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, Q4 2021
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Dec 31, 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
- 60
- +5 vs. Q3 2021
- Shares held
- 5.68M
- +98.0K (+1.8%) vs. Q3 2021
- Total value
- $54.7M
- +$316.9K (+0.6%) vs. Q3 2021
- New holders
- 9
- 22 more added
- Sold out
- 4
- 10 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,403,392 | $13.5M | 0.72% | −28,763−2.0% | Reduced |
| Karpus Management, Inc. | 754,453 | $7.27M | 0.21% | −18,921−2.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 345,361 | $3.33M | 0.12% | +11,049+3.3% | Added |
| Allspring Global Investments Holdings, LLC | 306,595 | $2.96M | 0.00% | +306,595 | New |
| Parametric Portfolio Associates LLC | 304,281 | $2.93M | 0.00% | −6,021−1.9% | Reduced |
| Whittier Trust Co | 268,034 | $2.58M | 0.04% | +17,269+6.9% | Added |
| Commonwealth Equity Services, LLC | 245,102 | $2.36M | 0.01% | +16,800+7.4% | Added |
| Morgan Stanley | 202,733 | $1.95M | 0.00% | +9,680+5.0% | Added |
| Rivernorth Capital Management, LLC | 200,386 | $1.93M | 0.08% | +7,040+3.6% | Added |
| Envestnet Asset Management Inc | 168,292 | $1.62M | 0.00% | +10,206+6.5% | Added |
| LPL Financial LLC | 128,935 | $1.24M | 0.00% | +31,998+33.0% | Added |
| Park Avenue Securities LLC | 105,052 | $1.01M | 0.02% | +8,646+9.0% | Added |
| Robinson Capital Management, LLC | 105,201 | $1.01M | 0.63% | 00.0% | Unchanged |
| First Trust Advisors LP | 101,578 | $979.0K | 0.00% | +3,171+3.2% | Added |
| StrategIQ Financial Group, LLC | 91,037 | $878.0K | 0.09% | +1,240+1.4% | Added |
| Royal Bank of Canada | 71,839 | $693.0K | 0.00% | −759−1.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 70,964 | $678.0K | 0.13% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 61,783 | $596.0K | 0.00% | 00.0% | Unchanged |
| Fiera Capital Corp | 52,125 | $502.0K | 0.00% | +38,264+276.1% | Added |
| Kempner Capital Management Inc. | 47,800 | $461.0K | 0.27% | 00.0% | Unchanged |
| UBS Group AG | 44,818 | $432.0K | 0.00% | +13,312+42.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 44,729 | $431.0K | 0.00% | +60.0% | Added |
| Advisor Group Holdings, Inc. | 44,284 | $427.0K | 0.00% | +159+0.4% | Added |
| Mariner, LLC | 37,713 | $364.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 34,577 | $333.0K | 0.00% | −303,744−89.8% | Reduced |
| Old National Bancorp | 34,265 | $330.0K | 0.01% | +34,265 | New |
| Basepoint Wealth LLC | 33,083 | $318.9K | 0.31% | +33,083 | New |
| ProVise Management Group, LLC | 31,250 | $301.0K | 0.03% | +1,000+3.3% | Added |
| Ackerman Capital Advisors, LLC | 27,227 | $262.0K | 0.06% | −15,123−35.7% | Reduced |
| Rock Point Advisors, LLC | 26,750 | $258.0K | 0.07% | +500+1.9% | Added |
| Stifel Financial Corp | 25,903 | $250.0K | 0.00% | +67+0.3% | Added |
| Raymond James & Associates | 23,592 | $227.0K | 0.00% | −7,627−24.4% | Reduced |
| Narwhal Capital Management | 22,596 | $218.0K | 0.02% | −4,584−16.9% | Reduced |
| Aquire Wealth Advisors, LLC | 19,660 | $190.0K | 0.10% | +19,660 | New |
| Tortoise Investment Management, LLC | 19,620 | $189.0K | 0.04% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 18,994 | $183.0K | 0.14% | +826+4.5% | Added |
| Bank of America Corp | 18,877 | $182.0K | 0.00% | +40.0% | Added |
| Dynamic Advisor Solutions LLC | 15,240 | $147.0K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 15,110 | $146.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,000 | $115.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,512 | $111.0K | 0.00% | +11,512 | New |
| 6 Meridian | 11,061 | $107.0K | 0.01% | −1,220−9.9% | Reduced |
| Wealthcare Advisory Partners LLC | 11,000 | $106.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,862 | $105.0K | 0.00% | +10.0% | Added |
| Cetera Advisor Networks LLC | 10,615 | $102.0K | 0.00% | +35+0.3% | Added |
| Wellspring Financial Advisors, LLC | 10,400 | $100.0K | 0.03% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 7,562 | $73.0K | 0.03% | −36,726−82.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,943 | $57.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 5,694 | $55.0K | 0.04% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,581 | $25.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,381 | $23.0K | 0.01% | +23+1.0% | Added |
| US Bancorp | 526 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $4.00K | 0.00% | – | – |
| 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 |
| Umb Bank N A | 246 | $2.00K | 0.00% | +246 | New |
| Bessemer Group Inc | 145 | $1.00K | 0.00% | +145 | New |
| CWM, LLC | 10 | $0 | 0.00% | +10 | New |
| Centerpoint Advisors, LLC | 45 | $0 | 0.00% | +45 | New |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −30,257−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −13,751−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |