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Disclosery

SBI WESTERN ASSET INTER MUNI

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COM (fund), issuer CIK 882300

58 managers (58 13F filers) reported a position in SBI shares at 2025-06-30, 6,077,936 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
58
13F filers
58
New
3
Added
15
Reduced
21
Sold out
5
Shares held by filers
6,077,936

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC1,399,124$10.5M0.58%+175,51713F-HRTimeline
1607 Capital Partners, LLC594,301$4.47M0.36%-15,27213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC332,781$2.5M0.02%-7,15313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN293,682$2.21M<0.01%+180,55513F-HRTimelineGroup
WHITEBOX ADVISORS LLC252,626$1.9M0.05%-18,81213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY230,244$1.73M<0.01%+19,38313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.205,096$1.54M<0.01%+73,18113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC199,751$1.5M0.01%-50,84513F-HRTimelineGroup
Carson Advisory Inc.194,897$1.47M0.93%-2,90013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC194,504$1.46M0.61%+127,41313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC192,362$1.45M<0.01%-3,72813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC189,929$1.43M<0.01%+11,72013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …171,558$1.29M<0.01%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.157,997$1.19M0.01%+43013F-HRTimeline
LPL Financial LLC157,166$1.18M<0.01%-4,06913F-HRTimeline
Traub Capital Management LLC130,531$982K0.91%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC96,910$729K0.02%-13,56513F-HRTimeline
Whipplewood Advisors, LLC85,086$640K0.35%+84,98213F-HRTimeline
Waverly Advisors, LLC79,641$599K0.01%-7,22313F-HRTimeline
UBS Group AGin group UBS Group AG76,271$574K<0.01%+21113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp73,697$554K<0.01%-30,21313F-HRTimelineGroup
Rock Point Advisors, LLC63,675$479K0.14%-2,75013F-HRTimeline
Logan Stone Capital, LLC51,748$389K0.18%+40,17413F-HRTimeline
KEMPNER CAPITAL MANAGEMENT INC.47,800$359K0.19%013F-HRTimeline
Summit Financial Wealth Advisors, LLC46,556$350K0.06%-1,80013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.46,347$349K0.22%+11,85013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC43,898$330K0.01%+9,94313F-HRTimelineGroup
WHITTIER TRUST CO42,850$322K<0.01%-11,22913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,362$243K<0.01%+2,08413F-HR/ATimelineGroup
Tortoise Investment Management, LLC29,475$222K0.02%013F-HRTimeline
Basepoint Wealth LLC29,388$221K0.17%-1313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…24,450$184K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC22,463$170K0.01%013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC21,200$159K<0.01%-607,02113F-HRTimelineGroup
IHT Wealth Management, LLC20,328$153K<0.01%+4,11313F-HRTimeline
Aquire Wealth Advisors, LLC19,660$148K0.04%013F-HRTimeline
HighTower Advisors, LLC19,640$148K<0.01%-16413F-HRTimeline
Mariner, LLCin group Mariner, LLC19,618$148K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,534$139K<0.01%-1,80113F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC16,809$126K0.02%-71813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT15,110$114K0.01%013F-HRTimelineGroup
GatePass Capital, LLC15,000$113K0.07%013F-HRTimeline
Cetera Investment Advisers14,483$109K<0.01%-51713F-HRTimeline
SkyView Investment Advisors, LLC14,058$106K0.02%013F-HRTimeline
Northwest Financial Advisors13,500$102K0.14%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,711$95.6K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC12,500$94K0.01%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC11,334$85.2K<0.01%new13F-HRTimeline
ProVise Management Group, LLC10,750$80.8K0.01%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…10,370$78K0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV10,197$76.7K<0.01%-5,48013F-HRTimeline
Steward Partners Investment Advisory, L…7,865$59.1K<0.01%-35113F-HRTimeline
Farther Finance Advisors, LLC3,600$27.1K<0.01%013F-HRTimeline
MAI Capital Management640$4.81K<0.01%+1113F-HRTimeline
SOA Wealth Advisors, LLC.483$3.63K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330$2.48K<0.01%013F-HRTimelineGroup
FNY Investment Advisers, LLC50$00%013F-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.