I
Intermediate Municipal Income
TAXE • XNAS
Intermediate Municipal Income is a publicly traded company on XNAS. As of Q3 2025, 5 institutional investors hold shares in this company, with total holdings valued at $5.5M. Well Done, LLC is the largest holder with a position valued at $2.9M.
Overview
Overview of institutional ownership in TAXE as of Q3 2025
All Institutions
- Institutions
- 5
- Value Held
- $5.5M
- Shares Held
- 108.2K
- Avg Position
- $1.1M
- Median Position
- $893.4K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in TAXE as of Q3 2025
| Institution | Position Value |
|---|---|
 Well Done, LLC RIA/Wealth | $2.9M 0.49% of portfolio |
J JANE STREET GROUP, LLC Institution | $1.2M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $893.4K 0.00% of portfolio |
 BB&T CORP Institution | $231.1K 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $230.8K 0.00% of portfolio |
 Fundamentun, LLC RIA/Wealth | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for TAXE in Q3 2025
- Traded
- +$1.9M
- Buyers
- 5
- Sellers
- 1
- Total Bought
- +$3.7M
- Total Sold
- −$1.8M
- Avg Position
- $914.5K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Well Done, LLC RIA/Wealth | +$1.6M +31.9K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$893.4K +17.6K shares |
J JANE STREET GROUP, LLC Institution | +$763.7K +15.1K shares |
BB&T CORP Institution | +$231.1K +4.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$230.8K +4.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Fundamentun, LLC RIA/Wealth | −$1.8M −36.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited TAXE in Q3 2025
- New Positions
- 3
- New Value
- $1.4M
- Exited Positions
- 1
- Exited Value
- $1.8M
New Positions
| Institution | Position Value |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $893.4K 17.6K shares |
BB&T CORP Institution | $231.1K 4.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $230.8K 4.6K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Fundamentun, LLC RIA/Wealth | $1.8M 36.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in TAXE as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with TAXE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Well Done, LLC RIA/Wealth | 0.49% $2.9M |
J JANE STREET GROUP, LLC Institution | 0.00% $1.2M |
BB&T CORP Institution | 0.00% $231.1K |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | 0.00% $893.4K |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | 0.00% $230.8K |
Fundamentun, LLC RIA/Wealth | 0.00% - |