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