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 | 08/14/2026 | 1.23 M | $9.69 M | 3.67% | 8.75% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 369.41 K | $2.91 M | 1.98% | 2.62% |
| MORGAN STANLEY | 08/13/2026 | 300.09 K | $2.36 M | -3.91% | 2.13% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 297.03 K | $2.34 M | -32.15% | 2.11% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 279.80 K | $2.20 M | -5.77% | 1.99% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 275.92 K | $2.17 M | 204.78% | 1.96% |
| INVESCO LTD. | 08/14/2026 | 261.00 K | $2.05 M | 0.06% | 1.85% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 227.01 K | $1.79 M | 0.00% | 1.61% |
| WHITEBOX ADVISORS LLC | 08/14/2026 | 204.80 K | $1.61 M | 0.00% | 1.45% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 192.06 K | $1.51 M | 0.52% | 1.36% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 191.37 K | $1.51 M | 5.91% | 1.36% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 183.05 K | $1.44 M | 0.14% | 1.30% |
| CARSON ADVISORY INC. | 08/11/2026 | 165.30 K | $1.30 M | -1.96% | 1.17% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 161.72 K | $1.27 M | 72.05% | 1.15% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 157.48 K | $1.24 M | -3.51% | 1.12% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 152.31 K | $1.20 M | -11.47% | 1.08% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 110.49 K | $870.00 K | 295.64% | 0.78% |
| ARIADNE WEALTH MANAGEMENT, LP | 08/13/2026 | 100.87 K | $793.84 K | 100.00% | 0.72% |
| LPL FINANCIAL LLC | 08/07/2026 | 97.70 K | $768.89 K | 9.57% | 0.69% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 91.43 K | $719.52 K | -0.49% | 0.65% |
| UBS GROUP AG | 08/13/2026 | 82.17 K | $646.71 K | 6.38% | 0.58% |
| WHITTIER TRUST CO OF NEVADA INC | 07/28/2026 | 79.58 K | $619.90 K | -2.42% | 0.57% |
| ROYAL BANK OF CANADA | 08/14/2026 | 71.90 K | $566.00 K | 6.53% | 0.51% |
| ROCK POINT ADVISORS, LLC | 08/06/2026 | 64.43 K | $507.03 K | -3.74% | 0.46% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 55.78 K | $438.98 K | -6.98% | 0.40% |
| TRAUB CAPITAL MANAGEMENT LLC | 07/23/2026 | 55.34 K | $435.49 K | -36.28% | 0.39% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 51.00 K | $401.37 K | 100.00% | 0.36% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 47.64 K | $374.94 K | 100.00% | 0.34% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 46.63 K | $366.98 K | -3.33% | 0.33% |
| NORTHWEST FINANCIAL ADVISORS | 07/27/2026 | 46.47 K | $365.73 K | 0.02% | 0.33% |
| MELFA WEALTH MANAGEMENT, INC. | 07/24/2026 | 46.35 K | $364.75 K | 0.00% | 0.33% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 44.76 K | $352.29 K | 30.04% | 0.32% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 43.85 K | $345.00 K | 42.42% | 0.31% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 41.05 K | $323.03 K | -32.76% | 0.29% |
| SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 07/15/2026 | 40.56 K | $319.18 K | -4.70% | 0.29% |
| WHITTIER TRUST CO | 07/28/2026 | 40.38 K | $316.56 K | -2.46% | 0.29% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 37.75 K | $297.12 K | 45.70% | 0.27% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 37.50 K | $295.13 K | 200.00% | 0.27% |
| CASTLE WEALTH MANAGEMENT LLC | 07/31/2026 | 32.45 K | $255.39 K | 0.00% | 0.23% |
| STEPHENS INC /AR/ | 07/29/2026 | 25.50 K | $200.69 K | 2.82% | 0.18% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 22.85 K | $180.00 K | 15.11% | 0.16% |
| BASEPOINT WEALTH LLC | 08/10/2026 | 20.83 K | $163.96 K | -25.82% | 0.15% |
| MARINER, LLC | 08/13/2026 | 19.62 K | $154.39 K | 0.00% | 0.14% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 18.14 K | $142.79 K | 0.00% | 0.13% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 17.48 K | $137.54 K | 0.00% | 0.12% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 15.71 K | $123.65 K | -6.53% | 0.11% |
| BAR HARBOR WEALTH MANAGEMENT | 07/15/2026 | 15.11 K | $118.92 K | 0.00% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 12.95 K | $101.92 K | 100.00% | 0.09% |
| GATEPASS CAPITAL, LLC | 07/30/2026 | 12.50 K | $98.38 K | 25.00% | 0.09% |
| 49 WEALTH MANAGEMENT, LLC | 08/18/2026 | 10.68 K | $84.03 K | 100.00% | 0.08% |
Western Asset Intermediate Muni Fund Inc institutional Ownership - FAQ's
During the previous two years, 99 institutional investors and hedge funds held shares of Western Asset Intermediate Muni Fund Inc. The most heavily invested institutionals were:
Hennion & Walsh Asset Management, Inc.: 270,774
COMMONWEALTH EQUITY SERVICES, LLC: 198,914
Allspring Global Investments Holdings, LLC: 125,075
Cambridge Investment Research Advisors, Inc.: 105,423
Whipplewood Advisors, LLC: 95,887
Northwest Financial Advisors: 46,471
44.49% of Western Asset Intermediate Muni Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.96 M shares in the last 24 months. This purchase volume represents approximately $62.69 M in transactions.