Western Asset Intermediate Muni Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.19 M | $9.12 M | 0.63% | 8.44% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 437.80 K | $3.36 M | 0.00% | 3.11% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 362.26 K | $2.78 M | -9.26% | 2.57% |
| MORGAN STANLEY | 05/15/2026 | 312.30 K | $2.40 M | 4.51% | 2.22% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 296.92 K | $2.28 M | -2.80% | 2.11% |
| INVESCO LTD. | 05/12/2026 | 260.86 K | $2.00 M | -13.34% | 1.85% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 227.01 K | $1.74 M | 15.48% | 1.61% |
| WHITEBOX ADVISORS LLC | 05/15/2026 | 204.80 K | $1.57 M | 0.00% | 1.45% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 191.06 K | $1.47 M | 1.43% | 1.36% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 182.80 K | $1.40 M | -2.49% | 1.30% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 180.69 K | $1.39 M | 1.84% | 1.28% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 172.05 K | $1.32 M | 0.00% | 1.22% |
| CARSON ADVISORY INC. | 05/07/2026 | 168.60 K | $1.29 M | -1.17% | 1.20% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 163.21 K | $1.25 M | 87.65% | 1.16% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 93.99 K | $721.88 K | 164.29% | 0.67% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 91.87 K | $705.59 K | 0.86% | 0.65% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 90.53 K | $695.27 K | 100.00% | 0.64% |
| LPL FINANCIAL LLC | 05/06/2026 | 89.16 K | $684.78 K | -53.28% | 0.63% |
| TRAUB CAPITAL MANAGEMENT LLC | 04/23/2026 | 86.84 K | $666.92 K | -8.39% | 0.62% |
| WHITTIER TRUST CO OF NEVADA INC | 04/28/2026 | 81.55 K | $619.75 K | 0.37% | 0.58% |
| UBS GROUP AG | 05/05/2026 | 77.24 K | $593.23 K | -10.45% | 0.55% |
| ROYAL BANK OF CANADA | 05/15/2026 | 67.50 K | $518.00 K | 7.51% | 0.48% |
| ROCK POINT ADVISORS, LLC | 05/14/2026 | 66.93 K | $513.98 K | -5.64% | 0.48% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 61.05 K | $468.84 K | 0.00% | 0.43% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 59.96 K | $460.52 K | -7.07% | 0.43% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 50.25 K | $385.93 K | 100.00% | 0.36% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 48.23 K | $370.43 K | 18.02% | 0.34% |
| NORTHWEST FINANCIAL ADVISORS | 04/24/2026 | 46.46 K | $356.82 K | 5.91% | 0.33% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 46.35 K | $355.95 K | 0.00% | 0.33% |
| SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 05/26/2026 | 42.56 K | $326.83 K | -8.59% | 0.30% |
| CONCORDE ASSET MANAGEMENT, LLC | 06/01/2026 | 42.01 K | $322.60 K | -25.23% | 0.30% |
| WHITTIER TRUST CO | 04/28/2026 | 41.40 K | $314.61 K | 0.13% | 0.29% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 40.32 K | $309.64 K | -26.27% | 0.29% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 34.42 K | $264.37 K | -0.20% | 0.24% |
| CASTLE WEALTH MANAGEMENT LLC | 05/01/2026 | 32.45 K | $249.22 K | 0.00% | 0.23% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 30.79 K | $236.00 K | 107.17% | 0.22% |
| 05/07/2026 | 28.08 K | $215.68 K | 1.63% | 0.20% | |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 27.93 K | $214.00 K | 31.74% | 0.20% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 25.91 K | $199.01 K | 8.87% | 0.18% |
| STEPHENS INC /AR/ | 04/28/2026 | 24.80 K | $190.46 K | 0.00% | 0.18% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 22.04 K | $169.23 K | 61.10% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 19.85 K | $152.00 K | 0.00% | 0.14% |
| MARINER, LLC | 05/13/2026 | 19.62 K | $150.67 K | 0.00% | 0.14% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 18.14 K | $139.34 K | 100.00% | 0.13% |
| 05/11/2026 | 17.48 K | $134.22 K | 0.00% | 0.12% | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 16.81 K | $129.09 K | 0.00% | 0.12% |
| BAR HARBOR WEALTH MANAGEMENT | 04/17/2026 | 15.11 K | $116.05 K | 0.00% | 0.11% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 12.50 K | $96.00 K | 0.00% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 12.06 K | $92.63 K | 100.00% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 10.43 K | $80.10 K | -28.82% | 0.07% |
Western Asset Intermediate Muni Fund Inc institutional Ownership - FAQ's
During the previous two years, 86 institutional investors and hedge funds held shares of Western Asset Intermediate Muni Fund Inc. The most heavily invested institutionals were:
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.19 M
1607 Capital Partners, LLC: 437,801
WELLS FARGO & COMPANY/MN: 362,255
MORGAN STANLEY: 312,300
GUGGENHEIM CAPITAL LLC: 296,924
Invesco Ltd.: 260,858
42.55% of Western Asset Intermediate Muni Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.57 M shares in the last 24 months. This purchase volume represents approximately $59.65 M in transactions.