WESTERN ASSET INTERMEDIATE MUNI FUND INC. - SBI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Reduced | 1,180,537 | 9,066 | 0.43% | 0.55% | 1 | -36,047 | -2.96% | Q4 2025 | Feb 17, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 437,801 | 3,362 | 0.23% | 0.31% | 2 | -82,096 | -15.79% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 399,208 | 3,065 | 0.0% | 0.0% | 3 | +65,251 | 19.54% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 305,465 | 2,345 | 0.02% | 0.02% | 4 | -15,883 | -4.94% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 301,003 | 2,311 | 0.0% | 0.0% | 5 | +34,631 | 13.0% | Q4 2025 | Feb 19, 2026 |
| MORGAN STANLEY | History | Added to | 298,824 | 2,294 | 0.0% | 0.0% | 6 | +38,788 | 14.92% | Q4 2025 | Feb 13, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 204,801 | 1,572 | 0.02% | 0.03% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 196,578 | 1,509 | 0.62% | 0.82% | 8 | +2,074 | 1.07% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 190,855 | 1,465 | 0.0% | 0.0% | 9 | +20,265 | 11.88% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 188,362 | 1,446 | 0.0% | 0.0% | 10 | -14,677 | -7.23% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 187,459 | 1,439 | 0.0% | 0.0% | 11 | -2,210 | -1.17% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 177,428 | 1,362 | 0.0% | 0.0% | 12 | +2,643 | 1.51% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 172,051 | 1,321 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Carson Advisory Inc. | History | Reduced | 170,597 | 1,310 | 0.68% | 0.79% | 14 | -13,600 | -7.38% | Q4 2025 | Feb 12, 2026 |
| Traub Capital Management LLC | History | Reduced | 94,791 | 727 | 0.7% | 0.82% | 15 | -9,788 | -9.36% | Q4 2025 | Jan 29, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 91,087 | 699 | 0.45% | 0.47% | 16 | +1,663 | 1.86% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 86,973 | 667 | 0.0% | — | 17 | +86,973 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 86,261 | 662 | 0.0% | 0.0% | 18 | +8,822 | 11.39% | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 81,242 | 628 | 0.01% | 0.02% | 19 | -15,668 | -16.17% | Q4 2025 | Jan 26, 2026 |
| Rock Point Advisors, LLC | History | Added to | 70,925 | 544 | 0.14% | 0.13% | 20 | +7,000 | 10.95% | Q4 2025 | Feb 04, 2026 |
| Waverly Advisors, LLC | History | Reduced | 64,525 | 495 | 0.0% | 0.01% | 21 | -7,471 | -10.38% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 62,781 | 482 | 0.0% | — | 22 | +62,781 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 61,046 | 468 | 0.0% | 0.0% | 23 | -12,643 | -17.16% | Q4 2025 | Feb 10, 2026 |
| Concorde Asset Management, LLC | History | Added to | 56,178 | 431 | 0.17% | 0.17% | 24 | +4,887 | 9.53% | Q4 2025 | Feb 13, 2026 |
| Logan Stone Capital, LLC | History | Added to | 54,685 | 419 | 0.1% | 0.05% | 25 | +39,790 | 267.14% | Q4 2025 | Feb 17, 2026 |
| KEMPNER CAPITAL MANAGEMENT INC. | History | No change | 47,800 | 371 | 0.35% | 0.31% | 26 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 46,556 | 357 | 0.05% | 0.06% | 27 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 46,347 | 355 | 0.2% | 0.21% | 28 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Northwest Financial Advisors | History | Added to | 43,870 | 336 | 0.69% | 0.14% | 29 | +30,370 | 224.96% | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO | History | Reduced | 41,343 | 319 | 0.0% | 0.0% | 30 | -1,577 | -3.67% | Q4 2025 | Jan 26, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 40,871 | 313 | 0.01% | 0.01% | 31 | -162 | -0.39% | Q4 2025 | Jan 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 35,565 | 273 | 0.0% | 0.0% | 32 | +10,576 | 42.32% | Q4 2025 | Feb 17, 2026 |
| Noble Wealth Management PBC | History | Reduced | 34,491 | 264 | 0.13% | 0.17% | 33 | -5,850 | -14.5% | Q4 2025 | Jan 05, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 32,451 | 249 | 0.08% | 0.09% | 34 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Basepoint Wealth LLC | History | Reduced | 27,634 | 212 | 0.13% | 0.16% | 35 | -907 | -3.18% | Q4 2025 | Feb 10, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 25,480 | 195 | 0.0% | — | 36 | +25,480 | New | Q4 2025 | Feb 02, 2026 |
| STEPHENS INC /AR/ | History | No change | 24,800 | 190 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 23,801 | 182 | 0.0% | 0.0% | 38 | +2,103 | 9.69% | Q4 2025 | Feb 17, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 21,200 | 163 | 0.2% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 19,850 | 152 | 0.0% | 0.0% | 40 | +2,200 | 12.46% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | No change | 19,618 | 150 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 17,477 | 134 | 0.08% | — | 42 | +17,477 | New | Q4 2025 | Feb 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 16,809 | 129 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 15,110 | 116 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GatePass Capital, LLC | History | No change | 15,000 | 115 | 0.06% | 0.07% | 45 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 14,861 | 114 | 0.0% | — | 46 | +14,861 | New | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 14,653 | 112 | 0.0% | 0.0% | 47 | -4,713 | -24.34% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,678 | 105 | 0.0% | 0.0% | 48 | +2,125 | 18.39% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 12,500 | 96 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,197 | 78 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,865 | 60 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 7 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MAI Capital Management | History | Added to | 665 | 5 | 0.0% | 0.0% | 53 | +15 | 2.31% | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 483 | 3 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Spire Wealth Management | History | No change | 330 | 2 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,475 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,463 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Aquire Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,660 | -100.0% | Q3 2025 | Oct 17, 2025 |
| ProVise Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,750 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2025 | Dec 15, 2025 |