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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 330 | $2.48K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 483 | $3.63K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 640 | $4.81K | 0.00% | +11+1.7% | Added |
| Farther Finance Advisors, LLC | 3,600 | $27.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,865 | $59.1K | 0.00% | −351−4.3% | Reduced |
| Mercer Global Advisors Inc | 10,197 | $76.7K | 0.00% | −5,480−35.0% | Reduced |
| Landscape Capital Management, L.L.C. | 10,370 | $78.0K | 0.01% | +10,370 | New |
| ProVise Management Group, LLC | 10,750 | $80.8K | 0.01% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 11,334 | $85.2K | 0.00% | +11,334 | New |
| Rothschild Investment LLC | 12,500 | $94.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,711 | $95.6K | 0.00% | +12,711 | New |
| Northwest Financial Advisors | 13,500 | $101.5K | 0.14% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 14,058 | $106.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,483 | $108.9K | 0.00% | −517−3.4% | Reduced |
| GatePass Capital, LLC | 15,000 | $112.8K | 0.07% | 00.0% | Unchanged |
| Charter Trust Co | 15,110 | $113.6K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 16,809 | $126.4K | 0.02% | −718−4.1% | Reduced |
| Advisor Group Holdings, Inc. | 18,534 | $139.4K | 0.00% | −1,801−8.9% | Reduced |
| Mariner, LLC | 19,618 | $147.5K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 19,640 | $147.7K | 0.00% | −164−0.8% | Reduced |
| Aquire Wealth Advisors, LLC | 19,660 | $147.8K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 20,328 | $152.9K | 0.00% | +4,113+25.4% | Added |
| Sit Investment Associates Inc | 21,200 | $159.0K | 0.00% | −607,021−96.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 22,463 | $169.9K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 24,450 | $183.9K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 29,388 | $221.0K | 0.17% | −130.0% | Reduced |
| Tortoise Investment Management, LLC | 29,475 | $221.7K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 32,362 | $243.0K | 0.00% | +2,084+6.9% | Added |
| Whittier Trust Co | 42,850 | $322.2K | 0.00% | −11,229−20.8% | Reduced |
| Wolverine Asset Management LLC | 43,898 | $330.1K | 0.01% | +9,943+29.3% | Added |
| Melfa Wealth Management, LLC | 46,347 | $348.5K | 0.22% | +11,850+34.4% | Added |
| Summit Financial Wealth Advisors, LLC | 46,556 | $350.1K | 0.06% | −1,800−3.7% | Reduced |
| Kempner Capital Management Inc. | 47,800 | $359.0K | 0.19% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 51,748 | $389.1K | 0.18% | +40,174+347.1% | Added |
| Rock Point Advisors, LLC | 63,675 | $478.8K | 0.14% | −2,750−4.1% | Reduced |
| Bank of New York Mellon Corp | 73,697 | $554.2K | 0.00% | −30,213−29.1% | Reduced |
| UBS Group AG | 76,271 | $573.6K | 0.00% | +211+0.3% | Added |
| Warren Averett Asset Management, LLC | 79,641 | $598.9K | 0.01% | −7,223−8.3% | Reduced |
| Whipplewood Advisors, LLC | 85,086 | $639.8K | 0.35% | +84,982+81,713.5% | Added |
| Whittier Trust Co of Nevada Inc | 96,910 | $728.8K | 0.02% | −13,565−12.3% | Reduced |
| Traub Capital Management LLC | 130,531 | $981.6K | 0.91% | +130,531 | New |
| LPL Financial LLC | 157,166 | $1.18M | 0.00% | −4,069−2.5% | Reduced |
| Avantax Advisory Services, Inc. | 157,997 | $1.19M | 0.01% | +430+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 171,558 | $1.29M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 189,929 | $1.43M | 0.00% | +11,720+6.6% | Added |
| Commonwealth Equity Services, LLC | 192,362 | $1.45M | 0.00% | −3,728−1.9% | Reduced |
| Robinson Capital Management, LLC | 194,504 | $1.46M | 0.61% | +127,413+189.9% | Added |
| Carson Advisory Inc. | 194,897 | $1.47M | 0.93% | −2,900−1.5% | Reduced |
| Pathstone Holdings, LLC | 199,751 | $1.50M | 0.01% | −50,845−20.3% | Reduced |
| Invesco Ltd. | 205,096 | $1.54M | 0.00% | +73,181+55.5% | Added |
| Morgan Stanley | 230,244 | $1.73M | 0.00% | +19,383+9.2% | Added |
| Whitebox Advisors LLC | 252,626 | $1.90M | 0.05% | −18,812−6.9% | Reduced |
| Wells Fargo & Company | 293,682 | $2.21M | 0.00% | +180,555+159.6% | Added |
| Guggenheim Capital LLC | 332,781 | $2.50M | 0.02% | −7,153−2.1% | Reduced |
| 1607 Capital Partners, LLC | 594,301 | $4.47M | 0.36% | −15,272−2.5% | Reduced |
| Rivernorth Capital Management, LLC | 1,399,124 | $10.5M | 0.58% | +175,517+14.3% | Added |
| 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 |