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, Q4 2023
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Dec 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
- 60
- −6 vs. Q3 2023
- Shares held
- 7.11M
- +99.4K (+1.4%) vs. Q3 2023
- Total value
- $54.7M
- +$4.54M (+9.0%) vs. Q3 2023
- New holders
- 5
- 20 more added
- Sold out
- 11
- 19 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,363,762 | $10.5M | 0.74% | −8,425−0.6% | Reduced |
| Saba Capital Management, L.P. | 1,076,406 | $8.29M | 0.20% | +25,505+2.4% | Added |
| Sit Investment Associates Inc | 1,054,039 | $8.12M | 0.20% | +447,678+73.8% | Added |
| Rivernorth Capital Management, LLC | 575,888 | $4.43M | 0.21% | +64,779+12.7% | Added |
| Allspring Global Investments Holdings, LLC | 300,075 | $2.31M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 225,572 | $1.74M | 0.00% | −212,256−48.5% | Reduced |
| Pathstone Holdings, LLC | 218,033 | $1.68M | 0.01% | +218,033 | New |
| Commonwealth Equity Services, LLC | 203,990 | $1.57M | 0.00% | −32,887−13.9% | Reduced |
| Logan Stone Capital, LLC | 203,510 | $1.57M | 0.32% | +42,584+26.5% | Added |
| LPL Financial LLC | 173,278 | $1.33M | 0.00% | −13,385−7.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 159,135 | $1.23M | 0.04% | −41,695−20.8% | Reduced |
| Tortoise Investment Management, LLC | 132,172 | $1.02M | 0.14% | −49,333−27.2% | Reduced |
| Whittier Trust Co | 107,557 | $828.2K | 0.01% | −29,318−21.4% | Reduced |
| CNH Partners LLC | 97,954 | $754.2K | 0.03% | +4,332+4.6% | Added |
| UBS Group AG | 95,381 | $734.4K | 0.00% | −4,135−4.2% | Reduced |
| Robinson Capital Management, LLC | 87,550 | $676.8K | 0.24% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 84,900 | $653.7K | 0.07% | +4,572+5.7% | Added |
| Almitas Capital LLC | 73,762 | $568.0K | 0.20% | +17,159+30.3% | Added |
| Rock Point Advisors, LLC | 68,550 | $527.8K | 0.16% | −14,650−17.6% | Reduced |
| Summit Financial Wealth Advisors, LLC | 64,206 | $494.4K | 0.11% | 00.0% | Unchanged |
| Bulldog Investors, LLP | 52,697 | $391.4K | 0.13% | +4,065+8.4% | Added |
| Royal Bank of Canada | 49,936 | $385.0K | 0.00% | −14,107−22.0% | Reduced |
| Kempner Capital Management Inc. | 47,800 | $368.0K | 0.21% | 00.0% | Unchanged |
| Wells Fargo & Company | 46,929 | $361.4K | 0.00% | +4,118+9.6% | Added |
| Basepoint Wealth LLC | 37,984 | $292.5K | 0.23% | +4,830+14.6% | Added |
| Raymond James & Associates | 36,373 | $280.1K | 0.00% | +19,165+111.4% | Added |
| Sar Wealth Management Group, LLC | 34,740 | $267.5K | 0.27% | +34,740 | New |
| Citadel Advisors LLC | 33,852 | $260.7K | 0.00% | +33,852 | New |
| Fort Point Capital Partners LLC | 24,713 | $190.3K | 0.03% | +8,425+51.7% | Added |
| Stifel Financial Corp | 23,767 | $183.0K | 0.00% | +102+0.4% | Added |
| Susquehanna International Group, LLP | 22,967 | $176.8K | 0.00% | +5,777+33.6% | Added |
| Wealthcare Advisory Partners LLC | 22,791 | $175.5K | 0.01% | −1,134−4.7% | Reduced |
| Melfa Wealth Management, LLC | 22,747 | $175.2K | 0.16% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 22,463 | $173.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 21,373 | $165.0K | 0.00% | −920−4.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,292 | $163.9K | 0.00% | −3,847−15.3% | Reduced |
| Mariner, LLC | 20,619 | $158.8K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 19,660 | $151.4K | 0.06% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 18,962 | $146.0K | 0.01% | +18,962 | New |
| Envestnet Asset Management Inc | 18,640 | $143.5K | 0.00% | −99,176−84.2% | Reduced |
| Cetera Advisor Networks LLC | 18,402 | $141.7K | 0.00% | +4,990+37.2% | Added |
| Creative Planning | 17,663 | $136.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 18,522 | $126.0K | 0.00% | +6,539+54.6% | Added |
| Charter Trust Co | 15,110 | $116.3K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 14,840 | $114.3K | 0.00% | −7,769−34.4% | Reduced |
| ProVise Management Group, LLC | 13,750 | $105.9K | 0.01% | −12,000−46.6% | Reduced |
| TRUE Private Wealth Advisors | 12,210 | $94.0K | 0.01% | 00.0% | Unchanged |
| Narwhal Capital Management | 10,661 | $82.1K | 0.01% | +172+1.6% | Added |
| Advisor Group Holdings, Inc. | 7,425 | $57.2K | 0.00% | −3,605−32.7% | Reduced |
| Bank of America Corp | 5,935 | $45.7K | 0.00% | −1,582−21.0% | Reduced |
| Wolverine Asset Management LLC | 5,000 | $38.5K | 0.00% | +2,597+108.1% | Added |
| Blue Bell Private Wealth Management, LLC | 1,433 | $11.0K | 0.00% | +1,433 | New |
| Steward Partners Investment Advisory, LLC | 1,007 | $7.75K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,000 | $7.70K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 574 | $4.42K | 0.00% | −53−8.5% | Reduced |
| SOA Wealth Advisors, LLC. | 483 | $3.72K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 424 | $3.27K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 330 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 248 | $2.00K | 0.00% | +46+22.8% | Added |
| Comerica Bank | 135 | $1.04K | 0.00% | +116+610.5% | Added |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −95,475−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −92,836−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −29,896−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −17,869−100.0% | Sold out |
| Integrated Capital Management, Inc. | 0 | $0 | 0.00% | −17,111−100.0% | Sold out |
| Connecticut Wealth Management, LLC | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,422−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −5,108−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −2,526−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |