Vault-13

WESTERN ASSET INTER MUNI FD SBI

COM · Closed-End Fund · CUSIP 958435109

59 institutional holders -3 vs Q1 2026
6,288,9046.3m shares reported held*
$49.5mreported value*
7 new 21 added 18 reduced 12 sold out net bought ≈ $2.3m (+286.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $7.87.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 64Q4 22: 61Q1 23: 65Q2 23: 61Q3 23: 68Q4 23: 61Q1 24: 58Q2 24: 59Q3 24: 59Q4 24: 59Q1 25: 61Q2 25: 58Q3 25: 57Q4 25: 55Q1 26: 62Q2 26: 5959Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202264
Q4 202261
Q1 202365
Q2 202361
Q3 202368
Q4 202361
Q1 202458
Q2 202459
Q3 202459
Q4 202459
Q1 202561
Q2 202558
Q3 202557
Q4 202555
Q1 202662
Q2 202659

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 26 bought or addedQ3 24: 25 cut or sold outQ4 24: 17 bought or addedQ4 24: 30 cut or sold outQ4 24Q1 25: 25 bought or addedQ1 25: 23 cut or sold outQ2 25: 17 bought or addedQ2 25: 27 cut or sold outQ2 25Q3 25: 20 bought or addedQ3 25: 21 cut or sold outQ4 25: 20 bought or addedQ4 25: 21 cut or sold outQ4 25Q1 26: 29 bought or addedQ1 26: 17 cut or sold outQ2 26: 28 bought or addedQ2 26: 30 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242625
Q4 20241730
Q1 20252523
Q2 20251727
Q3 20252021
Q4 20252021
Q1 20262917
Q2 20262830

Biggest buyers

Hennion & Walsh Asset Management, Inc. Added +185,385+185.4k
Ariadne Wealth Management, LP New +100,869+100.9k
SIT INVESTMENT ASSOCIATES INC Added +82,566+82.6k
OSAIC HOLDINGS, INC. Added +67,722+67.7k
Cambridge Investment Research Advisors, Inc. Added +56,905+56.9k
Stratos Wealth Partners, LTD. New +51,000+51.0k
Thomas J. Herzfeld Advisors, Inc. New +47,641+47.6k
RIVERNORTH CAPITAL MANAGEMENT, LLC Added +43,628+43.6k
ROTHSCHILD INVESTMENT LLC Added +25,000+25.0k
ENVESTNET ASSET MANAGEMENT INC New +12,950+12.9k

Biggest sellers

1607 Capital Partners, LLC Reduced -140,773-140.8k
Independent Advisor Alliance Sold out -50,251-50.3k
Concorde Asset Management, LLC Sold out -42,005-42.0k
Logan Stone Capital, LLC Sold out -40,318-40.3k
Traub Capital Management LLC Reduced -31,504-31.5k
Private Advisor Group, LLC Sold out -22,035-22.0k
Bank of New York Mellon Corp Reduced -20,002-20.0k
Allspring Global Investments Holdings, LLC Reduced -19,738-19.7k
GUGGENHEIM CAPITAL LLC Reduced -17,124-17.1k
MORGAN STANLEY Reduced -12,209-12.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
RIVERNORTH CAPITAL MANAGEMENT, LLC 13G · institution -1.3 pts · filed 2025-11-14 8.6% -1.3 pts 1.2m≈ $9.6m 2025-11-14

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.46% of their portfolio WEST PALM BEACH, FL 1,231,5611.2m $9.7m $9.7m 0.46% Added +43.6k +43,628
2 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 369,413369.4k $2.9m $2.9m 0.00% Added +7.2k +7,158
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 300,091300.1k $2.4m $2.4m 0.00% Reduced -12.2k -12,209
4 1607 Capital Partners, LLC 0.20% of their portfolio Richmond, VA 297,028297.0k $2.3m $2.3m 0.20% Reduced -140.8k -140,773
5 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 279,800279.8k $2.2m $2.2m 0.01% Reduced -17.1k -17,124
6 Hennion & Walsh Asset Management, Inc. 0.06% of their portfolio Parsippany, NJ 275,915275.9k $2.2m $2.2m 0.06% Added +185.4k +185,385
7 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 261,002261.0k $2.1m $2.1m 0.00% Added +144 +144
8 ROBINSON CAPITAL MANAGEMENT, LLC 0.79% of their portfolio GROSSE POINTE FARMS, MI 227,014227.0k $1.8m $1.8m 0.79% Unchanged
9 WHITEBOX ADVISORS LLC 0.03% of their portfolio MINNEAPOLIS, MN 204,801204.8k $1.6m $1.6m 0.03% Unchanged
10 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 192,062192.1k $1.5m $1.5m 0.00% Added +1.0k +1,000
11 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 191,371191.4k $1.5m $1.5m 0.00% Added +10.7k +10,686
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 183,045183.0k $1.4m $1.4m 0.00% Added +247 +247
13 Carson Advisory Inc. 0.60% of their portfolio ATHENS, GA 165,297165.3k $1.3m $1.3m 0.60% Reduced -3.3k -3,300
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 161,715161.7k $1.3m $1.3m 0.00% Added +67.7k +67,722
15 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 157,478157.5k $1.2m $1.2m 0.00% Reduced -5.7k -5,730
16 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 152,313152.3k $1.2m $1.2m 0.00% Reduced -19.7k -19,738
17 SIT INVESTMENT ASSOCIATES INC 0.02% of their portfolio Minneapolis, MN 110,494110.5k $870.0k $870.0k 0.02% Added +82.6k +82,566
18 Ariadne Wealth Management, LP 0.35% of their portfolio SANTA BARBARA, CA 100,869100.9k $793.8k $793.8k 0.35% New
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 97,69997.7k $768.9k $768.9k 0.00% Added +8.5k +8,535
20 Whipplewood Advisors, LLC 0.48% of their portfolio LITTLETON, CO 91,42591.4k $719.5k $719.5k 0.48% Reduced -449 -449
21 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 87,69287.7k $690.0k $690.0k 0.00% Added +56.9k +56,905
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 82,17482.2k $646.7k $646.7k 0.00% Added +4.9k +4,931
23 WHITTIER TRUST CO OF NEVADA INC 0.01% of their portfolio RENO, NV 79,57679.6k $619.9k $619.9k 0.01% Reduced -2.0k -1,970
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 71,90471.9k $566.0k $566.0k 0.00% Added +4.4k +4,407
25 Rock Point Advisors, LLC 0.12% of their portfolio BURLINGTON, VT 64,42564.4k $507.0k $507.0k 0.12% Reduced -2.5k -2,500
26 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 55,77955.8k $439.0k $439.0k 0.00% Reduced -4.2k -4,184
27 Traub Capital Management LLC 0.39% of their portfolio NEEDHAM, MA 55,33555.3k $435.5k $435.5k 0.39% Reduced -31.5k -31,504
28 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 51,00051.0k $401.4k $401.4k 0.00% New
29 Thomas J. Herzfeld Advisors, Inc. 0.12% of their portfolio MIAMI BEACH, FL 47,64147.6k $374.9k $374.9k 0.12% New
30 RIVERBRIDGE PARTNERS LLC 0.01% of their portfolio MINNEAPOLIS, MN 46,63046.6k $367.0k $367.0k 0.01% Reduced -1.6k -1,604
31 Northwest Financial Advisors 0.05% of their portfolio HERNDON, VA 46,47146.5k $365.7k $365.7k 0.05% Added +10 +10
32 MELFA WEALTH MANAGEMENT, INC. 0.20% of their portfolio WESTBOROUGH, MA 46,34746.3k $364.8k $364.8k 0.20% Unchanged
33 Noble Wealth Management PBC 0.16% of their portfolio GREENWOOD VILLAGE, CO 44,76344.8k $352.3k $352.3k 0.16% Added +10.3k +10,340
34 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 41,04541.0k $323.0k $323.0k 0.00% Reduced -20.0k -20,002
35 Summit Financial Wealth Advisors, LLC 0.04% of their portfolio Lafayette, LA 40,55640.6k $319.2k $319.2k 0.04% Reduced -2.0k -2,000
36 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 40,37840.4k $316.6k $316.6k 0.00% Reduced -1.0k -1,018
37 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 37,75437.8k $297.1k $297.1k 0.01% Added +11.8k +11,841
38 ROTHSCHILD INVESTMENT LLC 0.01% of their portfolio CHICAGO, IL 37,50037.5k $295.1k $295.1k 0.01% Added +25.0k +25,000
39 CASTLE WEALTH MANAGEMENT LLC 0.08% of their portfolio BOYNTON BEACH, FL 32,45132.5k $255.4k $255.4k 0.08% Unchanged
40 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 25,50025.5k $200.7k $200.7k 0.00% Added +700 +700
41 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 22,85022.9k $180.0k $180.0k 0.00% Added +3.0k +3,000
42 Basepoint Wealth LLC 0.09% of their portfolio CEDAR RAPIDS, IA 20,83320.8k $164.0k $164.0k 0.09% Reduced -7.3k -7,251
43 Mariner, LLC 0.00% of their portfolio Overland Park, KS 19,61819.6k $154.4k $154.4k 0.00% Unchanged
44 Savvy Advisors, Inc. 0.00% of their portfolio NEW YORK, NY 18,14318.1k $142.8k $142.8k 0.00% Unchanged
45 Closed-End Fund Advisors, Inc. 0.13% of their portfolio RICHMOND, VA 17,47717.5k $137.5k $137.5k 0.13% Unchanged
46 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio BLUE BELL, PA 15,71115.7k $123.6k $123.6k 0.02% Reduced -1.1k -1,098
47 BAR HARBOR WEALTH MANAGEMENT 0.01% of their portfolio CONCORD, NH 15,11015.1k $118.9k $118.9k 0.01% Unchanged
48 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,95012.9k $101.9k $101.9k 0.00% New
49 GatePass Capital, LLC 0.04% of their portfolio INDEPENDENCE, OH 12,50012.5k $98.4k $98.4k 0.04% Added +2.5k +2,500
50 49 WEALTH MANAGEMENT, LLC 0.02% of their portfolio AUSTIN, TX 10,67710.7k $84.0k $84.0k 0.02% New
51 ALONGSIDE, LLC 0.02% of their portfolio AUSTIN, TX 10,67710.7k $84.0k $84.0k 0.02% First filing
52 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 8,8208.8k $69.4k $69.4k 0.00% New
53 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5,0155.0k $39.5k $39.5k 0.00% Reduced -2.9k -2,850
54 Penserra Capital Management LLC 0.00% of their portfolio ORINDA, CA 4,3624.4k $34.0k $34.0k 0.00% Added +2.9k +2,908
55 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 4,1004.1k $32.3k $32.3k 0.00% New
56 GILL CAPITAL PARTNERS, LLC 0.01% of their portfolio DENVER, CO 3,2563.3k $25.6k $25.6k 0.01% Unchanged
57 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 1,0001.0k $7.9k $7.9k 0.00% Unchanged
58 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 483483 $3.8k $3.8k 0.00% Unchanged
59 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 88 $63 $63 0.00% First filing