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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
   1607 CAPITAL PARTNERS, LLC 39 - 2023-12-31 1,363,762 $10,501,000 -8,425
   MORGAN STANLEY 4484 - 2023-12-31 225,572 $1,737,000 -212,256
   COMMONWEALTH EQUITY SERVICES LLC. 1816 - 2023-12-31 203,990 $1,571,000 -32,887
   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
   UBS Group AG 3643 - 2023-12-31 95,381 $734,000 -4,135
   ROCK POINT ADVISORS LLC 60 - 2023-12-31 68,550 $528,000 -14,650
   ROYAL BANK OF CANADA 3872 - 2023-12-31 49,936 $385,000 -14,107
   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
   ENVESTNET ASSET MANAGEMENT INC 3866 - 2023-12-31 18,640 $144,000 -99,176
   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
   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
   J P MORGAN CHASE & CO 5245 - 2023-12-31 574 $4,000 -53
  18 Records found
  1    
  Page 1 of 1
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