+ 78.25% |
$472K - $488K
|
141K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-809- 3.4% |
$6.16K - $6.38K
|
23K
$179K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$7.62 - $7.89
|
19.6K
$153K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-4K- 7.46% |
$30.5K - $31.6K
|
49.6K
$386K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
23.8K+ 158.79% |
$181K - $187K
|
38.7K
$301K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.87K- 10.64% |
$14.2K - $14.7K
|
15.7K
$122K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-656- 65.14% |
$5.03K - $5.22K
|
351
$2.73K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
68+ 0.37% |
$522 - $541
|
18.5K
$144K
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-26.6K- 50.38% |
$204K - $211K
|
26.1K
$203K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3K- 21.82% |
$23K - $23.9K
|
10.8K
$83.6K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
574New |
$4.01K - $4.48K
|
574
$4.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
116+ 610.53% |
$810 - $905
|
135
$1.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
17.2K+ 30.31% |
$120K - $134K
|
73.8K
$574K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.77K- 34.36% |
$54.2K - $60.6K
|
14.8K
$115K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
172+ 1.64% |
$1.2K - $1.34K
|
10.7K
$82.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.57K+ 5.69% |
$31.9K - $35.7K
|
84.9K
$661K
|
|
| Q3 2023 | |||||||
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.5KNew |
$161K - $174K
|
22.5K
$175K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.9KNew |
$128K - $139K
|
17.9K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-36- 0.34% |
$257 - $279
|
10.4K
$81.1K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-473- 52.73% |
$3.38K - $3.67K
|
424
$3.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.56K- 56.21% |
$46.9K - $50.9K
|
5.11K
$39.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23+ 0.92% |
$164 - $178
|
2.53K
$19.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7K- 87.5% |
$50.1K - $54.3K
|
1K
$7.78K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
63KNew |
$450K - $489K
|
63K
$490K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
156+ 0.17% |
$1.12K - $1.21K
|
92.8K
$722K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5K- 14.32% |
$35.7K - $38.8K
|
29.9K
$233K
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-270- 1.55% |
$1.93K - $2.1K
|
17.1K
$133K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-19.7K- 50.0% |
$147K - $156K
|
19.7K
$153K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.98KClosed |
$22.8K - $23.9K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
134KNew |
$1.03M - $1.08M
|
134K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
88.8KNew |
$680K - $714K
|
88.8K
$691K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
13.6KNew |
$104K - $109K
|
13.6K
$106K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-550K- 93.22% |
$3.94M - $4.28M
|
40K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-27.8K- 43.55% |
$199K - $217K
|
36.1K
$281K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
640New |
$4.58K - $4.98K
|
640
$4.98K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
610New |
$4.37K - $4.75K
|
610
$4.75K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
38+ 34.86% |
$272 - $296
|
147
$1.14K
|
|
| Q3 2022 | |||||||
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
35.9KNew |
$263K - $301K
|
35.9K
$279K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-800- 0.52% |
$5.86K - $6.71K
|
153K
$1.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
136+ 0.79% |
$997 - $1.14K
|
17.3K
$135K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
10.5KNew |
$77K - $88.1K
|
10.5K
$81.7K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.94KClosed |
$45.9K - $51K
|
0
$0
|
|