Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
160K+ 1106.83% |
$1.21M - $1.27M
|
175K
$1.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
61.3K+ 29.88% |
$463K - $486K
|
266K
$2.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
41KNew |
$310K - $325K
|
41K
$322K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.3K+ 13.71% |
$304K - $319K
|
334K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
39.5K+ 333.2% |
$298K - $313K
|
51.3K
$402K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
32.5KNew |
$245K - $257K
|
32.5K
$254K
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.3K+ 87.31% |
$214K - $224K
|
60.6K
$475K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.7KNew |
$133K - $140K
|
17.7K
$138K
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.7K+ 5.55% |
$80.7K - $84.7K
|
203K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.46K+ 34.83% |
$48.8K - $51.2K
|
25K
$196K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
4.34K+ 5.1% |
$32.8K - $34.4K
|
89.4K
$701K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 6.74% |
$10.4K - $10.9K
|
21.7K
$170K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.17K+ 1.53% |
$8.83K - $9.26K
|
77.4K
$607K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1KNew |
$7.56K - $7.93K
|
1K
$7.84K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
493+ 0.29% |
$3.73K - $3.91K
|
172K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
350+ 1.43% |
$2.65K - $2.78K
|
24.8K
$194K
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
250+ 0.39% |
$1.89K - $1.98K
|
63.9K
$501K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
70+ 0.16% |
$529 - $555
|
42.9K
$336K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
21+ 3.34% |
$159 - $167
|
650
$5.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-260- 0.14% |
$1.97K - $2.06K
|
190K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-274- 1.4% |
$2.07K - $2.17K
|
19.4K
$152K
|
|
|
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 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.65K- 9.6% |
$57.8K - $60.6K
|
72K
$564K
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-10.7K- 5.49% |
$80.9K - $84.9K
|
184K
$1.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11.4K- 3.44% |
$86.4K - $90.7K
|
321K
$2.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-26K- 19.88% |
$196K - $206K
|
105K
$820K
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-33K- 44.99% |
$249K - $262K
|
40.3K
$316K
|
|
|
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
|
Whitebox Advisors LLC
Minneapolis, MN |
SELL
|
- |
-47.8K- 18.93% |
$362K - $379K
|
205K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-47.9K- 23.96% |
$362K - $379K
|
152K
$1.19M
|
|
|
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
|
|