We are live on ! Find out more
SBI

Western Asset Intermediate Muni Fund

Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$8.83M -$39.5K -4,700 -0.5%
Wells Fargo
2
Wells Fargo
California
$5.32M -$67.6K -8,048 -1%
Morgan Stanley
3
Morgan Stanley
New York
$4.81M -$270K -32,177 -5%
RCM
4
Robinson Capital Management
Michigan
$2.99M +$2.93M +348,305 New
WTC
5
WhitTier Trust Company
Nevada
$2.69M +$70.6K +8,394 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.49M +$7.65K +910 +0.3%
WT
7
Whittier Trust
California
$2.1M +$35.1K +4,172 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.8M -$225K -26,757 -11%
PPA
9
Parametric Portfolio Associates
Washington
$1.78M +$170K +20,179 +11%
RJA
10
Raymond James & Associates
Florida
$1.36M +$121K +14,366 +10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.28M +$312K +37,139 +33%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$1.22M -$377K -44,855 -24%
AAM
13
Advisors Asset Management
Colorado
$1.01M -$7.34K -873 -0.7%
SFG
14
StrategIQ Financial Group
Indiana
$810K +$36.7K +4,369 +5%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$667K +$655K +77,944 New
BlackRock
16
BlackRock
New York
$664K +$652K +77,574 New
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$642K -$84.9K -10,100 -12%
Bank of America
18
Bank of America
North Carolina
$589K +$361K +43,000 +167%
PAS
19
Park Avenue Securities
New York
$587K +$577K +68,618 New
ACA
20
Ackerman Capital Advisors
Texas
$556K +$349K +41,507 +177%
First Trust Advisors
21
First Trust Advisors
Illinois
$462K +$2.25K +268 +0.5%
Osaic Holdings
22
Osaic Holdings
Arizona
$415K -$365K -43,384 -47%
KCM
23
Kempner Capital Management
Texas
$409K
UBS Group
24
UBS Group
Switzerland
$371K -$28K -3,336 -7%
AA
25
AQR Arbitrage
Connecticut
$371K +$44.5K +5,298 +14%