Institutional Ownership Western Asset Intermediate Muni Fund Inc. (SBI)
This table provides information about the institutional ownership of Western Asset Intermediate Muni Fund Inc. (SBI). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 6.44 Million shares, which have been reported (via 13F filing form) to have a value of $50.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Logan Stone Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
51,748
shares
|
$405,704
0.38% of portfolio
|
Q2 2025
Added 347.11%
|
|
|
Kempner Capital Management Inc.
|
Oct 16, 2025 Q3 2025 |
47,800
shares
|
$374,752
0.33% of portfolio
|
Q3 2017
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
46,556
shares
|
$364,999
0.06% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
46,347
shares
|
$363,360
0.21% of portfolio
|
Q2 2025
Added 34.35%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
42,920
shares
|
$336,492
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Riverbridge Partners LLC
|
Oct 14, 2025 Q3 2025 |
41,033
shares
|
$321,698
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
32,451
shares
|
$254,415
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
32,362
shares
|
$253,718
0.0% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
29,475
shares
|
$231,084
0.02% of portfolio
|
Q4 2024
Reduced 34.75%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Oct 16, 2025 Q2 2025 |
29,388
shares
|
$230,401
0.17% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
24,800
shares
|
$194,432
0.0% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,637
shares
|
$193,154
0.0% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
22,463
shares
|
$176,109
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
21,200
shares
|
$166,208
0.0% of portfolio
|
Q2 2025
Reduced 96.63%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
20,328
shares
|
$159,371
0.0% of portfolio
|
Q2 2025
Added 25.37%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
19,660
shares
|
$154,134
0.04% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
19,640
shares
|
$153,977
0.0% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
19,618
shares
|
$153,805
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
18,534
shares
|
$145,306
0.0% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
17,650
shares
|
$138,376
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
17,338
shares
|
$135,929
0.01% of portfolio
|
Q3 2022
Added 0.79%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
16,809
shares
|
$131,782
0.02% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
15,110
shares
|
$118,462
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
15,000
shares
|
$117,600
0.07% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
14,483
shares
|
$113,546
0.0% of portfolio
|
Q2 2025
Reduced 3.45%
|