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, Q4 2025
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Dec 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
- 55
- −2 vs. Q3 2025
- Shares held
- 5.89M
- −32.4K (−0.5%) vs. Q3 2025
- Total value
- $45.3M
- −$1.60M (−3.4%) vs. Q3 2025
- New holders
- 3
- 18 more added
- Sold out
- 5
- 16 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spire Wealth Management | 330 | $2.53K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 483 | $3.71K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 665 | $5.11K | 0.00% | +15+2.3% | Added |
| Highline Wealth Partners LLC | 1,000 | $7.68K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,865 | $60.4K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,197 | $78.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12,500 | $96.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,678 | $105.0K | 0.00% | +2,125+18.4% | Added |
| HighTower Advisors, LLC | 14,653 | $112.5K | 0.00% | −4,713−24.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,861 | $114.0K | 0.00% | +14,861 | New |
| GatePass Capital, LLC | 15,000 | $115.2K | 0.06% | 00.0% | Unchanged |
| Charter Trust Co | 15,110 | $116.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 16,809 | $129.1K | 0.02% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 17,477 | $134.2K | 0.08% | +17,477 | New |
| Mariner, LLC | 19,618 | $150.7K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 19,850 | $152.0K | 0.00% | +2,200+12.5% | Added |
| Sit Investment Associates Inc | 21,200 | $163.0K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 23,801 | $182.8K | 0.00% | +2,103+9.7% | Added |
| Stephens Inc | 24,800 | $190.5K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 25,480 | $195.7K | 0.00% | +25,480 | New |
| Basepoint Wealth LLC | 27,634 | $212.2K | 0.13% | −907−3.2% | Reduced |
| Castle Wealth Management LLC | 32,451 | $249.2K | 0.08% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 34,491 | $264.9K | 0.13% | −5,850−14.5% | Reduced |
| Advisor Group Holdings, Inc. | 35,565 | $273.1K | 0.00% | +10,576+42.3% | Added |
| Riverbridge Partners LLC | 40,871 | $313.9K | 0.01% | −162−0.4% | Reduced |
| Whittier Trust Co | 41,343 | $320.0K | 0.00% | −1,577−3.7% | Reduced |
| Northwest Financial Advisors | 43,870 | $336.9K | 0.69% | +30,370+225.0% | Added |
| Melfa Wealth Management, LLC | 46,347 | $355.9K | 0.21% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 46,556 | $357.6K | 0.05% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 47,800 | $371.0K | 0.35% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 54,685 | $420.0K | 0.10% | +39,790+267.1% | Added |
| Concorde Asset Management, LLC | 56,178 | $431.5K | 0.17% | +4,887+9.5% | Added |
| Bank of New York Mellon Corp | 61,046 | $468.8K | 0.00% | −12,643−17.2% | Reduced |
| Royal Bank of Canada | 62,781 | $482.0K | 0.00% | +2,165+3.6% | Added |
| Warren Averett Asset Management, LLC | 64,525 | $495.5K | 0.00% | −7,471−10.4% | Reduced |
| Rock Point Advisors, LLC | 70,925 | $544.7K | 0.14% | +7,000+11.0% | Added |
| Whittier Trust Co of Nevada Inc | 81,242 | $628.8K | 0.01% | −15,668−16.2% | Reduced |
| UBS Group AG | 86,261 | $662.5K | 0.00% | +8,822+11.4% | Added |
| Pathstone Holdings, LLC | 86,973 | $668.0K | 0.00% | −64,923−42.7% | Reduced |
| Whipplewood Advisors, LLC | 91,087 | $699.5K | 0.45% | +1,663+1.9% | Added |
| Traub Capital Management LLC | 94,791 | $728.0K | 0.70% | −9,788−9.4% | Reduced |
| Carson Advisory Inc. | 170,597 | $1.31M | 0.68% | −13,600−7.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 172,051 | $1.32M | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 177,428 | $1.36M | 0.00% | +2,643+1.5% | Added |
| Raymond James Financial Inc | 187,459 | $1.44M | 0.00% | −2,210−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 188,362 | $1.45M | 0.00% | −14,677−7.2% | Reduced |
| LPL Financial LLC | 190,855 | $1.47M | 0.00% | +20,265+11.9% | Added |
| Robinson Capital Management, LLC | 196,578 | $1.51M | 0.63% | +2,074+1.1% | Added |
| Whitebox Advisors LLC | 204,801 | $1.57M | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 298,824 | $2.29M | 0.00% | +38,788+14.9% | Added |
| Invesco Ltd. | 301,003 | $2.31M | 0.00% | +34,631+13.0% | Added |
| Guggenheim Capital LLC | 305,465 | $2.35M | 0.02% | −15,883−4.9% | Reduced |
| Wells Fargo & Company | 399,208 | $3.07M | 0.00% | +65,251+19.5% | Added |
| 1607 Capital Partners, LLC | 437,801 | $3.36M | 0.23% | −82,096−15.8% | Reduced |
| Rivernorth Capital Management, LLC | 1,180,537 | $9.07M | 0.43% | −36,047−3.0% | Reduced |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −24,475−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −22,463−100.0% | Sold out |
| Aquire Wealth Advisors, LLC | 0 | $0 | 0.00% | −19,660−100.0% | Sold out |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |