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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 330 | $2.55K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 351 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 437 | $3.00K | 0.00% | +180+70.0% | Added |
| SOA Wealth Advisors, LLC. | 483 | $3.74K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 610 | $4.72K | 0.00% | +610 | New |
| MAI Capital Management | 623 | $4.82K | 0.00% | +623 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,618 | $20.3K | 0.00% | −427−14.0% | Reduced |
| Wolverine Asset Management LLC | 5,292 | $41.0K | 0.00% | −47,201−89.9% | Reduced |
| GatePass Capital, LLC | 10,000 | $77.4K | 0.08% | +10,000 | New |
| ProVise Management Group, LLC | 10,750 | $83.2K | 0.01% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 11,892 | $92.0K | 0.06% | −3,052−20.4% | Reduced |
| Rothschild Investment LLC | 12,500 | $96.8K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,514 | $104.6K | 0.00% | +104+0.8% | Added |
| Citadel Advisors LLC | 13,568 | $105.0K | 0.00% | +13,568 | New |
| PKS Advisory Services, LLC | 14,000 | $108.4K | 0.03% | +14,000 | New |
| SkyView Investment Advisors, LLC | 14,058 | $109.0K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 15,110 | $117.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 15,677 | $121.3K | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 15,728 | $121.7K | 0.04% | −125,812−88.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 17,527 | $135.7K | 0.03% | −4,677−21.1% | Reduced |
| Mariner, LLC | 19,618 | $151.8K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 19,660 | $152.2K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 20,721 | $160.4K | 0.00% | −1,253−5.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 22,463 | $173.9K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 22,615 | $175.0K | 0.00% | +10,240+82.7% | Added |
| Advisor Group Holdings, Inc. | 23,875 | $184.8K | 0.00% | +6,005+33.6% | Added |
| Stephens Inc | 24,750 | $191.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 26,678 | $206.0K | 0.00% | −10,845−28.9% | Reduced |
| Basepoint Wealth LLC | 32,978 | $255.3K | 0.20% | −3,385−9.3% | Reduced |
| Melfa Wealth Management, LLC | 34,497 | $267.0K | 0.18% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 35,000 | $270.9K | 0.05% | +35,000 | New |
| Tortoise Investment Management, LLC | 42,295 | $327.4K | 0.03% | −22,527−34.8% | Reduced |
| Wells Fargo & Company | 44,824 | $346.9K | 0.00% | +3,450+8.3% | Added |
| Kempner Capital Management Inc. | 47,800 | $370.0K | 0.20% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 49,606 | $385.9K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 50,251 | $388.9K | 0.01% | +50,251 | New |
| Whittier Trust Co | 55,747 | $431.5K | 0.01% | +63+0.1% | Added |
| Rock Point Advisors, LLC | 66,925 | $518.0K | 0.15% | −250−0.4% | Reduced |
| Noble Wealth Management PBC | 70,835 | $548.3K | 0.38% | +70,835 | New |
| UBS Group AG | 76,527 | $592.3K | 0.00% | −18,984−19.9% | Reduced |
| Invesco Ltd. | 77,850 | $602.6K | 0.00% | +77,850 | New |
| Whipplewood Advisors, LLC | 82,887 | $641.5K | 0.36% | +82,887 | New |
| Warren Averett Asset Management, LLC | 86,525 | $669.7K | 0.01% | +3,766+4.6% | Added |
| Bank of New York Mellon Corp | 103,682 | $802.5K | 0.00% | −363−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 116,375 | $900.7K | 0.02% | −7,813−6.3% | Reduced |
| Avantax Advisory Services, Inc. | 155,610 | $1.20M | 0.01% | +4,090+2.7% | Added |
| LPL Financial LLC | 155,872 | $1.21M | 0.00% | −652−0.4% | Reduced |
| Raymond James Financial Inc | 169,666 | $1.31M | 0.00% | +169,666 | New |
| Allspring Global Investments Holdings, LLC | 171,558 | $1.33M | 0.00% | −44,517−20.6% | Reduced |
| Carson Advisory Inc. | 174,753 | $1.35M | 0.94% | +85,372+95.5% | Added |
| Commonwealth Equity Services, LLC | 194,490 | $1.50M | 0.00% | −2,000−1.0% | Reduced |
| Morgan Stanley | 206,301 | $1.60M | 0.00% | −22,442−9.8% | Reduced |
| Pathstone Holdings, LLC | 265,418 | $2.06M | 0.01% | −4,753−1.8% | Reduced |
| Whitebox Advisors LLC | 271,438 | $2.10M | 0.08% | +100,000+58.3% | Added |
| Guggenheim Capital LLC | 345,242 | $2.67M | 0.02% | +222,839+182.1% | Added |
| 1607 Capital Partners, LLC | 627,499 | $4.86M | 0.39% | −658−0.1% | Reduced |
| Sit Investment Associates Inc | 1,181,590 | $9.15M | 0.21% | −100,555−7.8% | Reduced |
| Rivernorth Capital Management, LLC | 1,542,743 | $11.9M | 0.57% | −132,097−7.9% | Reduced |
| 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 |