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, Q1 2022
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Mar 31, 2022. 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
- +1 vs. Q4 2021
- Shares held
- 5.77M
- +100.8K (+1.8%) vs. Q4 2021
- Total value
- $49.5M
- −$5.08M (−9.3%) vs. Q4 2021
- New holders
- 7
- 21 more added
- Sold out
- 6
- 16 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 12 | $0 | 0.00% | +12 | New |
| IFP Advisors, Inc | 111 | $1.00K | 0.00% | +111 | New |
| Geneos Wealth Management Inc. | 270 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 233 | $2.00K | 0.00% | +88+60.7% | Added |
| 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 |
| Umb Bank N A | 793 | $7.00K | 0.00% | +547+222.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,552 | $13.0K | 0.00% | +1,552 | New |
| Benjamin Edwards Inc | 2,393 | $21.0K | 0.01% | +12+0.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,581 | $22.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,943 | $51.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,175 | $87.0K | 0.00% | −1,337−11.6% | Reduced |
| Wellspring Financial Advisors, LLC | 10,400 | $89.0K | 0.03% | 00.0% | Unchanged |
| Dearborn Partners LLC | 10,500 | $90.0K | 0.00% | +10,500 | New |
| Cetera Advisor Networks LLC | 10,652 | $92.0K | 0.00% | +37+0.3% | Added |
| Wealthcare Advisory Partners LLC | 11,000 | $94.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,146 | $96.0K | 0.00% | +284+2.6% | Added |
| Ionic Capital Management LLC | 11,168 | $96.0K | 0.01% | +11,168 | New |
| TRUE Private Wealth Advisors | 12,210 | $98.0K | 0.01% | +12,210 | New |
| The PNC Financial Services Group, Inc. | 12,000 | $103.0K | 0.00% | 00.0% | Unchanged |
| Hightower 6M Holding, LLC | 14,818 | $127.0K | 0.01% | +14,818 | New |
| Charter Trust Co | 15,110 | $130.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 15,240 | $131.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 16,898 | $145.0K | 0.00% | −1,979−10.5% | Reduced |
| Integrated Capital Management, Inc. | 17,660 | $152.0K | 0.12% | −1,334−7.0% | Reduced |
| Aquire Wealth Advisors, LLC | 19,660 | $169.0K | 0.09% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 19,620 | $169.0K | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 20,765 | $178.0K | 0.00% | −2,827−12.0% | Reduced |
| Narwhal Capital Management | 21,497 | $185.0K | 0.02% | −1,099−4.9% | Reduced |
| Stifel Financial Corp | 25,939 | $223.0K | 0.00% | +36+0.1% | Added |
| Wells Fargo & Company | 29,977 | $258.0K | 0.00% | −4,600−13.3% | Reduced |
| ProVise Management Group, LLC | 31,250 | $268.0K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 31,795 | $273.0K | 0.00% | −13,023−29.1% | Reduced |
| Basepoint Wealth LLC | 34,319 | $294.8K | 0.27% | +1,236+3.7% | Added |
| Old National Bancorp | 35,902 | $308.0K | 0.01% | +1,637+4.8% | Added |
| Advisor Group Holdings, Inc. | 44,199 | $379.0K | 0.00% | −85−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 44,775 | $385.0K | 0.00% | +46+0.1% | Added |
| Rock Point Advisors, LLC | 45,250 | $389.0K | 0.12% | +18,500+69.2% | Added |
| Kempner Capital Management Inc. | 47,800 | $411.0K | 0.23% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 60,093 | $516.0K | 0.00% | −1,690−2.7% | Reduced |
| Mariner, LLC | 65,981 | $567.0K | 0.00% | +28,268+75.0% | Added |
| Summit Financial Wealth Advisors, LLC | 69,756 | $599.0K | 0.12% | −1,208−1.7% | Reduced |
| Royal Bank of Canada | 90,397 | $777.0K | 0.00% | +18,558+25.8% | Added |
| StrategIQ Financial Group, LLC | 98,046 | $842.0K | 0.09% | +7,009+7.7% | Added |
| First Trust Advisors LP | 100,093 | $860.0K | 0.00% | −1,485−1.5% | Reduced |
| Robinson Capital Management, LLC | 105,201 | $902.0K | 0.62% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 109,330 | $939.0K | 0.02% | +4,278+4.1% | Added |
| Fiera Capital Corp | 147,001 | $1.26M | 0.00% | +94,876+182.0% | Added |
| LPL Financial LLC | 171,032 | $1.47M | 0.00% | +42,097+32.6% | Added |
| Envestnet Asset Management Inc | 171,173 | $1.47M | 0.00% | +2,881+1.7% | Added |
| Rivernorth Capital Management, LLC | 198,996 | $1.71M | 0.06% | −1,390−0.7% | Reduced |
| Morgan Stanley | 205,712 | $1.77M | 0.00% | +2,979+1.5% | Added |
| Commonwealth Equity Services, LLC | 245,702 | $2.11M | 0.00% | +600+0.2% | Added |
| Whittier Trust Co | 250,451 | $2.15M | 0.04% | −17,583−6.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 297,375 | $2.55M | 0.00% | −9,220−3.0% | Reduced |
| Parametric Portfolio Associates LLC | 315,918 | $2.71M | 0.00% | +11,637+3.8% | Added |
| Whittier Trust Co of Nevada Inc | 413,907 | $3.56M | 0.13% | +68,546+19.8% | Added |
| Karpus Management, Inc. | 641,808 | $5.51M | 0.17% | −112,645−14.9% | Reduced |
| 1607 Capital Partners, LLC | 1,361,746 | $11.7M | 0.68% | −41,646−3.0% | Reduced |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −27,227−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −7,562−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −5,694−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| 6 Meridian | – | – | – | – | Not filed |