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 2023
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Mar 31, 2023. 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
- 64
- +4 vs. Q4 2022
- Shares held
- 6.52M
- +225.2K (+3.6%) vs. Q4 2022
- Total value
- $51.2M
- +$3.44M (+7.2%) vs. Q4 2022
- New holders
- 11
- 14 more added
- Sold out
- 7
- 24 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,372,487 | $10.9M | 0.76% | −73,709−5.1% | Reduced |
| Saba Capital Management, L.P. | 778,779 | $6.16M | 0.15% | +162,240+26.3% | Added |
| Morgan Stanley | 471,786 | $3.73M | 0.00% | −16,078−3.3% | Reduced |
| Sit Investment Associates Inc | 321,931 | $2.54M | 0.07% | +321,931 | New |
| Rivernorth Capital Management, LLC | 306,048 | $2.42M | 0.12% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 300,075 | $2.37M | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 249,125 | $1.97M | 0.07% | −122,384−32.9% | Reduced |
| Commonwealth Equity Services, LLC | 233,749 | $1.85M | 0.00% | −2,700−1.1% | Reduced |
| LPL Financial LLC | 218,536 | $1.73M | 0.00% | +30,231+16.1% | Added |
| Tortoise Investment Management, LLC | 196,602 | $1.55M | 0.25% | −3,271−1.6% | Reduced |
| Whittier Trust Co | 182,678 | $1.44M | 0.03% | −6,440−3.4% | Reduced |
| Clough Capital Partners L P | 134,335 | $1.06M | 0.11% | +134,335 | New |
| Envestnet Asset Management Inc | 134,248 | $1.06M | 0.00% | −11,277−7.7% | Reduced |
| UBS Group AG | 102,294 | $808.8K | 0.00% | −4,963−4.6% | Reduced |
| Park Avenue Securities LLC | 99,162 | $784.0K | 0.01% | −8,655−8.0% | Reduced |
| SkyView Investment Advisors, LLC | 95,475 | $755.0K | 0.18% | 00.0% | Unchanged |
| Woodline Partners LP | 88,825 | $702.3K | 0.01% | +88,825 | New |
| Robinson Capital Management, LLC | 89,620 | $694.1K | 0.33% | −97,595−52.1% | Reduced |
| StrategIQ Financial Group, LLC | 83,522 | $660.4K | 0.08% | −1,990−2.3% | Reduced |
| Rock Point Advisors, LLC | 83,101 | $657.0K | 0.22% | +2,851+3.6% | Added |
| Royal Bank of Canada | 70,483 | $558.0K | 0.00% | −4,399−5.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 67,106 | $530.6K | 0.13% | −1,450−2.1% | Reduced |
| Logan Stone Capital, LLC | 66,582 | $526.5K | 0.21% | −58,889−46.9% | Reduced |
| Almitas Capital LLC | 55,971 | $442.6K | 0.21% | −55,266−49.7% | Reduced |
| Kempner Capital Management Inc. | 47,800 | $378.0K | 0.22% | 00.0% | Unchanged |
| CNH Partners LLC | 43,570 | $344.5K | 0.01% | +6,385+17.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 40,411 | $320.0K | 0.00% | −343−0.8% | Reduced |
| Karpus Management, Inc. | 40,000 | $316.3K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 33,491 | $264.8K | 0.00% | −41,552−55.4% | Reduced |
| Basepoint Wealth LLC | 33,352 | $263.7K | 0.22% | +145+0.4% | Added |
| Wealthcare Advisory Partners LLC | 33,220 | $262.7K | 0.01% | +3,650+12.3% | Added |
| Mercer Global Advisors Inc | 32,933 | $260.0K | 0.00% | −500−1.5% | Reduced |
| First Trust Advisors LP | 32,189 | $254.5K | 0.00% | −2,095−6.1% | Reduced |
| Mariner, LLC | 27,788 | $220.0K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 25,750 | $203.6K | 0.02% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 24,908 | $196.9K | 0.20% | +13+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,073 | $190.3K | 0.00% | −139−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 22,463 | $177.6K | 0.02% | +22,463 | New |
| Susquehanna International Group, LLP | 20,782 | $164.3K | 0.00% | +20,782 | New |
| Aquire Wealth Advisors, LLC | 39,320 | $155.6K | 0.07% | +19,660+100.0% | Added |
| Integrated Capital Management, Inc. | 39,042 | $148.7K | 0.15% | +21,955+128.5% | Added |
| Raymond James & Associates | 16,074 | $127.1K | 0.00% | −3,133−16.3% | Reduced |
| Stifel Financial Corp | 15,770 | $124.7K | 0.00% | +43+0.3% | Added |
| Bulldog Investors, LLP | 15,695 | $124.1K | 0.04% | +15,695 | New |
| Charter Trust Co | 15,110 | $119.5K | 0.01% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 13,600 | $107.5K | 0.01% | +13,600 | New |
| Cetera Advisor Networks LLC | 12,919 | $102.1K | 0.00% | +12,919 | New |
| TRUE Private Wealth Advisors | 12,210 | $96.5K | 0.01% | 00.0% | Unchanged |
| Narwhal Capital Management | 11,699 | $92.5K | 0.01% | +7+0.1% | Added |
| The PNC Financial Services Group, Inc. | 11,664 | $92.2K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,331 | $81.0K | 0.00% | −9,877−44.5% | Reduced |
| US Bancorp | 7,000 | $55.3K | 0.00% | +6,474+1,230.8% | Added |
| Advisor Group Holdings, Inc. | 6,020 | $47.6K | 0.00% | −25−0.4% | Reduced |
| JPMorgan Chase & Co | 2,597 | $21.0K | 0.00% | +2,597 | New |
| Benjamin Edwards Inc | 2,480 | $20.0K | 0.00% | +22+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,334 | $10.5K | 0.00% | +1,334 | New |
| Steward Partners Investment Advisory, LLC | 1,007 | $7.96K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 935 | $7.39K | 0.00% | +935 | Added |
| GWM Advisors LLC | 897 | $7.09K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 610 | $4.82K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 483 | $3.82K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 330 | $2.61K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 180 | $1.00K | 0.00% | −170−48.6% | Reduced |
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | +50 | New |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −75,891−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −36,068−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,866−100.0% | Sold out |
| Dearborn Partners LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −147−100.0% | Sold out |