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 2023
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Jun 30, 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
- 60
- −4 vs. Q1 2023
- Shares held
- 6.56M
- +36.1K (+0.6%) vs. Q1 2023
- Total value
- $50.0M
- −$1.26M (−2.5%) vs. Q1 2023
- New holders
- 1
- 17 more added
- Sold out
- 5
- 25 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 195 | $1.00K | 0.00% | +15+8.3% | Added |
| Spire Wealth Management | 330 | $2.52K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 483 | $3.68K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 897 | $6.83K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 935 | $7.13K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,007 | $7.67K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,503 | $19.0K | 0.00% | +23+0.9% | Added |
| Advisor Group Holdings, Inc. | 4,000 | $30.5K | 0.00% | −2,020−33.6% | Reduced |
| US Bancorp | 8,000 | $61.0K | 0.00% | +1,000+14.3% | Added |
| HighTower Advisors, LLC | 12,653 | $79.0K | 0.00% | +322+2.6% | Added |
| MML Investors Services, LLC | 10,458 | $80.0K | 0.00% | +10,458 | New |
| Narwhal Capital Management | 11,608 | $88.5K | 0.01% | −91−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 11,664 | $88.9K | 0.00% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 12,210 | $93.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 13,369 | $101.9K | 0.00% | +450+3.5% | Added |
| Connecticut Wealth Management, LLC | 13,600 | $103.6K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,814 | $112.9K | 0.00% | −5,968−28.7% | Reduced |
| Charter Trust Co | 15,110 | $115.1K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 15,816 | $120.5K | 0.00% | −258−1.6% | Reduced |
| Integrated Capital Management, Inc. | 17,381 | $132.4K | 0.12% | −21,661−55.5% | Reduced |
| Aquire Wealth Advisors, LLC | 19,660 | $149.8K | 0.06% | −19,660−50.0% | Reduced |
| Mercer Global Advisors Inc | 22,293 | $170.0K | 0.00% | −10,640−32.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 22,463 | $171.2K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 22,747 | $173.3K | 0.18% | −2,161−8.7% | Reduced |
| Bulldog Investors, LLP | 23,832 | $181.6K | 0.06% | +8,137+51.8% | Added |
| Wealthcare Advisory Partners LLC | 23,900 | $182.1K | 0.01% | −9,320−28.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,159 | $184.1K | 0.00% | +86+0.4% | Added |
| Stifel Financial Corp | 24,659 | $187.9K | 0.00% | +8,889+56.4% | Added |
| ProVise Management Group, LLC | 25,750 | $196.2K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 26,132 | $199.1K | 0.00% | −1,656−6.0% | Reduced |
| First Trust Advisors LP | 27,833 | $212.1K | 0.00% | −4,356−13.5% | Reduced |
| Basepoint Wealth LLC | 32,925 | $250.9K | 0.21% | −427−1.3% | Reduced |
| Wells Fargo & Company | 33,492 | $255.2K | 0.00% | +10.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,892 | $266.0K | 0.00% | −5,519−13.7% | Reduced |
| Karpus Management, Inc. | 40,000 | $304.8K | 0.01% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 47,800 | $364.0K | 0.23% | 00.0% | Unchanged |
| CNH Partners LLC | 60,149 | $458.3K | 0.02% | +16,579+38.1% | Added |
| Almitas Capital LLC | 65,425 | $503.1K | 0.22% | +9,454+16.9% | Added |
| Royal Bank of Canada | 69,151 | $527.0K | 0.00% | −1,332−1.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 71,906 | $547.9K | 0.13% | +4,800+7.2% | Added |
| StrategIQ Financial Group, LLC | 82,538 | $628.9K | 0.07% | −984−1.2% | Reduced |
| Rock Point Advisors, LLC | 83,350 | $635.1K | 0.21% | +249+0.3% | Added |
| Robinson Capital Management, LLC | 87,550 | $673.3K | 0.30% | −2,070−2.3% | Reduced |
| Park Avenue Securities LLC | 92,680 | $706.0K | 0.01% | −6,482−6.5% | Reduced |
| SkyView Investment Advisors, LLC | 95,475 | $728.0K | 0.18% | 00.0% | Unchanged |
| UBS Group AG | 97,221 | $740.8K | 0.00% | −5,073−5.0% | Reduced |
| Logan Stone Capital, LLC | 98,846 | $753.2K | 0.26% | +32,264+48.5% | Added |
| Envestnet Asset Management Inc | 119,024 | $907.0K | 0.00% | −15,224−11.3% | Reduced |
| Whittier Trust Co | 170,492 | $1.30M | 0.02% | −12,186−6.7% | Reduced |
| LPL Financial LLC | 187,716 | $1.43M | 0.00% | −30,820−14.1% | Reduced |
| Tortoise Investment Management, LLC | 196,302 | $1.50M | 0.22% | −300−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 227,339 | $1.73M | 0.06% | −21,786−8.7% | Reduced |
| Commonwealth Equity Services, LLC | 236,877 | $1.80M | 0.00% | +3,128+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 300,075 | $2.29M | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 321,931 | $2.45M | 0.06% | 00.0% | Unchanged |
| Morgan Stanley | 458,036 | $3.49M | 0.00% | −13,750−2.9% | Reduced |
| Rivernorth Capital Management, LLC | 572,418 | $4.36M | 0.22% | +266,370+87.0% | Added |
| Saba Capital Management, L.P. | 874,377 | $6.66M | 0.22% | +95,598+12.3% | Added |
| 1607 Capital Partners, LLC | 1,372,187 | $10.5M | 0.75% | −3000.0% | Reduced |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −134,335−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −88,825−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −2,597−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |