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 65 institutions that hold shares in the stock, with a total of 6.36 Million shares, which have been reported (via 13F filing form) to have a value of $49.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
62,979
shares
|
$493,755
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
60,616
shares
|
$475,229
0.0% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
51,291
shares
|
$402,121
0.18% of portfolio
|
Q3 2025
Added 333.2%
|
|
|
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
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
28,541
shares
|
$223,761
0.16% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
24,989
shares
|
$195,913
0.0% of portfolio
|
Q3 2025
Added 34.83%
|
|
|
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%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
24,475
shares
|
$191,884
0.02% of portfolio
|
Q3 2025
Reduced 16.96%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
22,463
shares
|
$176,109
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
21,698
shares
|
$170,112
0.0% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
21,200
shares
|
$166,208
0.0% of portfolio
|
Q2 2025
Reduced 96.63%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
19,660
shares
|
$154,134
0.04% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
19,618
shares
|
$153,805
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
19,366
shares
|
$151,829
0.0% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
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%
|
|