Vault-13

WESTERN ASSET INTER MUNI FD SBI

COM · Closed-End Fund · CUSIP 958435109

58 institutional holders -3 vs Q1 2025
6,110,2986.1m shares reported held*
$45.9mreported value*
3 new 14 added 22 reduced 5 sold out net sold ≈ $852.6k (-132.3k 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 ≈ $7.52.

Trends to Q2 2025

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: 5858Q3 22Q2 23Q1 24Q4 24Q2 25
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

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 25 bought or addedQ3 23: 23 cut or sold outQ4 23: 25 bought or addedQ4 23: 27 cut or sold outQ4 23Q1 24: 20 bought or addedQ1 24: 35 cut or sold outQ2 24: 15 bought or addedQ2 24: 31 cut or sold outQ2 24Q3 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 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232523
Q4 20232527
Q1 20242035
Q2 20241531
Q3 20242625
Q4 20241730
Q1 20252523
Q2 20251727

Biggest buyers

WELLS FARGO & COMPANY/MN Added +180,555+180.6k
RIVERNORTH CAPITAL MANAGEMENT, LLC Added +175,517+175.5k
ROBINSON CAPITAL MANAGEMENT, LLC Added +127,413+127.4k
Invesco Ltd. Added +73,181+73.2k
Logan Stone Capital, LLC Added +40,174+40.2k
ROYAL BANK OF CANADA Added +34,446+34.4k
MORGAN STANLEY Added +19,383+19.4k
CAPTRUST FINANCIAL ADVISORS New +12,711+12.7k
MELFA WEALTH MANAGEMENT, INC. Added +11,850+11.8k
RAYMOND JAMES FINANCIAL INC Added +11,720+11.7k

Biggest sellers

SIT INVESTMENT ASSOCIATES INC Reduced -607,021-607.0k
Pathstone Holdings, LLC Reduced -50,845-50.8k
Bank of New York Mellon Corp Reduced -30,213-30.2k
Whipplewood Advisors, LLC Reduced -18,914-18.9k
WHITEBOX ADVISORS LLC Reduced -18,812-18.8k
1607 Capital Partners, LLC Reduced -15,272-15.3k
PKS Advisory Services, LLC Sold out -14,000-14.0k
WHITTIER TRUST CO OF NEVADA INC Reduced -13,565-13.6k
ENVESTNET ASSET MANAGEMENT INC Sold out -13,514-13.5k
SARD WEALTH MANAGEMENT GROUP, LLC Sold out -11,892-11.9k

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 in Q2 2025

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 in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.58% of their portfolio WEST PALM BEACH, FL 1,399,1241.4m $10.5m $10.5m 0.58% Added +175.5k +175,517
2 1607 Capital Partners, LLC 0.36% of their portfolio Richmond, VA 594,301594.3k $4.5m $4.5m 0.36% Reduced -15.3k -15,272
3 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 332,781332.8k $2.5m $2.5m 0.02% Reduced -7.2k -7,153
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 293,682293.7k $2.2m $2.2m 0.00% Added +180.6k +180,555
5 WHITEBOX ADVISORS LLC 0.05% of their portfolio MINNEAPOLIS, MN 252,626252.6k $1.9m $1.9m 0.05% Reduced -18.8k -18,812
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 230,244230.2k $1.7m $1.7m 0.00% Added +19.4k +19,383
7 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 205,096205.1k $1.5m $1.5m 0.00% Added +73.2k +73,181
8 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 199,751199.8k $1.5m $1.5m 0.01% Reduced -50.8k -50,845
9 Carson Advisory Inc. 0.93% of their portfolio ATHENS, GA 194,897194.9k $1.5m $1.5m 0.93% Reduced -2.9k -2,900
10 ROBINSON CAPITAL MANAGEMENT, LLC 0.61% of their portfolio GROSSE POINTE FARMS, MI 194,504194.5k $1.5m $1.5m 0.61% Added +127.4k +127,413
11 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 192,362192.4k $1.4m $1.4m 0.00% Reduced -3.7k -3,728
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 189,929189.9k $1.4m $1.4m 0.00% Added +11.7k +11,720
13 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 171,558171.6k $1.3m $1.3m 0.00% Unchanged
14 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 157,997158.0k $1.2m $1.2m 0.01% Added +430 +430
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 157,166157.2k $1.2m $1.2m 0.00% Reduced -4.1k -4,069
16 Traub Capital Management LLC 0.91% of their portfolio NEEDHAM, MA 130,531130.5k $981.6k $981.6k 0.91% First filing
17 WHITTIER TRUST CO OF NEVADA INC 0.02% of their portfolio RENO, NV 96,91096.9k $728.8k $728.8k 0.02% Reduced -13.6k -13,565
18 Whipplewood Advisors, LLC 0.35% of their portfolio LITTLETON, CO 85,08685.1k $639.8k $639.8k 0.35% Reduced -18.9k -18,914
19 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 79,64179.6k $598.9k $598.9k 0.01% Reduced -7.2k -7,223
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 76,27176.3k $573.6k $573.6k 0.00% Added +211 +211
21 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 73,69773.7k $554.2k $554.2k 0.00% Reduced -30.2k -30,213
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 64,72464.7k $486.0k $486.0k 0.00% Added +34.4k +34,446
23 Rock Point Advisors, LLC 0.14% of their portfolio BURLINGTON, VT 63,67563.7k $478.8k $478.8k 0.14% Reduced -2.8k -2,750
24 Logan Stone Capital, LLC 0.18% of their portfolio CHICAGO, IL 51,74851.7k $389.1k $389.1k 0.18% Added +40.2k +40,174
25 KEMPNER CAPITAL MANAGEMENT INC. 0.19% of their portfolio GALVESTON, TX 47,80047.8k $359.0k $359.0k 0.19% Unchanged
26 Summit Financial Wealth Advisors, LLC 0.06% of their portfolio Lafayette, LA 46,55646.6k $350.1k $350.1k 0.06% Reduced -1.8k -1,800
27 MELFA WEALTH MANAGEMENT, INC. 0.22% of their portfolio WESTBOROUGH, MA 46,34746.3k $348.5k $348.5k 0.22% Added +11.8k +11,850
28 WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio CHICAGO, IL 43,89843.9k $330.1k $330.1k 0.01% Added +9.9k +9,943
29 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 42,85042.9k $322.2k $322.2k 0.00% Reduced -11.2k -11,229
30 Tortoise Investment Management, LLC 0.02% of their portfolio WHITE PLAINS, NY 29,47529.5k $221.7k $221.7k 0.02% Unchanged
31 Basepoint Wealth LLC 0.17% of their portfolio CEDAR RAPIDS, IA 29,38829.4k $221.0k $221.0k 0.17% Reduced -13 -13
32 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 24,45024.4k $183.9k $183.9k 0.00% Unchanged
33 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 22,46322.5k $169.9k $169.9k 0.01% Unchanged
34 SIT INVESTMENT ASSOCIATES INC 0.00% of their portfolio Minneapolis, MN 21,20021.2k $159.0k $159.0k 0.00% Reduced -607.0k -607,021
35 IHT Wealth Management, LLC 0.00% of their portfolio Chicago, IL 20,32820.3k $152.9k $152.9k 0.00% Added +4.1k +4,113
36 Aquire Wealth Advisors, LLC 0.04% of their portfolio Salt Lake City, UT 19,66019.7k $147.8k $147.8k 0.04% Unchanged
37 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 19,64019.6k $147.7k $147.7k 0.00% Reduced -164 -164
38 Mariner, LLC 0.00% of their portfolio Overland Park, KS 19,61819.6k $147.5k $147.5k 0.00% Unchanged
39 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 18,53418.5k $139.4k $139.4k 0.00% Reduced -1.8k -1,801
40 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio BLUE BELL, PA 16,80916.8k $126.4k $126.4k 0.02% Reduced -718 -718
41 BAR HARBOR WEALTH MANAGEMENT 0.01% of their portfolio CONCORD, NH 15,11015.1k $113.6k $113.6k 0.01% Unchanged
42 GatePass Capital, LLC 0.07% of their portfolio INDEPENDENCE, OH 15,00015.0k $112.8k $112.8k 0.07% Unchanged
43 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 14,48314.5k $108.9k $108.9k 0.00% Reduced -517 -517
44 SkyView Investment Advisors, LLC 0.02% of their portfolio SHREWSBURY, NJ 14,05814.1k $106.0k $106.0k 0.02% Unchanged
45 Northwest Financial Advisors 0.14% of their portfolio HERNDON, VA 13,50013.5k $101.5k $101.5k 0.14% Unchanged
46 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 12,71112.7k $95.6k $95.6k 0.00% New
47 ROTHSCHILD INVESTMENT LLC 0.01% of their portfolio CHICAGO, IL 12,50012.5k $94.0k $94.0k 0.01% Unchanged
48 HORIZON KINETICS ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 11,33411.3k $85.2k $85.2k 0.00% New
49 ProVise Management Group, LLC 0.01% of their portfolio CLEARWATER, FL 10,75010.8k $80.8k $80.8k 0.01% Unchanged
50 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.01% of their portfolio Englewood, NJ 10,37010.4k $78.0k $78.0k 0.01% New
51 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,19710.2k $76.7k $76.7k 0.00% Reduced -5.5k -5,480
52 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,8657.9k $59.1k $59.1k 0.00% Reduced -351 -351
53 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,6003.6k $27.1k $27.1k 0.00% Unchanged
54 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 640640 $4.8k $4.8k 0.00% Added +11 +11
55 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 483483 $3.6k $3.6k 0.00% Unchanged
56 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 330330 $2.5k $2.5k 0.00% Unchanged
57 FNY Investment Advisers, LLC 0.00% of their portfolio NEW YORK, NY 5050 $0 $0 0.00% Unchanged
58 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged