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 2026
Institutional positions in Western Asset Intermediate Muni Fund Inc. as of Jun 30, 2026. 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
- 59
- −3 vs. Q1 2026
- Shares held
- 6.25M
- +253.0K (+4.2%) vs. Q1 2026
- Total value
- $49.1M
- +$3.14M (+6.8%) vs. Q1 2026
- New holders
- 9
- 21 more added
- Sold out
- 12
- 18 more reduced
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Western Asset Intermediate Muni Fund Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 8 | $63 | 0.00% | +8 | New |
| SOA Wealth Advisors, LLC. | 483 | $3.80K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,000 | $7.87K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 3,256 | $25.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,100 | $32.3K | 0.00% | +4,100 | New |
| Penserra Capital Management LLC | 4,362 | $34.0K | 0.00% | +2,908+200.0% | Added |
| Steward Partners Investment Advisory, LLC | 5,015 | $39.5K | 0.00% | −2,850−36.2% | Reduced |
| Clear Street Group Inc. | 8,820 | $69.4K | 0.00% | +8,820 | New |
| 49 Wealth Management, LLC | 10,677 | $84.0K | 0.02% | +10,677 | New |
| Alongside, LLC | 10,677 | $84.0K | 0.02% | +10,677 | New |
| GatePass Capital, LLC | 12,500 | $98.4K | 0.04% | +2,500+25.0% | Added |
| Envestnet Asset Management Inc | 12,950 | $101.9K | 0.00% | +12,950 | New |
| Charter Trust Co | 15,110 | $118.9K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 15,711 | $123.6K | 0.02% | −1,098−6.5% | Reduced |
| Closed-End Fund Advisors, Inc. | 17,477 | $137.5K | 0.13% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 18,143 | $142.8K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 19,618 | $154.4K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 20,833 | $164.0K | 0.09% | −7,251−25.8% | Reduced |
| Janney Montgomery Scott LLC | 22,850 | $180.0K | 0.00% | +3,000+15.1% | Added |
| Stephens Inc | 25,500 | $200.7K | 0.00% | +700+2.8% | Added |
| Castle Wealth Management LLC | 32,451 | $255.4K | 0.08% | 00.0% | Unchanged |
| Rothschild Investment LLC | 37,500 | $295.1K | 0.01% | +25,000+200.0% | Added |
| IHT Wealth Management, LLC | 37,754 | $297.1K | 0.01% | +11,841+45.7% | Added |
| Whittier Trust Co | 40,378 | $316.6K | 0.00% | −1,018−2.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 40,556 | $319.2K | 0.04% | −2,000−4.7% | Reduced |
| Bank of New York Mellon Corp | 41,045 | $323.0K | 0.00% | −20,002−32.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 43,846 | $345.0K | 0.00% | +13,059+42.4% | Added |
| Noble Wealth Management PBC | 44,763 | $352.3K | 0.16% | +10,340+30.0% | Added |
| Melfa Wealth Management, LLC | 46,347 | $364.8K | 0.20% | 00.0% | Unchanged |
| Northwest Financial Advisors | 46,471 | $365.7K | 0.05% | +100.0% | Added |
| Riverbridge Partners LLC | 46,630 | $367.0K | 0.01% | −1,604−3.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 47,641 | $374.9K | 0.12% | +47,641 | New |
| Stratos Wealth Partners, LTD. | 51,000 | $401.4K | 0.00% | +51,000 | New |
| Traub Capital Management LLC | 55,335 | $435.5K | 0.39% | −31,504−36.3% | Reduced |
| Warren Averett Asset Management, LLC | 55,779 | $439.0K | 0.00% | −4,184−7.0% | Reduced |
| Rock Point Advisors, LLC | 64,425 | $507.0K | 0.12% | −2,500−3.7% | Reduced |
| Royal Bank of Canada | 71,904 | $566.0K | 0.00% | +4,407+6.5% | Added |
| Whittier Trust Co of Nevada Inc | 79,576 | $619.9K | 0.01% | −1,970−2.4% | Reduced |
| UBS Group AG | 82,174 | $646.7K | 0.00% | +4,931+6.4% | Added |
| Whipplewood Advisors, LLC | 91,425 | $719.5K | 0.48% | −449−0.5% | Reduced |
| LPL Financial LLC | 97,699 | $768.9K | 0.00% | +8,535+9.6% | Added |
| Ariadne Wealth Management, LP | 100,869 | $793.8K | 0.35% | +100,869 | New |
| Sit Investment Associates Inc | 110,494 | $870.0K | 0.02% | +82,566+295.6% | Added |
| Allspring Global Investments Holdings, LLC | 152,313 | $1.20M | 0.00% | −19,738−11.5% | Reduced |
| Pathstone Holdings, LLC | 157,478 | $1.24M | 0.00% | −5,730−3.5% | Reduced |
| Advisor Group Holdings, Inc. | 161,715 | $1.27M | 0.00% | +67,722+72.1% | Added |
| Carson Advisory Inc. | 165,297 | $1.30M | 0.60% | −3,300−2.0% | Reduced |
| Raymond James Financial Inc | 183,045 | $1.44M | 0.00% | +247+0.1% | Added |
| Cetera Investment Advisers | 191,371 | $1.51M | 0.00% | +10,686+5.9% | Added |
| Commonwealth Equity Services, LLC | 192,062 | $1.51M | 0.00% | +1,000+0.5% | Added |
| Whitebox Advisors LLC | 204,801 | $1.61M | 0.03% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 227,014 | $1.79M | 0.79% | 00.0% | Unchanged |
| Invesco Ltd. | 261,002 | $2.05M | 0.00% | +144+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 275,915 | $2.17M | 0.06% | +185,385+204.8% | Added |
| Guggenheim Capital LLC | 279,800 | $2.20M | 0.01% | −17,124−5.8% | Reduced |
| 1607 Capital Partners, LLC | 297,028 | $2.34M | 0.20% | −140,773−32.2% | Reduced |
| Morgan Stanley | 300,091 | $2.36M | 0.00% | −12,209−3.9% | Reduced |
| Wells Fargo & Company | 369,413 | $2.91M | 0.00% | +7,158+2.0% | Added |
| Rivernorth Capital Management, LLC | 1,231,561 | $9.69M | 0.46% | +43,628+3.7% | Added |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −50,251−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −42,005−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −40,318−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −22,035−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,061−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −10,430−100.0% | Sold out |
| Hamrick Investment Counsel, llc | 0 | $0 | 0.00% | −10,306−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −10,197−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,639−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −330−100.0% | Sold out |