SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

56 hedge funds and large institutions have $55.7M invested in Western Asset Intermediate Muni Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$1.24M
2
GC
2
Guggenheim Capital
Illinois
$1M
3
SIA
3
Sit Investment Associates
Minnesota
$10.5M
4
CA
4
Carson Advisory
Georgia
$733K
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.22M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$5.15M
2
AGM
2
Alpine Global Management
New York
$0
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$1.77M
4
SCM
4
Saba Capital Management
New York
$1.03M
5
FPCP
5
Fort Point Capital Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$339K +$4.98K +607 +1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$308K -$27.9K -3,404 -8%
MWM
28
Melfa Wealth Management
Massachusetts
$283K +$96.4K +11,750 +52%
BI
29
Bulldog Investors
New Jersey
$214K – – –
SI
30
Stephens Inc
Arkansas
$203K +$203K +24,750 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$202K +$12.7K +1,550 +7%
ATPW
32
Ashton Thomas Private Wealth
Arizona
$184K – – –
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$182K – – –
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$180K +$697 +85 +0.4%
AWA
35
Aquire Wealth Advisors
Utah
$161K – – –
Mariner
36
Mariner
Kansas
$161K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$147K +$87.8K +10,710 +150%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$134K -$55K -6,706 -29%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$129K – – –
BHWM
40
Bar Harbor Wealth Management
New Hampshire
$124K – – –
SWMG
41
Sard Wealth Management Group
Georgia
$123K – – –
SIA
42
SkyView Investment Advisors
New Jersey
$115K -$41K -5,018 -26%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$110K +$25 +3 +0%
RIL
44
Rothschild Investment LLC
Illinois
$103K +$103K +12,500 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$93.4K +$93.4K +11,386 New
Nomura Holdings
46
Nomura Holdings
Japan
$90.3K -$95K -11,583 -51%
HighTower Advisors
47
HighTower Advisors
Illinois
$90K +$16.7K +2,295 +23%
KAS
48
Kestra Advisory Services
Texas
$88.2K – – –
PMG
49
ProVise Management Group
Florida
$88.2K – – –
Bank of America
50
Bank of America
North Carolina
$63.7K +$22.4K +2,733 +54%
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