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