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Disclosery

SBI WESTERN ASSET INTER MUNI

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COM (fund), issuer CIK 882300

62 managers (62 13F filers) reported a position in SBI shares at 2026-03-31, 5,992,100 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
62
13F filers
62
New
9
Added
20
Reduced
16
Sold out
1
Shares held by filers
5,992,100

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC1,187,933$9.12M0.46%+7,39613F-HRTimeline
1607 Capital Partners, LLC437,801$3.36M0.24%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN362,255$2.78M<0.01%-36,95313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY312,300$2.4M<0.01%+13,47613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC296,924$2.28M0.02%-8,54113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.260,858$2M<0.01%-40,14513F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC227,014$1.74M0.78%+30,43613F-HRTimeline
WHITEBOX ADVISORS LLC204,801$1.57M0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC191,062$1.47M<0.01%+2,70013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC182,798$1.4M<0.01%-4,66113F-HRTimelineGroup
Cetera Investment Advisers180,685$1.39M<0.01%+3,25713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …172,051$1.32M<0.01%013F-HRTimelineGroup
Carson Advisory Inc.168,597$1.29M0.67%-2,00013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC163,208$1.25M<0.01%+76,23513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.93,993$722K<0.01%+58,42813F-HRTimelineGroup
Whipplewood Advisors, LLC91,874$706K0.37%+78713F-HRTimeline
Hennion & Walsh Asset Management, Inc.90,530$695K0.02%new13F-HRTimeline
LPL Financial LLC89,164$685K<0.01%-101,69113F-HRTimeline
Traub Capital Management LLC86,839$667K0.66%-7,95213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC81,546$620K0.01%+30413F-HRTimeline
UBS Group AGin group UBS Group AG77,243$593K<0.01%-9,01813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA67,497$518K<0.01%+4,71613F-HRTimelineGroup
Rock Point Advisors, LLC66,925$514K0.14%-4,00013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp61,047$469K<0.01%+113F-HRTimelineGroup
Waverly Advisors, LLC59,963$461K<0.01%-4,56213F-HRTimeline
Independent Advisor Alliance50,251$386K<0.01%new13F-HRTimeline
RIVERBRIDGE PARTNERS LLC48,234$370K0.01%+7,36313F-HRTimeline
Northwest Financial Advisors46,461$357K0.69%+2,59113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.46,347$356K0.2%013F-HRTimeline
Summit Financial Wealth Advisors, LLC42,556$327K0.05%-4,00013F-HRTimeline
Concorde Asset Management, LLC42,005$323K0.16%-14,17313F-HRTimeline
WHITTIER TRUST CO41,396$315K<0.01%+5313F-HRTimeline
Logan Stone Capital, LLC40,318$310K0.09%-14,36713F-HRTimeline
Noble Wealth Management PBC34,423$264K0.14%-6813F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC32,451$249K0.08%013F-HRTimeline
Cambridge Investment Research Advisors,…30,787$236K<0.01%+15,92613F-HRTimeline
Basepoint Wealth LLC28,084$216K0.12%+45013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC27,928$214K<0.01%+6,72813F-HRTimelineGroup
IHT Wealth Management, LLC25,913$199K<0.01%+2,11213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…24,800$190K<0.01%013F-HRTimelineGroup
Private Advisor Group, LLC22,035$169K<0.01%+8,35713F-HRTimeline
Janney Montgomery Scott LLC19,850$152K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC19,618$151K<0.01%013F-HRTimelineGroup
Savvy Advisors, Inc.18,143$139K<0.01%new13F-HRTimeline
Closed-End Fund Advisors, Inc.17,477$134K0.14%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC16,809$129K0.02%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT15,110$116K0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC12,500$96K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,061$92.6K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC10,430$80.1K<0.01%-4,22313F-HRTimeline
Hamrick Investment Counsel, llc10,306$79.2K0.04%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,197$78.3K<0.01%013F-HRTimeline
GatePass Capital, LLC10,000$76.8K0.04%-5,00013F-HRTimeline
Steward Partners Investment Advisory, L…7,865$60.4K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC3,256$25K0.01%new13F-HRTimeline
Allworth Financial LP3,000$23K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,639$20.3K<0.01%new13F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,454$11K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC1,000$7.68K<0.01%013F-HRTimeline
MAI Capital Management675$5.19K<0.01%+1013F-HRTimeline
SOA Wealth Advisors, LLC.483$3.71K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330$2.53K<0.01%013F-HRTimelineGroup