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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | +50 | New |
| Comerica Bank | 135 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 195 | $2.00K | 0.00% | −53−21.4% | Reduced |
| Spire Wealth Management | 330 | $2.61K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 351 | $2.78K | 0.00% | −656−65.1% | Reduced |
| GWM Advisors LLC | 424 | $3.36K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 483 | $3.83K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,829 | $14.5K | 0.00% | +1,829 | New |
| Blue Bell Private Wealth Management, LLC | 2,093 | $16.6K | 0.00% | +660+46.1% | Added |
| Bank of America Corp | 5,935 | $47.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,320 | $58.0K | 0.00% | −105−1.4% | Reduced |
| HighTower Advisors, LLC | 10,880 | $66.0K | 0.00% | −7,642−41.3% | Reduced |
| ProVise Management Group, LLC | 10,750 | $85.1K | 0.01% | −3,000−21.8% | Reduced |
| Landscape Capital Management, L.L.C. | 14,960 | $118.5K | 0.01% | −4,002−21.1% | Reduced |
| Charter Trust Co | 15,110 | $119.7K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,484 | $138.5K | 0.00% | −5,483−23.9% | Reduced |
| Mercer Global Advisors Inc | 17,543 | $139.0K | 0.00% | −3,830−17.9% | Reduced |
| Envestnet Asset Management Inc | 17,558 | $139.1K | 0.00% | −1,082−5.8% | Reduced |
| Creative Planning | 17,663 | $139.9K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 19,619 | $155.4K | 0.00% | −1,000−4.8% | Reduced |
| Aquire Wealth Advisors, LLC | 19,660 | $155.7K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 20,916 | $165.7K | 0.00% | +20,916 | New |
| Raymond James Financial Services Advisors, Inc. | 21,655 | $171.5K | 0.00% | +363+1.7% | Added |
| Ashton Thomas Private Wealth, LLC | 22,463 | $177.9K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 22,600 | $179.0K | 0.00% | +22,600 | New |
| Melfa Wealth Management, LLC | 22,747 | $180.2K | 0.13% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 22,931 | $181.6K | 0.01% | +140+0.6% | Added |
| Stifel Financial Corp | 23,826 | $188.7K | 0.00% | +59+0.2% | Added |
| Bulldog Investors, LLP | 26,147 | $207.1K | 0.07% | −26,550−50.4% | Reduced |
| Robinson Capital Management, LLC | 27,798 | $214.0K | 0.08% | −59,752−68.2% | Reduced |
| Raymond James & Associates | 36,409 | $288.4K | 0.00% | +36+0.1% | Added |
| Basepoint Wealth LLC | 38,192 | $302.5K | 0.23% | +208+0.5% | Added |
| Royal Bank of Canada | 40,881 | $324.0K | 0.00% | −9,055−18.1% | Reduced |
| Wells Fargo & Company | 42,528 | $336.8K | 0.00% | −4,401−9.4% | Reduced |
| Whitebox Advisors LLC | 43,141 | $341.7K | 0.01% | +43,141 | New |
| Kempner Capital Management Inc. | 47,800 | $379.0K | 0.21% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 50,102 | $396.8K | 0.05% | +25,389+102.7% | Added |
| Summit Financial Wealth Advisors, LLC | 53,606 | $424.6K | 0.09% | −10,600−16.5% | Reduced |
| Rock Point Advisors, LLC | 67,675 | $536.0K | 0.16% | −875−1.3% | Reduced |
| CNH Partners LLC | 72,895 | $577.3K | 0.02% | −25,059−25.6% | Reduced |
| Alpine Global Management, LLC | 79,100 | $626.5K | 0.12% | +79,100 | New |
| Warren Averett Asset Management, LLC | 84,807 | $671.7K | 0.02% | +84,807 | New |
| SkyView Investment Advisors, LLC | 85,443 | $677.0K | 0.13% | +85,443 | New |
| Tortoise Investment Management, LLC | 86,802 | $687.5K | 0.08% | −45,370−34.3% | Reduced |
| Whittier Trust Co | 92,143 | $729.8K | 0.01% | −15,414−14.3% | Reduced |
| UBS Group AG | 98,144 | $777.3K | 0.00% | +2,763+2.9% | Added |
| Whittier Trust Co of Nevada Inc | 151,992 | $1.20M | 0.03% | −7,143−4.5% | Reduced |
| LPL Financial LLC | 171,236 | $1.36M | 0.00% | −2,042−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 197,490 | $1.56M | 0.00% | −6,500−3.2% | Reduced |
| Logan Stone Capital, LLC | 200,701 | $1.59M | 0.34% | −2,809−1.4% | Reduced |
| Morgan Stanley | 221,459 | $1.75M | 0.00% | −4,113−1.8% | Reduced |
| Pathstone Holdings, LLC | 226,322 | $1.79M | 0.01% | +8,289+3.8% | Added |
| Allspring Global Investments Holdings, LLC | 300,075 | $2.38M | 0.00% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 883,873 | $7.00M | 0.57% | −479,889−35.2% | Reduced |
| Saba Capital Management, L.P. | 1,006,586 | $7.97M | 0.17% | −69,820−6.5% | Reduced |
| Rivernorth Capital Management, LLC | 1,064,076 | $8.43M | 0.41% | +488,188+84.8% | Added |
| Sit Investment Associates Inc | 1,225,495 | $9.71M | 0.22% | +171,456+16.3% | Added |
| 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 |