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 |
|---|---|---|---|---|---|
| Comerica Bank | 135 | $1.04K | 0.00% | +116+610.5% | Added |
| Bessemer Group Inc | 248 | $2.00K | 0.00% | +46+22.8% | Added |
| Spire Wealth Management | 330 | $2.54K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 424 | $3.27K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 483 | $3.72K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 574 | $4.42K | 0.00% | −53−8.5% | Reduced |
| US Bancorp | 1,000 | $7.70K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,007 | $7.75K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,433 | $11.0K | 0.00% | +1,433 | New |
| Wolverine Asset Management LLC | 5,000 | $38.5K | 0.00% | +2,597+108.1% | Added |
| Bank of America Corp | 5,935 | $45.7K | 0.00% | −1,582−21.0% | Reduced |
| Advisor Group Holdings, Inc. | 7,425 | $57.2K | 0.00% | −3,605−32.7% | Reduced |
| Narwhal Capital Management | 10,661 | $82.1K | 0.01% | +172+1.6% | Added |
| TRUE Private Wealth Advisors | 12,210 | $94.0K | 0.01% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 13,750 | $105.9K | 0.01% | −12,000−46.6% | Reduced |
| First Trust Advisors LP | 14,840 | $114.3K | 0.00% | −7,769−34.4% | Reduced |
| Charter Trust Co | 15,110 | $116.3K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 18,522 | $126.0K | 0.00% | +6,539+54.6% | Added |
| Creative Planning | 17,663 | $136.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 18,402 | $141.7K | 0.00% | +4,990+37.2% | Added |
| Envestnet Asset Management Inc | 18,640 | $143.5K | 0.00% | −99,176−84.2% | Reduced |
| Landscape Capital Management, L.L.C. | 18,962 | $146.0K | 0.01% | +18,962 | New |
| Aquire Wealth Advisors, LLC | 19,660 | $151.4K | 0.06% | 00.0% | Unchanged |
| Mariner, LLC | 20,619 | $158.8K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 21,292 | $163.9K | 0.00% | −3,847−15.3% | Reduced |
| Mercer Global Advisors Inc | 21,373 | $165.0K | 0.00% | −920−4.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 22,463 | $173.0K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 22,747 | $175.2K | 0.16% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 22,791 | $175.5K | 0.01% | −1,134−4.7% | Reduced |
| Susquehanna International Group, LLP | 22,967 | $176.8K | 0.00% | +5,777+33.6% | Added |
| Stifel Financial Corp | 23,767 | $183.0K | 0.00% | +102+0.4% | Added |
| Fort Point Capital Partners LLC | 24,713 | $190.3K | 0.03% | +8,425+51.7% | Added |
| Citadel Advisors LLC | 33,852 | $260.7K | 0.00% | +33,852 | New |
| Sar Wealth Management Group, LLC | 34,740 | $267.5K | 0.27% | +34,740 | New |
| Raymond James & Associates | 36,373 | $280.1K | 0.00% | +19,165+111.4% | Added |
| Basepoint Wealth LLC | 37,984 | $292.5K | 0.23% | +4,830+14.6% | Added |
| Wells Fargo & Company | 46,929 | $361.4K | 0.00% | +4,118+9.6% | Added |
| Kempner Capital Management Inc. | 47,800 | $368.0K | 0.21% | 00.0% | Unchanged |
| Royal Bank of Canada | 49,936 | $385.0K | 0.00% | −14,107−22.0% | Reduced |
| Bulldog Investors, LLP | 52,697 | $391.4K | 0.13% | +4,065+8.4% | Added |
| Summit Financial Wealth Advisors, LLC | 64,206 | $494.4K | 0.11% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 68,550 | $527.8K | 0.16% | −14,650−17.6% | Reduced |
| Almitas Capital LLC | 73,762 | $568.0K | 0.20% | +17,159+30.3% | Added |
| StrategIQ Financial Group, LLC | 84,900 | $653.7K | 0.07% | +4,572+5.7% | Added |
| Robinson Capital Management, LLC | 87,550 | $676.8K | 0.24% | 00.0% | Unchanged |
| UBS Group AG | 95,381 | $734.4K | 0.00% | −4,135−4.2% | Reduced |
| CNH Partners LLC | 97,954 | $754.2K | 0.03% | +4,332+4.6% | Added |
| Whittier Trust Co | 107,557 | $828.2K | 0.01% | −29,318−21.4% | Reduced |
| Tortoise Investment Management, LLC | 132,172 | $1.02M | 0.14% | −49,333−27.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 159,135 | $1.23M | 0.04% | −41,695−20.8% | Reduced |
| LPL Financial LLC | 173,278 | $1.33M | 0.00% | −13,385−7.2% | Reduced |
| Logan Stone Capital, LLC | 203,510 | $1.57M | 0.32% | +42,584+26.5% | Added |
| Commonwealth Equity Services, LLC | 203,990 | $1.57M | 0.00% | −32,887−13.9% | Reduced |
| Pathstone Holdings, LLC | 218,033 | $1.68M | 0.01% | +218,033 | New |
| Morgan Stanley | 225,572 | $1.74M | 0.00% | −212,256−48.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 300,075 | $2.31M | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 575,888 | $4.43M | 0.21% | +64,779+12.7% | Added |
| Sit Investment Associates Inc | 1,054,039 | $8.12M | 0.20% | +447,678+73.8% | Added |
| Saba Capital Management, L.P. | 1,076,406 | $8.29M | 0.20% | +25,505+2.4% | Added |
| 1607 Capital Partners, LLC | 1,363,762 | $10.5M | 0.74% | −8,425−0.6% | Reduced |
| 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 |