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, Q3 2024
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Sep 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
- 0 vs. Q2 2024
- Shares held
- 6.84M
- −22.3K (−0.3%) vs. Q2 2024
- Total value
- $56.1M
- +$2.16M (+4.0%) vs. Q2 2024
- New holders
- 8
- 18 more added
- Sold out
- 8
- 17 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,674,840 | $13.7M | 0.66% | +45,940+2.8% | Added |
| Sit Investment Associates Inc | 1,282,145 | $10.5M | 0.23% | +89,646+7.5% | Added |
| 1607 Capital Partners, LLC | 628,157 | $5.15M | 0.47% | −158,700−20.2% | Reduced |
| Pathstone Holdings, LLC | 270,171 | $2.22M | 0.01% | +51,543+23.6% | Added |
| Morgan Stanley | 228,743 | $1.88M | 0.00% | −1,505−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 216,075 | $1.77M | 0.00% | −84,000−28.0% | Reduced |
| Commonwealth Equity Services, LLC | 196,490 | $1.61M | 0.00% | −1,000−0.5% | Reduced |
| Whitebox Advisors LLC | 171,438 | $1.41M | 0.06% | +1,994+1.2% | Added |
| LPL Financial LLC | 156,524 | $1.28M | 0.00% | −9,695−5.8% | Reduced |
| Avantax Advisory Services, Inc. | 151,520 | $1.24M | 0.01% | +151,520 | New |
| Logan Stone Capital, LLC | 141,540 | $1.16M | 0.29% | −9,943−6.6% | Reduced |
| Saba Capital Management, L.P. | 125,453 | $1.03M | 0.02% | −73,426−36.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 124,188 | $1.02M | 0.03% | −8,901−6.7% | Reduced |
| Guggenheim Capital LLC | 122,403 | $1.00M | 0.01% | +122,403 | New |
| Raymond James & Associates | 114,165 | $936.2K | 0.00% | +22,076+24.0% | Added |
| Bank of New York Mellon Corp | 104,045 | $853.2K | 0.00% | −70.0% | Reduced |
| UBS Group AG | 95,511 | $783.2K | 0.00% | +373+0.4% | Added |
| Carson Advisory Inc. | 89,381 | $732.9K | 0.46% | +89,381 | New |
| Warren Averett Asset Management, LLC | 82,759 | $678.6K | 0.01% | −286−0.3% | Reduced |
| Rock Point Advisors, LLC | 67,175 | $550.8K | 0.15% | −250−0.4% | Reduced |
| Tortoise Investment Management, LLC | 64,822 | $531.5K | 0.06% | −7,430−10.3% | Reduced |
| Whittier Trust Co | 55,684 | $456.6K | 0.01% | −16,140−22.5% | Reduced |
| Wolverine Asset Management LLC | 52,493 | $430.4K | 0.01% | +20,884+66.1% | Added |
| Summit Financial Wealth Advisors, LLC | 49,606 | $406.8K | 0.08% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 47,800 | $392.0K | 0.20% | 00.0% | Unchanged |
| Wells Fargo & Company | 41,374 | $339.3K | 0.00% | +607+1.5% | Added |
| Royal Bank of Canada | 37,523 | $308.0K | 0.00% | −3,404−8.3% | Reduced |
| Basepoint Wealth LLC | 36,363 | $298.2K | 0.22% | +380+1.1% | Added |
| Melfa Wealth Management, LLC | 34,497 | $282.9K | 0.19% | +11,750+51.7% | Added |
| Bulldog Investors, LLP | 26,147 | $214.5K | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 24,750 | $202.9K | 0.00% | +24,750 | New |
| Raymond James Financial Services Advisors, Inc. | 24,637 | $202.0K | 0.00% | +1,550+6.7% | Added |
| Ashton Thomas Private Wealth, LLC | 22,463 | $184.2K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 22,204 | $182.1K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,974 | $180.2K | 0.00% | +85+0.4% | Added |
| Aquire Wealth Advisors, LLC | 19,660 | $161.2K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 19,618 | $160.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17,870 | $146.5K | 0.00% | +10,710+149.6% | Added |
| Wealthcare Advisory Partners LLC | 16,373 | $134.3K | 0.00% | −6,706−29.1% | Reduced |
| Mercer Global Advisors Inc | 15,677 | $128.9K | 0.00% | 00.0% | Unchanged |
| Charter Trust Co | 15,110 | $123.9K | 0.01% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 14,944 | $122.5K | 0.08% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 14,058 | $115.0K | 0.02% | −5,018−26.3% | Reduced |
| Envestnet Asset Management Inc | 13,410 | $110.0K | 0.00% | +30.0% | Added |
| Rothschild Investment LLC | 12,500 | $102.5K | 0.01% | +12,500 | New |
| Susquehanna International Group, LLP | 11,386 | $93.4K | 0.00% | +11,386 | New |
| NWF Advisory Services Inc. | 11,250 | $92.3K | 0.01% | +11,250 | New |
| Nomura Holdings Inc | 11,017 | $90.3K | 0.00% | −11,583−51.3% | Reduced |
| HighTower Advisors, LLC | 12,375 | $90.0K | 0.00% | +2,295+22.8% | Added |
| ProVise Management Group, LLC | 10,750 | $88.2K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,750 | $88.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 7,770 | $63.7K | 0.00% | +2,733+54.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,045 | $25.0K | 0.00% | +1,216+66.5% | Added |
| SOA Wealth Advisors, LLC. | 483 | $3.96K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 351 | $2.88K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 330 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 257 | $2.00K | 0.00% | +76+42.0% | Added |
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | +50 | New |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −140,999−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −61,276−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −38,715−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −23,017−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −18,140−100.0% | Sold out |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −15,672−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −424−100.0% | Sold out |