DaveManuel.com · Institutional Ownership · Who Owns It
WESTERN ASSET INTER MUNI (SBI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
60
Reporting holders
$49.6M
Reported value
0.0%
Calls
0.0%
Puts
-3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +2.0%+$56.3K |
| 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 |
| SIT INVESTMENT ASSOCIATES INC | $870.0K | 110,494 | 0.02% | 14q | +295.6%+$650.1K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $690.0K | 87,692 | 0.00% | 3q | +184.8%+$447.8K |
| 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 |
| Janney Montgomery Scott LLC | $180.0K | 22,850 | 0.00% | 4q | +15.1%+$23.6K |
| 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 |
| 49 WEALTH MANAGEMENT, LLC | $84.0K | 10,677 | 0.02% | new | NEW |
| ALONGSIDE, LLC | $84.0K | 10,677 | 0.02% | new | NEW |
| BFC Planning, Inc. | $82.0K | 10,421 | 0.00% | 3q | +1.6%+$1.3K |
| 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 |
| Penserra Capital Management LLC | $34.0K | 4,362 | 0.00% | 2q | +200.0%+$22.7K |
| 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 |
| Global Retirement Partners, LLC | $63 | 8 | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $3.7M | 525,784 | 0 | 1 | 3 | 0.0% |
| Q2 2026 | 60 | $49.6M | 6,299,325 | 9 | 19 | 17 | 0.0% |
| Q1 2026 | 63 | $46.1M | 6,002,354 | 9 | 18 | 15 | 0.0% |
| Q4 2025 | 56 | $45.4M | 5,903,858 | 3 | 18 | 15 | 0.0% |
| Q3 2025 | 56 | $46.9M | 5,926,145 | 5 | 13 | 14 | 0.0% |
| Q2 2025 | 56 | $45.9M | 6,110,248 | 3 | 13 | 20 | 0.0% |
| Q1 2025 | 58 | $47.6M | 6,093,190 | 7 | 14 | 17 | 0.0% |
| Q4 2024 | 58 | $53.4M | 6,892,232 | 6 | 10 | 17 | 0.0% |
| Q3 2024 | 57 | $56.1M | 6,844,044 | 7 | 15 | 14 | 0.0% |
| Q2 2024 | 58 | $53.9M | 6,866,430 | 4 | 10 | 26 | 0.0% |
| Q1 2024 | 57 | $60.2M | 7,600,866 | 7 | 10 | 25 | 0.0% |
| Q4 2023 | 60 | $56.5M | 7,337,323 | 3 | 21 | 17 | 0.0% |
| Q3 2023 | 66 | $50.6M | 7,074,705 | 7 | 15 | 21 | 0.0% |
| Q2 2023 | 59 | $50.0M | 6,560,635 | 1 | 14 | 23 | 0.0% |
| Q1 2023 | 63 | $51.2M | 6,524,557 | 10 | 9 | 23 | 0.0% |
| Q4 2022 | 59 | $47.8M | 6,298,557 | 5 | 14 | 26 | 0.0% |
| Q3 2022 | 61 | $299.7M | 40,779,401 | 4 | 21 | 18 | 0.0% |
| Q2 2022 | 59 | $343.5M | 42,620,129 | 4 | 22 | 12 | 0.0% |
| Q1 2022 | 59 | $344.0M | 40,051,339 | 5 | 16 | 16 | 0.0% |
| Q4 2021 | 57 | $372.4M | 38,633,585 | 4 | 15 | 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 | 57 | $51.2M | 5,626,259 | 8 | 16 | 15 | 0.0% |
| Q4 2020 | 56 | $66.7M | 7,247,925 | 4 | 12 | 18 | 0.0% |
| Q3 2020 | 52 | $64.3M | 7,100,443 | 5 | 17 | 18 | 0.0% |
| Q2 2020 | 54 | $64.8M | 7,565,854 | 12 | 16 | 11 | 0.0% |
| Q1 2020 | 46 | $59.6M | 7,078,408 | 4 | 20 | 8 | 0.0% |
| Q4 2019 | 52 | $62.7M | 6,901,248 | 2 | 15 | 16 | 0.0% |
| Q3 2019 | 55 | $57.4M | 6,250,089 | 4 | 17 | 14 | 0.0% |
| Q2 2019 | 52 | $53.9M | 6,027,603 | 4 | 17 | 13 | 0.0% |
| Q1 2019 | 54 | $49.8M | 5,649,094 | 7 | 21 | 5 | 0.0% |
| Q4 2018 | 50 | $48.3M | 5,789,613 | 0 | 1 | 0 | 0.0% |