WESTERN ASSET INTERMEDIATE MUNI FUND INC. - Common (SBI) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common
Symbol
SBI on NYSE
Shares outstanding
14,080,833
Price per share
$7.68
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
5,926,144
Total reported value
$46,876,117
% of total 13F portfolios
0%
Share change
-64,862
Value change
-$480,635
Number of holders
56
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WESTERN ASSET INTERMEDIATE MUNI FUND INC. - Common (SBI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
RIVERNORTH CAPITAL MANAGEMENT, LLC 8.6% -13% $9,623,179 -$1,443,891 1,216,584 -13% RIVERNORTH CAPITAL MANAGEMENT, LLC 30 Sep 2025
FIRST TRUST PORTFOLIOS LP 5% -23% $5,274,210 -$1,445,430 703,228 -22% First Trust Portfolios L.P. 30 Jun 2025
SIT INVESTMENT ASSOCIATES INC 4.5% $4,900,124 628,221 Sit Investment Associates, Inc. 17 Mar 2025

As of 30 Sep 2025, 56 institutional investors reported holding 5,926,144 shares of WESTERN ASSET INTERMEDIATE MUNI FUND INC. - Common (SBI). This represents 42% of the company’s total 14,080,833 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WESTERN ASSET INTERMEDIATE MUNI FUND INC. - Common (SBI) together control 38% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
RIVERNORTH CAPITAL MANAGEMENT, LLC 8.6% 1,216,584 -13% 0.55% $9,623,179
1607 Capital Partners, LLC 3.7% 519,897 -13% 0.31% $4,112,385
WELLS FARGO & COMPANY/MN 2.4% 333,957 +14% 0% $2,641,599
GUGGENHEIM CAPITAL LLC 2.3% 321,348 -3.4% 0.02% $2,541,863
Invesco Ltd. 1.9% 266,372 +30% 0% $2,107,003
MORGAN STANLEY 1.8% 260,035 +13% 0% $2,056,881
WHITEBOX ADVISORS LLC 1.5% 204,801 -19% 0.03% $1,619,976
COMMONWEALTH EQUITY SERVICES, LLC 1.4% 203,039 +5.6% 0% $1,606,000
ROBINSON CAPITAL MANAGEMENT, LLC 1.4% 194,504 0% 1.1% $1,538,527
RAYMOND JAMES FINANCIAL INC 1.3% 189,669 -0.14% 0% $1,500,284
Carson Advisory Inc. 1.3% 184,197 -5.5% 0.79% $1,457,000
Cetera Investment Advisers 1.2% 174,785 +1107% 0% $1,382,550
Allspring Global Investments Holdings, LLC 1.2% 172,051 +0.29% 0% $1,360,923
LPL Financial LLC 1.2% 170,590 +8.5% 0% $1,349,367
Pathstone Holdings, LLC 1.1% 151,896 -24% 0% $1,201,500
Traub Capital Management LLC 0.74% 104,579 -20% 0.82% $827,220
WHITTIER TRUST CO OF NEVADA INC 0.69% 96,910 0% 0.02% $766,558
Whipplewood Advisors, LLC 0.64% 89,424 +5.1% 0.47% $707,344
UBS Group AG 0.55% 77,439 +1.5% 0% $612,542
Bank of New York Mellon Corp 0.52% 73,689 -0.01% 0% $582,882
Waverly Advisors, LLC 0.51% 71,996 -9.6% 0.01% $569,491
Rock Point Advisors, LLC 0.45% 63,925 +0.39% 0.13% $505,647
ROYAL BANK OF CANADA 0.43% 60,616 +87% 0% $479,000
Concorde Asset Management, LLC 0.36% 51,291 +333% 0.17% $405,885
KEMPNER CAPITAL MANAGEMENT INC. 0.34% 47,800 0% 0.31% $378,000

Institutional Holders of WESTERN ASSET INTERMEDIATE MUNI FUND INC. - Common (SBI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 390,934 $3,006,269 -$201,683 $7.68 10
2025 Q3 5,926,144 $46,876,117 -$480,635 $7.91 56
2025 Q2 6,077,886 $45,706,119 -$459,150 $7.52 56
2025 Q1 6,063,893 $47,986,553 -$5,554,745 $7.80 58
2024 Q4 6,830,644 $52,880,942 -$1,259,270 $7.74 55
2024 Q3 6,796,431 $55,720,095 -$192,005 $8.20 55
2024 Q2 6,820,186 $53,606,706 -$1,501,700 $7.86 55
2024 Q1 7,011,111 $55,522,838 +$420,459 $7.92 53
2023 Q4 6,847,621 $52,699,477 +$665,391 $7.70 58
2023 Q3 6,591,538 $47,203,519 +$3,827,758 $7.16 62
2023 Q2 6,527,515 $49,733,393 +$377,658 $7.62 57
2023 Q1 6,342,180 $50,114,025 +$1,559,982 $7.91 58
2022 Q4 6,265,350 $47,548,992 +$1,312,210 $7.59 57
2022 Q3 6,090,218 $44,750,000 +$2,456,125 $7.35 59
2022 Q2 5,755,646 $46,392,000 +$2,704,811 $8.06 57
2022 Q1 5,732,339 $49,231,000 +$675,589 $8.59 58
2021 Q4 5,643,710 $54,395,000 -$2,531,874 $9.64 55
2021 Q3 5,580,034 $54,400,000 -$359,300 $9.75 55
2021 Q2 5,673,659 $55,426,000 +$1,421,356 $9.77 55
2021 Q1 5,530,785 $51,373,097 +$3,148,616 $9.29 57
2020 Q4 5,235,524 $48,153,400 +$219,262 $9.20 56
2020 Q3 5,102,384 $46,180,120 -$4,102,233 $9.06 51
2020 Q2 5,567,796 $47,692,120 +$4,558,290 $8.56 53
2020 Q1 5,080,408 $42,797,860 +$1,461,217 $8.43 46
2019 Q4 4,809,671 $43,717,160 +$5,530,941 $9.08 51
2019 Q3 4,187,546 $38,440,360 +$2,053,268 $9.18 54
2019 Q2 3,963,582 $35,441,880 +$3,477,602 $8.94 51
2019 Q1 3,578,118 $31,522,620 +$1,285,715 $8.81 53
2018 Q4 3,791,613 $31,653,700 +$7,986,512 $8.35 50
2018 Q3 2,833,108 $23,940,160 +$1,320,510 $8.46 54
2018 Q2 2,655,889 $23,016,340 +$3,061,648 $8.67 49
2018 Q1 2,302,939 $19,893,280 +$2,150,788 $8.64 44
2017 Q4 2,049,997 $19,104,640 +$449,217 $9.32 45
2017 Q3 1,965,239 $19,118,460 +$188,376 $9.73 39
2017 Q2 1,945,823 $19,144,680 -$857,349 $9.84 38
2017 Q1 2,049,162 $19,551,080 +$906,404 $9.54 42
2016 Q4 1,956,496 $18,607,020 -$247,026 $9.51 47
2016 Q3 1,970,619 $20,789,100 -$493,013 $10.55 41
2016 Q2 2,017,256 $21,342,160 +$2,546,970 $10.58 43
2016 Q1 1,767,433 $18,330,740 +$529,941 $10.37 39
2015 Q4 1,714,810 $17,513,596 -$877,178 $10.21 36
2015 Q3 1,801,690 $17,819,000 -$480,454 $9.89 37
2015 Q2 1,854,081 $18,002,288 +$55,414 $9.71 35
2015 Q1 1,852,574 $18,623,005 +$232,754 $10.05 36
2014 Q4 1,824,450 $17,791,975 +$1,560,845 $9.76 34
2014 Q3 1,658,137 $16,099,346 +$217,920 $9.71 32
2014 Q2 1,632,416 $15,928,934 +$1,243,835 $9.76 28
2014 Q1 1,505,233 $14,326,000 +$948,718 $9.52 26