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Disclosery

SBI WESTERN ASSET INTER MUNI

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COM (common), issuer CIK 882300

57 managers (57 13F filers) reported a position in SBI shares at 2025-09-30, 5,926,195 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
57
13F filers
57
New
5
Added
16
Reduced
14
Sold out
6
Shares held by filers
5,926,195

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,216,584$9.62M0.55%-182,54013F-HRTimeline
1607 Capital Partners, LLC519,897$4.11M0.31%-74,40413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN333,957$2.64M<0.01%+40,27513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC321,348$2.54M0.02%-11,43313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.266,372$2.11M<0.01%+61,27613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY260,036$2.06M<0.01%+29,79213F-HR/ATimelineGroup
WHITEBOX ADVISORS LLC204,801$1.62M0.03%-47,82513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC203,039$1.61M<0.01%+10,67713F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC194,504$1.54M1.11%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC189,669$1.5M<0.01%-26013F-HRTimelineGroup
Carson Advisory Inc.184,197$1.46M0.79%-10,70013F-HRTimeline
Cetera Investment Advisers174,785$1.38M<0.01%+160,30213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …172,051$1.36M<0.01%+49313F-HRTimelineGroup
LPL Financial LLC170,590$1.35M<0.01%+13,42413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC151,896$1.2M<0.01%-47,85513F-HRTimelineGroup
Traub Capital Management LLC104,579$827K0.82%-25,95213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC96,910$767K0.02%013F-HRTimeline
Whipplewood Advisors, LLC89,424$707K0.47%+4,33813F-HRTimeline
UBS Group AGin group UBS Group AG77,439$613K<0.01%+1,16813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp73,689$583K<0.01%-813F-HRTimelineGroup
Waverly Advisors, LLC71,996$569K0.01%-7,64513F-HRTimeline
Rock Point Advisors, LLC63,925$506K0.13%+25013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA60,616$479K<0.01%+28,25413F-HRTimelineGroup
Concorde Asset Management, LLC51,291$406K0.17%13F-HRTimeline
KEMPNER CAPITAL MANAGEMENT INC.47,800$378K0.31%013F-HRTimeline
Summit Financial Wealth Advisors, LLC46,556$371K0.06%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.46,347$367K0.21%013F-HRTimeline
WHITTIER TRUST CO42,920$339K<0.01%+7013F-HRTimeline
RIVERBRIDGE PARTNERS LLC41,033$325K0.01%new13F-HRTimeline
Noble Wealth Management PBC40,341$319K0.17%13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC32,451$258K0.09%new13F-HRTimeline
Basepoint Wealth LLC28,541$226K0.16%-84713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…24,800$196K<0.01%+35013F-HRTimelineGroup
Tortoise Investment Management, LLC24,475$194K0.02%-5,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,989$193K<0.01%+6,45513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC22,463$179K<0.01%013F-HRTimeline
IHT Wealth Management, LLC21,698$172K<0.01%+1,37013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC21,200$168K<0.01%013F-HRTimelineGroup
Aquire Wealth Advisors, LLC19,660$156K0.04%013F-HRTimeline
Mariner, LLCin group Mariner, LLC19,618$155K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC19,366$153K<0.01%-27413F-HRTimeline
Janney Montgomery Scott LLC17,650$140K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC16,809$133K0.02%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT15,110$120K0.01%013F-HRTimelineGroup
GatePass Capital, LLC15,000$119K0.07%013F-HRTimeline
Logan Stone Capital, LLC14,895$118K0.05%-36,85313F-HRTimeline
Northwest Financial Advisors13,500$107K0.14%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC12,500$98.9K0.01%013F-HRTimeline
Private Advisor Group, LLC11,553$91.4K<0.01%new13F-HRTimeline
ProVise Management Group, LLC10,750$85K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,197$80.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…7,865$62.2K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,000$7.91K<0.01%new13F-HRTimeline
MAI Capital Management650$5.15K<0.01%+1013F-HRTimeline
SOA Wealth Advisors, LLC.483$3.82K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330$2.61K<0.01%013F-HRTimelineGroup
FNY Investment Advisers, LLC50$00%013F-HRTimelineValue filed as zero, left out of ratios.