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Equibles

SBI · Western Asset Intermediate Muni Fund Inc. · Holdings

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$7.45 +0.03 (+0.40%) At close · Sep 11
Rebalance outlook locked
Market Cap
$104.49M
Shares
14.08M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 59
Total Value: $49,148,572
Total Shares: 6,245,058

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 59 13F filers · Δ vs Mar 31, 2026
Top Holder
19.7%
Sep 2023 → Jun 2026 · range 17.4% – 24.5%
−0.1 pts
Top 5
39.7%
Sep 2023 → Jun 2026 · range 39.7% – 63.5%
−3.7 pts
Top 10
58.3%
Sep 2023 → Jun 2026 · range 58.3% – 77.9%
−2.9 pts
HHI
629
Sep 2023 → Jun 2026 · range 629 – 1,127
Broadly held−29

Quarterly Activity

vs Mar 31, 2026
New
9
Increased
21
Decreased
18
Sold Out
12
Unchanged
11
Holder count: -3
Institutional value: +6.8%
Shares held: +4.2%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Hennion & Walsh Asset Management, Inc. +185,385 275,915
SIT INVESTMENT ASSOCIATES INC +82,566 110,494
OSAIC HOLDINGS, INC. +67,722 161,715
RIVERNORTH CAPITAL MANAGEMENT, LLC +43,628 1,231,561
ROTHSCHILD INVESTMENT LLC +25,000 37,500

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
1607 Capital Partners, LLC −140,773 297,028
Traub Capital Management LLC −31,504 55,335
Bank of New York Mellon Corp −20,002 41,045
Allspring Global Investments Holdings, LLC −19,738 152,313
GUGGENHEIM CAPITAL LLC −17,124 279,800

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Ariadne Wealth Management, LP 100,869 $793,839
Stratos Wealth Partners, LTD. 51,000 $401,370
Thomas J. Herzfeld Advisors, Inc. 47,641 $374,934
ENVESTNET ASSET MANAGEMENT INC 12,950 $101,916
ALONGSIDE, LLC 10,677 $84,027

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Independent Advisor Alliance 50,251 $385,927
Concorde Asset Management, LLC 42,005 $322,598
Logan Stone Capital, LLC 40,318 $309,642
Private Advisor Group, LLC 22,035 $169,228
SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,061 $92,628
Filter: New 9 Increased 21 Reduced 18 Sold out 12 Unchanged 11
Showing 59 of 59
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
RIVERNORTH CAPITAL MANAGEMENT, LLC $9,692,385 19.72% 1,231,561
WELLS FARGO & COMPANY/MN $2,907,279 5.92% 369,413
MORGAN STANLEY $2,361,713 4.81% 300,091
1607 Capital Partners, LLC $2,337,610 4.76% 297,028
GUGGENHEIM CAPITAL LLC $2,202,025 4.48% 279,800
Hennion & Walsh Asset Management, Inc. $2,171,451 4.42% 275,915
Invesco Ltd. $2,054,085 4.18% 261,002
ROBINSON CAPITAL MANAGEMENT, LLC $1,786,600 3.64% 227,014
WHITEBOX ADVISORS LLC $1,611,783 3.28% 204,801
COMMONWEALTH EQUITY SERVICES, LLC $1,511,527 3.08% 192,062
Cetera Investment Advisers $1,506,089 3.06% 191,371
RAYMOND JAMES FINANCIAL INC $1,440,563 2.93% 183,045
Carson Advisory Inc. $1,300,887 2.65% 165,297
OSAIC HOLDINGS, INC. $1,272,697 2.59% 161,715
Pathstone Holdings, LLC $1,239,351 2.52% 157,478
Allspring Global Investments Holdings, LLC $1,198,703 2.44% 152,313
SIT INVESTMENT ASSOCIATES INC $869,587 1.77% 110,494
Ariadne Wealth Management, LP $793,839 1.62% 100,869
LPL Financial LLC $768,891 1.56% 97,699
Whipplewood Advisors, LLC $719,514 1.46% 91,425
UBS Group AG $646,709 1.32% 82,174
WHITTIER TRUST CO OF NEVADA INC $626,263 1.27% 79,576
ROYAL BANK OF CANADA $565,884 1.15% 71,904
Rock Point Advisors, LLC $507,024 1.03% 64,425
Waverly Advisors, LLC $438,980 0.89% 55,779
Traub Capital Management LLC $435,486 0.89% 55,335
Stratos Wealth Partners, LTD. $401,370 0.82% 51,000
Thomas J. Herzfeld Advisors, Inc. $374,934 0.76% 47,641
RIVERBRIDGE PARTNERS LLC $366,978 0.75% 46,630
Northwest Financial Advisors $365,726 0.74% 46,471
MELFA WEALTH MANAGEMENT, INC. $364,750 0.74% 46,347
Noble Wealth Management PBC $352,284 0.72% 44,763
Cambridge Investment Research Advisors, Inc. $345,068 0.70% 43,846
Bank of New York Mellon Corp $323,023 0.66% 41,045
Summit Financial Wealth Advisors, LLC $319,175 0.65% 40,556
WHITTIER TRUST CO $317,774 0.65% 40,378
IHT Wealth Management, LLC $297,123 0.60% 37,754
ROTHSCHILD INVESTMENT LLC $295,125 0.60% 37,500
CASTLE WEALTH MANAGEMENT LLC $255,389 0.52% 32,451
STEPHENS INC /AR/ $200,685 0.41% 25,500
Janney Montgomery Scott LLC $179,829 0.37% 22,850
Basepoint Wealth LLC $163,955 0.33% 20,833
Mariner, LLC $154,393 0.31% 19,618
Savvy Advisors, Inc. $142,785 0.29% 18,143
Closed-End Fund Advisors, Inc. $137,543 0.28% 17,477
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $123,645 0.25% 15,711
BAR HARBOR WEALTH MANAGEMENT $118,915 0.24% 15,110
ENVESTNET ASSET MANAGEMENT INC $101,916 0.21% 12,950
GatePass Capital, LLC $98,375 0.20% 12,500
49 WEALTH MANAGEMENT, LLC $84,027 0.17% 10,677
ALONGSIDE, LLC $84,027 0.17% 10,677
Clear Street Group Inc. $69,413 0.14% 8,820
Steward Partners Investment Advisory, LLC $39,468 0.08% 5,015
Penserra Capital Management LLC $34,328 0.07% 4,362
CoreCap Advisors, LLC $32,267 0.07% 4,100
GILL CAPITAL PARTNERS, LLC $25,624 0.05% 3,256
HIGHLINE WEALTH PARTNERS LLC $7,870 0.02% 1,000
SOA Wealth Advisors, LLC. $3,801 0.01% 483
Global Retirement Partners, LLC $62 0.00% 8
Key facts CIK 882300 CUSIP 958435109 13F (30d) 21 filings 21 filers Visit website Investor relations