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