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