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, Q3 2025
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Sep 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. Q2 2025
- Shares held
- 5.93M
- +6.26K (+0.1%) vs. Q2 2025
- Total value
- $46.9M
- +$2.36M (+5.3%) vs. Q2 2025
- New holders
- 7
- 16 more added
- Sold out
- 6
- 14 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q2 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 | $2.61K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 483 | $3.82K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 650 | $5.15K | 0.00% | +10+1.6% | Added |
| Highline Wealth Partners LLC | 1,000 | $7.91K | 0.00% | +1,000 | New |
| Steward Partners Investment Advisory, LLC | 7,865 | $62.2K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,197 | $80.7K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 10,750 | $85.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,553 | $91.4K | 0.00% | +11,553 | New |
| Rothschild Investment LLC | 12,500 | $98.9K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 13,500 | $106.8K | 0.14% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 14,895 | $117.8K | 0.05% | −36,853−71.2% | Reduced |
| GatePass Capital, LLC | 15,000 | $118.7K | 0.07% | 00.0% | Unchanged |
| Charter Trust Co | 15,110 | $119.5K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 16,809 | $133.0K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 17,650 | $140.0K | 0.00% | +17,650 | New |
| HighTower Advisors, LLC | 19,366 | $153.2K | 0.00% | −274−1.4% | Reduced |
| Mariner, LLC | 19,618 | $155.2K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 19,660 | $155.5K | 0.04% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 21,200 | $168.0K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 21,698 | $171.6K | 0.00% | +1,370+6.7% | Added |
| Ashton Thomas Private Wealth, LLC | 22,463 | $178.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 24,989 | $193.1K | 0.00% | +6,455+34.8% | Added |
| Tortoise Investment Management, LLC | 24,475 | $193.6K | 0.02% | −5,000−17.0% | Reduced |
| Stephens Inc | 24,800 | $196.2K | 0.00% | +350+1.4% | Added |
| Basepoint Wealth LLC | 28,541 | $225.8K | 0.16% | −847−2.9% | Reduced |
| Castle Wealth Management LLC | 32,451 | $258.1K | 0.09% | +32,451 | New |
| Noble Wealth Management PBC | 40,341 | $319.1K | 0.17% | +40,341 | New |
| Riverbridge Partners LLC | 41,033 | $324.6K | 0.01% | +41,033 | New |
| Whittier Trust Co | 42,920 | $339.5K | 0.00% | +70+0.2% | Added |
| Melfa Wealth Management, LLC | 46,347 | $366.6K | 0.21% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 46,556 | $370.6K | 0.06% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 47,800 | $378.0K | 0.31% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 51,291 | $405.9K | 0.17% | +51,291 | New |
| Royal Bank of Canada | 60,616 | $479.0K | 0.00% | +28,254+87.3% | Added |
| Rock Point Advisors, LLC | 63,925 | $505.6K | 0.13% | +250+0.4% | Added |
| Warren Averett Asset Management, LLC | 71,996 | $569.5K | 0.01% | −7,645−9.6% | Reduced |
| Bank of New York Mellon Corp | 73,689 | $582.9K | 0.00% | −80.0% | Reduced |
| UBS Group AG | 77,439 | $612.5K | 0.00% | +1,168+1.5% | Added |
| Whipplewood Advisors, LLC | 89,424 | $707.3K | 0.47% | +4,338+5.1% | Added |
| Whittier Trust Co of Nevada Inc | 96,910 | $766.6K | 0.02% | 00.0% | Unchanged |
| Traub Capital Management LLC | 104,579 | $827.2K | 0.82% | −25,952−19.9% | Reduced |
| Pathstone Holdings, LLC | 151,896 | $1.20M | 0.00% | −47,855−24.0% | Reduced |
| LPL Financial LLC | 170,590 | $1.35M | 0.00% | +13,424+8.5% | Added |
| Allspring Global Investments Holdings, LLC | 172,051 | $1.36M | 0.00% | +493+0.3% | Added |
| Cetera Investment Advisers | 174,785 | $1.38M | 0.00% | +160,302+1,106.8% | Added |
| Carson Advisory Inc. | 184,197 | $1.46M | 0.79% | −10,700−5.5% | Reduced |
| Raymond James Financial Inc | 189,669 | $1.50M | 0.00% | −260−0.1% | Reduced |
| Robinson Capital Management, LLC | 194,504 | $1.54M | 1.11% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 203,039 | $1.61M | 0.00% | +10,677+5.6% | Added |
| Whitebox Advisors LLC | 204,801 | $1.62M | 0.03% | −47,825−18.9% | Reduced |
| Morgan Stanley | 260,036 | $2.06M | 0.00% | +29,792+12.9% | Added |
| Invesco Ltd. | 266,372 | $2.11M | 0.00% | +61,276+29.9% | Added |
| Guggenheim Capital LLC | 321,348 | $2.54M | 0.02% | −11,433−3.4% | Reduced |
| Wells Fargo & Company | 333,957 | $2.64M | 0.00% | +40,275+13.7% | Added |
| 1607 Capital Partners, LLC | 519,897 | $4.11M | 0.31% | −74,404−12.5% | Reduced |
| Rivernorth Capital Management, LLC | 1,216,584 | $9.62M | 0.55% | −182,540−13.0% | Reduced |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −43,898−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −14,058−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −12,711−100.0% | Sold out |
| Horizon Kinetics Asset Management LLC | 0 | $0 | 0.00% | −11,334−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,370−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |