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SBI

Western Asset Intermediate Muni Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.59M +$236K +24,173 +7%
AAM
2
Advisors Asset Management
Colorado
$2.01M -$103K -10,530 -5%
WT
3
Whittier Trust
California
$1.64M +$222K +22,726 +16%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.36M +$17.1K +1,750 +1%
WTC
5
WhitTier Trust Company
Nevada
$1.32M +$263K +26,970 +25%
TIM
6
Tortoise Investment Management
New York
$998K
Wells Fargo
7
Wells Fargo
California
$995K +$19.2K +1,971 +2%
First Trust Advisors
8
First Trust Advisors
Illinois
$948K -$19.1K -1,960 -2%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$741K +$611K +62,624 +469%
UBS Group
10
UBS Group
Switzerland
$673K +$673K +69,012 New
RJA
11
Raymond James & Associates
Florida
$653K +$22.1K +2,263 +4%
KCM
12
Kempner Capital Management
Texas
$467K
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$286K
LPL Financial
14
LPL Financial
California
$229K +$79.9K +8,200 +54%
Bank of America
15
Bank of America
North Carolina
$199K
B
16
Baird
Wisconsin
$197K
BFEC
17
Benjamin F. Edwards & Company
Missouri
$176K +$1.19K +122 +0.7%
CWM
18
Concert Wealth Management
California
$174K +$174K +17,869 New
SC
19
Stratford Consulting
Texas
$166K +$2.02K +207 +1%
T
20
Thomaspartners
Massachusetts
$146K +$146K +15,000 New
PMG
21
ProVise Management Group
Florida
$138K
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$123K
OC
23
Oppenheimer & Co
New York
$113K +$113K +11,565 New
FM
24
Foster & Motley
Ohio
$108K -$18.5K -1,900 -15%
SIA
25
Sit Investment Associates
Minnesota
$98K