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, Q3 2023
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Sep 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
- 67
- +7 vs. Q2 2023
- Shares held
- 7.07M
- +514.1K (+7.8%) vs. Q2 2023
- Total value
- $50.6M
- +$655.5K (+1.3%) vs. Q2 2023
- New holders
- 7
- 18 more added
- Sold out
- 0
- 23 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,372,187 | $9.82M | 0.74% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 1,050,901 | $7.52M | 0.24% | +176,524+20.2% | Added |
| Sit Investment Associates Inc | 606,361 | $4.34M | 0.12% | +284,430+88.4% | Added |
| Rivernorth Capital Management, LLC | 511,109 | $3.66M | 0.19% | −61,309−10.7% | Reduced |
| Morgan Stanley | 437,828 | $3.13M | 0.00% | −20,208−4.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 300,075 | $2.15M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 236,877 | $1.70M | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 200,830 | $1.44M | 0.05% | −26,509−11.7% | Reduced |
| LPL Financial LLC | 186,663 | $1.34M | 0.00% | −1,053−0.6% | Reduced |
| Tortoise Investment Management, LLC | 181,505 | $1.30M | 0.19% | −14,797−7.5% | Reduced |
| Logan Stone Capital, LLC | 160,926 | $1.15M | 0.32% | +62,080+62.8% | Added |
| Whittier Trust Co | 136,875 | $980.0K | 0.02% | −33,617−19.7% | Reduced |
| Envestnet Asset Management Inc | 117,816 | $843.6K | 0.00% | −1,208−1.0% | Reduced |
| UBS Group AG | 99,516 | $712.5K | 0.00% | +2,295+2.4% | Added |
| SkyView Investment Advisors, LLC | 95,475 | $684.0K | 0.28% | 00.0% | Unchanged |
| CNH Partners LLC | 93,622 | $670.3K | 0.03% | +33,473+55.7% | Added |
| Park Avenue Securities LLC | 92,836 | $665.0K | 0.01% | +156+0.2% | Added |
| Robinson Capital Management, LLC | 87,550 | $626.0K | 0.28% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 83,200 | $595.7K | 0.21% | −150−0.2% | Reduced |
| StrategIQ Financial Group, LLC | 80,328 | $575.1K | 0.07% | −2,210−2.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 64,206 | $466.8K | 0.11% | −7,700−10.7% | Reduced |
| Royal Bank of Canada | 64,043 | $459.0K | 0.00% | −5,108−7.4% | Reduced |
| Advisor Partners II, LLC | 62,979 | $450.9K | 0.02% | +62,979 | New |
| Almitas Capital LLC | 56,603 | $405.3K | 0.19% | −8,822−13.5% | Reduced |
| Bulldog Investors, LLP | 48,632 | $348.2K | 0.12% | +24,800+104.1% | Added |
| Kempner Capital Management Inc. | 47,800 | $342.0K | 0.21% | 00.0% | Unchanged |
| Wells Fargo & Company | 42,811 | $306.5K | 0.00% | +9,319+27.8% | Added |
| Karpus Management, Inc. | 40,000 | $286.4K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 33,154 | $237.4K | 0.19% | +229+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,896 | $214.0K | 0.00% | −4,996−14.3% | Reduced |
| ProVise Management Group, LLC | 25,750 | $184.4K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 25,139 | $180.0K | 0.00% | +980+4.1% | Added |
| Wealthcare Advisory Partners LLC | 23,925 | $171.3K | 0.01% | +25+0.1% | Added |
| Stifel Financial Corp | 23,665 | $169.4K | 0.00% | −994−4.0% | Reduced |
| Melfa Wealth Management, LLC | 22,747 | $162.9K | 0.18% | 00.0% | Unchanged |
| First Trust Advisors LP | 22,609 | $161.9K | 0.00% | −5,224−18.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 22,463 | $160.8K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 22,293 | $160.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 20,619 | $147.6K | 0.00% | −5,513−21.1% | Reduced |
| Aquire Wealth Advisors, LLC | 19,660 | $140.8K | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 17,869 | $127.9K | 0.00% | +17,869 | New |
| Creative Planning | 17,663 | $126.5K | 0.00% | +17,663 | New |
| Raymond James & Associates | 17,208 | $123.2K | 0.00% | +1,392+8.8% | Added |
| Susquehanna International Group, LLP | 17,190 | $123.1K | 0.00% | +2,376+16.0% | Added |
| Integrated Capital Management, Inc. | 17,111 | $122.5K | 0.11% | −270−1.6% | Reduced |
| Fort Point Capital Partners LLC | 16,288 | $116.6K | 0.02% | +16,288 | New |
| Charter Trust Co | 15,110 | $108.2K | 0.01% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 13,600 | $97.4K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 13,412 | $96.0K | 0.00% | +43+0.3% | Added |
| TRUE Private Wealth Advisors | 12,210 | $87.4K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,030 | $79.0K | 0.00% | +7,030+175.8% | Added |
| Narwhal Capital Management | 10,489 | $75.1K | 0.01% | −1,119−9.6% | Reduced |
| MML Investors Services, LLC | 10,422 | $75.0K | 0.00% | −36−0.3% | Reduced |
| HighTower Advisors, LLC | 11,983 | $64.0K | 0.00% | −670−5.3% | Reduced |
| Bank of America Corp | 7,517 | $53.8K | 0.00% | +6,582+704.0% | Added |
| The PNC Financial Services Group, Inc. | 5,108 | $36.6K | 0.00% | −6,556−56.2% | Reduced |
| Benjamin Edwards Inc | 2,526 | $18.0K | 0.00% | +23+0.9% | Added |
| Wolverine Asset Management LLC | 2,403 | $17.2K | 0.00% | +2,403 | New |
| Steward Partners Investment Advisory, LLC | 1,007 | $7.21K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,000 | $7.16K | 0.00% | −7,000−87.5% | Reduced |
| JPMorgan Chase & Co | 627 | $4.49K | 0.00% | +627 | New |
| SOA Wealth Advisors, LLC. | 483 | $3.46K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 424 | $3.04K | 0.00% | −473−52.7% | Reduced |
| Spire Wealth Management | 330 | $2.36K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 202 | $1.00K | 0.00% | +7+3.6% | Added |
| Comerica Bank | 19 | $136 | 0.00% | +19 | New |
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |