Vault-13

WESTERN ASSET INTER MUNI FD SBI

COM · Closed-End Fund · CUSIP 958435109

62 institutional holders +7 vs Q4 2025
5,992,1006.0m shares reported held*
$46.0mreported value*
9 new 20 added 16 reduced 1 sold out net bought ≈ $1.1m (+146.1k 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 ≈ $7.68.

Trends to Q1 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: 6262Q3 22Q3 23Q3 24Q3 25Q1 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

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 24: 15 bought or addedQ2 24: 31 cut or sold outQ3 24: 26 bought or addedQ3 24: 25 cut or sold outQ3 24Q4 24: 17 bought or addedQ4 24: 30 cut or sold outQ1 25: 25 bought or addedQ1 25: 23 cut or sold outQ1 25Q2 25: 17 bought or addedQ2 25: 27 cut or sold outQ3 25: 20 bought or addedQ3 25: 21 cut or sold outQ3 25Q4 25: 20 bought or addedQ4 25: 21 cut or sold outQ1 26: 29 bought or addedQ1 26: 17 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241531
Q3 20242625
Q4 20241730
Q1 20252523
Q2 20251727
Q3 20252021
Q4 20252021
Q1 20262917

Biggest buyers

Hennion & Walsh Asset Management, Inc. New +90,530+90.5k
Pathstone Holdings, LLC Added +76,235+76.2k
OSAIC HOLDINGS, INC. Added +58,428+58.4k
Independent Advisor Alliance New +50,251+50.3k
ROBINSON CAPITAL MANAGEMENT, LLC Added +30,436+30.4k
Savvy Advisors, Inc. New +18,143+18.1k
Cambridge Investment Research Advisors, Inc. Added +15,926+15.9k
MORGAN STANLEY Added +13,476+13.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +12,061+12.1k
Hamrick Investment Counsel, llc New +10,306+10.3k

Biggest sellers

LPL Financial LLC Reduced -101,691-101.7k
Invesco Ltd. Reduced -40,145-40.1k
WELLS FARGO & COMPANY/MN Reduced -36,953-37.0k
WOLVERINE ASSET MANAGEMENT LLC Sold out -25,480-25.5k
Logan Stone Capital, LLC Reduced -14,367-14.4k
Concorde Asset Management, LLC Reduced -14,173-14.2k
UBS Group AG Reduced -9,018-9.0k
GUGGENHEIM CAPITAL LLC Reduced -8,541-8.5k
Traub Capital Management LLC Reduced -7,952-8.0k
GatePass Capital, LLC Reduced -5,000-5.0k

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 Q1 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 in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.46% of their portfolio WEST PALM BEACH, FL 1,187,9331.2m $9.1m $9.1m 0.46% Added +7.4k +7,396
2 1607 Capital Partners, LLC 0.24% of their portfolio Richmond, VA 437,801437.8k $3.4m $3.4m 0.24% Unchanged
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 362,255362.3k $2.8m $2.8m 0.00% Reduced -37.0k -36,953
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 312,300312.3k $2.4m $2.4m 0.00% Added +13.5k +13,476
5 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 296,924296.9k $2.3m $2.3m 0.02% Reduced -8.5k -8,541
6 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 260,858260.9k $2.0m $2.0m 0.00% Reduced -40.1k -40,145
7 ROBINSON CAPITAL MANAGEMENT, LLC 0.78% of their portfolio GROSSE POINTE FARMS, MI 227,014227.0k $1.7m $1.7m 0.78% Added +30.4k +30,436
8 WHITEBOX ADVISORS LLC 0.02% of their portfolio MINNEAPOLIS, MN 204,801204.8k $1.6m $1.6m 0.02% Unchanged
9 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 191,062191.1k $1.5m $1.5m 0.00% Added +2.7k +2,700
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 182,798182.8k $1.4m $1.4m 0.00% Reduced -4.7k -4,661
11 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 180,685180.7k $1.4m $1.4m 0.00% Added +3.3k +3,257
12 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 172,051172.1k $1.3m $1.3m 0.00% Unchanged
13 Carson Advisory Inc. 0.67% of their portfolio ATHENS, GA 168,597168.6k $1.3m $1.3m 0.67% Reduced -2.0k -2,000
14 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 163,208163.2k $1.3m $1.3m 0.00% Added +76.2k +76,235
15 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 93,99394.0k $721.9k $721.9k 0.00% Added +58.4k +58,428
16 Whipplewood Advisors, LLC 0.37% of their portfolio LITTLETON, CO 91,87491.9k $705.6k $705.6k 0.37% Added +787 +787
17 Hennion & Walsh Asset Management, Inc. 0.02% of their portfolio Parsippany, NJ 90,53090.5k $695.3k $695.3k 0.02% New
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 89,16489.2k $684.8k $684.8k 0.00% Reduced -101.7k -101,691
19 Traub Capital Management LLC 0.66% of their portfolio NEEDHAM, MA 86,83986.8k $666.9k $666.9k 0.66% Reduced -8.0k -7,952
20 WHITTIER TRUST CO OF NEVADA INC 0.01% of their portfolio RENO, NV 81,54681.5k $619.8k $619.8k 0.01% Added +304 +304
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 77,24377.2k $593.2k $593.2k 0.00% Reduced -9.0k -9,018
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 67,49767.5k $518.0k $518.0k 0.00% Added +4.7k +4,716
23 Rock Point Advisors, LLC 0.14% of their portfolio BURLINGTON, VT 66,92566.9k $514.0k $514.0k 0.14% Reduced -4.0k -4,000
24 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 61,04761.0k $468.8k $468.8k 0.00% Added +1 +1
25 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 59,96360.0k $460.5k $460.5k 0.00% Reduced -4.6k -4,562
26 Independent Advisor Alliance 0.00% of their portfolio CHARLOTTE, NC 50,25150.3k $385.9k $385.9k 0.00% New
27 RIVERBRIDGE PARTNERS LLC 0.01% of their portfolio MINNEAPOLIS, MN 48,23448.2k $370.4k $370.4k 0.01% Added +7.4k +7,363
28 Northwest Financial Advisors 0.69% of their portfolio HERNDON, VA 46,46146.5k $356.8k $356.8k 0.69% Added +2.6k +2,591
29 MELFA WEALTH MANAGEMENT, INC. 0.20% of their portfolio WESTBOROUGH, MA 46,34746.3k $355.9k $355.9k 0.20% Unchanged
30 Summit Financial Wealth Advisors, LLC 0.05% of their portfolio Lafayette, LA 42,55642.6k $326.8k $326.8k 0.05% Reduced -4.0k -4,000
31 Concorde Asset Management, LLC 0.16% of their portfolio ANN ARBOR, MI 42,00542.0k $322.6k $322.6k 0.16% Reduced -14.2k -14,173
32 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 41,39641.4k $314.6k $314.6k 0.00% Added +53 +53
33 Logan Stone Capital, LLC 0.09% of their portfolio CHICAGO, IL 40,31840.3k $309.6k $309.6k 0.09% Reduced -14.4k -14,367
34 Noble Wealth Management PBC 0.14% of their portfolio GREENWOOD VILLAGE, CO 34,42334.4k $264.4k $264.4k 0.14% Reduced -68 -68
35 CASTLE WEALTH MANAGEMENT LLC 0.08% of their portfolio BOYNTON BEACH, FL 32,45132.5k $249.2k $249.2k 0.08% Unchanged
36 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,78730.8k $236.0k $236.0k 0.00% Added +15.9k +15,926
37 Basepoint Wealth LLC 0.12% of their portfolio CEDAR RAPIDS, IA 28,08428.1k $215.7k $215.7k 0.12% Added +450 +450
38 SIT INVESTMENT ASSOCIATES INC 0.00% of their portfolio Minneapolis, MN 27,92827.9k $214.0k $214.0k 0.00% Added +6.7k +6,728
39 IHT Wealth Management, LLC 0.00% of their portfolio Chicago, IL 25,91325.9k $199.0k $199.0k 0.00% Added +2.1k +2,112
40 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 24,80024.8k $190.5k $190.5k 0.00% Unchanged
41 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 22,03522.0k $169.2k $169.2k 0.00% Added +8.4k +8,357
42 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 19,85019.9k $152.0k $152.0k 0.00% Unchanged
43 Mariner, LLC 0.00% of their portfolio Overland Park, KS 19,61819.6k $150.7k $150.7k 0.00% Unchanged
44 Savvy Advisors, Inc. 0.00% of their portfolio NEW YORK, NY 18,14318.1k $139.3k $139.3k 0.00% New
45 Closed-End Fund Advisors, Inc. 0.14% of their portfolio RICHMOND, VA 17,47717.5k $134.2k $134.2k 0.14% Unchanged
46 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio BLUE BELL, PA 16,80916.8k $129.1k $129.1k 0.02% Unchanged
47 BAR HARBOR WEALTH MANAGEMENT 0.01% of their portfolio CONCORD, NH 15,11015.1k $116.0k $116.0k 0.01% Unchanged
48 ROTHSCHILD INVESTMENT LLC 0.01% of their portfolio CHICAGO, IL 12,50012.5k $96.0k $96.0k 0.01% Unchanged
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,06112.1k $92.6k $92.6k 0.00% New
50 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 10,43010.4k $80.1k $80.1k 0.00% Reduced -4.2k -4,223
51 Hamrick Investment Counsel, llc 0.04% of their portfolio SEATTLE, WA 10,30610.3k $79.2k $79.2k 0.04% New
52 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,19710.2k $78.3k $78.3k 0.00% Unchanged
53 GatePass Capital, LLC 0.04% of their portfolio INDEPENDENCE, OH 10,00010.0k $76.8k $76.8k 0.04% Reduced -5.0k -5,000
54 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,8657.9k $60.4k $60.4k 0.00% Unchanged
55 GILL CAPITAL PARTNERS, LLC 0.01% of their portfolio DENVER, CO 3,2563.3k $25.0k $25.0k 0.01% New
56 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 3,0003.0k $23.0k $23.0k 0.00% New
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,6392.6k $20.3k $20.3k 0.00% New
58 Penserra Capital Management LLC 0.00% of their portfolio ORINDA, CA 1,4541.5k $11.0k $11.0k 0.00% New
59 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 1,0001.0k $7.7k $7.7k 0.00% Unchanged
60 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 675675 $5.2k $5.2k 0.00% Added +10 +10
61 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 483483 $3.7k $3.7k 0.00% Unchanged
62 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 330330 $2.5k $2.5k 0.00% Unchanged