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Western Asset Intermediate Muni Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.47M +$6.7K +701 +0.1%
Whittier Trust
2
Whittier Trust
California
$1.38M +$96.5K +10,097 +7%
Raymond James & Associates
3
Raymond James & Associates
Florida
$1.29M +$86.4K +9,041 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.26M +$91.7K +9,588 +8%
SFWA
5
Summit Financial Wealth Advisors
Louisiana
$929K -$59.8K -6,250 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$772K +$690K +72,207 +831%
WhitTier Trust Company
7
WhitTier Trust Company
Nevada
$760K -$50.7K -5,300 -6%
Ladenburg Thalmann Financial Services
8
Ladenburg Thalmann Financial Services
Florida
$750K – – –
Raymond James Financial Services Advisors
9
Raymond James Financial Services Advisors
Florida
$721K -$2.7K -282 -0.4%
First Trust Advisors
10
First Trust Advisors
Illinois
$622K +$90.6K +9,479 +17%
Wells Fargo
11
Wells Fargo
California
$608K -$35.2K -3,677 -5%
UBS Group
12
UBS Group
Switzerland
$538K -$206K -21,507 -28%
KCM
13
Kempner Capital Management
Texas
$456K – – –
DA
14
Doliver Advisors
Texas
$409K -$4.51K -472 -1%
Horizon Kinetics
15
Horizon Kinetics
New York
$381K +$88.8K +9,290 +30%
Bank of America
16
Bank of America
North Carolina
$373K +$6.24K +653 +2%
TIM
17
Tortoise Investment Management
New York
$343K – – –
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$315K +$99.7K +10,424 +46%
Ameriprise
19
Ameriprise
Minnesota
$307K +$308K +32,206 New
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$280K -$4.88K -511 -2%
MML Investors Services
21
MML Investors Services
Massachusetts
$276K +$276K +28,911 New
PMG
22
ProVise Management Group
Florida
$247K -$3.35K -350 -1%
LPL Financial
23
LPL Financial
California
$193K +$344 +36 +0.2%
Curi RMB Capital
24
Curi RMB Capital
Illinois
$184K -$166K -17,318 -47%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$181K +$143K +15,000 +375%