Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
223K+ 182.05% |
$1.71M - $1.84M
|
345K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
170KNew |
$1.3M - $1.4M
|
170K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
100K+ 58.33% |
$767K - $825K
|
271K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
85.4K+ 95.51% |
$655K - $704K
|
175K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
82.9KNew |
$636K - $684K
|
82.9K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
77.9KNew |
$597K - $642K
|
77.9K
$606K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
70.8KNew |
$543K - $584K
|
70.8K
$551K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
50.3KNew |
$385K - $415K
|
50.3K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
35KNew |
$268K - $289K
|
35K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
14KNew |
$107K - $116K
|
14K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.6KNew |
$104K - $112K
|
13.6K
$106K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 82.75% |
$78.5K - $84.5K
|
22.6K
$176K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.09K+ 2.7% |
$31.4K - $33.7K
|
156K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.77K+ 4.55% |
$28.9K - $31.1K
|
86.5K
$673K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.45K+ 8.34% |
$26.5K - $28.5K
|
44.8K
$349K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.45K+ 8.14% |
$11.2K - $12K
|
19.3K
$150K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
623New |
$4.78K - $5.14K
|
623
$4.85K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
610New |
$4.68K - $5.03K
|
610
$4.75K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
180+ 70.04% |
$1.38K - $1.49K
|
437
$3.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
104+ 0.78% |
$798 - $858
|
13.5K
$105K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
63+ 0.11% |
$483 - $520
|
55.7K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-250- 0.37% |
$1.92K - $2.06K
|
66.9K
$521K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-427- 14.02% |
$3.28K - $3.52K
|
2.62K
$20.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-652- 0.42% |
$5K - $5.38K
|
156K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-658- 0.1% |
$5.05K - $5.43K
|
627K
$4.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.25K- 5.7% |
$9.61K - $10.3K
|
20.7K
$161K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2K- 1.02% |
$15.3K - $16.5K
|
194K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-3.05K- 20.42% |
$23.4K - $25.2K
|
11.9K
$92.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.68K- 21.06% |
$35.9K - $38.6K
|
17.5K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.75K- 1.76% |
$36.5K - $39.2K
|
265K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7.81K- 6.29% |
$59.9K - $64.5K
|
116K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.8K- 28.9% |
$83.2K - $89.5K
|
26.7K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-19K- 19.88% |
$146K - $157K
|
76.5K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.4K- 9.81% |
$172K - $185K
|
206K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-22.5K- 34.75% |
$173K - $186K
|
42.3K
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-44.5K- 20.6% |
$341K - $367K
|
172K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-47.2K- 89.92% |
$362K - $389K
|
5.29K
$41.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-101K- 7.84% |
$771K - $830K
|
1.18M
$9.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-126K- 88.89% |
$965K - $1.04M
|
15.7K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-132K- 7.89% |
$1.01M - $1.09M
|
1.54M
$12M
|