SBI
Western Asset Intermediate Muni Fund Inc.
1W: +0.6%
1M: -7.0%
3M: -10.2%
YTD: -7.7%
1Y: -10.7%
3Y: +10.3%
5Y: -14.6%
$7.01
+0.00 (+0.00%)
Weekly Expected Move ±1.6%
$7
$7
$7
$7
$7
Institutional Ownership — SBI
71
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
49M
Total Invested
9
New Positions
21
Increased
30
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (72 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1,231,561 | $9M | +43,628 | +3.7% | 22Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 369,413 | $3M | +7,158 | +2.0% | 79Q | SEC ↗ |
| 3 | MORGAN STANLEY | 300,091 | $2M | -12,209 | -3.9% | 60Q | SEC ↗ |
| 4 | 1607 Capital Partners, LLC | 297,028 | $2M | -140,773 | -32.2% | 32Q | SEC ↗ |
| 5 | GUGGENHEIM CAPITAL LLC | 279,800 | $2M | -17,124 | -5.8% | 8Q | SEC ↗ |
| 6 | Hennion & Walsh Asset Management, Inc. | 275,915 | $2M | +185,385 | +204.8% | 2Q | SEC ↗ |
| 7 | Invesco Ltd. | 261,002 | $2M | +144 | +0.1% | 7Q | SEC ↗ |
| 8 | ROBINSON CAPITAL MANAGEMENT, LLC | 227,014 | $2M | — | +0.0% | 6Q | SEC ↗ |
| 9 | WHITEBOX ADVISORS LLC | 204,801 | $1M | — | +0.0% | 10Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 192,062 | $1M | +1,000 | +0.5% | 35Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 191,371 | $1M | +10,686 | +5.9% | 10Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 183,045 | $1M | +247 | +0.1% | 7Q | SEC ↗ |
| 13 | Carson Advisory Inc. | 165,297 | $1M | -3,300 | -2.0% | 8Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 161,715 | $1M | +67,722 | +72.1% | 26Q | SEC ↗ |
| 15 | Pathstone Holdings, LLC | 157,478 | $1M | -5,730 | -3.5% | 11Q | SEC ↗ |
| 16 | Allspring Global Investments Holdings, | 152,313 | $1M | -19,738 | -11.5% | 19Q | SEC ↗ |
| 17 | SIT INVESTMENT ASSOCIATES INC | 110,494 | $775K | +82,566 | +295.6% | 14Q | SEC ↗ |
| 18 | Ariadne Wealth Management, LP NEW | 100,869 | $707K | — | +0.0% | 1Q | SEC ↗ |
| 19 | LPL Financial LLC | 97,699 | $685K | +8,535 | +9.6% | 25Q | SEC ↗ |
| 20 | Whipplewood Advisors, LLC | 91,425 | $641K | -449 | -0.5% | 7Q | SEC ↗ |
| 21 | UBS Group AG | 82,174 | $576K | +4,931 | +6.4% | 47Q | SEC ↗ |
| 22 | WHITTIER TRUST CO OF NEVADA INC | 79,576 | $558K | -1,970 | -2.4% | 59Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 71,904 | $504K | +4,407 | +6.5% | 47Q | SEC ↗ |
| 24 | Rock Point Advisors, LLC | 64,425 | $452K | -2,500 | -3.7% | 20Q | SEC ↗ |
| 25 | Waverly Advisors, LLC | 55,779 | $391K | -4,184 | -7.0% | 10Q | SEC ↗ |
| 26 | Traub Capital Management LLC | 55,335 | $388K | -31,504 | -36.3% | 5Q | SEC ↗ |
| 27 | Stratos Wealth Partners, LTD. NEW | 51,000 | $358K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Thomas J. Herzfeld Advisors, Inc. NEW | 47,641 | $334K | — | +0.0% | 1Q | SEC ↗ |
| 29 | RIVERBRIDGE PARTNERS LLC | 46,630 | $327K | -1,604 | -3.3% | 4Q | SEC ↗ |
| 30 | Northwest Financial Advisors | 46,471 | $326K | +10 | +0.0% | 6Q | SEC ↗ |
| 31 | MELFA WEALTH MANAGEMENT, INC. | 46,347 | $325K | — | +0.0% | 15Q | SEC ↗ |
| 32 | Noble Wealth Management PBC | 44,763 | $314K | +10,340 | +30.0% | 4Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 43,846 | $307K | +13,059 | +42.4% | 3Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 41,045 | $288K | -20,002 | -32.8% | 9Q | SEC ↗ |
| 35 | Summit Financial Wealth Advisors, LLC | 40,556 | $284K | -2,000 | -4.7% | 41Q | SEC ↗ |
| 36 | WHITTIER TRUST CO | 40,378 | $283K | -1,018 | -2.5% | 59Q | SEC ↗ |
| 37 | IHT Wealth Management, LLC | 37,754 | $265K | +11,841 | +45.7% | 6Q | SEC ↗ |
| 38 | ROTHSCHILD INVESTMENT LLC | 37,500 | $263K | +25,000 | +200.0% | 8Q | SEC ↗ |
| 39 | CASTLE WEALTH MANAGEMENT LLC | 32,451 | $227K | — | +0.0% | 4Q | SEC ↗ |
| 40 | STEPHENS INC /AR | 25,500 | $179K | +700 | +2.8% | 8Q | SEC ↗ |
| 41 | Janney Montgomery Scott LLC | 22,850 | $160K | +3,000 | +15.1% | 4Q | SEC ↗ |
| 42 | Basepoint Wealth LLC | 20,833 | $146K | -7,251 | -25.8% | 19Q | SEC ↗ |
| 43 | Mariner, LLC | 19,618 | $138K | — | +0.0% | 20Q | SEC ↗ |
| 44 | Savvy Advisors, Inc. | 18,143 | $127K | — | +0.0% | 2Q | SEC ↗ |
| 45 | Closed-End Fund Advisors, Inc. | 17,477 | $123K | — | +0.0% | 3Q | SEC ↗ |
| 46 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 15,711 | $110K | -1,098 | -6.5% | 11Q | SEC ↗ |
| 47 | BAR HARBOR WEALTH MANAGEMENT | 15,110 | $106K | — | +0.0% | 35Q | SEC ↗ |
| 48 | ENVESTNET ASSET MANAGEMENT INC NEW | 12,950 | $91K | — | +0.0% | 1Q | SEC ↗ |
| 49 | GatePass Capital, LLC | 12,500 | $88K | +2,500 | +25.0% | 7Q | SEC ↗ |
| 50 | ALONGSIDE, LLC NEW | 10,677 | $75K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Ariadne Wealth Management, LP | 100,869 | $707K |
| Stratos Wealth Partners, LTD. | 51,000 | $358K |
| Thomas J. Herzfeld Advisors, Inc. | 47,641 | $334K |
| ENVESTNET ASSET MANAGEMENT INC | 12,950 | $91K |
| 49 WEALTH MANAGEMENT, LLC | 10,677 | $75K |
| ALONGSIDE, LLC | 10,677 | $75K |
| Clear Street Group Inc. | 8,820 | $62K |
| CoreCap Advisors, LLC | 4,100 | $29K |
| Global Retirement Partners, LLC | 8 | $0K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 50,251 | $352K |
| Concorde Asset Management, LLC | 42,005 | $294K |
| Logan Stone Capital, LLC | 40,318 | $283K |
| WOLVERINE ASSET MANAGEMENT LLC | 25,480 | $179K |
| Private Advisor Group, LLC | 22,035 | $154K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,061 | $85K |
| HighTower Advisors, LLC | 10,430 | $73K |
| Hamrick Investment Counsel, llc | 10,306 | $72K |
| Allworth Financial LP | 3,000 | $21K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 2,639 | $18K |
| MAI Capital Management | 675 | $5K |
| Spire Wealth Management | 330 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Hennion & Walsh Asset Management, I | +185,385 | +204.8% | 275,915 |
| SIT INVESTMENT ASSOCIATES INC | +82,566 | +295.6% | 110,494 |
| OSAIC HOLDINGS, INC. | +67,722 | +72.1% | 161,715 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | +43,628 | +3.7% | 1,231,561 |
| ROTHSCHILD INVESTMENT LLC | +25,000 | +200.0% | 37,500 |
| Cambridge Investment Research Advis | +13,059 | +42.4% | 43,846 |
| IHT Wealth Management, LLC | +11,841 | +45.7% | 37,754 |
| Cetera Investment Advisers | +10,686 | +5.9% | 191,371 |
| Noble Wealth Management PBC | +10,340 | +30.0% | 44,763 |
| LPL Financial LLC | +8,535 | +9.6% | 97,699 |
| WELLS FARGO & COMPANY/MN | +7,158 | +2.0% | 369,413 |
| UBS Group AG | +4,931 | +6.4% | 82,174 |
| ROYAL BANK OF CANADA | +4,407 | +6.5% | 71,904 |
| Janney Montgomery Scott LLC | +3,000 | +15.1% | 22,850 |
| Penserra Capital Management LLC | +2,908 | +200.0% | 4,362 |
| GatePass Capital, LLC | +2,500 | +25.0% | 12,500 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,000 | +0.5% | 192,062 |
| STEPHENS INC /AR | +700 | +2.8% | 25,500 |
| RAYMOND JAMES FINANCIAL INC | +247 | +0.1% | 183,045 |
| Invesco Ltd. | +144 | +0.1% | 261,002 |
Biggest Decreases (19)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| 1607 Capital Partners, LLC | -140,773 | -32.2% | 297,028 |
| Traub Capital Management LLC | -31,504 | -36.3% | 55,335 |
| Bank of New York Mellon Corp | -20,002 | -32.8% | 41,045 |
| Allspring Global Investments Holdin | -19,738 | -11.5% | 152,313 |
| GUGGENHEIM CAPITAL LLC | -17,124 | -5.8% | 279,800 |
| MORGAN STANLEY | -12,209 | -3.9% | 300,091 |
| Basepoint Wealth LLC | -7,251 | -25.8% | 20,833 |
| Pathstone Holdings, LLC | -5,730 | -3.5% | 157,478 |
| Waverly Advisors, LLC | -4,184 | -7.0% | 55,779 |
| Carson Advisory Inc. | -3,300 | -2.0% | 165,297 |
| Steward Partners Investment Advisor | -2,850 | -36.2% | 5,015 |
| Rock Point Advisors, LLC | -2,500 | -3.7% | 64,425 |
| Summit Financial Wealth Advisors, L | -2,000 | -4.7% | 40,556 |
| WHITTIER TRUST CO OF NEVADA INC | -1,970 | -2.4% | 79,576 |
| RIVERBRIDGE PARTNERS LLC | -1,604 | -3.3% | 46,630 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | -1,098 | -6.5% | 15,711 |
| WHITTIER TRUST CO | -1,018 | -2.5% | 40,378 |
| MERCER GLOBAL ADVISORS INC /ADV | -690 | -6.8% | 9,507 |
| Whipplewood Advisors, LLC | -449 | -0.5% | 91,425 |