Western Asset Intermediate Muni Fund Inc.
SBI- Exchange
- NYSE
- SEC CIK
- 0000882300
No open-market purchases or sales by Western Asset Intermediate Muni Fund Inc. insiders were filed in the last 90 days; 59 institutions reported holding it in 13F filings for Q2 2026, worth $49.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 59
- −3 vs. Q1 2026
- Shares held
- 6.29M
- +296.8K (+5.0%) vs. Q1 2026
- Total value
- $49.5M
- +$3.48M (+7.6%) vs. Q1 2026
- New holders
- 9
- 21 more added
- Sold out
- 12
- 18 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SBI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 59 | $49.5M |
| Q1 2026 | 62 | $46.0M |
| Q4 2025 | 55 | $45.3M |
| Q3 2025 | 57 | $46.9M |
| Q2 2025 | 57 | $45.9M |
| Q1 2025 | 60 | $48.2M |
| Q4 2024 | 58 | $53.4M |
| Q3 2024 | 58 | $56.1M |
| Q2 2024 | 58 | $53.9M |
| Q1 2024 | 57 | $60.0M |
| Q4 2023 | 60 | $56.5M |
| Q3 2023 | 67 | $50.6M |
| Q2 2023 | 60 | $50.0M |
| Q1 2023 | 64 | $51.2M |
| Q4 2022 | 60 | $47.8M |
| Q3 2022 | 63 | $45.3M |
| Q2 2022 | 60 | $46.7M |
| Q1 2022 | 60 | $49.5M |
| Q4 2021 | 60 | $54.8M |
| Q3 2021 | 55 | $54.4M |
| Q2 2021 | 56 | $55.4M |
| Q1 2021 | 60 | $51.8M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,231,561 | $9.69M | 0.46% | +43,628+3.7% | Added |
| Wells Fargo & Company | 369,413 | $2.91M | 0.00% | +7,158+2.0% | Added |
| Morgan Stanley | 300,091 | $2.36M | 0.00% | −12,209−3.9% | Reduced |
| 1607 Capital Partners, LLC | 297,028 | $2.34M | 0.20% | −140,773−32.2% | Reduced |
| Guggenheim Capital LLC | 279,800 | $2.20M | 0.01% | −17,124−5.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 275,915 | $2.17M | 0.06% | +185,385+204.8% | Added |
| Invesco Ltd. | 261,002 | $2.05M | 0.00% | +144+0.1% | Added |
| Robinson Capital Management, LLC | 227,014 | $1.79M | 0.79% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 204,801 | $1.61M | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 192,062 | $1.51M | 0.00% | +1,000+0.5% | Added |
| Cetera Investment Advisers | 191,371 | $1.51M | 0.00% | +10,686+5.9% | Added |
| Raymond James Financial Inc | 183,045 | $1.44M | 0.00% | +247+0.1% | Added |
| Carson Advisory Inc. | 165,297 | $1.30M | 0.60% | −3,300−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 161,715 | $1.27M | 0.00% | +67,722+72.1% | Added |
| Pathstone Holdings, LLC | 157,478 | $1.24M | 0.00% | −5,730−3.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 152,313 | $1.20M | 0.00% | −19,738−11.5% | Reduced |
| Sit Investment Associates Inc | 110,494 | $870.0K | 0.02% | +82,566+295.6% | Added |
| Ariadne Wealth Management, LP | 100,869 | $793.8K | 0.35% | +100,869 | New |
| LPL Financial LLC | 97,699 | $768.9K | 0.00% | +8,535+9.6% | Added |
| Whipplewood Advisors, LLC | 91,425 | $719.5K | 0.48% | −449−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 87,692 | $690.0K | 0.00% | +56,905+184.8% | Added |
| UBS Group AG | 82,174 | $646.7K | 0.00% | +4,931+6.4% | Added |
| Whittier Trust Co of Nevada Inc | 79,576 | $619.9K | 0.01% | −1,970−2.4% | Reduced |
| Royal Bank of Canada | 71,904 | $566.0K | 0.00% | +4,407+6.5% | Added |
| Rock Point Advisors, LLC | 64,425 | $507.0K | 0.12% | −2,500−3.7% | Reduced |
| Warren Averett Asset Management, LLC | 55,779 | $439.0K | 0.00% | −4,184−7.0% | Reduced |
| Traub Capital Management LLC | 55,335 | $435.5K | 0.39% | −31,504−36.3% | Reduced |
| Stratos Wealth Partners, LTD. | 51,000 | $401.4K | 0.00% | +51,000 | New |
| Thomas J. Herzfeld Advisors, Inc. | 47,641 | $374.9K | 0.12% | +47,641 | New |
| Riverbridge Partners LLC | 46,630 | $367.0K | 0.01% | −1,604−3.3% | Reduced |
| Northwest Financial Advisors | 46,471 | $365.7K | 0.05% | +100.0% | Added |
| Melfa Wealth Management, LLC | 46,347 | $364.8K | 0.20% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 44,763 | $352.3K | 0.16% | +10,340+30.0% | Added |
| Bank of New York Mellon Corp | 41,045 | $323.0K | 0.00% | −20,002−32.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 40,556 | $319.2K | 0.04% | −2,000−4.7% | Reduced |
| Whittier Trust Co | 40,378 | $316.6K | 0.00% | −1,018−2.5% | Reduced |
| IHT Wealth Management, LLC | 37,754 | $297.1K | 0.01% | +11,841+45.7% | Added |
| Rothschild Investment LLC | 37,500 | $295.1K | 0.01% | +25,000+200.0% | Added |
| Castle Wealth Management LLC | 32,451 | $255.4K | 0.08% | 00.0% | Unchanged |
| Stephens Inc | 25,500 | $200.7K | 0.00% | +700+2.8% | Added |
| Janney Montgomery Scott LLC | 22,850 | $180.0K | 0.00% | +3,000+15.1% | Added |
| Basepoint Wealth LLC | 20,833 | $164.0K | 0.09% | −7,251−25.8% | Reduced |
| Mariner, LLC | 19,618 | $154.4K | 0.00% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 18,143 | $142.8K | 0.00% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 17,477 | $137.5K | 0.13% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 15,711 | $123.6K | 0.02% | −1,098−6.5% | Reduced |
| Charter Trust Co | 15,110 | $118.9K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 12,950 | $101.9K | 0.00% | +12,950 | New |
| GatePass Capital, LLC | 12,500 | $98.4K | 0.04% | +2,500+25.0% | Added |
| 49 Wealth Management, LLC | 10,677 | $84.0K | 0.02% | +10,677 | New |
| Alongside, LLC | 10,677 | $84.0K | 0.02% | +10,677 | New |
| Clear Street Group Inc. | 8,820 | $69.4K | 0.00% | +8,820 | New |
| Steward Partners Investment Advisory, LLC | 5,015 | $39.5K | 0.00% | −2,850−36.2% | Reduced |
| Penserra Capital Management LLC | 4,362 | $34.0K | 0.00% | +2,908+200.0% | Added |
| CoreCap Advisors, LLC | 4,100 | $32.3K | 0.00% | +4,100 | New |
| Gill Capital Partners, LLC | 3,256 | $25.6K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,000 | $7.87K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 483 | $3.80K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8 | $63 | 0.00% | +8 | New |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −50,251−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −42,005−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −40,318−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −22,035−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,061−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −10,430−100.0% | Sold out |
| Hamrick Investment Counsel, llc | 0 | $0 | 0.00% | −10,306−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −10,197−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,639−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −330−100.0% | Sold out |