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, Q1 2025
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Mar 31, 2025. 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
- 60
- +2 vs. Q4 2024
- Shares held
- 6.09M
- −798.9K (−11.6%) vs. Q4 2024
- Total value
- $48.2M
- −$5.14M (−9.6%) vs. Q4 2024
- New holders
- 8
- 16 more added
- Sold out
- 6
- 18 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,223,607 | $9.54M | 0.51% | −319,136−20.7% | Reduced |
| Sit Investment Associates Inc | 628,221 | $4.90M | 0.11% | −553,369−46.8% | Reduced |
| 1607 Capital Partners, LLC | 609,573 | $4.75M | 0.38% | −17,926−2.9% | Reduced |
| Guggenheim Capital LLC | 339,934 | $2.65M | 0.02% | −5,308−1.5% | Reduced |
| Whitebox Advisors LLC | 271,438 | $2.12M | 0.07% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 250,596 | $1.98M | 0.01% | −14,822−5.6% | Reduced |
| Morgan Stanley | 210,861 | $1.64M | 0.00% | +4,560+2.2% | Added |
| Carson Advisory Inc. | 197,797 | $1.54M | 1.04% | +23,044+13.2% | Added |
| Commonwealth Equity Services, LLC | 196,090 | $1.53M | 0.00% | +1,600+0.8% | Added |
| Raymond James Financial Inc | 178,209 | $1.39M | 0.00% | +8,543+5.0% | Added |
| Allspring Global Investments Holdings, LLC | 171,558 | $1.34M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 161,235 | $1.26M | 0.00% | +5,363+3.4% | Added |
| Avantax Advisory Services, Inc. | 157,567 | $1.23M | 0.01% | +1,957+1.3% | Added |
| Invesco Ltd. | 131,915 | $1.03M | 0.00% | +54,065+69.4% | Added |
| Wells Fargo & Company | 113,127 | $882.4K | 0.00% | +68,303+152.4% | Added |
| Whittier Trust Co of Nevada Inc | 110,475 | $861.7K | 0.02% | −5,900−5.1% | Reduced |
| Bank of New York Mellon Corp | 103,910 | $810.5K | 0.00% | +228+0.2% | Added |
| Warren Averett Asset Management, LLC | 86,864 | $677.5K | 0.01% | +339+0.4% | Added |
| Whipplewood Advisors, LLC | 104 | $663.2K | 0.39% | −82,783−99.9% | Reduced |
| UBS Group AG | 76,060 | $593.3K | 0.00% | −467−0.6% | Reduced |
| Noble Wealth Management PBC | 73,335 | $572.0K | 0.39% | +2,500+3.5% | Added |
| Robinson Capital Management, LLC | 67,091 | $523.3K | 0.21% | +67,091 | New |
| Rock Point Advisors, LLC | 66,425 | $518.1K | 0.16% | −500−0.7% | Reduced |
| Whittier Trust Co | 54,079 | $421.8K | 0.01% | −1,668−3.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 48,356 | $377.2K | 0.07% | −1,250−2.5% | Reduced |
| Kempner Capital Management Inc. | 47,800 | $373.0K | 0.21% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 34,497 | $269.1K | 0.18% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 33,955 | $264.8K | 0.01% | +28,663+541.6% | Added |
| Royal Bank of Canada | 30,278 | $236.0K | 0.00% | +3,600+13.5% | Added |
| Tortoise Investment Management, LLC | 29,475 | $229.9K | 0.02% | −12,820−30.3% | Reduced |
| Basepoint Wealth LLC | 29,401 | $229.3K | 0.18% | −3,577−10.8% | Reduced |
| Stephens Inc | 24,450 | $190.7K | 0.00% | −300−1.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 22,463 | $176.2K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,335 | $158.6K | 0.00% | −3,540−14.8% | Reduced |
| HighTower Advisors, LLC | 19,804 | $154.5K | 0.00% | −2,811−12.4% | Reduced |
| Aquire Wealth Advisors, LLC | 19,660 | $153.3K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 19,618 | $153.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 17,527 | $136.7K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 16,215 | $126.5K | 0.00% | +16,215 | New |
| Mercer Global Advisors Inc | 15,677 | $122.3K | 0.00% | 00.0% | Unchanged |
| Charter Trust Co | 15,110 | $117.9K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,000 | $117.0K | 0.00% | −5,721−27.6% | Reduced |
| GatePass Capital, LLC | 15,000 | $117.0K | 0.09% | +5,000+50.0% | Added |
| SkyView Investment Advisors, LLC | 14,058 | $110.0K | 0.02% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 14,000 | $109.2K | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,514 | $105.4K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 13,500 | $105.3K | 0.09% | +13,500 | New |
| Rothschild Investment LLC | 12,500 | $97.5K | 0.01% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 11,892 | $92.8K | 0.06% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 11,840 | $90.5K | 0.05% | +11,840 | New |
| Logan Stone Capital, LLC | 11,574 | $90.3K | 0.04% | −4,154−26.4% | Reduced |
| Moors & Cabot, Inc. | 11,216 | $87.5K | 0.00% | +11,216 | New |
| ProVise Management Group, LLC | 10,750 | $83.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,216 | $64.1K | 0.00% | +7,865+2,240.7% | Added |
| Farther Finance Advisors, LLC | 3,600 | $28.3K | 0.00% | +3,600 | New |
| MAI Capital Management | 629 | $4.91K | 0.00% | +6+1.0% | Added |
| Bank of America Corp | 500 | $3.90K | 0.00% | +500 | New |
| SOA Wealth Advisors, LLC. | 483 | $3.77K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 330 | $2.57K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | +50 | New |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −50,251−100.0% | Sold out |
| LexAurum Advisors, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,568−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,618−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −437−100.0% | Sold out |