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 |
|---|---|---|---|---|---|
| CWM, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 270 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 330 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 483 | $4.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 526 | $5.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,223 | $12.0K | 0.00% | +59+5.1% | Added |
| Benjamin Edwards Inc | 2,341 | $23.0K | 0.02% | +18+0.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,581 | $25.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 5,694 | $56.0K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,943 | $58.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Dearborn Partners LLC | 10,500 | $103.0K | 0.00% | +10,500 | New |
| Cambridge Investment Research Advisors, Inc. | 10,600 | $104.0K | 0.00% | −27−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 11,000 | $107.0K | 0.01% | −1,500−12.0% | Reduced |
| The PNC Financial Services Group, Inc. | 12,000 | $118.0K | 0.00% | 00.0% | Unchanged |
| 6 Meridian | 12,837 | $125.0K | 0.01% | −2,159−14.4% | Reduced |
| MJP Associates Inc | 13,751 | $134.0K | 0.05% | 00.0% | Unchanged |
| Charter Trust Co | 15,110 | $148.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 15,240 | $149.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 15,550 | $151.0K | 0.00% | +11,645+298.2% | Added |
| Integrated Capital Management, Inc. | 16,673 | $162.0K | 0.13% | +1,976+13.4% | Added |
| Cetera Advisor Networks LLC | 17,246 | $168.0K | 0.00% | +6,735+64.1% | Added |
| Bank of America Corp | 18,851 | $184.0K | 0.00% | +447+2.4% | Added |
| Tortoise Investment Management, LLC | 20,645 | $202.0K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 25,787 | $252.0K | 0.00% | −4,891−15.9% | Reduced |
| Narwhal Capital Management | 27,615 | $270.0K | 0.03% | +2,124+8.3% | Added |
| ProVise Management Group, LLC | 30,250 | $296.0K | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 34,457 | $337.0K | 0.00% | −7,470−17.8% | Reduced |
| UBS Group AG | 35,841 | $350.0K | 0.00% | +2,077+6.2% | Added |
| Ackerman Capital Advisors, LLC | 38,296 | $374.0K | 0.09% | +413+1.1% | Added |
| Advisor Group Holdings, Inc. | 44,090 | $431.0K | 0.00% | +91+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 44,578 | $436.0K | 0.00% | +65+0.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 47,522 | $464.0K | 0.19% | +879+1.9% | Added |
| Kempner Capital Management Inc. | 47,800 | $467.0K | 0.27% | 00.0% | Unchanged |
| Fiera Capital Corp | 52,497 | $513.0K | 0.00% | −7,281−12.2% | Reduced |
| Allegiant Private Advisors, LLC | 56,867 | $556.0K | 0.09% | −4,700−7.6% | Reduced |
| Advisors Asset Management, Inc. | 57,424 | $561.0K | 0.01% | −49,584−46.3% | Reduced |
| Mercer Global Advisors Inc | 64,031 | $626.0K | 0.00% | −1,062−1.6% | Reduced |
| Summit Financial Wealth Advisors, LLC | 70,964 | $693.0K | 0.16% | −1,000−1.4% | Reduced |
| First Trust Advisors LP | 75,015 | $733.0K | 0.00% | +6,272+9.1% | Added |
| Royal Bank of Canada | 83,104 | $812.0K | 0.00% | +343+0.4% | Added |
| LPL Financial LLC | 84,677 | $827.0K | 0.00% | +25,020+41.9% | Added |
| Park Avenue Securities LLC | 90,563 | $885.0K | 0.02% | +4,117+4.8% | Added |
| StrategIQ Financial Group, LLC | 91,285 | $892.0K | 0.18% | −7,688−7.8% | Reduced |
| Robinson Capital Management, LLC | 105,000 | $1.02M | 0.55% | +105,000 | New |
| Envestnet Asset Management Inc | 153,734 | $1.50M | 0.00% | +3,326+2.2% | Added |
| Rivernorth Capital Management, LLC | 177,801 | $1.74M | 0.10% | +115,139+183.7% | Added |
| Morgan Stanley | 192,226 | $1.88M | 0.00% | −24,508−11.3% | Reduced |
| Commonwealth Equity Services, LLC | 218,285 | $2.13M | 0.01% | −3,000−1.4% | Reduced |
| Whittier Trust Co | 258,071 | $2.52M | 0.04% | +580.0% | Added |
| Parametric Portfolio Associates LLC | 321,625 | $3.14M | 0.00% | −11,197−3.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 328,606 | $3.21M | 0.13% | +3,956+1.2% | Added |
| Wells Fargo & Company | 361,067 | $3.53M | 0.00% | +10,543+3.0% | Added |
| Karpus Management, Inc. | 773,824 | $7.56M | 0.22% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 1,450,563 | $14.2M | 0.68% | +12,300+0.9% | Added |
| 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 |