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Get Institutions for : 
Western Asset Intermediate Muni Fund Inc (SBI)  
$7.66 0.02 (0.26%) as of 4:30 Fri 4/26


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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  : 
0.28 (3.79%)  




 
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
   Allspring Global Investments Holdings LLC 1135 - 2024-03-31 300,075 $2,377,000 0
   ROBINSON CAPITAL MANAGEMENT LLC 68 - 2023-12-31 87,550 $677,000 0
   Summit Financial Wealth Advisors LLC 78 - 2023-12-31 64,206 $494,000 0
   KEMPNER CAPITAL MANAGEMENT LTD 45 - 2024-03-31 47,800 $379,000 0
   MELFA WEALTH MANAGEMENT LLC - 2023-12-31 22,747 $175,000 0
   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
   CREATIVE PLANNING 2513 - 2023-12-31 17,663 $136,000 0
   CHARTER TRUST CO 253 - 2023-12-31 15,110 $116,000 0
   TRUE Private Wealth Advisors 288 - 2023-12-31 12,210 $94,000 0
   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
   SOA Wealth Advisors LLC. 637 - 2024-03-31 483 $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
   PROEQUITIES INC. 7029 - 2023-12-31 0 $0 0

  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results