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Disclosery

SBI WESTERN ASSET INTER MUNI

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COM (common), issuer CIK 882300

59 managers (59 13F filers) reported a position in SBI shares at 2026-06-30, 6,245,058 shares in all. 7 filers opened a position and 12 filers sold out during the quarter.

Managers
59
13F filers
59
New
7
Added
21
Reduced
18
Sold out
12
Shares held by filers
6,245,058

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RIVERNORTH CAPITAL MANAGEMENT, LLC1,231,561$9.69M0.46%+43,62813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN369,413$2.91M<0.01%+7,15813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY300,091$2.36M<0.01%-12,20913F-HRTimelineGroup
1607 Capital Partners, LLC297,028$2.34M0.2%-140,77313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC279,800$2.2M0.01%-17,12413F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.275,915$2.17M0.06%+185,38513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.261,002$2.05M<0.01%+14413F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC227,014$1.79M0.79%013F-HRTimeline
WHITEBOX ADVISORS LLC204,801$1.61M0.03%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC192,062$1.51M<0.01%+1,00013F-HRTimeline
Cetera Investment Advisers191,371$1.51M<0.01%+10,68613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC183,045$1.44M<0.01%+24713F-HRTimelineGroup
Carson Advisory Inc.165,297$1.3M0.6%-3,30013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.161,715$1.27M<0.01%+67,72213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC157,478$1.24M<0.01%-5,73013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …152,313$1.2M<0.01%-19,73813F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC110,494$870K0.02%+82,56613F-HRTimelineGroup
Ariadne Wealth Management, LP100,869$794K0.35%new13F-HRTimeline
LPL Financial LLC97,699$769K<0.01%+8,53513F-HRTimeline
Whipplewood Advisors, LLC91,425$720K0.48%-44913F-HRTimeline
UBS Group AGin group UBS Group AG82,174$647K<0.01%+4,93113F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC79,576$620K0.01%-1,97013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71,904$566K<0.01%+4,40713F-HRTimelineGroup
Rock Point Advisors, LLC64,425$507K0.12%-2,50013F-HRTimeline
Waverly Advisors, LLC55,779$439K<0.01%-4,18413F-HRTimeline
Traub Capital Management LLC55,335$435K0.39%-31,50413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.51,000$401K<0.01%new13F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.47,641$375K0.12%new13F-HRTimeline
RIVERBRIDGE PARTNERS LLC46,630$367K0.01%-1,60413F-HRTimeline
Northwest Financial Advisors46,471$366K0.05%+1013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.46,347$365K0.2%013F-HRTimeline
Noble Wealth Management PBC44,763$352K0.16%+10,34013F-HRTimeline
Cambridge Investment Research Advisors,…43,846$345K<0.01%+13,05913F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp41,045$323K<0.01%-20,00213F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC40,556$319K0.04%-2,00013F-HRTimeline
WHITTIER TRUST CO40,378$317K<0.01%-1,01813F-HRTimeline
IHT Wealth Management, LLC37,754$297K0.01%+11,84113F-HRTimeline
ROTHSCHILD INVESTMENT LLC37,500$295K0.01%+25,00013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC32,451$255K0.08%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…25,500$201K<0.01%+70013F-HRTimelineGroup
Janney Montgomery Scott LLC22,850$180K<0.01%+3,00013F-HRTimeline
Basepoint Wealth LLC20,833$164K0.09%-7,25113F-HRTimeline
Mariner, LLCin group Mariner, LLC19,618$154K<0.01%013F-HRTimelineGroup
Savvy Advisors, Inc.18,143$143K<0.01%013F-HRTimeline
Closed-End Fund Advisors, Inc.17,477$138K0.13%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC15,711$124K0.02%-1,09813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT15,110$119K0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,950$102K<0.01%new13F-HRTimelineGroup
GatePass Capital, LLC12,500$98.4K0.04%+2,50013F-HRTimeline
49 WEALTH MANAGEMENT, LLC10,677$84K0.02%new13F-HR/ATimeline
ALONGSIDE, LLC10,677$84K0.02%13F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.8,820$69.4K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,015$39.5K<0.01%-2,85013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…4,362$34K<0.01%+2,90813F-HRTimelineGroup
CoreCap Advisors, LLC4,100$32.3K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC3,256$25.6K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,000$7.87K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.483$3.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC8$63<0.01%13F-HRTimeline