SBI Western Asset Intermediate Mun
Western Asset Intermediate Mun (SBI) Institutional Ownership
What the institutions did with SBI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.2M | 19.6% |
| WELLS FARGO & COMPANY/MN | 369.4K | 5.9% |
| MORGAN STANLEY | 300.1K | 4.8% |
| 1607 Capital Partners, LLC | 297.0K | 4.7% |
| GUGGENHEIM CAPITAL LLC | 279.8K | 4.4% |
| Hennion & Walsh Asset Management, Inc. | 275.9K | 4.4% |
| Invesco Ltd. | 261.0K | 4.2% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 227.0K | 3.6% |
| WHITEBOX ADVISORS LLC | 204.8K | 3.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 192.1K | 3.1% |
| Cetera Investment Advisers | 191.4K | 3.0% |
| RAYMOND JAMES FINANCIAL INC | 183.0K | 2.9% |
| Carson Advisory Inc. | 165.3K | 2.6% |
| OSAIC HOLDINGS, INC. | 161.7K | 2.6% |
| Pathstone Holdings, LLC | 157.5K | 2.5% |
| Allspring Global Investments Holdings, LLC | 152.3K | 2.4% |
| SIT INVESTMENT ASSOCIATES INC | 110.5K | 1.8% |
| Ariadne Wealth Management, LP | 100.9K | 1.6% |
| LPL Financial LLC | 97.7K | 1.6% |
| Whipplewood Advisors, LLC | 91.4K | 1.5% |
| Cambridge Investment Research Advisors, Inc. | 87.7K | 1.4% |
| UBS Group AG | 82.2K | 1.3% |
| WHITTIER TRUST CO OF NEVADA INC | 79.6K | 1.3% |
| ROYAL BANK OF CANADA | 71.9K | 1.1% |
| Rock Point Advisors, LLC | 64.4K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | Increased | 90.5K | 275.9K | +185.4K |
| 1607 Capital Partners, LLC | Reduced | 437.8K | 297.0K | -140.8K |
| Ariadne Wealth Management, LP | New | 0 | 100.9K | +100.9K |
| SIT INVESTMENT ASSOCIATES INC | Increased | 27.9K | 110.5K | +82.6K |
| OSAIC HOLDINGS, INC. | Increased | 94.0K | 161.7K | +67.7K |
| Cambridge Investment Research Advisors, Inc. | Increased | 30.8K | 87.7K | +56.9K |
| Stratos Wealth Partners, LTD. | New | 0 | 51.0K | +51.0K |
| Independent Advisor Alliance | Sold Out | 50.3K | 0 | -50.3K |
| Thomas J. Herzfeld Advisors, Inc. | New | 0 | 47.6K | +47.6K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Increased | 1.2M | 1.2M | +43.6K |
| Concorde Asset Management, LLC | Sold Out | 42.0K | 0 | -42.0K |
| Logan Stone Capital, LLC | Sold Out | 40.3K | 0 | -40.3K |
| Traub Capital Management LLC | Reduced | 86.8K | 55.3K | -31.5K |
| ROTHSCHILD INVESTMENT LLC | Increased | 12.5K | 37.5K | +25.0K |
| Private Advisor Group, LLC | Sold Out | 22.0K | 0 | -22.0K |
| Bank of New York Mellon Corp | Reduced | 61.0K | 41.0K | -20.0K |
| Allspring Global Investments Holdings, LLC | Reduced | 172.1K | 152.3K | -19.7K |
| GUGGENHEIM CAPITAL LLC | Reduced | 296.9K | 279.8K | -17.1K |
| ENVESTNET ASSET MANAGEMENT INC | New | 0 | 13.0K | +13.0K |
| MORGAN STANLEY | Reduced | 312.3K | 300.1K | -12.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 12.1K | 0 | -12.1K |
| IHT Wealth Management, LLC | Increased | 25.9K | 37.8K | +11.8K |
| Cetera Investment Advisers | Increased | 180.7K | 191.4K | +10.7K |
| 49 WEALTH MANAGEMENT, LLC | New | 0 | 10.7K | +10.7K |
| HighTower Advisors, LLC | Sold Out | 10.4K | 0 | -10.4K |
| Noble Wealth Management PBC | Increased | 34.4K | 44.8K | +10.3K |
| Hamrick Investment Counsel, llc | Sold Out | 10.3K | 0 | -10.3K |
| MERCER GLOBAL ADVISORS INC /ADV | Sold Out | 10.2K | 0 | -10.2K |
| Clear Street Group Inc. | New | 0 | 8.8K | +8.8K |
| LPL Financial LLC | Increased | 89.2K | 97.7K | +8.5K |
| Basepoint Wealth LLC | Reduced | 28.1K | 20.8K | -7.3K |
| WELLS FARGO & COMPANY/MN | Increased | 362.3K | 369.4K | +7.2K |
| Pathstone Holdings, LLC | Reduced | 163.2K | 157.5K | -5.7K |
| UBS Group AG | Increased | 77.2K | 82.2K | +4.9K |
| ROYAL BANK OF CANADA | Increased | 67.5K | 71.9K | +4.4K |
| Waverly Advisors, LLC | Reduced | 60.0K | 55.8K | -4.2K |
| CoreCap Advisors, LLC | New | 0 | 4.1K | +4.1K |
| Carson Advisory Inc. | Reduced | 168.6K | 165.3K | -3.3K |
| Allworth Financial LP | Sold Out | 3.0K | 0 | -3.0K |
| Janney Montgomery Scott LLC | Increased | 19.9K | 22.9K | +3.0K |
| Penserra Capital Management LLC | Increased | 1.5K | 4.4K | +2.9K |
| Steward Partners Investment Advisory, LLC | Reduced | 7.9K | 5.0K | -2.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Sold Out | 2.6K | 0 | -2.6K |
| GatePass Capital, LLC | Increased | 10.0K | 12.5K | +2.5K |
| Rock Point Advisors, LLC | Reduced | 66.9K | 64.4K | -2.5K |
| Summit Financial Wealth Advisors, LLC | Reduced | 42.6K | 40.6K | -2.0K |
| WHITTIER TRUST CO OF NEVADA INC | Reduced | 81.5K | 79.6K | -2.0K |
| RIVERBRIDGE PARTNERS LLC | Reduced | 48.2K | 46.6K | -1.6K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Reduced | 16.8K | 15.7K | -1.1K |
| WHITTIER TRUST CO | Reduced | 41.4K | 40.4K | -1.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 191.1K | 192.1K | +1.0K |
| STEPHENS INC /AR/ | Increased | 24.8K | 25.5K | +700 |
| MAI Capital Management | Sold Out | 675 | 0 | -675 |
| Whipplewood Advisors, LLC | Reduced | 91.9K | 91.4K | -449 |
| Spire Wealth Management | Sold Out | 330 | 0 | -330 |
| RAYMOND JAMES FINANCIAL INC | Increased | 182.8K | 183.0K | +247 |
| Invesco Ltd. | Increased | 260.9K | 261.0K | +144 |
| Northwest Financial Advisors | Increased | 46.5K | 46.5K | +10 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.