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Disclosery

SBI WESTERN ASSET INTER MUNI

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COM (fund), issuer CIK 882300

59 managers (59 13F filers) reported a position in SBI shares at 2024-12-31, 6,892,232 shares in all. 6 filers opened a position and 9 filers sold out during the quarter.

Managers
59
13F filers
59
New
6
Added
11
Reduced
21
Sold out
9
Shares held by filers
6,892,232

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC1,542,743$11.9M0.57%-132,09713F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,181,590$9.15M0.21%-100,55513F-HRTimelineGroup
1607 Capital Partners, LLC627,499$4.86M0.39%-65813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC345,242$2.67M0.02%+222,83913F-HRTimelineGroup
WHITEBOX ADVISORS LLC271,438$2.1M0.08%+100,00013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC265,418$2.06M0.01%-4,75313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY206,301$1.6M<0.01%-22,44213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC194,490$1.5M<0.01%-2,00013F-HRTimeline
Carson Advisory Inc.174,753$1.35M0.94%+85,37213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …171,558$1.33M<0.01%-44,51713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC169,666$1.31M<0.01%13F-HR/ATimelineGroup
LPL Financial LLC155,872$1.21M<0.01%-65213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.155,610$1.2M0.01%+4,09013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC116,375$901K0.02%-7,81313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp103,682$803K<0.01%-36313F-HRTimelineGroup
Waverly Advisors, LLC86,525$670K0.01%+3,76613F-HRTimeline
Whipplewood Advisors, LLC82,887$642K0.36%13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.77,850$603K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG76,527$592K<0.01%-18,98413F-HRTimelineGroup
Noble Wealth Management PBC70,835$548K0.38%13F-HRTimeline
Rock Point Advisors, LLC66,925$518K0.15%-25013F-HRTimeline
WHITTIER TRUST CO55,747$431K0.01%+6313F-HRTimeline
Independent Advisor Alliance50,251$389K0.01%new13F-HRTimeline
Summit Financial Wealth Advisors, LLC49,606$386K0.08%013F-HRTimeline
KEMPNER CAPITAL MANAGEMENT INC.47,800$370K0.2%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN44,824$347K<0.01%+3,45013F-HRTimelineGroup
Tortoise Investment Management, LLC42,295$327K0.03%-22,52713F-HR/ATimeline
LexAurum Advisors, LLC35,000$271K0.05%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.34,497$267K0.18%013F-HRTimeline
Basepoint Wealth LLC32,978$255K0.2%-3,38513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,678$206K<0.01%-10,84513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…24,750$192K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,875$185K<0.01%+6,00513F-HR/ATimelineGroup
HighTower Advisors, LLC22,615$175K<0.01%+10,24013F-HRTimeline
Ashton Thomas Private Wealth, LLC22,463$174K0.01%013F-HRTimeline
Cetera Investment Advisers20,721$160K<0.01%-1,25313F-HRTimeline
Aquire Wealth Advisors, LLC19,660$152K0.05%013F-HRTimeline
Mariner, LLCin group Mariner, LLC19,618$152K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC17,527$136K0.03%-4,67713F-HRTimeline
Logan Stone Capital, LLC15,728$122K0.04%-125,81213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,677$121K<0.01%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT15,110$117K0.01%013F-HRTimelineGroup
SkyView Investment Advisors, LLC14,058$109K0.02%013F-HRTimeline
PKS Advisory Services, LLC14,000$108K0.03%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,568$105K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,514$105K<0.01%+10413F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC12,500$96.8K0.01%013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC11,892$92K0.06%-3,05213F-HRTimeline
ProVise Management Group, LLC10,750$83.2K0.01%013F-HRTimeline
GatePass Capital, LLC10,000$77.4K0.08%13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC5,292$41K<0.01%-47,20113F-HRTimelineGroup
Avior Wealth Management, LLC2,618$20.3K<0.01%-42713F-HRTimeline
MAI Capital Management623$4.82K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…610$4.72K<0.01%new13F-HRTimelineGroup
SOA Wealth Advisors, LLC.483$3.74K<0.01%013F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC437$3K<0.01%+18013F-HRTimelineGroup
Steward Partners Investment Advisory, L…351$2.72K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330$2.55K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.