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, Q2 2025
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Jun 30, 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
- 57
- −1 vs. Q1 2025
- Shares held
- 6.08M
- +69.8K (+1.2%) vs. Q1 2025
- Total value
- $45.7M
- −$1.85M (−3.9%) vs. Q1 2025
- New holders
- 4
- 15 more added
- Sold out
- 5
- 21 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,399,124 | $10.5M | 0.58% | +175,517+14.3% | Added |
| 1607 Capital Partners, LLC | 594,301 | $4.47M | 0.36% | −15,272−2.5% | Reduced |
| Guggenheim Capital LLC | 332,781 | $2.50M | 0.02% | −7,153−2.1% | Reduced |
| Wells Fargo & Company | 293,682 | $2.21M | 0.00% | +180,555+159.6% | Added |
| Whitebox Advisors LLC | 252,626 | $1.90M | 0.05% | −18,812−6.9% | Reduced |
| Morgan Stanley | 230,244 | $1.73M | 0.00% | +19,383+9.2% | Added |
| Invesco Ltd. | 205,096 | $1.54M | 0.00% | +73,181+55.5% | Added |
| Pathstone Holdings, LLC | 199,751 | $1.50M | 0.01% | −50,845−20.3% | Reduced |
| Carson Advisory Inc. | 194,897 | $1.47M | 0.93% | −2,900−1.5% | Reduced |
| Robinson Capital Management, LLC | 194,504 | $1.46M | 0.61% | +127,413+189.9% | Added |
| Commonwealth Equity Services, LLC | 192,362 | $1.45M | 0.00% | −3,728−1.9% | Reduced |
| Raymond James Financial Inc | 189,929 | $1.43M | 0.00% | +11,720+6.6% | Added |
| Allspring Global Investments Holdings, LLC | 171,558 | $1.29M | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 157,997 | $1.19M | 0.01% | +430+0.3% | Added |
| LPL Financial LLC | 157,166 | $1.18M | 0.00% | −4,069−2.5% | Reduced |
| Traub Capital Management LLC | 130,531 | $981.6K | 0.91% | +130,531 | New |
| Whittier Trust Co of Nevada Inc | 96,910 | $728.8K | 0.02% | −13,565−12.3% | Reduced |
| Whipplewood Advisors, LLC | 85,086 | $639.8K | 0.35% | +84,982+81,713.5% | Added |
| Warren Averett Asset Management, LLC | 79,641 | $598.9K | 0.01% | −7,223−8.3% | Reduced |
| UBS Group AG | 76,271 | $573.6K | 0.00% | +211+0.3% | Added |
| Bank of New York Mellon Corp | 73,697 | $554.2K | 0.00% | −30,213−29.1% | Reduced |
| Rock Point Advisors, LLC | 63,675 | $478.8K | 0.14% | −2,750−4.1% | Reduced |
| Logan Stone Capital, LLC | 51,748 | $389.1K | 0.18% | +40,174+347.1% | Added |
| Kempner Capital Management Inc. | 47,800 | $359.0K | 0.19% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 46,556 | $350.1K | 0.06% | −1,800−3.7% | Reduced |
| Melfa Wealth Management, LLC | 46,347 | $348.5K | 0.22% | +11,850+34.4% | Added |
| Wolverine Asset Management LLC | 43,898 | $330.1K | 0.01% | +9,943+29.3% | Added |
| Whittier Trust Co | 42,850 | $322.2K | 0.00% | −11,229−20.8% | Reduced |
| Royal Bank of Canada | 32,362 | $243.0K | 0.00% | +2,084+6.9% | Added |
| Tortoise Investment Management, LLC | 29,475 | $221.7K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 29,388 | $221.0K | 0.17% | −130.0% | Reduced |
| Stephens Inc | 24,450 | $183.9K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 22,463 | $169.9K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 21,200 | $159.0K | 0.00% | −607,021−96.6% | Reduced |
| IHT Wealth Management, LLC | 20,328 | $152.9K | 0.00% | +4,113+25.4% | Added |
| Aquire Wealth Advisors, LLC | 19,660 | $147.8K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 19,640 | $147.7K | 0.00% | −164−0.8% | Reduced |
| Mariner, LLC | 19,618 | $147.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,534 | $139.4K | 0.00% | −1,801−8.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 16,809 | $126.4K | 0.02% | −718−4.1% | Reduced |
| Charter Trust Co | 15,110 | $113.6K | 0.01% | 00.0% | Unchanged |
| GatePass Capital, LLC | 15,000 | $112.8K | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,483 | $108.9K | 0.00% | −517−3.4% | Reduced |
| SkyView Investment Advisors, LLC | 14,058 | $106.0K | 0.02% | 00.0% | Unchanged |
| Northwest Financial Advisors | 13,500 | $101.5K | 0.14% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,711 | $95.6K | 0.00% | +12,711 | New |
| Rothschild Investment LLC | 12,500 | $94.0K | 0.01% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 11,334 | $85.2K | 0.00% | +11,334 | New |
| ProVise Management Group, LLC | 10,750 | $80.8K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 10,370 | $78.0K | 0.01% | +10,370 | New |
| Mercer Global Advisors Inc | 10,197 | $76.7K | 0.00% | −5,480−35.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,865 | $59.1K | 0.00% | −351−4.3% | Reduced |
| Farther Finance Advisors, LLC | 3,600 | $27.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 640 | $4.81K | 0.00% | +11+1.7% | Added |
| SOA Wealth Advisors, LLC. | 483 | $3.63K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 330 | $2.48K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −13,514−100.0% | Sold out |
| Sar Wealth Management Group, LLC | 0 | $0 | 0.00% | −11,892−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −11,216−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Noble Wealth Management PBC | – | – | – | – | Not filed |
| Concorde Asset Management, LLC | – | – | – | – | Not filed |