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 |
|---|---|---|---|---|---|
| CWM, LLC | 10 | $0 | 0.00% | +10 | New |
| Centerpoint Advisors, LLC | 45 | $0 | 0.00% | +45 | New |
| Bessemer Group Inc | 145 | $1.00K | 0.00% | +145 | New |
| Geneos Wealth Management Inc. | 270 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 246 | $2.00K | 0.00% | +246 | New |
| Spire Wealth Management | 330 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $4.00K | 0.00% | – | – |
| SOA Wealth Advisors, LLC. | 483 | $4.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 526 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,381 | $23.0K | 0.01% | +23+1.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,581 | $25.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 5,694 | $55.0K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,943 | $57.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 7,562 | $73.0K | 0.03% | −36,726−82.9% | Reduced |
| Wellspring Financial Advisors, LLC | 10,400 | $100.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,615 | $102.0K | 0.00% | +35+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,862 | $105.0K | 0.00% | +10.0% | Added |
| Wealthcare Advisory Partners LLC | 11,000 | $106.0K | 0.01% | 00.0% | Unchanged |
| 6 Meridian | 11,061 | $107.0K | 0.01% | −1,220−9.9% | Reduced |
| Susquehanna International Group, LLP | 11,512 | $111.0K | 0.00% | +11,512 | New |
| The PNC Financial Services Group, Inc. | 12,000 | $115.0K | 0.00% | 00.0% | Unchanged |
| Charter Trust Co | 15,110 | $146.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 15,240 | $147.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 18,877 | $182.0K | 0.00% | +40.0% | Added |
| Integrated Capital Management, Inc. | 18,994 | $183.0K | 0.14% | +826+4.5% | Added |
| Tortoise Investment Management, LLC | 19,620 | $189.0K | 0.04% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 19,660 | $190.0K | 0.10% | +19,660 | New |
| Narwhal Capital Management | 22,596 | $218.0K | 0.02% | −4,584−16.9% | Reduced |
| Raymond James & Associates | 23,592 | $227.0K | 0.00% | −7,627−24.4% | Reduced |
| Stifel Financial Corp | 25,903 | $250.0K | 0.00% | +67+0.3% | Added |
| Rock Point Advisors, LLC | 26,750 | $258.0K | 0.07% | +500+1.9% | Added |
| Ackerman Capital Advisors, LLC | 27,227 | $262.0K | 0.06% | −15,123−35.7% | Reduced |
| ProVise Management Group, LLC | 31,250 | $301.0K | 0.03% | +1,000+3.3% | Added |
| Basepoint Wealth LLC | 33,083 | $318.9K | 0.31% | +33,083 | New |
| Old National Bancorp | 34,265 | $330.0K | 0.01% | +34,265 | New |
| Wells Fargo & Company | 34,577 | $333.0K | 0.00% | −303,744−89.8% | Reduced |
| Mariner, LLC | 37,713 | $364.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 44,284 | $427.0K | 0.00% | +159+0.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 44,729 | $431.0K | 0.00% | +60.0% | Added |
| UBS Group AG | 44,818 | $432.0K | 0.00% | +13,312+42.3% | Added |
| Kempner Capital Management Inc. | 47,800 | $461.0K | 0.27% | 00.0% | Unchanged |
| Fiera Capital Corp | 52,125 | $502.0K | 0.00% | +38,264+276.1% | Added |
| Mercer Global Advisors Inc | 61,783 | $596.0K | 0.00% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 70,964 | $678.0K | 0.13% | 00.0% | Unchanged |
| Royal Bank of Canada | 71,839 | $693.0K | 0.00% | −759−1.0% | Reduced |
| StrategIQ Financial Group, LLC | 91,037 | $878.0K | 0.09% | +1,240+1.4% | Added |
| First Trust Advisors LP | 101,578 | $979.0K | 0.00% | +3,171+3.2% | Added |
| Robinson Capital Management, LLC | 105,201 | $1.01M | 0.63% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 105,052 | $1.01M | 0.02% | +8,646+9.0% | Added |
| LPL Financial LLC | 128,935 | $1.24M | 0.00% | +31,998+33.0% | Added |
| Envestnet Asset Management Inc | 168,292 | $1.62M | 0.00% | +10,206+6.5% | Added |
| Rivernorth Capital Management, LLC | 200,386 | $1.93M | 0.08% | +7,040+3.6% | Added |
| Morgan Stanley | 202,733 | $1.95M | 0.00% | +9,680+5.0% | Added |
| Commonwealth Equity Services, LLC | 245,102 | $2.36M | 0.01% | +16,800+7.4% | Added |
| Whittier Trust Co | 268,034 | $2.58M | 0.04% | +17,269+6.9% | Added |
| Parametric Portfolio Associates LLC | 304,281 | $2.93M | 0.00% | −6,021−1.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 306,595 | $2.96M | 0.00% | +306,595 | New |
| Whittier Trust Co of Nevada Inc | 345,361 | $3.33M | 0.12% | +11,049+3.3% | Added |
| Karpus Management, Inc. | 754,453 | $7.27M | 0.21% | −18,921−2.4% | Reduced |
| 1607 Capital Partners, LLC | 1,403,392 | $13.5M | 0.72% | −28,763−2.0% | Reduced |
| 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 |