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, Q4 2024
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Dec 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
- 58
- +2 vs. Q3 2024
- Shares held
- 6.89M
- +186.9K (+2.8%) vs. Q3 2024
- Total value
- $53.4M
- −$1.62M (−2.9%) vs. Q3 2024
- New holders
- 11
- 11 more added
- Sold out
- 9
- 21 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,542,743 | $11.9M | 0.57% | −132,097−7.9% | Reduced |
| Sit Investment Associates Inc | 1,181,590 | $9.15M | 0.21% | −100,555−7.8% | Reduced |
| 1607 Capital Partners, LLC | 627,499 | $4.86M | 0.39% | −658−0.1% | Reduced |
| Guggenheim Capital LLC | 345,242 | $2.67M | 0.02% | +222,839+182.1% | Added |
| Whitebox Advisors LLC | 271,438 | $2.10M | 0.08% | +100,000+58.3% | Added |
| Pathstone Holdings, LLC | 265,418 | $2.06M | 0.01% | −4,753−1.8% | Reduced |
| Morgan Stanley | 206,301 | $1.60M | 0.00% | −22,442−9.8% | Reduced |
| Commonwealth Equity Services, LLC | 194,490 | $1.50M | 0.00% | −2,000−1.0% | Reduced |
| Carson Advisory Inc. | 174,753 | $1.35M | 0.94% | +85,372+95.5% | Added |
| Allspring Global Investments Holdings, LLC | 171,558 | $1.33M | 0.00% | −44,517−20.6% | Reduced |
| Raymond James Financial Inc | 169,666 | $1.31M | 0.00% | +169,666 | New |
| LPL Financial LLC | 155,872 | $1.21M | 0.00% | −652−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 155,610 | $1.20M | 0.01% | +4,090+2.7% | Added |
| Whittier Trust Co of Nevada Inc | 116,375 | $900.7K | 0.02% | −7,813−6.3% | Reduced |
| Bank of New York Mellon Corp | 103,682 | $802.5K | 0.00% | −363−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 86,525 | $669.7K | 0.01% | +3,766+4.6% | Added |
| Whipplewood Advisors, LLC | 82,887 | $641.5K | 0.36% | +82,887 | New |
| Invesco Ltd. | 77,850 | $602.6K | 0.00% | +77,850 | New |
| UBS Group AG | 76,527 | $592.3K | 0.00% | −18,984−19.9% | Reduced |
| Noble Wealth Management PBC | 70,835 | $548.3K | 0.38% | +70,835 | New |
| Rock Point Advisors, LLC | 66,925 | $518.0K | 0.15% | −250−0.4% | Reduced |
| Whittier Trust Co | 55,747 | $431.5K | 0.01% | +63+0.1% | Added |
| Independent Advisor Alliance | 50,251 | $388.9K | 0.01% | +50,251 | New |
| Summit Financial Wealth Advisors, LLC | 49,606 | $385.9K | 0.08% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 47,800 | $370.0K | 0.20% | 00.0% | Unchanged |
| Wells Fargo & Company | 44,824 | $346.9K | 0.00% | +3,450+8.3% | Added |
| Tortoise Investment Management, LLC | 42,295 | $327.4K | 0.03% | −22,527−34.8% | Reduced |
| LexAurum Advisors, LLC | 35,000 | $270.9K | 0.05% | +35,000 | New |
| Melfa Wealth Management, LLC | 34,497 | $267.0K | 0.18% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 32,978 | $255.3K | 0.20% | −3,385−9.3% | Reduced |
| Royal Bank of Canada | 26,678 | $206.0K | 0.00% | −10,845−28.9% | Reduced |
| Stephens Inc | 24,750 | $191.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 23,875 | $184.8K | 0.00% | +6,005+33.6% | Added |
| HighTower Advisors, LLC | 22,615 | $175.0K | 0.00% | +10,240+82.7% | Added |
| Ashton Thomas Private Wealth, LLC | 22,463 | $173.9K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 20,721 | $160.4K | 0.00% | −1,253−5.7% | Reduced |
| Aquire Wealth Advisors, LLC | 19,660 | $152.2K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 19,618 | $151.8K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 17,527 | $135.7K | 0.03% | −4,677−21.1% | Reduced |
| Logan Stone Capital, LLC | 15,728 | $121.7K | 0.04% | −125,812−88.9% | Reduced |
| Mercer Global Advisors Inc | 15,677 | $121.3K | 0.00% | 00.0% | Unchanged |
| Charter Trust Co | 15,110 | $117.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 14,058 | $109.0K | 0.02% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 14,000 | $108.4K | 0.03% | +14,000 | New |
| Citadel Advisors LLC | 13,568 | $105.0K | 0.00% | +13,568 | New |
| Envestnet Asset Management Inc | 13,514 | $104.6K | 0.00% | +104+0.8% | Added |
| Rothschild Investment LLC | 12,500 | $96.8K | 0.01% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 11,892 | $92.0K | 0.06% | −3,052−20.4% | Reduced |
| ProVise Management Group, LLC | 10,750 | $83.2K | 0.01% | 00.0% | Unchanged |
| GatePass Capital, LLC | 10,000 | $77.4K | 0.08% | +10,000 | New |
| Wolverine Asset Management LLC | 5,292 | $41.0K | 0.00% | −47,201−89.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,618 | $20.3K | 0.00% | −427−14.0% | Reduced |
| MAI Capital Management | 623 | $4.82K | 0.00% | +623 | New |
| Northwestern Mutual Wealth Management Co | 610 | $4.72K | 0.00% | +610 | New |
| SOA Wealth Advisors, LLC. | 483 | $3.74K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 437 | $3.00K | 0.00% | +180+70.0% | Added |
| Steward Partners Investment Advisory, LLC | 351 | $2.72K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 330 | $2.55K | 0.00% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −125,453−100.0% | Sold out |
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −26,147−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −16,373−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,386−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −11,250−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −11,017−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −7,770−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |