13FBOX
WESTERN ASSET INTER MUNI · 13F 机构持仓分析
期权收益计算器 机构排行

WESTERN ASSET INTER MUNI

SBI
持有机构数
60
机构合计市值 (Q2 2026)
$4,920.7万
机构合计股数 (Q2 2026)
625.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+77.3万股
30 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-45.8万股
29 · 11 清仓 · ≈
⚖️ 净额
+31.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,920.7万
持有机构数
60
新买入
9
加仓
21
减仓
18
清仓
11
持股不变
12
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
RIVERNORTH CAPITAL MANAGEMENT, LLC
0.46%0.46%#5$969.2万123.2万股$912.3万118.8万股+4.4万股+3.67%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#44$290.7万36.9万股$278.2万36.2万股+7,158股+1.98%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#54$236.2万30.0万股$205.7万26.0万股+4.0万股+15.40%加仓
1607 Capital Partners, LLC
0.2%0.24%#8$233.8万29.7万股$336.2万43.8万股-14.1万股-32.15%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.01%0.02%#24$220.2万28.0万股$228.0万29.7万股-1.7万股-5.77%减仓
Hennion & Walsh Asset Management, Inc.
0.06%0.02%#16$217.1万27.6万股$69.5万9.1万股+18.5万股+204.78%加仓
景顺Invesco Ltd.
<0.01%<0.01%#52$205.4万26.1万股$200.3万26.1万股+144股+0.06%加仓
ROBINSON CAPITAL MANAGEMENT, LLC
0.79%0.73%#1$178.7万22.7万股$173.9万22.7万股00.00%持仓不变
白盒顾问WHITEBOX ADVISORS LLC
0.02%0.02%#19$161.2万20.5万股$157.3万20.5万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#37$151.2万19.2万股$146.7万19.1万股+1,000股+0.52%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#41$150.6万19.1万股$138.8万18.1万股+1.1万股+5.91%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#45$144.1万18.3万股$140.4万18.3万股+247股+0.14%加仓
Carson Advisory Inc.
0.6%0.67%#3$130.1万16.5万股$129.5万16.9万股-3,300股-1.96%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#40$127.3万16.2万股$72.2万9.4万股+6.8万股+72.05%加仓
Pathstone控股Pathstone Holdings, LLC
<0.01%<0.01%#32$123.9万15.7万股$125.3万16.3万股-5,730股-3.51%减仓
Allspring环球投资Allspring Global Investments Holdings, LLC
<0.01%<0.01%#38$119.9万15.2万股$132.1万17.2万股-2.0万股-11.47%减仓
SIT INVESTMENT ASSOCIATES INC
0.02%<0.01%#20$87.0万11.0万股$21.4万2.8万股+8.3万股+295.64%加仓
Ariadne Wealth Management, LP
0.35%#7$79.4万10.1万股$00股+10.1万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#51$76.9万9.8万股$68.5万8.9万股+8,535股+9.57%加仓
Whipplewood Advisors, LLC
0.48%0.37%#4$72.0万9.1万股$70.6万9.2万股-449股-0.49%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#57$64.7万8.2万股$59.3万7.7万股+4,931股+6.38%加仓
惠蒂尔信托WHITTIER TRUST CO OF NEVADA INC
0.01%0.01%#25$62.0万8.0万股$62.0万8.2万股-1,970股-2.42%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#56$56.6万7.2万股$51.8万6.7万股+4,407股+6.53%加仓
Rock Point Advisors, LLC
0.12%0.14%#12$50.7万6.4万股$51.4万6.7万股-2,500股-3.74%减仓
Waverly顾问Waverly Advisors, LLC
<0.01%<0.01%#35$43.9万5.6万股$46.1万6.0万股-4,184股-6.98%减仓
Traub Capital Management LLC
0.39%0.66%#6$43.5万5.5万股$66.7万8.7万股-3.2万股-36.28%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
<0.01%#31$40.1万5.1万股$00股+5.1万股新买入
Thomas J. Herzfeld Advisors, Inc.
0.12%#13$37.5万4.8万股$00股+4.8万股新买入
RIVERBRIDGE 合伙人RIVERBRIDGE PARTNERS LLC
0.01%0.01%#27$36.7万4.7万股$37.0万4.8万股-1,604股-3.33%减仓
MELFA WEALTH MANAGEMENT, INC.
0.2%0.2%#9$36.5万4.6万股$35.6万4.6万股00.00%持仓不变
Northwest Financial Advisors
0.7%0.69%#2$35.7万4.6万股$35.7万4.6万股00.00%持仓不变
Noble Wealth Management PBC
0.16%0.13%#10$35.2万4.5万股$26.4万3.4万股+1.0万股+30.04%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#43$34.5万4.4万股$23.6万3.1万股+1.3万股+42.42%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#58$32.3万4.1万股$46.9万6.1万股-2.0万股-32.76%减仓
Summit Financial Wealth Advisors, LLC
0.04%0.05%#17$31.9万4.1万股$32.7万4.3万股-2,000股-4.70%减仓
Whittier信托WHITTIER TRUST CO
<0.01%<0.01%#33$31.7万4.0万股$31.5万4.1万股-1,018股-2.46%减仓
IHT 财富管理IHT Wealth Management, LLC
0.01%<0.01%#30$29.7万3.8万股$19.9万2.6万股+1.2万股+45.70%加仓
ROTHSCHILD 投资ROTHSCHILD INVESTMENT LLC
0.01%0.01%#26$29.5万3.8万股$9.6万1.3万股+2.5万股+200.00%加仓
CASTLE WEALTH MANAGEMENT LLC
0.08%0.08%#15$25.5万3.2万股$24.9万3.2万股00.00%持仓不变
斯蒂芬斯公司STEPHENS INC /AR/
<0.01%<0.01%#36$20.1万2.6万股$19.0万2.5万股+700股+2.82%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#46$18.0万2.3万股$15.2万2.0万股+3,000股+15.11%加仓
Basepoint Wealth LLC
0.09%0.12%#14$16.4万2.1万股$21.6万2.8万股-7,251股-25.82%减仓
MarinerMariner, LLC
<0.01%<0.01%#53$15.4万2.0万股$15.1万2.0万股00.00%持仓不变
Savvy Advisors, Inc.
<0.01%<0.01%#34$14.3万1.8万股$13.9万1.8万股00.00%持仓不变
Closed-End Fund Advisors, Inc.
0.13%0.14%#11$13.8万1.7万股$13.4万1.7万股00.00%持仓不变
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.02%0.02%#23$12.4万1.6万股$12.9万1.7万股-1,098股-6.53%减仓
BAR HARBOR WEALTH MANAGEMENT
0.01%0.01%#29$11.9万1.5万股$11.6万1.5万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#59$10.2万1.3万股$00股+1.3万股新买入
GatePass Capital, LLC
0.04%0.04%#18$9.8万1.3万股$7.7万1.0万股+2,500股+25.00%加仓
49 WEALTH MANAGEMENT, LLC
0.02%#21$8.4万1.1万股$00股+1.1万股新买入

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