WESTERN ASSET INTER MUNI (SBI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
56
Reporting holders
$47.9M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $9.7M | 1,231,561 | 0.46% | 22q | +3.7%+$343.4K |
| WELLS FARGO & COMPANY/MN | $2.9M | 369,413 | 0.00% | 31q | -49.0%-$2.8M |
| MORGAN STANLEY | $2.4M | 300,091 | 0.00% | 35q | -3.9%-$96.1K |
| 1607 Capital Partners, LLC | $2.3M | 297,028 | 0.20% | 31q | -32.2%-$1.1M |
| GUGGENHEIM CAPITAL LLC | $2.2M | 279,800 | 0.01% | 8q | -5.8%-$134.8K |
| Hennion & Walsh Asset Management, Inc. | $2.2M | 275,915 | 0.06% | 2q | +204.8%+$1.5M |
| Invesco Ltd. | $2.1M | 261,002 | 0.00% | 7q | HELD |
| ROBINSON CAPITAL MANAGEMENT, LLC | $1.8M | 227,014 | 0.79% | 6q | HELD |
| WHITEBOX ADVISORS LLC | $1.6M | 204,801 | 0.02% | 10q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 192,062 | 0.00% | 31q | +0.5%+$7.9K |
| Cetera Investment Advisers | $1.5M | 191,371 | 0.00% | 10q | +5.9%+$84.1K |
| RAYMOND JAMES FINANCIAL INC | $1.4M | 183,045 | 0.00% | 7q | HELD |
| Carson Advisory Inc. | $1.3M | 165,297 | 0.60% | 8q | -2.0%-$26.0K |
| OSAIC HOLDINGS, INC. | $1.3M | 161,715 | 0.00% | 26q | +72.1%+$533.0K |
| Pathstone Holdings, LLC | $1.2M | 157,478 | 0.00% | 11q | -3.5%-$45.1K |
| Allspring Global Investments Holdings, LLC | $1.2M | 152,313 | 0.00% | 19q | -11.5%-$155.3K |
| Ariadne Wealth Management, LP | $793.8K | 100,869 | 0.35% | new | NEW |
| LPL Financial LLC | $768.9K | 97,699 | 0.00% | 25q | +9.6%+$67.2K |
| Whipplewood Advisors, LLC | $719.5K | 91,425 | 0.48% | 7q | HELD |
| UBS Group AG | $646.7K | 82,174 | 0.00% | 31q | +6.4%+$38.8K |
| WHITTIER TRUST CO OF NEVADA INC | $619.9K | 79,576 | 0.01% | 31q | -2.4%-$15.3K |
| ROYAL BANK OF CANADA | $566.0K | 71,904 | 0.00% | 31q | +6.5%+$34.7K |
| Rock Point Advisors, LLC | $507.0K | 64,425 | 0.12% | 20q | -3.7%-$19.7K |
| Waverly Advisors, LLC | $439.0K | 55,779 | 0.00% | 10q | -7.0%-$32.9K |
| Traub Capital Management LLC | $435.5K | 55,335 | 0.39% | 5q | -36.3%-$247.9K |
| Stratos Wealth Partners, LTD. | $401.4K | 51,000 | 0.00% | new | NEW |
| Thomas J. Herzfeld Advisors, Inc. | $374.9K | 47,641 | 0.12% | new | NEW |
| RIVERBRIDGE PARTNERS LLC | $367.0K | 46,630 | 0.01% | 4q | -3.3%-$12.6K |
| Northwest Financial Advisors | $365.7K | 46,471 | 0.05% | 6q | HELD |
| MELFA WEALTH MANAGEMENT, INC. | $364.8K | 46,347 | 0.20% | 15q | HELD |
| Noble Wealth Management PBC | $352.3K | 44,763 | 0.16% | 6q | +30.0%+$81.4K |
| Bank of New York Mellon Corp | $323.0K | 41,045 | 0.00% | 9q | -32.8%-$157.4K |
| Summit Financial Wealth Advisors, LLC | $319.2K | 40,556 | 0.04% | 31q | -4.7%-$15.7K |
| WHITTIER TRUST CO | $316.6K | 40,378 | 0.00% | 31q | -2.5%-$8.0K |
| IHT Wealth Management, LLC | $297.1K | 37,754 | 0.01% | 6q | +45.7%+$93.2K |
| ROTHSCHILD INVESTMENT LLC | $295.1K | 37,500 | 0.01% | 8q | +200.0%+$196.8K |
| CASTLE WEALTH MANAGEMENT LLC | $255.4K | 32,451 | 0.08% | 4q | HELD |
| STEPHENS INC /AR/ | $200.7K | 25,500 | 0.00% | 8q | +2.8%+$5.5K |
| 49 WEALTH MANAGEMENT, LLC | $168.1K | 21,354 | 0.02% | new | NEW |
| Basepoint Wealth LLC | $164.0K | 20,833 | 0.09% | 19q | -25.8%-$57.1K |
| Mariner, LLC | $154.4K | 19,618 | 0.00% | 20q | HELD |
| Savvy Advisors, Inc. | $142.8K | 18,143 | 0.00% | 2q | HELD |
| Closed-End Fund Advisors, Inc. | $137.5K | 17,477 | 0.13% | 3q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $123.6K | 15,711 | 0.02% | 11q | -6.5%-$8.6K |
| BAR HARBOR WEALTH MANAGEMENT | $118.9K | 15,110 | 0.01% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $101.9K | 12,950 | 0.00% | new | NEW |
| GatePass Capital, LLC | $98.4K | 12,500 | 0.04% | 7q | +25.0%+$19.7K |
| ALONGSIDE, LLC | $84.0K | 10,677 | 0.02% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $74.8K | 9,507 | 0.00% | 29q | -6.8%-$5.4K |
| Clear Street Group Inc. | $69.4K | 8,820 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $39.5K | 5,015 | 0.00% | 18q | -36.2%-$22.4K |
| CoreCap Advisors, LLC | $32.3K | 4,100 | 0.00% | new | NEW |
| GILL CAPITAL PARTNERS, LLC | $25.6K | 3,256 | 0.01% | 2q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $7.9K | 1,000 | 0.00% | 4q | HELD |
| SOA Wealth Advisors, LLC. | $3.8K | 483 | 0.00% | 23q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $870 | 110,494 | 0.02% | 14q | +295.6% |
| Cambridge Investment Research Advisors, Inc. | $690 | 87,692 | 0.00% | 3q | +184.8% |
| Janney Montgomery Scott LLC | $180 | 22,850 | 0.00% | 4q | +15.1% |
| Global Retirement Partners, LLC | $63 | 8 | 0.00% | new | NEW |
| Penserra Capital Management LLC | $34 | 4,362 | 0.00% | 2q | +200.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 56 | $47.9M | 6,083,690 | 9 | 13 | 19 | 0.0% |
| Q1 2026 | 57 | $47.8M | 6,232,331 | 8 | 16 | 13 | 0.0% |
| Q4 2025 | 52 | $44.8M | 5,837,857 | 1 | 17 | 15 | 0.0% |
| Q3 2025 | 53 | $45.0M | 5,684,256 | 4 | 12 | 14 | 0.0% |
| Q2 2025 | 53 | $44.2M | 5,882,628 | 3 | 13 | 18 | 0.0% |
| Q1 2025 | 54 | $40.6M | 5,207,021 | 7 | 13 | 16 | 0.0% |
| Q4 2024 | 54 | $42.6M | 5,501,657 | 6 | 9 | 15 | 0.0% |
| Q3 2024 | 53 | $43.9M | 5,351,094 | 7 | 13 | 12 | 0.0% |
| Q2 2024 | 54 | $42.9M | 5,457,184 | 4 | 10 | 23 | 0.0% |
| Q1 2024 | 51 | $47.9M | 6,056,230 | 6 | 9 | 22 | 0.0% |
| Q4 2023 | 56 | $46.6M | 6,057,673 | 3 | 19 | 15 | 0.0% |
| Q3 2023 | 57 | $42.8M | 5,977,817 | 7 | 12 | 20 | 0.0% |
| Q2 2023 | 50 | $43.8M | 5,743,331 | 0 | 11 | 20 | 0.0% |
| Q1 2023 | 53 | $43.8M | 5,587,347 | 9 | 7 | 18 | 0.0% |
| Q4 2022 | 48 | $43.6M | 5,745,055 | 5 | 10 | 21 | 0.0% |
| Q3 2022 | 62 | $45.3M | 6,161,261 | 4 | 21 | 19 | 0.0% |
| Q2 2022 | 59 | $46.7M | 5,792,993 | 4 | 22 | 12 | 0.0% |
| Q1 2022 | 59 | $49.5M | 5,766,658 | 5 | 17 | 15 | 0.0% |
| Q4 2021 | 58 | $54.8M | 5,688,720 | 4 | 16 | 11 | 0.0% |
| Q3 2021 | 55 | $54.4M | 5,580,034 | 5 | 11 | 15 | 0.0% |
| Q2 2021 | 55 | $55.4M | 5,673,659 | 3 | 18 | 13 | 0.0% |
| Q1 2021 | 58 | $51.8M | 5,692,803 | 9 | 16 | 15 | 0.0% |
| Q4 2020 | 56 | $48.3M | 5,249,925 | 4 | 12 | 18 | 0.0% |
| Q3 2020 | 52 | $46.2M | 5,102,443 | 5 | 17 | 18 | 0.0% |
| Q2 2020 | 54 | $47.7M | 5,567,854 | 12 | 16 | 11 | 0.0% |
| Q1 2020 | 46 | $43.8M | 5,199,411 | 4 | 21 | 7 | 0.0% |
| Q4 2019 | 52 | $44.6M | 4,903,248 | 2 | 14 | 17 | 0.0% |
| Q3 2019 | 55 | $39.9M | 4,342,326 | 4 | 17 | 14 | 0.0% |
| Q2 2019 | 52 | $36.1M | 4,039,515 | 4 | 17 | 13 | 0.0% |
| Q1 2019 | 54 | $32.2M | 3,651,094 | 7 | 21 | 5 | 0.0% |
| Q4 2018 | 50 | $31.7M | 3,791,613 | 0 | 1 | 0 | 0.0% |