WESTERN ASSET INTERMEDIATE MUNI FUND INC. - SBI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 1,187,933 | 9,123 | 0.46% | 0.43% | 1 | +7,396 | 0.63% | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, LLC | History | No change | 437,801 | 3,362 | 0.24% | 0.23% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 362,255 | 2,782 | 0.0% | 0.0% | 3 | -36,953 | -9.26% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 312,300 | 2,398 | 0.0% | 0.0% | 4 | +13,476 | 4.51% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 296,924 | 2,280 | 0.02% | 0.02% | 5 | -8,541 | -2.8% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 260,858 | 2,003 | 0.0% | 0.0% | 6 | -40,145 | -13.34% | Q1 2026 | May 12, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 227,014 | 1,738 | 0.73% | 0.62% | 7 | +30,436 | 15.48% | Q1 2026 | May 11, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 204,801 | 1,572 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 191,062 | 1,467 | 0.0% | 0.0% | 9 | +2,700 | 1.43% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 182,798 | 1,403 | 0.0% | 0.0% | 10 | -4,661 | -2.49% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 180,685 | 1,387 | 0.0% | 0.0% | 11 | +3,257 | 1.84% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 172,051 | 1,321 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Carson Advisory Inc. | History | Reduced | 168,597 | 1,294 | 0.67% | 0.68% | 13 | -2,000 | -1.17% | Q1 2026 | May 07, 2026 |
| Pathstone Holdings, LLC | History | Added to | 163,208 | 1,253 | 0.0% | 0.0% | 14 | +76,235 | 87.65% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 93,993 | 721 | 0.0% | 0.0% | 15 | +58,428 | 164.29% | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 91,874 | 705 | 0.37% | 0.45% | 16 | +787 | 0.86% | Q1 2026 | Apr 30, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 90,530 | 695 | 0.02% | — | 17 | +90,530 | New | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 89,164 | 684 | 0.0% | 0.0% | 18 | -101,691 | -53.28% | Q1 2026 | May 06, 2026 |
| Traub Capital Management LLC | History | Reduced | 86,839 | 666 | 0.66% | 0.7% | 19 | -7,952 | -8.39% | Q1 2026 | Apr 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 81,546 | 619 | 0.01% | 0.01% | 20 | +304 | 0.37% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Reduced | 77,243 | 593 | 0.0% | 0.0% | 21 | -9,018 | -10.45% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 67,497 | 518 | 0.0% | 0.0% | 22 | +4,716 | 7.51% | Q1 2026 | May 15, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 66,925 | 513 | 0.14% | 0.14% | 23 | -4,000 | -5.64% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 61,047 | 468 | 0.0% | 0.0% | 24 | +1 | 0.0% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Reduced | 59,963 | 460 | 0.0% | 0.0% | 25 | -4,562 | -7.07% | Q1 2026 | May 15, 2026 |
| Concorde Asset Management, LLC | History | No change | 56,178 | 431 | 0.17% | 0.17% | 26 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | New | 50,251 | 385 | 0.0% | — | 27 | +50,251 | New | Q1 2026 | May 12, 2026 |
| KEMPNER CAPITAL MANAGEMENT INC. | History | No change | 47,800 | 371 | 0.35% | 0.35% | 28 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 48,234 | 370 | 0.01% | 0.01% | 29 | +7,363 | 18.02% | Q1 2026 | Apr 17, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 46,556 | 357 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Northwest Financial Advisors | History | Added to | 46,461 | 356 | 0.69% | 0.69% | 31 | +2,591 | 5.91% | Q1 2026 | Apr 24, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 46,347 | 355 | 0.2% | 0.2% | 32 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WHITTIER TRUST CO | History | Added to | 41,396 | 314 | 0.0% | 0.0% | 33 | +53 | 0.13% | Q1 2026 | Apr 28, 2026 |
| Logan Stone Capital, LLC | History | Reduced | 40,318 | 309 | 0.09% | 0.1% | 34 | -14,367 | -26.27% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | Reduced | 34,423 | 264 | 0.13% | 0.13% | 35 | -68 | -0.2% | Q1 2026 | Apr 02, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 32,451 | 249 | 0.08% | 0.08% | 36 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,787 | 236 | 0.0% | 0.0% | 37 | +15,926 | 107.17% | Q1 2026 | Apr 30, 2026 |
| Basepoint Wealth LLC | History | Added to | 28,084 | 215 | 0.12% | 0.13% | 38 | +450 | 1.63% | Q1 2026 | May 07, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 27,928 | 214 | 0.0% | 0.0% | 39 | +6,728 | 31.74% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 25,913 | 199 | 0.0% | 0.0% | 40 | +2,112 | 8.87% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 24,800 | 190 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 22,035 | 169 | 0.0% | 0.0% | 42 | +8,357 | 61.1% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 19,850 | 152 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | No change | 19,618 | 150 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | New | 18,143 | 139 | 0.0% | — | 45 | +18,143 | New | Q1 2026 | May 11, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 17,477 | 134 | 0.14% | 0.08% | 46 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 16,809 | 129 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 15,110 | 116 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 12,500 | 96 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,061 | 92 | 0.0% | — | 50 | +12,061 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,430 | 80 | 0.0% | 0.0% | 51 | -4,223 | -28.82% | Q1 2026 | May 05, 2026 |
| Hamrick Investment Counsel, llc | History | New | 10,306 | 79 | 0.04% | — | 52 | +10,306 | New | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,197 | 78 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GatePass Capital, LLC | History | Reduced | 10,000 | 76 | 0.04% | 0.06% | 54 | -5,000 | -33.33% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,865 | 60 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 3,256 | 25 | 0.01% | — | 56 | +3,256 | New | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | New | 3,000 | 23 | 0.0% | — | 57 | +3,000 | New | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 2,639 | 20 | 0.0% | — | 58 | +2,639 | New | Q1 2026 | May 07, 2026 |
| Penserra Capital Management LLC | History | New | 1,454 | 11 | 0.0% | — | 59 | +1,454 | New | Q1 2026 | May 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 7 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MAI Capital Management | History | Added to | 675 | 5 | 0.0% | 0.0% | 61 | +10 | 1.5% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 483 | 3 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Spire Wealth Management | History | No change | 330 | 2 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,480 | -100.0% | Q1 2026 | May 04, 2026 |