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 |
|---|---|---|---|---|---|
| Bank of America Corp | 0 | $2 | 0.00% | −8,486−100.0% | Reduced |
| GWM Advisors LLC | 897 | $7 | 0.00% | +897 | New |
| IFP Advisors, Inc | 147 | $1.00K | 0.00% | +38+34.9% | Added |
| Bessemer Group Inc | 350 | $3.00K | 0.00% | +34+10.8% | Added |
| Spire Wealth Management | 330 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 483 | $3.67K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 526 | $3.99K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 610 | $4.63K | 0.00% | +610 | New |
| EverSource Wealth Advisors, LLC | 640 | $4.86K | 0.00% | +640 | New |
| Steward Partners Investment Advisory, LLC | 1,007 | $7.64K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,458 | $19.0K | 0.00% | +23+0.9% | Added |
| Pathway Financial Advisers, LLC | 2,977 | $22.6K | 0.01% | +2,977 | New |
| Advisor Group Holdings, Inc. | 6,045 | $46.0K | 0.00% | −44,587−88.1% | Reduced |
| Dearborn Partners LLC | 10,500 | $79.7K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 10,866 | $82.5K | 0.01% | +10,866 | New |
| The PNC Financial Services Group, Inc. | 11,664 | $88.5K | 0.00% | −6,139−34.5% | Reduced |
| Narwhal Capital Management | 11,692 | $88.7K | 0.01% | −6,032−34.0% | Reduced |
| TRUE Private Wealth Advisors | 12,210 | $92.7K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 15,110 | $114.7K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,727 | $119.4K | 0.00% | +90+0.6% | Added |
| Integrated Capital Management, Inc. | 17,087 | $129.7K | 0.12% | −1,140−6.3% | Reduced |
| Raymond James & Associates | 19,207 | $145.8K | 0.00% | −8,834−31.5% | Reduced |
| Aquire Wealth Advisors, LLC | 19,660 | $149.2K | 0.07% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 22,208 | $152.0K | 0.00% | +22,208 | New |
| Raymond James Financial Services Advisors, Inc. | 24,212 | $183.8K | 0.00% | −14,883−38.1% | Reduced |
| Melfa Wealth Management, LLC | 24,895 | $189.0K | 0.20% | +24,895 | New |
| ProVise Management Group, LLC | 25,750 | $195.4K | 0.02% | −5,500−17.6% | Reduced |
| Mariner, LLC | 27,788 | $211.0K | 0.00% | −2,931−9.5% | Reduced |
| Wealthcare Advisory Partners LLC | 29,570 | $224.4K | 0.01% | −6,600−18.2% | Reduced |
| Basepoint Wealth LLC | 33,207 | $252.0K | 0.22% | −1,555−4.5% | Reduced |
| Mercer Global Advisors Inc | 33,433 | $254.0K | 0.00% | −6,520−16.3% | Reduced |
| First Trust Advisors LP | 34,284 | $260.2K | 0.00% | −9,619−21.9% | Reduced |
| Mariner Investment Group LLC | 36,068 | $274.0K | 0.83% | −27,831−43.6% | Reduced |
| CNH Partners LLC | 37,185 | $282.2K | 0.01% | +20,905+128.4% | Added |
| Karpus Management, Inc. | 40,000 | $303.6K | 0.01% | −549,695−93.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 40,754 | $309.0K | 0.00% | +26,550+186.9% | Added |
| Kempner Capital Management Inc. | 47,800 | $362.8K | 0.22% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 68,556 | $520.3K | 0.13% | −4,000−5.5% | Reduced |
| Royal Bank of Canada | 74,882 | $568.0K | 0.00% | −14,384−16.1% | Reduced |
| Wells Fargo & Company | 75,043 | $569.6K | 0.00% | −4,467−5.6% | Reduced |
| Wolverine Asset Management LLC | 75,891 | $576.0K | 0.01% | −7,444−8.9% | Reduced |
| Rock Point Advisors, LLC | 80,250 | $609.0K | 0.21% | −1,200−1.5% | Reduced |
| StrategIQ Financial Group, LLC | 85,512 | $649.0K | 0.08% | −13,662−13.8% | Reduced |
| SkyView Investment Advisors, LLC | 95,475 | $725.0K | 0.22% | 00.0% | Unchanged |
| UBS Group AG | 107,257 | $814.1K | 0.00% | +75,058+233.1% | Added |
| Park Avenue Securities LLC | 107,817 | $818.0K | 0.01% | −1,281−1.2% | Reduced |
| Almitas Capital LLC | 111,237 | $844.3K | 0.39% | +106,475+2,235.9% | Added |
| Logan Stone Capital, LLC | 125,471 | $952.3K | 0.36% | +50,773+68.0% | Added |
| Envestnet Asset Management Inc | 145,525 | $1.10M | 0.00% | −8,392−5.5% | Reduced |
| LPL Financial LLC | 188,305 | $1.43M | 0.00% | −940−0.5% | Reduced |
| Robinson Capital Management, LLC | 187,215 | $1.43M | 0.73% | +61,664+49.1% | Added |
| Whittier Trust Co | 189,118 | $1.44M | 0.03% | −53,606−22.1% | Reduced |
| Tortoise Investment Management, LLC | 199,873 | $1.52M | 0.27% | +180,253+918.7% | Added |
| Commonwealth Equity Services, LLC | 236,449 | $1.79M | 0.00% | −17,638−6.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 300,075 | $2.28M | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 306,048 | $2.32M | 0.10% | +105,715+52.8% | Added |
| Whittier Trust Co of Nevada Inc | 371,509 | $2.82M | 0.11% | −62,733−14.4% | Reduced |
| Morgan Stanley | 487,864 | $3.70M | 0.00% | +9,736+2.0% | Added |
| Saba Capital Management, L.P. | 616,539 | $4.68M | 0.08% | +616,539 | New |
| 1607 Capital Partners, LLC | 1,446,196 | $11.0M | 0.75% | +55,850+4.0% | Added |
| 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 |