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 2022
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Dec 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
- −2 vs. Q3 2022
- Shares held
- 6.30M
- +191.4K (+3.1%) vs. Q3 2022
- Total value
- $47.8M
- +$2.92M (+6.5%) vs. Q3 2022
- New holders
- 8
- 14 more added
- Sold out
- 10
- 27 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2022
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,446,196 | $11.0M | 0.75% | +55,850+4.0% | Added |
| Saba Capital Management, L.P. | 616,539 | $4.68M | 0.08% | +616,539 | New |
| Morgan Stanley | 487,864 | $3.70M | 0.00% | +9,736+2.0% | Added |
| Whittier Trust Co of Nevada Inc | 371,509 | $2.82M | 0.11% | −62,733−14.4% | Reduced |
| Rivernorth Capital Management, LLC | 306,048 | $2.32M | 0.10% | +105,715+52.8% | Added |
| Allspring Global Investments Holdings, LLC | 300,075 | $2.28M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 236,449 | $1.79M | 0.00% | −17,638−6.9% | Reduced |
| Tortoise Investment Management, LLC | 199,873 | $1.52M | 0.27% | +180,253+918.7% | Added |
| Whittier Trust Co | 189,118 | $1.44M | 0.03% | −53,606−22.1% | Reduced |
| Robinson Capital Management, LLC | 187,215 | $1.43M | 0.73% | +61,664+49.1% | Added |
| LPL Financial LLC | 188,305 | $1.43M | 0.00% | −940−0.5% | Reduced |
| Envestnet Asset Management Inc | 145,525 | $1.10M | 0.00% | −8,392−5.5% | Reduced |
| Logan Stone Capital, LLC | 125,471 | $952.3K | 0.36% | +50,773+68.0% | Added |
| Almitas Capital LLC | 111,237 | $844.3K | 0.39% | +106,475+2,235.9% | Added |
| Park Avenue Securities LLC | 107,817 | $818.0K | 0.01% | −1,281−1.2% | Reduced |
| UBS Group AG | 107,257 | $814.1K | 0.00% | +75,058+233.1% | Added |
| SkyView Investment Advisors, LLC | 95,475 | $725.0K | 0.22% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 85,512 | $649.0K | 0.08% | −13,662−13.8% | Reduced |
| Rock Point Advisors, LLC | 80,250 | $609.0K | 0.21% | −1,200−1.5% | Reduced |
| Wolverine Asset Management LLC | 75,891 | $576.0K | 0.01% | −7,444−8.9% | Reduced |
| Wells Fargo & Company | 75,043 | $569.6K | 0.00% | −4,467−5.6% | Reduced |
| Royal Bank of Canada | 74,882 | $568.0K | 0.00% | −14,384−16.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 68,556 | $520.3K | 0.13% | −4,000−5.5% | Reduced |
| Kempner Capital Management Inc. | 47,800 | $362.8K | 0.22% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 40,754 | $309.0K | 0.00% | +26,550+186.9% | Added |
| Karpus Management, Inc. | 40,000 | $303.6K | 0.01% | −549,695−93.2% | Reduced |
| CNH Partners LLC | 37,185 | $282.2K | 0.01% | +20,905+128.4% | Added |
| Mariner Investment Group LLC | 36,068 | $274.0K | 0.83% | −27,831−43.6% | Reduced |
| First Trust Advisors LP | 34,284 | $260.2K | 0.00% | −9,619−21.9% | Reduced |
| Mercer Global Advisors Inc | 33,433 | $254.0K | 0.00% | −6,520−16.3% | Reduced |
| Basepoint Wealth LLC | 33,207 | $252.0K | 0.22% | −1,555−4.5% | Reduced |
| Wealthcare Advisory Partners LLC | 29,570 | $224.4K | 0.01% | −6,600−18.2% | Reduced |
| Mariner, LLC | 27,788 | $211.0K | 0.00% | −2,931−9.5% | Reduced |
| ProVise Management Group, LLC | 25,750 | $195.4K | 0.02% | −5,500−17.6% | Reduced |
| Melfa Wealth Management, LLC | 24,895 | $189.0K | 0.20% | +24,895 | New |
| Raymond James Financial Services Advisors, Inc. | 24,212 | $183.8K | 0.00% | −14,883−38.1% | Reduced |
| HighTower Advisors, LLC | 22,208 | $152.0K | 0.00% | +22,208 | New |
| Aquire Wealth Advisors, LLC | 19,660 | $149.2K | 0.07% | 00.0% | Unchanged |
| Raymond James & Associates | 19,207 | $145.8K | 0.00% | −8,834−31.5% | Reduced |
| Integrated Capital Management, Inc. | 17,087 | $129.7K | 0.12% | −1,140−6.3% | Reduced |
| Stifel Financial Corp | 15,727 | $119.4K | 0.00% | +90+0.6% | Added |
| Charter Trust Co | 15,110 | $114.7K | 0.01% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 12,210 | $92.7K | 0.01% | 00.0% | Unchanged |
| Narwhal Capital Management | 11,692 | $88.7K | 0.01% | −6,032−34.0% | Reduced |
| The PNC Financial Services Group, Inc. | 11,664 | $88.5K | 0.00% | −6,139−34.5% | Reduced |
| Landscape Capital Management, L.L.C. | 10,866 | $82.5K | 0.01% | +10,866 | New |
| Dearborn Partners LLC | 10,500 | $79.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,045 | $46.0K | 0.00% | −44,587−88.1% | Reduced |
| Pathway Financial Advisers, LLC | 2,977 | $22.6K | 0.01% | +2,977 | New |
| Benjamin Edwards Inc | 2,458 | $19.0K | 0.00% | +23+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,007 | $7.64K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 640 | $4.86K | 0.00% | +640 | New |
| Belpointe Asset Management LLC | 610 | $4.63K | 0.00% | +610 | New |
| US Bancorp | 526 | $3.99K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 483 | $3.67K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 350 | $3.00K | 0.00% | +34+10.8% | Added |
| Spire Wealth Management | 330 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 147 | $1.00K | 0.00% | +38+34.9% | Added |
| GWM Advisors LLC | 897 | $7 | 0.00% | +897 | New |
| Bank of America Corp | 0 | $2 | 0.00% | −8,486−100.0% | Reduced |
| Fiera Capital Corp | 0 | $0 | 0.00% | −153,418−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −53,342−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −35,902−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −15,240−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −11,168−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,738−100.0% | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −793−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Hightower 6M Holding, LLC | – | – | – | – | Not filed |