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 | 02/17/2026 | 1.18 M | $9.07 M | -2.96% | 8.38% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 437.80 K | $3.36 M | -15.79% | 3.11% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 399.21 K | $3.07 M | 19.54% | 2.83% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 305.47 K | $2.35 M | -4.94% | 2.17% |
| INVESCO LTD. | 02/19/2026 | 301.00 K | $2.31 M | 13.00% | 2.14% |
| MORGAN STANLEY | 02/13/2026 | 298.82 K | $2.29 M | 14.92% | 2.12% |
| WHITEBOX ADVISORS LLC | 02/17/2026 | 204.80 K | $1.57 M | 0.00% | 1.45% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 196.58 K | $1.51 M | 1.07% | 1.40% |
| LPL FINANCIAL LLC | 02/11/2026 | 190.86 K | $1.47 M | 11.88% | 1.36% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 188.36 K | $1.45 M | -7.23% | 1.34% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 187.46 K | $1.44 M | -1.17% | 1.33% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 177.43 K | $1.36 M | 1.51% | 1.26% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 172.05 K | $1.32 M | 0.00% | 1.22% |
| CARSON ADVISORY INC. | 02/12/2026 | 170.60 K | $1.31 M | -7.38% | 1.21% |
| TRAUB CAPITAL MANAGEMENT LLC | 01/29/2026 | 94.79 K | $728.00 K | -9.36% | 0.67% |
| WHIPPLEWOOD ADVISORS, LLC | 02/17/2026 | 91.09 K | $699.55 K | 1.86% | 0.65% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 86.97 K | $667.95 K | -42.74% | 0.62% |
| UBS GROUP AG | 01/29/2026 | 86.26 K | $662.48 K | 11.39% | 0.61% |
| WHITTIER TRUST CO OF NEVADA INC | 01/26/2026 | 81.24 K | $628.81 K | -16.17% | 0.58% |
| ROCK POINT ADVISORS, LLC | 02/04/2026 | 70.93 K | $544.70 K | 10.95% | 0.50% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 64.53 K | $495.55 K | -10.38% | 0.46% |
| ROYAL BANK OF CANADA | 02/17/2026 | 62.78 K | $482.00 K | 3.57% | 0.45% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 61.05 K | $468.83 K | -17.16% | 0.43% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 56.18 K | $431.45 K | 9.53% | 0.40% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 54.69 K | $419.98 K | 267.14% | 0.39% |
| KEMPNER CAPITAL MANAGEMENT INC. | 01/12/2026 | 47.80 K | $371.00 K | 0.00% | 0.34% |
| SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 01/27/2026 | 46.56 K | $357.55 K | 0.00% | 0.33% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 46.35 K | $355.95 K | 0.00% | 0.33% |
| NORTHWEST FINANCIAL ADVISORS | 01/26/2026 | 43.87 K | $336.92 K | 224.96% | 0.31% |
| WHITTIER TRUST CO | 01/26/2026 | 41.34 K | $319.99 K | -3.67% | 0.29% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 40.87 K | $313.89 K | -0.39% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 35.57 K | $273.15 K | 42.32% | 0.25% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 34.49 K | $264.89 K | -14.50% | 0.24% |
| CASTLE WEALTH MANAGEMENT LLC | 01/22/2026 | 32.45 K | $249.22 K | 0.00% | 0.23% |
| 02/10/2026 | 27.63 K | $212.23 K | -3.18% | 0.20% | |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 25.48 K | $195.69 K | 100.00% | 0.18% |
| STEPHENS INC /AR/ | 02/05/2026 | 24.80 K | $190.46 K | 0.00% | 0.18% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 23.80 K | $182.79 K | 9.69% | 0.17% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 21.20 K | $163.00 K | 0.00% | 0.15% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 19.85 K | $152.00 K | 12.46% | 0.14% |
| MARINER, LLC | 02/13/2026 | 19.62 K | $150.67 K | 0.00% | 0.14% |
| 02/11/2026 | 17.48 K | $134.22 K | 100.00% | 0.12% | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 16.81 K | $129.09 K | 0.00% | 0.12% |
| BAR HARBOR WEALTH MANAGEMENT | 01/22/2026 | 15.11 K | $116.05 K | 0.00% | 0.11% |
| 02/09/2026 | 15.00 K | $115.20 K | 0.00% | 0.11% | |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 14.86 K | $114.00 K | 100.00% | 0.11% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 14.65 K | $112.53 K | -24.34% | 0.10% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 13.68 K | $105.05 K | 18.39% | 0.10% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 12.50 K | $96.00 K | 0.00% | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 10.20 K | $78.31 K | 0.00% | 0.07% |
Western Asset Intermediate Muni Fund Inc institutional Ownership - FAQ's
During the previous two years, 85 institutional investors and hedge funds held shares of Western Asset Intermediate Muni Fund Inc. The most heavily invested institutionals were:
COMMONWEALTH EQUITY SERVICES, LLC: 191,062
Allspring Global Investments Holdings, LLC: 172,051
Whipplewood Advisors, LLC: 91,874
Traub Capital Management LLC: 86,839
WHITTIER TRUST CO OF NEVADA INC: 81,546
UBS Group AG: 77,243
41.85% of Western Asset Intermediate Muni Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.67 M shares in the last 24 months. This purchase volume represents approximately $60.46 M in transactions.