WESTERN ASSET INTERMEDIATE MUNI FUND INC. (SBI) — Institutional Holders, Q2 2026
59 institutional investment managers reported a SBI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $49.2M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SBI in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Hennion & Walsh Asset ManagementAdded · +185,385 sh+$1.5M
- Ariadne Wealth ManagementNew · +100,869 sh+$793.8K
- SIT INVESTMENT ASSOCIATESAdded · +82,566 sh+$649.8K
- OSAICAdded · +67,722 sh+$533.0K
- Stratos Wealth Partners, LTD.New · +51,000 sh+$401.4K
Biggest sellers
- 1607 Capital PartnersTrimmed · -140,773 sh-$1.1M
- Independent Advisor AllianceSold out · -50,251 sh-$395.5K
- Concorde Asset ManagementSold out · -42,005 sh-$330.6K
- Logan Stone CapitalSold out · -40,318 sh-$317.3K
- Traub Capital ManagementTrimmed · -31,504 sh-$247.9K
SBI 13F holders ranked 1–59 of 59
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT#1 · 1,231,561 sh | 1,231,561 | $9.7M | 0.46% | +3.7% |
| 2 | WELLS FARGO & COMPANY#2 · 369,413 sh | 369,413 | $2.9M | <0.01% | +2.0% |
| 3 | MORGAN STANLEY#3 · 300,091 sh | 300,091 | $2.4M | <0.01% | -3.9% |
| 4 | 1607 Capital Partners#4 · 297,028 sh | 297,028 | $2.3M | 0.20% | -32.2% |
| 5 | GUGGENHEIM CAPITAL#5 · 279,800 sh | 279,800 | $2.2M | 0.01% | -5.8% |
| 6 | Hennion & Walsh Asset Management#6 · 275,915 sh | 275,915 | $2.2M | — | +204.8% |
| 7 | Invesco Ltd.#7 · 261,002 sh | 261,002 | $2.1M | <0.01% | +0.1% |
| 8 | ROBINSON CAPITAL MANAGEMENT#8 · 227,014 sh | 227,014 | $1.8M | 0.79% | 0.0% |
| 9 | WHITEBOX ADVISORS#9 · 204,801 sh | 204,801 | $1.6M | 0.02% | 0.0% |
| 10 | COMMONWEALTH EQUITY SERVICES#10 · 192,062 sh | 192,062 | $1.5M | <0.01% | +0.5% |
| 11 | Cetera Investment Advisers#11 · 191,371 sh | 191,371 | $1.5M | <0.01% | +5.9% |
| 12 | RAYMOND JAMES FINANCIAL#12 · 183,045 sh | 183,045 | $1.4M | <0.01% | +0.1% |
| 13 | Carson Advisory#13 · 165,297 sh | 165,297 | $1.3M | 0.60% | -2.0% |
| 14 | OSAIC#14 · 161,715 sh | 161,715 | $1.3M | <0.01% | +72.1% |
| 15 | Pathstone#15 · 157,478 sh | 157,478 | $1.2M | <0.01% | -3.5% |
| 16 | Allspring Global Investments#16 · 152,313 sh | 152,313 | $1.2M | <0.01% | -11.5% |
| 17 | SIT INVESTMENT ASSOCIATES#17 · 110,494 sh | 110,494 | $870.0K | 0.02% | +295.6% |
| 18 | Ariadne Wealth Management#18 · 100,869 sh | 100,869 | $793.8K | 0.35% | New |
| 19 | LPL Financial#19 · 97,699 sh | 97,699 | $768.9K | <0.01% | +9.6% |
| 20 | Whipplewood Advisors#20 · 91,425 sh | 91,425 | $719.5K | — | -0.5% |
| 21 | UBS Group AG#21 · 82,174 sh | 82,174 | $646.7K | <0.01% | +6.4% |
| 22 | WHITTIER OF NEVADA#22 · 79,576 sh | 79,576 | $619.9K | 0.01% | -2.4% |
| 23 | ROYAL BANK OF CANADA#23 · 71,904 sh | 71,904 | $566.0K | <0.01% | +6.5% |
| 24 | Rock Point Advisors#24 · 64,425 sh | 64,425 | $507.0K | 0.12% | -3.7% |
| 25 | Waverly Advisors#25 · 55,779 sh | 55,779 | $439.0K | <0.01% | -7.0% |
| 26 | Traub Capital Management#26 · 55,335 sh | 55,335 | $435.5K | 0.39% | -36.3% |
| 27 | Stratos Wealth Partners, LTD.#27 · 51,000 sh | 51,000 | $401.4K | <0.01% | New |
| 28 | Thomas J. Herzfeld Advisors#28 · 47,641 sh | 47,641 | $374.9K | 0.12% | New |
| 29 | RIVERBRIDGE PARTNERS#29 · 46,630 sh | 46,630 | $367.0K | 0.01% | -3.3% |
| 30 | Northwest Financial Advisors#30 · 46,471 sh | 46,471 | $365.7K | — | 0.0% |
| 31 | MELFA WEALTH MANAGEMENT#31 · 46,347 sh | 46,347 | $364.8K | 0.20% | 0.0% |
| 32 | Noble Wealth Management PBC#32 · 44,763 sh | 44,763 | $352.3K | — | +30.0% |
| 33 | Cambridge Investment Research Advisors#33 · 43,846 sh | 43,846 | $345.0K | <0.01% | +42.4% |
| 34 | Bank of New York Mellon#34 · 41,045 sh | 41,045 | $323.0K | <0.01% | -32.8% |
| 35 | Summit Financial Wealth Advisors#35 · 40,556 sh | 40,556 | $319.2K | — | -4.7% |
| 36 | WHITTIER#36 · 40,378 sh | 40,378 | $316.6K | <0.01% | -2.5% |
| 37 | IHT Wealth Management#37 · 37,754 sh | 37,754 | $297.1K | <0.01% | +45.7% |
| 38 | ROTHSCHILD INVESTMENT#38 · 37,500 sh | 37,500 | $295.1K | 0.01% | +200.0% |
| 39 | CASTLE WEALTH MANAGEMENT#39 · 32,451 sh | 32,451 | $255.4K | 0.08% | 0.0% |
| 40 | STEPHENS#40 · 25,500 sh | 25,500 | $200.7K | <0.01% | +2.8% |
| 41 | Janney Montgomery Scott#41 · 22,850 sh | 22,850 | $180.0K | <0.01% | +15.1% |
| 42 | Basepoint Wealth#42 · 20,833 sh | 20,833 | $164.0K | 0.09% | -25.8% |
| 43 | Mariner#43 · 19,618 sh | 19,618 | $154.4K | <0.01% | 0.0% |
| 44 | Savvy Advisors#44 · 18,143 sh | 18,143 | $142.8K | <0.01% | 0.0% |
| 45 | Closed-End Fund Advisors#45 · 17,477 sh | 17,477 | $137.5K | 0.13% | 0.0% |
| 46 | BLUE BELL PRIVATE WEALTH MANAGEMENT#46 · 15,711 sh | 15,711 | $123.6K | 0.02% | -6.5% |
| 47 | BAR HARBOR WEALTH MANAGEMENT#47 · 15,110 sh | 15,110 | $118.9K | — | 0.0% |
| 48 | ENVESTNET ASSET MANAGEMENT#48 · 12,950 sh | 12,950 | $101.9K | 0.00% | New |
| 49 | GatePass Capital#49 · 12,500 sh | 12,500 | $98.4K | 0.04% | +25.0% |
| 50 | 49 WEALTH MANAGEMENT#50 · 10,677 sh | 10,677 | $84.0K | 0.02% | New |
| 51 | ALONGSIDE#51 · 10,677 sh | 10,677 | $84.0K | 0.02% | — |
| 52 | Clear Street Group#52 · 8,820 sh | 8,820 | $69.4K | <0.01% | New |
| 53 | GILL CAPITAL PARTNERS#53 · 6,512 sh | 6,512 | $51.3K | — | +100.0% |
| 54 | Steward Partners Investment Advisory#54 · 5,015 sh | 5,015 | $39.5K | <0.01% | -36.2% |
| 55 | Penserra Capital Management#55 · 4,362 sh | 4,362 | $34.0K | <0.01% | +200.0% |
| 56 | CoreCap Advisors#56 · 4,100 sh | 4,100 | $32.3K | — | New |
| 57 | HIGHLINE WEALTH PARTNERS#57 · 1,000 sh | 1,000 | $7.9K | — | 0.0% |
| 58 | SOA Wealth Advisors#58 · 483 sh | 483 | $3.8K | <0.01% | 0.0% |
| 59 | Global Retirement Partners#59 · 8 sh | 8 | $63.00 | 0.00% | — |
Funds that sold out of SBI in Q2 2026 (12)
Held SBI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Independent Advisor Alliance50,251 sh | 50,251 | $385.9K |
| Concorde Asset Management42,005 sh | 42,005 | $322.6K |
| Logan Stone Capital40,318 sh | 40,318 | $309.6K |
| Private Advisor Group22,035 sh | 22,035 | $169.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP12,061 sh | 12,061 | $92.6K |
| HighTower Advisors10,430 sh | 10,430 | $80.1K |
| Hamrick Investment Counsel10,306 sh | 10,306 | $79.2K |
| MERCER GLOBAL ADVISORS10,197 sh | 10,197 | $78.3K |
| Allworth Financial3,000 sh | 3,000 | $23.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT2,639 sh | 2,639 | $20.3K |
| MAI Capital Management675 sh | 675 | $5.2K |
| Spire Wealth Management330 sh | 330 | $2.5K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.