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 $49.1M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Jun 30, 2021. 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
- 56
- −4 vs. Q1 2021
- Shares held
- 5.67M
- +13.9K (+0.2%) vs. Q1 2021
- Total value
- $55.4M
- +$3.92M (+7.6%) vs. Q1 2021
- New holders
- 3
- 22 more added
- Sold out
- 7
- 14 more reduced
Compare with Q1 2021: 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 | $49.1M |
| Q1 2026 | 62 | $46.0M |
| Q4 2025 | 55 | $45.3M |
| Q3 2025 | 57 | $46.9M |
| Q2 2025 | 57 | $45.7M |
| Q1 2025 | 60 | $48.2M |
| Q4 2024 | 58 | $53.4M |
| Q3 2024 | 58 | $56.1M |
| Q2 2024 | 58 | $53.9M |
| Q1 2024 | 57 | $55.9M |
| Q4 2023 | 60 | $54.7M |
| Q3 2023 | 67 | $50.6M |
| Q2 2023 | 60 | $50.0M |
| Q1 2023 | 64 | $51.2M |
| Q4 2022 | 60 | $47.8M |
| Q3 2022 | 63 | $45.0M |
| Q2 2022 | 60 | $46.7M |
| Q1 2022 | 60 | $49.5M |
| Q4 2021 | 60 | $54.7M |
| Q3 2021 | 55 | $54.4M |
| Q2 2021 | 56 | $55.4M |
| Q1 2021 | 60 | $51.5M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,450,563 | $14.2M | 0.68% | +12,300+0.9% | Added |
| Karpus Management, Inc. | 773,824 | $7.56M | 0.22% | 00.0% | Unchanged |
| Wells Fargo & Company | 361,067 | $3.53M | 0.00% | +10,543+3.0% | Added |
| Whittier Trust Co of Nevada Inc | 328,606 | $3.21M | 0.13% | +3,956+1.2% | Added |
| Parametric Portfolio Associates LLC | 321,625 | $3.14M | 0.00% | −11,197−3.4% | Reduced |
| Whittier Trust Co | 258,071 | $2.52M | 0.04% | +580.0% | Added |
| Commonwealth Equity Services, LLC | 218,285 | $2.13M | 0.01% | −3,000−1.4% | Reduced |
| Morgan Stanley | 192,226 | $1.88M | 0.00% | −24,508−11.3% | Reduced |
| Rivernorth Capital Management, LLC | 177,801 | $1.74M | 0.10% | +115,139+183.7% | Added |
| Envestnet Asset Management Inc | 153,734 | $1.50M | 0.00% | +3,326+2.2% | Added |
| Robinson Capital Management, LLC | 105,000 | $1.02M | 0.55% | +105,000 | New |
| StrategIQ Financial Group, LLC | 91,285 | $892.0K | 0.18% | −7,688−7.8% | Reduced |
| Park Avenue Securities LLC | 90,563 | $885.0K | 0.02% | +4,117+4.8% | Added |
| LPL Financial LLC | 84,677 | $827.0K | 0.00% | +25,020+41.9% | Added |
| Royal Bank of Canada | 83,104 | $812.0K | 0.00% | +343+0.4% | Added |
| First Trust Advisors LP | 75,015 | $733.0K | 0.00% | +6,272+9.1% | Added |
| Summit Financial Wealth Advisors, LLC | 70,964 | $693.0K | 0.16% | −1,000−1.4% | Reduced |
| Mercer Global Advisors Inc | 64,031 | $626.0K | 0.00% | −1,062−1.6% | Reduced |
| Advisors Asset Management, Inc. | 57,424 | $561.0K | 0.01% | −49,584−46.3% | Reduced |
| Allegiant Private Advisors, LLC | 56,867 | $556.0K | 0.09% | −4,700−7.6% | Reduced |
| Fiera Capital Corp | 52,497 | $513.0K | 0.00% | −7,281−12.2% | Reduced |
| Kempner Capital Management Inc. | 47,800 | $467.0K | 0.27% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 47,522 | $464.0K | 0.19% | +879+1.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 44,578 | $436.0K | 0.00% | +65+0.1% | Added |
| Advisor Group Holdings, Inc. | 44,090 | $431.0K | 0.00% | +91+0.2% | Added |
| Ackerman Capital Advisors, LLC | 38,296 | $374.0K | 0.09% | +413+1.1% | Added |
| UBS Group AG | 35,841 | $350.0K | 0.00% | +2,077+6.2% | Added |
| Raymond James & Associates | 34,457 | $337.0K | 0.00% | −7,470−17.8% | Reduced |
| ProVise Management Group, LLC | 30,250 | $296.0K | 0.03% | 00.0% | Unchanged |
| Narwhal Capital Management | 27,615 | $270.0K | 0.03% | +2,124+8.3% | Added |
| Stifel Financial Corp | 25,787 | $252.0K | 0.00% | −4,891−15.9% | Reduced |
| Tortoise Investment Management, LLC | 20,645 | $202.0K | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 18,851 | $184.0K | 0.00% | +447+2.4% | Added |
| Cetera Advisor Networks LLC | 17,246 | $168.0K | 0.00% | +6,735+64.1% | Added |
| Integrated Capital Management, Inc. | 16,673 | $162.0K | 0.13% | +1,976+13.4% | Added |
| Wolverine Asset Management LLC | 15,550 | $151.0K | 0.00% | +11,645+298.2% | Added |
| Dynamic Advisor Solutions LLC | 15,240 | $149.0K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 15,110 | $148.0K | 0.01% | 00.0% | Unchanged |
| MJP Associates Inc | 13,751 | $134.0K | 0.05% | 00.0% | Unchanged |
| 6 Meridian | 12,837 | $125.0K | 0.01% | −2,159−14.4% | Reduced |
| The PNC Financial Services Group, Inc. | 12,000 | $118.0K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,000 | $107.0K | 0.01% | −1,500−12.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,600 | $104.0K | 0.00% | −27−0.3% | Reduced |
| Dearborn Partners LLC | 10,500 | $103.0K | 0.00% | +10,500 | New |
| Mission Creek Capital Partners, Inc. | 10,400 | $102.0K | 0.02% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 10,400 | $102.0K | 0.03% | +10,400 | New |
| Benjamin F. Edwards & Company, Inc. | 5,943 | $58.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 5,694 | $56.0K | 0.04% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,581 | $25.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,341 | $23.0K | 0.02% | +18+0.8% | Added |
| Citigroup Inc | 1,223 | $12.0K | 0.00% | +59+5.1% | Added |
| US Bancorp | 526 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 483 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 330 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 270 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −33,272−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −15,288−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −128,746−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −10,730−100.0% | Sold out |
| Sonora Investment Management, LLC | 0 | $0 | 0.00% | −4,280−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −992−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −253−100.0% | Sold out |