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