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, Q3 2021
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Sep 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
- 55
- +1 vs. Q2 2021
- Shares held
- 5.58M
- −37.9K (−0.7%) vs. Q2 2021
- Total value
- $54.4M
- −$470.0K (−0.9%) vs. Q2 2021
- New holders
- 5
- 17 more added
- Sold out
- 4
- 16 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,432,155 | $14.0M | 0.70% | −18,408−1.3% | Reduced |
| Karpus Management, Inc. | 773,374 | $7.54M | 0.22% | −450−0.1% | Reduced |
| Wells Fargo & Company | 338,321 | $3.30M | 0.00% | −22,746−6.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 334,312 | $3.26M | 0.13% | +5,706+1.7% | Added |
| Parametric Portfolio Associates LLC | 310,302 | $3.02M | 0.00% | −11,323−3.5% | Reduced |
| Whittier Trust Co | 250,765 | $2.44M | 0.04% | −7,306−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 228,302 | $2.23M | 0.01% | +10,017+4.6% | Added |
| Rivernorth Capital Management, LLC | 193,346 | $1.89M | 0.10% | +15,545+8.7% | Added |
| Morgan Stanley | 193,053 | $1.88M | 0.00% | +827+0.4% | Added |
| Envestnet Asset Management Inc | 158,086 | $1.54M | 0.00% | +4,352+2.8% | Added |
| Robinson Capital Management, LLC | 105,201 | $1.03M | 0.92% | +201+0.2% | Added |
| First Trust Advisors LP | 98,407 | $959.0K | 0.00% | +23,392+31.2% | Added |
| LPL Financial LLC | 96,937 | $945.0K | 0.00% | +12,260+14.5% | Added |
| Park Avenue Securities LLC | 96,406 | $940.0K | 0.02% | +5,843+6.5% | Added |
| StrategIQ Financial Group, LLC | 89,797 | $876.0K | 0.17% | −1,488−1.6% | Reduced |
| Royal Bank of Canada | 72,598 | $708.0K | 0.00% | −10,506−12.6% | Reduced |
| Summit Financial Wealth Advisors, LLC | 70,964 | $692.0K | 0.16% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 61,783 | $602.0K | 0.00% | −2,248−3.5% | Reduced |
| Kempner Capital Management Inc. | 47,800 | $466.0K | 0.27% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 44,723 | $436.0K | 0.00% | +145+0.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 44,288 | $432.0K | 0.19% | −3,234−6.8% | Reduced |
| Advisor Group Holdings, Inc. | 44,125 | $431.0K | 0.00% | +35+0.1% | Added |
| Ackerman Capital Advisors, LLC | 42,350 | $413.0K | 0.09% | +4,054+10.6% | Added |
| Mariner, LLC | 37,713 | $368.0K | 0.00% | +37,713 | New |
| UBS Group AG | 31,506 | $307.0K | 0.00% | −4,335−12.1% | Reduced |
| Raymond James & Associates | 31,219 | $304.0K | 0.00% | −3,238−9.4% | Reduced |
| ProVise Management Group, LLC | 30,250 | $295.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 30,257 | $295.0K | 0.00% | +30,257 | New |
| Narwhal Capital Management | 27,180 | $265.0K | 0.03% | −435−1.6% | Reduced |
| Rock Point Advisors, LLC | 26,250 | $256.0K | 0.07% | +26,250 | New |
| Stifel Financial Corp | 25,836 | $252.0K | 0.00% | +49+0.2% | Added |
| Tortoise Investment Management, LLC | 19,620 | $191.0K | 0.04% | −1,025−5.0% | Reduced |
| Bank of America Corp | 18,873 | $184.0K | 0.00% | +22+0.1% | Added |
| Integrated Capital Management, Inc. | 18,168 | $177.0K | 0.14% | +1,495+9.0% | Added |
| Dynamic Advisor Solutions LLC | 15,240 | $149.0K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 15,110 | $147.0K | 0.01% | 00.0% | Unchanged |
| Fiera Capital Corp | 13,861 | $135.0K | 0.00% | −38,636−73.6% | Reduced |
| MJP Associates Inc | 13,751 | $133.0K | 0.05% | 00.0% | Unchanged |
| 6 Meridian | 12,281 | $120.0K | 0.01% | −556−4.3% | 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% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,861 | $106.0K | 0.00% | +261+2.5% | Added |
| Cetera Advisor Networks LLC | 10,580 | $103.0K | 0.00% | −6,666−38.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 10,400 | $101.0K | 0.02% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 10,400 | $101.0K | 0.03% | 00.0% | Unchanged |
| 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 | 2,358 | $23.0K | 0.01% | +17+0.7% | Added |
| Huntington National Bank | – | $11.0K | 0.00% | – | New |
| Ellis Investment Partners, LLC | 1,000 | $9.00K | 0.00% | +1,000 | New |
| 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 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −57,424−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −15,550−100.0% | Sold out |
| Dearborn Partners LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1,223−100.0% | Sold out |
| Allegiant Private Advisors, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |