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
$7.81
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
5,592,765
Total reported value
$42,963,141
% of total 13F portfolios
0%
Share change
-84,484
Value change
-$668,792
Number of holders
54
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% $5,288,275 -$1,449,284 703,228 -22% First Trust Portfolios L.P. 30 Jun 2025
SIT INVESTMENT ASSOCIATES INC 4.5% $4,711,658 628,221 Sit Investment Associates, Inc. 17 Mar 2025

As of 31 Dec 2025, 54 institutional investors reported holding 5,592,765 shares of WESTERN ASSET INTERMEDIATE MUNI FUND INC. - Common (SBI). This represents 40% 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 35% 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 8.4% 1,180,537 -3% 0.43% $9,066,524
1607 Capital Partners, LLC 3.1% 437,801 -16% 0.23% $3,362,312
WELLS FARGO & COMPANY/MN 2.8% 399,208 +20% 0% $3,065,918
GUGGENHEIM CAPITAL LLC 2.2% 305,465 -4.9% 0.02% $2,345,971
MORGAN STANLEY 2.1% 298,824 +15% 0% $2,294,974
WHITEBOX ADVISORS LLC 1.5% 204,801 0% 0.03% $1,572,872
ROBINSON CAPITAL MANAGEMENT, LLC 1.4% 196,578 +1.1% 0.63% $1,509,719
LPL Financial LLC 1.4% 190,855 +12% 0% $1,465,765
COMMONWEALTH EQUITY SERVICES, LLC 1.3% 188,362 -7.2% 0% $1,446,621
RAYMOND JAMES FINANCIAL INC 1.3% 187,459 -1.2% 0% $1,439,685
Cetera Investment Advisers 1.3% 177,428 +1.5% 0% $1,362,647
Allspring Global Investments Holdings, LLC 1.2% 172,051 0% 0% $1,321,352
Carson Advisory Inc. 1.2% 170,597 -7.4% 0.68% $1,310,187
Traub Capital Management LLC 0.67% 94,791 -9.4% 0.7% $727,995
Whipplewood Advisors, LLC 0.65% 91,087 +1.9% 0.45% $699,548
Pathstone Holdings, LLC 0.62% 86,973 -43% 0% $667,954
UBS Group AG 0.61% 86,261 +11% 0% $662,484
WHITTIER TRUST CO OF NEVADA INC 0.58% 81,242 -16% 0.01% $628,813
Rock Point Advisors, LLC 0.5% 70,925 +11% 0.14% $544,704
Waverly Advisors, LLC 0.46% 64,525 -10% 0% $495,548
ROYAL BANK OF CANADA 0.45% 62,781 +3.6% 0% $482,000
Bank of New York Mellon Corp 0.43% 61,046 -17% 0% $468,832
Concorde Asset Management, LLC 0.4% 56,178 +9.5% 0.17% $431,451
Logan Stone Capital, LLC 0.39% 54,685 +267% 0.1% $419,981
KEMPNER CAPITAL MANAGEMENT INC. 0.34% 47,800 0% 0.35% $371,000

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 5,592,765 $42,963,141 -$668,792 $7.68 54
2025 Q3 5,926,144 $46,876,117 -$586,633 $7.91 56
2025 Q2 6,077,886 $45,706,119 -$459,149 $7.52 56
2025 Q1 6,093,294 $48,215,879 -$5,582,643 $7.80 59
2024 Q4 6,892,231 $53,352,294 -$1,342,913 $7.74 58
2024 Q3 6,844,044 $56,110,520 -$96,630 $8.20 57
2024 Q2 6,856,168 $53,889,514 -$1,519,064 $7.86 56
2024 Q1 7,049,302 $55,825,305 +$389,530 $7.92 54
2023 Q4 7,243,348 $55,746,577 -$1,438,017 $7.70 61
2023 Q3 7,062,519 $50,575,740 +$3,684,821 $7.16 64
2023 Q2 6,560,440 $49,984,285 +$524,732 $7.62 58
2023 Q1 6,445,947 $50,934,735 +$1,525,804 $7.91 60
2022 Q4 6,298,557 $47,801,031 +$1,300,412 $7.59 58
2022 Q3 6,124,980 $45,005,500 +$2,440,670 $7.35 60
2022 Q2 5,792,993 $46,692,124 +$2,757,186 $8.06 59
2022 Q1 5,766,658 $49,525,802 +$684,724 $8.59 59
2021 Q4 5,676,793 $54,713,916 -$2,531,870 $9.64 56
2021 Q3 5,579,764 $54,398,000 -$359,303 $9.75 54
2021 Q2 5,673,659 $55,426,000 +$1,417,359 $9.77 55
2021 Q1 5,530,768 $51,373,097 +$3,150,607 $9.29 57
2020 Q4 5,235,524 $48,153,400 +$219,276 $9.20 56
2020 Q3 5,102,384 $46,180,120 -$4,102,231 $9.06 51
2020 Q2 5,567,796 $47,692,120 +$4,186,740 $8.56 53
2020 Q1 5,080,408 $42,797,860 +$1,439,667 $8.43 46
2019 Q4 4,903,076 $44,565,160 +$5,794,612 $9.08 52
2019 Q3 4,251,916 $39,031,360 +$2,039,861 $9.18 55
2019 Q2 4,029,424 $36,030,880 +$3,426,217 $8.94 52
2019 Q1 3,650,908 $32,163,620 +$1,993,690 $8.81 54
2018 Q4 3,791,613 $31,653,700 +$7,986,507 $8.35 50
2018 Q3 2,833,108 $23,940,160 +$1,467,249 $8.46 54
2018 Q2 2,655,889 $23,016,340 +$3,061,657 $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 +$449,225 $9.32 45
2017 Q3 1,965,239 $19,118,460 +$188,374 $9.73 39
2017 Q2 1,945,823 $19,144,680 -$989,194 $9.84 38
2017 Q1 2,049,162 $19,551,080 +$906,407 $9.54 42
2016 Q4 1,956,496 $18,607,020 -$247,035 $9.51 47
2016 Q3 1,970,619 $20,789,100 -$493,020 $10.55 41
2016 Q2 2,017,256 $21,342,160 +$2,615,969 $10.58 43
2016 Q1 1,767,433 $18,330,740 +$519,940 $10.37 39
2015 Q4 1,714,810 $17,513,596 -$867,179 $10.21 36
2015 Q3 1,801,690 $17,819,000 -$480,459 $9.89 37
2015 Q2 1,854,081 $18,002,288 +$55,414 $9.71 35
2015 Q1 1,852,574 $18,623,005 +$232,756 $10.05 36
2014 Q4 1,824,450 $17,791,975 +$1,560,844 $9.76 34
2014 Q3 1,658,137 $16,099,346 +$219,488 $9.71 32
2014 Q2 1,635,446 $15,958,934 +$1,273,829 $9.76 29
2014 Q1 1,505,233 $14,326,000 +$948,716 $9.52 26