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
-$480,633
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% $5,288,275 -$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 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 -$480,633 $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