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 |
|---|---|---|---|---|---|
| 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 |
| Ellis Investment Partners, LLC | 1,000 | $9.00K | 0.00% | +1,000 | New |
| Huntington National Bank | – | $11.0K | 0.00% | – | New |
| Benjamin Edwards Inc | 2,358 | $23.0K | 0.01% | +17+0.7% | 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 | $101.0K | 0.02% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 10,400 | $101.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,580 | $103.0K | 0.00% | −6,666−38.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,861 | $106.0K | 0.00% | +261+2.5% | Added |
| Wealthcare Advisory Partners LLC | 11,000 | $107.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,000 | $118.0K | 0.00% | 00.0% | Unchanged |
| 6 Meridian | 12,281 | $120.0K | 0.01% | −556−4.3% | Reduced |
| MJP Associates Inc | 13,751 | $133.0K | 0.05% | 00.0% | Unchanged |
| Fiera Capital Corp | 13,861 | $135.0K | 0.00% | −38,636−73.6% | Reduced |
| Charter Trust Co | 15,110 | $147.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 15,240 | $149.0K | 0.01% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 18,168 | $177.0K | 0.14% | +1,495+9.0% | Added |
| Bank of America Corp | 18,873 | $184.0K | 0.00% | +22+0.1% | Added |
| Tortoise Investment Management, LLC | 19,620 | $191.0K | 0.04% | −1,025−5.0% | Reduced |
| Stifel Financial Corp | 25,836 | $252.0K | 0.00% | +49+0.2% | Added |
| Rock Point Advisors, LLC | 26,250 | $256.0K | 0.07% | +26,250 | New |
| Narwhal Capital Management | 27,180 | $265.0K | 0.03% | −435−1.6% | 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 |
| Raymond James & Associates | 31,219 | $304.0K | 0.00% | −3,238−9.4% | Reduced |
| UBS Group AG | 31,506 | $307.0K | 0.00% | −4,335−12.1% | Reduced |
| Mariner, LLC | 37,713 | $368.0K | 0.00% | +37,713 | New |
| Ackerman Capital Advisors, LLC | 42,350 | $413.0K | 0.09% | +4,054+10.6% | Added |
| Advisor Group Holdings, Inc. | 44,125 | $431.0K | 0.00% | +35+0.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 44,288 | $432.0K | 0.19% | −3,234−6.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 44,723 | $436.0K | 0.00% | +145+0.3% | Added |
| Kempner Capital Management Inc. | 47,800 | $466.0K | 0.27% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 61,783 | $602.0K | 0.00% | −2,248−3.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 70,964 | $692.0K | 0.16% | 00.0% | Unchanged |
| Royal Bank of Canada | 72,598 | $708.0K | 0.00% | −10,506−12.6% | Reduced |
| StrategIQ Financial Group, LLC | 89,797 | $876.0K | 0.17% | −1,488−1.6% | Reduced |
| Park Avenue Securities LLC | 96,406 | $940.0K | 0.02% | +5,843+6.5% | Added |
| LPL Financial LLC | 96,937 | $945.0K | 0.00% | +12,260+14.5% | Added |
| First Trust Advisors LP | 98,407 | $959.0K | 0.00% | +23,392+31.2% | Added |
| Robinson Capital Management, LLC | 105,201 | $1.03M | 0.92% | +201+0.2% | Added |
| Envestnet Asset Management Inc | 158,086 | $1.54M | 0.00% | +4,352+2.8% | Added |
| Morgan Stanley | 193,053 | $1.88M | 0.00% | +827+0.4% | Added |
| Rivernorth Capital Management, LLC | 193,346 | $1.89M | 0.10% | +15,545+8.7% | Added |
| Commonwealth Equity Services, LLC | 228,302 | $2.23M | 0.01% | +10,017+4.6% | Added |
| Whittier Trust Co | 250,765 | $2.44M | 0.04% | −7,306−2.8% | Reduced |
| Parametric Portfolio Associates LLC | 310,302 | $3.02M | 0.00% | −11,323−3.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 334,312 | $3.26M | 0.13% | +5,706+1.7% | Added |
| Wells Fargo & Company | 338,321 | $3.30M | 0.00% | −22,746−6.3% | Reduced |
| Karpus Management, Inc. | 773,374 | $7.54M | 0.22% | −450−0.1% | Reduced |
| 1607 Capital Partners, LLC | 1,432,155 | $14.0M | 0.70% | −18,408−1.3% | Reduced |
| 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 |