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, Q1 2024
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Mar 31, 2024. 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
- 57
- −2 vs. Q4 2023
- Shares held
- 7.06M
- +34.2K (+0.5%) vs. Q4 2023
- Total value
- $55.9M
- +$1.82M (+3.4%) vs. Q4 2023
- New holders
- 8
- 11 more added
- Sold out
- 10
- 26 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,225,495 | $9.71M | 0.22% | +171,456+16.3% | Added |
| Rivernorth Capital Management, LLC | 1,064,076 | $8.43M | 0.41% | +488,188+84.8% | Added |
| Saba Capital Management, L.P. | 1,006,586 | $7.97M | 0.17% | −69,820−6.5% | Reduced |
| 1607 Capital Partners, LLC | 883,873 | $7.00M | 0.57% | −479,889−35.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 300,075 | $2.38M | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 226,322 | $1.79M | 0.01% | +8,289+3.8% | Added |
| Morgan Stanley | 221,459 | $1.75M | 0.00% | −4,113−1.8% | Reduced |
| Logan Stone Capital, LLC | 200,701 | $1.59M | 0.34% | −2,809−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 197,490 | $1.56M | 0.00% | −6,500−3.2% | Reduced |
| LPL Financial LLC | 171,236 | $1.36M | 0.00% | −2,042−1.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 151,992 | $1.20M | 0.03% | −7,143−4.5% | Reduced |
| UBS Group AG | 98,144 | $777.3K | 0.00% | +2,763+2.9% | Added |
| Whittier Trust Co | 92,143 | $729.8K | 0.01% | −15,414−14.3% | Reduced |
| Tortoise Investment Management, LLC | 86,802 | $687.5K | 0.08% | −45,370−34.3% | Reduced |
| SkyView Investment Advisors, LLC | 85,443 | $677.0K | 0.13% | +85,443 | New |
| Warren Averett Asset Management, LLC | 84,807 | $671.7K | 0.02% | +84,807 | New |
| Alpine Global Management, LLC | 79,100 | $626.5K | 0.12% | +79,100 | New |
| CNH Partners LLC | 72,895 | $577.3K | 0.02% | −25,059−25.6% | Reduced |
| Rock Point Advisors, LLC | 67,675 | $536.0K | 0.16% | −875−1.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 53,606 | $424.6K | 0.09% | −10,600−16.5% | Reduced |
| Fort Point Capital Partners LLC | 50,102 | $396.8K | 0.05% | +25,389+102.7% | Added |
| Kempner Capital Management Inc. | 47,800 | $379.0K | 0.21% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 43,141 | $341.7K | 0.01% | +43,141 | New |
| Wells Fargo & Company | 42,528 | $336.8K | 0.00% | −4,401−9.4% | Reduced |
| Royal Bank of Canada | 40,881 | $324.0K | 0.00% | −9,055−18.1% | Reduced |
| Basepoint Wealth LLC | 38,192 | $302.5K | 0.23% | +208+0.5% | Added |
| Raymond James & Associates | 36,409 | $288.4K | 0.00% | +36+0.1% | Added |
| Robinson Capital Management, LLC | 27,798 | $214.0K | 0.08% | −59,752−68.2% | Reduced |
| Bulldog Investors, LLP | 26,147 | $207.1K | 0.07% | −26,550−50.4% | Reduced |
| Stifel Financial Corp | 23,826 | $188.7K | 0.00% | +59+0.2% | Added |
| Wealthcare Advisory Partners LLC | 22,931 | $181.6K | 0.01% | +140+0.6% | Added |
| Melfa Wealth Management, LLC | 22,747 | $180.2K | 0.13% | 00.0% | Unchanged |
| Nomura Holdings Inc | 22,600 | $179.0K | 0.00% | +22,600 | New |
| Ashton Thomas Private Wealth, LLC | 22,463 | $177.9K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 21,655 | $171.5K | 0.00% | +363+1.7% | Added |
| Cetera Investment Advisers | 20,916 | $165.7K | 0.00% | +20,916 | New |
| Aquire Wealth Advisors, LLC | 19,660 | $155.7K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 19,619 | $155.4K | 0.00% | −1,000−4.8% | Reduced |
| Creative Planning | 17,663 | $139.9K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 17,558 | $139.1K | 0.00% | −1,082−5.8% | Reduced |
| Mercer Global Advisors Inc | 17,543 | $139.0K | 0.00% | −3,830−17.9% | Reduced |
| Susquehanna International Group, LLP | 17,484 | $138.5K | 0.00% | −5,483−23.9% | Reduced |
| Charter Trust Co | 15,110 | $119.7K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 14,960 | $118.5K | 0.01% | −4,002−21.1% | Reduced |
| ProVise Management Group, LLC | 10,750 | $85.1K | 0.01% | −3,000−21.8% | Reduced |
| HighTower Advisors, LLC | 10,880 | $66.0K | 0.00% | −7,642−41.3% | Reduced |
| Advisor Group Holdings, Inc. | 7,320 | $58.0K | 0.00% | −105−1.4% | Reduced |
| Bank of America Corp | 5,935 | $47.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,093 | $16.6K | 0.00% | +660+46.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,829 | $14.5K | 0.00% | +1,829 | New |
| SOA Wealth Advisors, LLC. | 483 | $3.83K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 424 | $3.36K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 351 | $2.78K | 0.00% | −656−65.1% | Reduced |
| Spire Wealth Management | 330 | $2.61K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 195 | $2.00K | 0.00% | −53−21.4% | Reduced |
| Comerica Bank | 135 | $1.07K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | +50 | New |
| Almitas Capital LLC | 0 | $0 | 0.00% | −73,762−100.0% | Sold out |
| Sar Wealth Management Group, LLC | 0 | $0 | 0.00% | −34,740−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −33,852−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −18,402−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −14,840−100.0% | Sold out |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −12,210−100.0% | Sold out |
| Narwhal Capital Management | 0 | $0 | 0.00% | −10,661−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −574−100.0% | Sold out |
| StrategIQ Financial Group, LLC | – | – | – | – | Not filed |