SBINYSEFiscal year ends November 30
WESTERN ASSET INTERMEDIATE MUNI FUND INC.
$7.29+0.04 (+0.55%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
6M
Shares held, 13F filers
Institutional holders
59
9 new, 12 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| The Charger Corporation | 895,952 | 6.36% | 13G (passive) | Mar 31, 2025 |
| Rivernorth Capital Management, LLC | 1,216,584 | 8.64% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SBI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,231,561 | – | $9.69M | +43,628 | 0.46% |
| Wells Fargo & Company/Mn | 369,413 | – | $2.91M | +7,158 | 0.00% |
| Morgan Stanley | 300,091 | – | $2.36M | −12,209 | 0.00% |
| 1607 Capital Partners, LLC | 297,028 | – | $2.34M | −140,773 | 0.20% |
| Guggenheim Capital LLC | 279,800 | – | $2.20M | −17,124 | 0.01% |
| Hennion & Walsh Asset Management, Inc. | 275,915 | – | $2.17M | +185,385 | 0.06% |
| Invesco Ltd. | 261,002 | – | $2.05M | +144 | 0.00% |
| Robinson Capital Management, LLC | 227,014 | – | $1.79M | – | 0.79% |
| Whitebox Advisors LLC | 204,801 | – | $1.61M | – | 0.02% |
| Commonwealth Equity Services, LLC | 192,062 | – | $1.51M | +1,000 | 0.00% |
| Cetera Investment Advisers | 191,371 | – | $1.51M | +10,686 | 0.00% |
| Raymond James Financial Inc | 183,045 | – | $1.44M | +247 | 0.00% |
| Carson Advisory Inc. | 165,297 | – | $1.30M | −3,300 | 0.60% |
| Osaic Holdings, Inc. | 161,715 | – | $1.27M | +67,722 | 0.00% |
| Pathstone Holdings, LLC | 157,478 | – | $1.24M | −5,730 | 0.00% |
| Allspring Global Investments Holdings, LLC | 152,313 | – | $1.20M | −19,738 | 0.00% |
| Sit Investment Associates Inc | 110,494 | – | $870 | +82,566 | 0.02% |
| Ariadne Wealth Management, LP | 100,869 | – | $793.84K | New | 0.35% |
| LPL Financial LLC | 97,699 | – | $768.89K | +8,535 | 0.00% |
| Whipplewood Advisors, LLC | 91,425 | – | $719.52K | −449 | 0.48% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 59 | 6M | 9 / 21 | 18 / 12 | 1M | 0M |
| Q1 2026 | 62 | 6M | 9 / 20 | 16 / 1 | 0M | 0M |
| Q4 2025 | 55 | 6M | 3 / 18 | 16 / 5 | 0M | 0M |
| Q3 2025 | 57 | 6M | 7 / 15 | 15 / 6 | 1M | 1M |
| Q2 2025 | 57 | 6M | 4 / 15 | 21 / 5 | 1M | 1M |
| Q1 2025 | 60 | 6M | 8 / 16 | 18 / 6 | 0M | 1M |
| Q4 2024 | 58 | 7M | 11 / 11 | 21 / 9 | 1M | 1M |
| Q3 2024 | 58 | 7M | 8 / 18 | 17 / 8 | 1M | 1M |
| Q2 2024 | 58 | 7M | 4 / 11 | 28 / 3 | 1M | 2M |
| Q1 2024 | 57 | 8M | 8 / 12 | 25 / 10 | 1M | 1M |
| Q4 2023 | 60 | 7M | 5 / 22 | 17 / 11 | 1M | 1M |
| Q3 2023 | 67 | 7M | 7 / 18 | 23 / 0 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SBI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Robinson Tax Advantaged Income Fund | 227,014 | – | $1.79M | 0.80% | Jun 30, 2026 |
| Amplify Municipal CEF High Income ETF | 4,362 | – | $34.33K | 2.83% | Jun 30, 2026 |
| Multi-Hedge Strategies Fund | 639 | – | $5.03K | 0.02% | Jun 30, 2026 |
| Guggenheim Multi-Hedge Strategies Fund | 226 | – | $1.78K | 0.02% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Peter Daniel Charles Mason | Director | 0 | Nov 22, 2024 |
| Anthony Grillo | Director | 0 | Nov 21, 2024 |
| Hillary A. Sale | Director | 0 | Nov 21, 2024 |
| Brett Michael Mossman | – | – | Sep 11, 2026 |
| Ann Elizabeth Doyle | – | – | Sep 10, 2026 |
| Kim Stout | – | – | Apr 7, 2026 |
| Jeffrey Masom | – | – | Aug 28, 2025 |
| Thomas Gahan | – | – | Dec 11, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Group AG UBS 10% owner | Mar 1, 2023 | Other | −20 | – | – | 0 |
| Of America Na Bank 10% owner | Nov 16, 2022 | Sale | −4 | $23750.00 | $95.00K | 0 |
| Inc Citigroup 10% owner | Apr 3, 2020 | Sale | −200 | $25000.00 | $5.00M | 0 |
| Robert D. Agdern Director | Dec 19, 2019 | Sale | −1,900 | $9.16 | $17.40K | 0 |
| Eileen A. Kamerick Director | Jan 9, 2019 | Sale | −1,000 | $8.54 | $8.54K | 0 |
| Inc Citigroup 10% owner | Aug 17, 2017 | Sale | −728 | $25000.00 | $18.20M | 0 |
| Inc Citigroup 10% owner | Aug 2, 2017 | Sale | −44 | $25000.00 | $1.10M | 728 |
| Inc Citigroup 10% owner | Jul 25, 2017 | Sale | −240 | $25000.00 | $6.00M | 772 |
| Inc Citigroup 10% owner | Jul 12, 2017 | Sale | −200 | $25000.00 | $5.00M | 1,012 |
| Inc Citigroup 10% owner | Mar 16, 2017 | Sale | −280 | $25000.00 | $7.00M | 0 |
| Daniel P. Cronin Director | Jan 4, 2017 | Sale | −2,000 | $9.49 | $18.98K | 0 |
| Inc Citigroup 10% owner | Oct 5, 2016 | Sale | −1,212 | $25000.00 | $30.30M | 0 |
| Inc Citigroup 10% owner | Sep 23, 2016 | Buy | +808 | $25000.00 | $20.20M | 1,212 |
| Robert D. Agdern Director | Apr 8, 2016 | Buy | +1,900 | $10.53 | $20.01K | 1,900 |
| Inc Citigroup 10% owner | Jul 22, 2015 | Sale | −380 | $25000.00 | $9.50M | 0 |
| Eileen A. Kamerick Director | Mar 27, 2015 | Buy | +1,000 | $10.02 | $10.02K | 1,000 |
| Inc Citigroup 10% owner | Feb 25, 2015 | Other | −1,849 | $90.00 | $166.41K | 0 |
| Kenneth Fuller CEO, Pres. & Chairman, Director | Dec 31, 2013 | Buy | +800 | $9.08 | $7.26K | 800 |
| Inc Citigroup 10% owner | Nov 15, 2011 | Buy | +2 | $24083.33 | $48.17K | 1,849 |
| Inc Citigroup 10% owner | Mar 21, 2011 | Buy | +120 | $23260.75 | $2.79M | 1,847 |
| Inc Citigroup 10% owner | Jan 20, 2011 | Buy | +132 | $19763.50 | $2.61M | 1,727 |
| Inc Citigroup 10% owner | Jan 20, 2011 | Buy | +132 | $19763.50 | $2.61M | 1,595 |
| Daniel P. Cronin Director | Mar 23, 2007 | Buy | +2,000 | $9.13 | $18.26K | 2,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.