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SBI

Western Asset Intermediate Muni Fund

Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$13.5M -$279K -28,763 -2%
KIM
2
Karpus Investment Management
New York
$7.27M -$183K -18,921 -2%
WTC
3
WhitTier Trust Company
Nevada
$3.33M +$107K +11,049 +3%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.96M +$2.97M +306,595 New
PPA
5
Parametric Portfolio Associates
Washington
$2.93M -$58.3K -6,021 -2%
WT
6
Whittier Trust
California
$2.58M +$167K +17,269 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.36M +$163K +16,800 +7%
Morgan Stanley
8
Morgan Stanley
New York
$1.95M +$93.8K +9,680 +5%
RCM
9
Rivernorth Capital Management
Florida
$1.93M +$68.2K +7,040 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.62M +$98.9K +10,206 +6%
LPL Financial
11
LPL Financial
California
$1.24M +$310K +31,998 +33%
PAS
12
Park Avenue Securities
New York
$1.01M +$83.8K +8,646 +9%
RCM
13
Robinson Capital Management
Michigan
$1.01M
First Trust Advisors
14
First Trust Advisors
Illinois
$979K +$30.7K +3,171 +3%
SFG
15
StrategIQ Financial Group
Indiana
$878K +$12K +1,240 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$693K -$7.35K -759 -1%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$678K
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$596K
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$502K +$371K +38,264 +276%
KCM
20
Kempner Capital Management
Texas
$461K
UBS Group
21
UBS Group
Switzerland
$432K +$129K +13,312 +42%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$431K +$58 +6 +0%
Osaic Holdings
23
Osaic Holdings
Arizona
$427K +$1.54K +159 +0.4%
Mariner
24
Mariner
Kansas
$364K
Wells Fargo
25
Wells Fargo
California
$333K -$2.94M -303,744 -90%