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Get Institutions for : 
Western Asset Intermediate Muni Fund Inc (SBI)  
$7.92 0.01 (0.13%) as of 4:30 Wed 3/27


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    8
Total shares held : 
7,047,360  
% of shares held : 
50.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -8  
Amount of shares held : 
-161,572  
% of shares held change : 
  -1.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$7.16  
Last Quarter's Ending Price : 
$7.70  
Last Quarter's Average Price
$7.38  
Change from last quarter's     
avg. price to the last closing  : 
0.54 (7.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 54,247
 0.77%
 
Increased Positions :
19
 662,721
 9.4%
 
Unchanged Positions :
18
 863,657
 12.26%
 
Decreased Positions :
19
-553,647
-7.86%
 
Closed Positions :
11
-324,893
-4.61%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   1607 CAPITAL PARTNERS, LLC 39 - 2023-12-31 1,363,762 $10,501,000 -8,425
   SABA CAPITAL MANAGEMENT, L.P. 87 - 2023-12-31 1,076,406 $8,288,000 25,505
   SIT INVESTMENT ASSOCIATES INC 154 - 2023-12-31 1,054,039 $8,116,000 447,678
   RIVERNORTH CAPITAL MANAGEMENT, INC. 87 - 2023-12-31 575,888 $4,434,000 64,779
   Allspring Global Investments Holdings LLC - 2023-12-31 300,075 $2,311,000 0
   MORGAN STANLEY 4484 - 2023-12-31 225,572 $1,737,000 -212,256
   Pathstone Holdings LLC 799 - 2023-12-31 218,033 $1,679,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 1816 - 2023-12-31 203,990 $1,571,000 -32,887
   Logan Stone Capital LLC 79 - 2023-12-31 203,510 $1,567,000 42,584
   LPL FINANCIAL CORP 2758 - 2023-12-31 173,278 $1,334,000 -13,385
   WHITTIER TRUST CO OF NEVADA INC 259 - 2023-12-31 159,135 $1,225,000 -41,695
   Tortoise Investment Management LLC 109 - 2023-12-31 132,172 $1,018,000 -49,333
   WHITTIER TRUST CO 388 - 2023-12-31 107,557 $828,000 -29,318
   CNH PARTNERS LLC 256 - 2023-12-31 97,954 $754,000 4,332
   UBS Group AG 3643 - 2023-12-31 95,381 $734,000 -4,135
   ROBINSON CAPITAL MANAGEMENT LLC 68 - 2023-12-31 87,550 $677,000 0
   Strategic Financial Group LLC - 2023-12-31 84,900 $654,000 4,572
   Almitas Capital LLC 78 - 2023-12-31 73,762 $568,000 17,159
   ROCK POINT ADVISORS LLC 60 - 2023-12-31 68,550 $528,000 -14,650
   Summit Financial Wealth Advisors LLC 78 - 2023-12-31 64,206 $494,000 0
   ADVISOR PARTNERS II LLC 764 *New 2023-09-30 62,979 $451,000 62,979
   BROOKLYN CAPITAL MANAGEMENT LLC 93 - 2023-12-31 52,697 $391,000 4,065
   ROYAL BANK OF CANADA 3872 - 2023-12-31 49,936 $385,000 -14,107
   KEMPNER CAPITAL MANAGEMENT LTD - 2023-12-31 47,800 $368,000 0
   WELLS FARGO & CO/MN 3540 - 2023-12-31 46,929 $361,000 4,118
   RAYMOND JAMES & ASSOCIATES 3269 - 2023-12-31 36,373 $280,000 19,165
   SAR WEALTH MANAGEMENT GROUP LLC 35 - 2023-12-31 34,740 $267,000 0
   CITADEL ADVISORS LLC 4193 *New 2023-12-31 33,852 $261,000 33,852
   Fort Point Capital Partners LLC 277 - 2023-12-31 24,713 $190,000 8,425
   STIFEL FINANCIAL CORP 3061 - 2023-12-31 23,767 $183,000 102
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4944 - 2023-12-31 22,967 $177,000 5,777
   MELFA WEALTH MANAGEMENT LLC - 2023-12-31 22,747 $175,000 0
   Wealthcare Advisory Partners LLC 717 - 2023-12-31 22,791 $175,000 -1,134
   MERCER GLOBAL ADVISORS INC /ADV 1863 - 2023-12-31 21,373 $165,000 -920
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3010 - 2023-12-31 21,292 $164,000 -3,847
   MARINER WEALTH ADVISORS, LLC 2744 - 2023-12-31 20,619 $159,000 0
   Aquire Wealth Advisors LLC 40 - 2023-12-31 19,660 $151,000 0
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 740 *New 2023-12-31 18,962 $146,000 18,962
   ENVESTNET ASSET MANAGEMENT INC 3866 - 2023-12-31 18,640 $144,000 -99,176
   FINANCIAL NETWORK 2597 - 2023-12-31 18,402 $142,000 4,990
   CREATIVE PLANNING 2513 - 2023-12-31 17,663 $136,000 0
   HIGHTOWER ADVISORS, LLC 3059 - 2023-12-31 18,522 $126,000 6,539
   CHARTER TRUST CO 253 - 2023-12-31 15,110 $116,000 0
   FIRST TRUST ADVISORS LP 2324 - 2023-12-31 14,840 $114,000 -7,769
   PROVISE MANAGEMENT GROUP LLC 337 - 2023-12-31 13,750 $106,000 -12,000
   TRUE Private Wealth Advisors 288 - 2023-12-31 12,210 $94,000 0
   NARWHAL CAPITAL MANAGEMENT - 2023-12-31 10,661 $82,000 172
   Advisor Group Holdings Inc. 4778 - 2023-12-31 7,425 $57,000 -3,605
   BANK OF AMERICA CORP /DE/ 5517 - 2023-12-31 5,935 $46,000 -1,582
   WOLVERINE ASSET MANAGEMENT LLC 695 - 2023-12-31 5,000 $39,000 2,597
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC *New 2023-12-31 1,433 $11,000 1,433
   US BANCORP 3327 - 2023-12-31 1,000 $8,000 0
   Steward Partners Investment Advisory LLC 2790 - 2023-12-31 1,007 $8,000 0
   J P MORGAN CHASE & CO 5245 - 2023-12-31 574 $4,000 -53
   SOA Wealth Advisors LLC. 623 - 2023-12-31 483 $4,000 0
   Spire Wealth Management 2069 - 2023-12-31 330 $3,000 0
   Goss Wealth Management LLC 3267 - 2023-12-31 424 $3,000 0
   BESSEMER GROUP INC 2017 - 2023-12-31 248 $2,000 46
   COMERICA BANK 3504 - 2023-12-31 135 $1,000 116
   FNY Investment Advisers LLC 452 *Closed 2023-12-31 0 $0 -50
   Connecticut Wealth Management LLC 322 *Closed 2023-12-31 0 $0 -13,600
   BENJAMIN EDWARDS INC 628 *Closed 2023-12-31 0 $0 -2,526
   CAPTRUST FINANCIAL ADVISORS 2699 *Closed 2023-12-31 0 $0 -17,869
   PARK AVENUE SECURITIES LLC 1343 *Closed 2023-12-31 0 $0 -92,836
   PROEQUITIES INC. 7029 - 2023-12-31 0 $0 0
   KARPUS MANAGEMENT INC 281 *Closed 2023-12-31 0 $0 -40,000
   PNC FINANCIAL SERVICES GROUP INC 4509 *Closed 2023-12-31 0 $0 -5,108
   Integrated Capital Management Inc. 82 *Closed 2023-12-31 0 $0 -17,111
   MML INVESTORS SERVICES LLC 2514 *Closed 2023-12-31 0 $0 -10,422
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3303 *Closed 2023-12-31 0 $0 -29,896
   SkyView Investment Advisors LLC 401 *Closed 2023-12-31 0 $0 -95,475

  71 Records found
  1    
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