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, Q2 2024
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Jun 30, 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
- 58
- +1 vs. Q1 2024
- Shares held
- 6.87M
- −194.0K (−2.7%) vs. Q1 2024
- Total value
- $53.9M
- −$1.94M (−3.5%) vs. Q1 2024
- New holders
- 4
- 13 more added
- Sold out
- 3
- 26 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,628,900 | $12.8M | 0.60% | +564,824+53.1% | Added |
| Sit Investment Associates Inc | 1,192,499 | $9.37M | 0.22% | −32,996−2.7% | Reduced |
| 1607 Capital Partners, LLC | 786,857 | $6.18M | 0.55% | −97,016−11.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 300,075 | $2.36M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 230,248 | $1.81M | 0.00% | +8,789+4.0% | Added |
| Pathstone Holdings, LLC | 218,628 | $1.72M | 0.01% | −7,694−3.4% | Reduced |
| Saba Capital Management, L.P. | 198,879 | $1.56M | 0.03% | −807,707−80.2% | Reduced |
| Commonwealth Equity Services, LLC | 197,490 | $1.55M | 0.00% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 169,444 | $1.33M | 0.05% | +126,303+292.8% | Added |
| LPL Financial LLC | 166,219 | $1.31M | 0.00% | −5,017−2.9% | Reduced |
| Logan Stone Capital, LLC | 151,483 | $1.19M | 0.31% | −49,218−24.5% | Reduced |
| Alpine Global Management, LLC | 140,999 | $1.11M | 0.19% | +61,899+78.3% | Added |
| Whittier Trust Co of Nevada Inc | 133,089 | $1.05M | 0.03% | −18,903−12.4% | Reduced |
| Bank of New York Mellon Corp | 104,052 | $817.8K | 0.00% | +104,052 | New |
| UBS Group AG | 95,138 | $747.8K | 0.00% | −3,006−3.1% | Reduced |
| Raymond James & Associates | 92,089 | $723.8K | 0.00% | +55,680+152.9% | Added |
| Warren Averett Asset Management, LLC | 83,045 | $652.7K | 0.01% | −1,762−2.1% | Reduced |
| Tortoise Investment Management, LLC | 72,252 | $567.9K | 0.06% | −14,550−16.8% | Reduced |
| Whittier Trust Co | 71,824 | $564.5K | 0.01% | −20,319−22.1% | Reduced |
| Rock Point Advisors, LLC | 67,425 | $530.0K | 0.16% | −250−0.4% | Reduced |
| Fort Point Capital Partners LLC | 61,276 | $481.6K | 0.06% | +11,174+22.3% | Added |
| Summit Financial Wealth Advisors, LLC | 49,606 | $389.9K | 0.08% | −4,000−7.5% | Reduced |
| Kempner Capital Management Inc. | 47,800 | $376.0K | 0.20% | 00.0% | Unchanged |
| Royal Bank of Canada | 40,927 | $322.0K | 0.00% | +46+0.1% | Added |
| Wells Fargo & Company | 40,767 | $320.4K | 0.00% | −1,761−4.1% | Reduced |
| Landscape Capital Management, L.L.C. | 38,715 | $304.3K | 0.03% | +23,755+158.8% | Added |
| Basepoint Wealth LLC | 35,983 | $282.8K | 0.22% | −2,209−5.8% | Reduced |
| Wolverine Asset Management LLC | 31,609 | $248.4K | 0.00% | +31,609 | New |
| Bulldog Investors, LLP | 26,147 | $205.5K | 0.08% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 23,087 | $181.5K | 0.00% | +1,432+6.6% | Added |
| Wealthcare Advisory Partners LLC | 23,079 | $181.4K | 0.01% | +148+0.6% | Added |
| Stifel Financial Corp | 23,017 | $180.9K | 0.00% | −809−3.4% | Reduced |
| Melfa Wealth Management, LLC | 22,747 | $178.8K | 0.12% | 00.0% | Unchanged |
| Nomura Holdings Inc | 22,600 | $177.6K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 22,463 | $176.6K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 22,204 | $174.5K | 0.04% | +20,111+960.9% | Added |
| Cetera Investment Advisers | 21,889 | $172.0K | 0.00% | +973+4.7% | Added |
| Aquire Wealth Advisors, LLC | 19,660 | $154.5K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 19,618 | $154.2K | 0.00% | −10.0% | Reduced |
| SkyView Investment Advisors, LLC | 19,076 | $150.0K | 0.03% | −66,367−77.7% | Reduced |
| Creative Planning | 18,140 | $142.6K | 0.00% | +477+2.7% | Added |
| Mercer Global Advisors Inc | 15,677 | $123.2K | 0.00% | −1,866−10.6% | Reduced |
| Robinson Capital Management, LLC | 15,672 | $122.9K | 0.04% | −12,126−43.6% | Reduced |
| Charter Trust Co | 15,110 | $118.8K | 0.01% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 14,944 | $117.5K | 0.08% | +14,944 | New |
| Envestnet Asset Management Inc | 13,407 | $105.4K | 0.00% | −4,151−23.6% | Reduced |
| CNH Partners LLC | 13,200 | $103.8K | 0.00% | −59,695−81.9% | Reduced |
| ProVise Management Group, LLC | 10,750 | $84.5K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,750 | $84.5K | 0.00% | +10,750 | New |
| HighTower Advisors, LLC | 10,080 | $58.0K | 0.00% | −800−7.4% | Reduced |
| Advisor Group Holdings, Inc. | 7,160 | $56.3K | 0.00% | −160−2.2% | Reduced |
| Bank of America Corp | 5,037 | $39.6K | 0.00% | −898−15.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,829 | $14.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 483 | $3.80K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 424 | $3.33K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 351 | $2.76K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 330 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 181 | $1.00K | 0.00% | −14−7.2% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,484−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |