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Disclosery

SBI WESTERN ASSET INTER MUNI

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COM (fund), issuer CIK 882300

61 managers (61 13F filers) reported a position in SBI shares at 2025-03-31, 6,093,344 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
61
13F filers
61
New
8
Added
16
Reduced
18
Sold out
6
Shares held by filers
6,093,344

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC1,223,607$9.54M0.51%-319,13613F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC628,221$4.9M0.11%-553,36913F-HRTimelineGroup
1607 Capital Partners, LLC609,573$4.75M0.38%-17,92613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC339,934$2.65M0.02%-5,30813F-HRTimelineGroup
WHITEBOX ADVISORS LLC271,438$2.12M0.07%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC250,596$1.98M0.01%-14,82213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY210,861$1.64M<0.01%+4,56013F-HRTimelineGroup
Carson Advisory Inc.197,797$1.54M1.04%+23,04413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC196,090$1.53M<0.01%+1,60013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC178,209$1.39M<0.01%+8,54313F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …171,558$1.34M<0.01%013F-HRTimelineGroup
LPL Financial LLC161,235$1.26M<0.01%+5,36313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.157,567$1.23M0.01%+1,95713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.131,915$1.03M<0.01%+54,06513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN113,127$882K<0.01%+68,30313F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC110,475$862K0.02%-5,90013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp103,910$810K<0.01%+22813F-HRTimelineGroup
Waverly Advisors, LLC86,864$678K0.01%+33913F-HRTimeline
UBS Group AGin group UBS Group AG76,060$593K<0.01%-46713F-HRTimelineGroup
Noble Wealth Management PBC73,335$572K0.39%+2,50013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC67,091$523K0.21%new13F-HRTimeline
Rock Point Advisors, LLC66,425$518K0.16%-50013F-HRTimeline
WHITTIER TRUST CO54,079$422K0.01%-1,66813F-HRTimeline
Summit Financial Wealth Advisors, LLC48,356$377K0.07%-1,25013F-HRTimeline
KEMPNER CAPITAL MANAGEMENT INC.47,800$373K0.21%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.34,497$269K0.18%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC33,955$265K0.01%+28,66313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,278$236K<0.01%+3,60013F-HR/ATimelineGroup
Tortoise Investment Management, LLC29,475$230K0.02%-12,82013F-HR/ATimeline
Basepoint Wealth LLC29,401$229K0.18%-3,57713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…24,450$191K<0.01%-30013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC22,463$176K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,335$159K<0.01%-3,54013F-HRTimelineGroup
HighTower Advisors, LLC19,804$154K<0.01%-2,81113F-HRTimeline
Aquire Wealth Advisors, LLC19,660$153K0.05%013F-HRTimeline
Mariner, LLCin group Mariner, LLC19,618$153K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC17,527$137K0.03%013F-HRTimeline
IHT Wealth Management, LLC16,215$126K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,677$122K<0.01%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT15,110$118K0.01%013F-HRTimelineGroup
Cetera Investment Advisers15,000$117K<0.01%-5,72113F-HRTimeline
GatePass Capital, LLC15,000$117K0.09%+5,00013F-HRTimeline
SkyView Investment Advisors, LLC14,058$110K0.02%013F-HRTimeline
PKS Advisory Services, LLC14,000$109K0.03%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,514$105K<0.01%013F-HRTimelineGroup
Northwest Financial Advisors13,500$105K0.09%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC12,500$97.5K0.01%013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC11,892$92.8K0.06%013F-HRTimeline
Concorde Asset Management, LLC11,840$90.5K0.05%new13F-HRTimeline
Logan Stone Capital, LLC11,574$90.3K0.04%-4,15413F-HRTimeline
Moors & Cabot, Inc.11,216$87.5K<0.01%new13F-HRTimeline
ProVise Management Group, LLC10,750$83.8K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…8,216$64.1K<0.01%+7,86513F-HRTimeline
Farther Finance Advisors, LLC3,600$28.3K<0.01%new13F-HRTimeline
MAI Capital Management629$4.91K<0.01%+613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/500$3.9K<0.01%new13F-HRTimelineGroup
SOA Wealth Advisors, LLC.483$3.77K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330$2.57K<0.01%013F-HRTimelineGroup
FNY Investment Advisers, LLC50$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Whipplewood Advisors, LLC104$663K-82,78313F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.