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WESTERN ASSET INTERMEDIATE MUNI FUND INC. hedge fund holdings

SBINYSE
$6.93-0.08 (-1.14% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SBI · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-11.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251513$5.44M$5.91M56Aug 14, 2025
Q3 20251416$3.43M$4.36M56Nov 14, 2025
Q4 20251515$2.42M$2.81M54Feb 14, 2026
Q1 20261713$3.29M$2.2M61May 15, 2026
Q2 20262018$6M$3.59M57Aug 14, 2026

Quarterly action breakdown

Q2 2026
57 filers
New position
7
$1.86M+236K sh
Increased
13
$4.14M+527K sh
Reduced
8
-$2.01M-256K sh
Out / sold
10
-$1.58M-201K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Hennion & Walsh Asset Management, Inc.Added 204.78%+$1.46M$2.17M0.06%Jul 8, 2026
1607 Capital Partners, LLCReduce 32.15%-$1.11M$2.34M0.20%Aug 14, 2026
Ariadne Wealth Management, LPNew Buy+$794K$794K0.35%Aug 13, 2026
Sit Investment Associates IncAdded 295.64%+$650K$870K0.02%Aug 12, 2026
Stratos Wealth Partners, LTD.New Buy+$401K$401K0.00%Aug 11, 2026
Independent Advisor AllianceSell 100%-$386K$00.00%Aug 12, 2026
Thomas J. Herzfeld Advisors, Inc.New Buy+$375K$375K0.12%Aug 10, 2026
Concorde Asset Management, LLCSell 100%-$323K$00.00%Aug 18, 2026
Logan Stone Capital, LLCSell 100%-$310K$00.00%Aug 14, 2026
Traub Capital Management LLCReduce 36.28%-$248K$435K0.39%Jul 23, 2026
Guggenheim Capital LLCReduce 5.77%-$135K$2.2M0.01%Aug 12, 2026
49 Wealth Management, LLCNew Buy+$84K$84K0.02%Aug 18, 2026
Alongside, LLCNew Buy+$84K$84K0.02%Aug 14, 2026
Noble Wealth Management PBCAdded 30.04%+$81.4K$352K0.16%Jul 1, 2026
Hamrick Investment Counsel, llcSell 100%-$79.2K$00.00%Aug 13, 2026
Basepoint Wealth LLCReduce 25.82%-$57.1K$164K0.09%Aug 10, 2026
Carson Advisory Inc.Reduce 1.96%-$26K$1.3M0.60%Aug 11, 2026
Rock Point Advisors, LLCReduce 3.74%-$19.7K$507K0.12%Aug 6, 2026
GatePass Capital, LLCAdded 25.00%+$19.7K$98.4K0.04%Jul 30, 2026
Summit Financial Wealth Advisors, LLCReduce 4.70%-$15.7K$319K0.04%Jul 15, 2026
Whittier Trust Co of Nevada IncReduce 2.42%-$15.3K$620K0.01%Jul 28, 2026
Riverbridge Partners LLCReduce 3.33%-$12.6K$367K0.01%Jul 13, 2026
Whittier Trust CoReduce 2.46%-$7.98K$317K0.00%Jul 28, 2026
Whipplewood Advisors, LLCReduce 0.49%-$3.53K$720K0.48%Jul 27, 2026
Spire Wealth ManagementSell 100%-$2.53K$00.00%Jul 15, 2026
Northwest Financial AdvisorsAdded 0.02%+$79$366K0.05%Jul 27, 2026

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