WESTERN ASSET INTER MUNI
CUSIP 958435109
Western Asset Inter Muni has 61 institutional holders in Filings Flow’s 13F database, together reporting 5.94M shares worth $45M as of Q1 2026. The largest reported holders are Rivernorth Capital Management, LLC, 1607 Capital Partners, LLC, and Wells Fargo & Company/Mn.
Institutional Holders
61
Q1 2026
Reported Value
$45M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 0.73% | $2M | 227.0K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 0.67% | $1M | 168.6K | Q1 2026OLDER |
| Traub Capital Management LLC$101M AUM | 0.66% | $666,924 | 86.8K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.46% | $9M | 1.19M | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.37% | $705,592 | 91.9K | Q1 2026OLDER |
| KEMPNER CAPITAL MANAGEMENT INC.$106M AUM | 0.35% | $371,000 | 47.8K | Q4 2025OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.24% | $3M | 437.8K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.20% | $355,945 | 46.3K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.16% | $322,595 | 42.0K | Q2 2026 |
| Noble Wealth Management PBC$223M AUM | 0.16% | $352,285 | 44.8K | Q2 2026 |
| Rock Point Advisors, LLC$370M AUM | 0.14% | $513,984 | 66.9K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.12% | $215,684 | 28.1K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.09% | $309,642 | 40.3K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.08% | $249,224 | 32.5K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.06% | $2M | 275.9K | Q2 2026 |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.05% | $326,830 | 42.6K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.04% | $79,151 | 10.3K | Q1 2026OLDER |
| Aquire Wealth Advisors, LLC$381M AUM | 0.04% | $155,511 | 19.7K | Q3 2025OLDER |
| GatePass Capital, LLC$214M AUM | 0.04% | $76,800 | 10.0K | Q1 2026OLDER |
| WHITEBOX ADVISORS LLC$8.1B AUM | 0.02% | $2M | 204.8K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.02% | $129,093 | 16.8K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $2M | 296.9K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.02% | $193,597 | 24.5K | Q3 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.01% | $619,750 | 81.5K | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$4.1B AUM | 0.01% | $370,433 | 48.2K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.01% | $25,006 | 3.3K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.01% | $116,045 | 15.1K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.01% | $85,033 | 10.8K | Q3 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $96,000 | 12.5K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $1M | 163.2K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $178,626 | 22.5K | Q3 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.00% | $199,012 | 25.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $385,928 | 50.3K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.00% | $139,338 | 18.1K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $314,607 | 41.4K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $460,517 | 60.0K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $190,464 | 24.8K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $1M | 172.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 191.1K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $7,680 | 1.0K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $195,686 | 25.5K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 180.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $721,878 | 94.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $32,267 | 4.1K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $169,229 | 22.0K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $3,709 | 483 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 362.3K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 182.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $60,403 | 7.9K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 260.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $684,779 | 89.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $150,666 | 19.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 298.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $78,313 | 10.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $23,040 | 3.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $518,000 | 67.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $593,226 | 77.2K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $2,534 | 330 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $468,837 | 61.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $80,099 | 10.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $5,187 | 675 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $20,268 | 2.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $92,628 | 12.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.