Skip to main content

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, Q2 2022

Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Jun 30, 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. Q1 2022
Shares held
5.79M
+342.3K (+6.3%) vs. Q1 2022
Total value
$46.7M
−$119.7K (−0.3%) vs. Q1 2022
New holders
4
24 more added
Sold out
3
13 more reduced

1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 60 institutions
Q1 2021: 60 institutionsQ2 2021: 56 institutionsQ3 2021: 55 institutionsQ4 2021: 60 institutionsQ1 2022: 60 institutionsQ2 2022: 60 institutionsQ3 2022: 63 institutionsQ4 2022: 60 institutionsQ1 2023: 64 institutionsQ2 2023: 60 institutionsQ3 2023: 67 institutionsQ4 2023: 60 institutionsQ1 2024: 57 institutionsQ2 2024: 58 institutionsQ3 2024: 58 institutionsQ4 2024: 58 institutionsQ1 2025: 60 institutionsQ2 2025: 57 institutionsQ3 2025: 57 institutionsQ4 2025: 55 institutionsQ1 2026: 62 institutionsQ2 2026: 59 institutions
Value heldQ2 2022: $46.7M
Q1 2021: $51.5MQ2 2021: $55.4MQ3 2021: $54.4MQ4 2021: $54.7MQ1 2022: $49.5MQ2 2022: $46.7MQ3 2022: $45.0MQ4 2022: $47.8MQ1 2023: $51.2MQ2 2023: $50.0MQ3 2023: $50.6MQ4 2023: $54.7MQ1 2024: $55.9MQ2 2024: $53.9MQ3 2024: $56.1MQ4 2024: $53.4MQ1 2025: $48.2MQ2 2025: $45.7MQ3 2025: $46.9MQ4 2025: $45.3MQ1 2026: $46.0MQ2 2026: $49.1M
Institutions holding SBI and their total value by quarter
QuarterHoldersValue
Q2 202659$49.1M
Q1 202662$46.0M
Q4 202555$45.3M
Q3 202557$46.9M
Q2 202557$45.7M
Q1 202560$48.2M
Q4 202458$53.4M
Q3 202458$56.1M
Q2 202458$53.9M
Q1 202457$55.9M
Q4 202360$54.7M
Q3 202367$50.6M
Q2 202360$50.0M
Q1 202364$51.2M
Q4 202260$47.8M
Q3 202263$45.0M
Q2 202260$46.7M
Q1 202260$49.5M
Q4 202160$54.7M
Q3 202155$54.4M
Q2 202156$55.4M
Q1 202160$51.5M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q1 2022.

Institutions holding SBI in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
1607 Capital Partners, LLC1,370,746$11.0M0.75%+9,000+0.7%Added
Karpus Management, Inc.598,475$4.82M0.16%−43,333−6.8%Reduced
Morgan Stanley481,098$3.88M0.00%+275,386+133.9%Added
Whittier Trust Co of Nevada Inc408,715$3.29M0.14%−5,192−1.3%Reduced
Allspring Global Investments Holdings, LLC297,375$2.40M0.00%00.0%Unchanged
Commonwealth Equity Services, LLC254,187$2.05M0.01%+8,485+3.5%Added
Whittier Trust Co238,961$1.93M0.04%−11,490−4.6%Reduced
Rivernorth Capital Management, LLC200,333$1.61M0.07%+1,337+0.7%Added
LPL Financial LLC187,037$1.51M0.00%+16,005+9.4%Added
Envestnet Asset Management Inc155,874$1.26M0.00%−15,299−8.9%Reduced
Fiera Capital Corp154,218$1.24M0.00%+7,217+4.9%Added
Park Avenue Securities LLC112,215$904.0K0.02%+2,885+2.6%Added
Robinson Capital Management, LLC105,201$850.0K0.63%00.0%Unchanged
StrategIQ Financial Group, LLC101,160$815.0K0.10%+3,114+3.2%Added
Royal Bank of Canada92,097$742.0K0.00%+1,700+1.9%Added
Wells Fargo & Company75,889$612.0K0.00%+45,912+153.2%Added
Summit Financial Wealth Advisors, LLC67,756$549.0K0.13%−2,000−2.9%Reduced
Rock Point Advisors, LLC52,500$423.0K0.14%+7,250+16.0%Added
First Trust Advisors LP52,031$419.0K0.00%−48,062−48.0%Reduced
Advisor Group Holdings, Inc.48,152$388.0K0.00%+3,953+8.9%Added
Kempner Capital Management Inc.47,800$385.0K0.23%00.0%Unchanged
Susquehanna International Group, LLP46,774$377.0K0.00%+36,599+359.7%Added
Raymond James Financial Services Advisors, Inc.44,657$360.0K0.00%−118−0.3%Reduced
Mariner Investment Group LLC41,687$336.0K0.36%+41,687New
Mercer Global Advisors Inc41,503$335.0K0.00%−18,590−30.9%Reduced
Mariner, LLC40,969$330.0K0.00%−25,012−37.9%Reduced
Wealthcare Advisory Partners LLC37,315$301.0K0.02%+26,315+239.2%Added
Basepoint Wealth LLC36,864$297.1K0.31%+2,545+7.4%Added
Old National Bancorp35,902$289.0K0.01%00.0%Unchanged
UBS Group AG31,993$258.0K0.00%+198+0.6%Added
ProVise Management Group, LLC31,250$252.0K0.03%00.0%Unchanged
Raymond James & Associates26,506$214.0K0.00%+5,741+27.6%Added
Stifel Financial Corp25,999$210.0K0.00%+60+0.2%Added
Logan Stone Capital, LLC24,267$196.0K0.14%+24,267New
Almitas Capital LLC21,600$174.0K0.09%+21,600New
Tortoise Investment Management, LLC19,620$158.0K0.03%00.0%Unchanged
Aquire Wealth Advisors, LLC19,660$158.0K0.09%00.0%Unchanged
Integrated Capital Management, Inc.18,415$148.0K0.14%+755+4.3%Added
Narwhal Capital Management18,031$145.0K0.02%−3,466−16.1%Reduced
Hightower 6M Holding, LLC17,202$139.0K0.01%+2,384+16.1%Added
Dynamic Advisor Solutions LLC15,240$123.0K0.01%00.0%Unchanged
Charter Trust Co15,110$122.0K0.01%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.14,204$114.0K0.00%+3,058+27.4%Added
TRUE Private Wealth Advisors12,210$98.0K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.11,108$90.0K0.00%−892−7.4%Reduced
Ionic Capital Management LLC11,168$90.0K0.02%00.0%Unchanged
Cetera Advisor Networks LLC10,694$86.0K0.00%+42+0.4%Added
Wellspring Financial Advisors, LLC10,400$84.0K0.03%00.0%Unchanged
Northwestern Mutual Wealth Management Co3,470$28.0K0.00%+3,470New
Benjamin Edwards Inc2,413$19.0K0.01%+20+0.8%Added
Steward Partners Investment Advisory, LLC1,337$11.0K0.00%−215−13.9%Reduced
Bank of America Corp789$6.00K0.00%−16,109−95.3%Reduced
Umb Bank N A793$6.00K0.00%00.0%Unchanged
US Bancorp526$4.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.483$3.00K0.00%00.0%Unchanged
Spire Wealth Management330$3.00K0.00%00.0%Unchanged
Bessemer Group Inc303$2.00K0.00%+70+30.0%Added
Geneos Wealth Management Inc.270$2.00K0.00%00.0%Unchanged
IFP Advisors, Inc111$1.00K0.00%00.0%Unchanged
Covestor Ltd12$00.00%00.0%Unchanged
Dearborn Partners LLC0$00.00%−10,500−100.0%Sold out
Benjamin F. Edwards & Company, Inc.0$00.00%−5,943−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−2,581−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed