Latest Institutional Transactions on Western Asset Premier Bond Fund (WEA)
This table provides information on the latest institutional transactions involving Western Asset Premier Bond Fund (WEA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-737- 0.69% |
$7.67K - $8.31K
|
106K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.2K+ 2.12% |
$12.5K - $13.5K
|
57.7K
$614K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-589- 5.49% |
$6.13K - $6.64K
|
10.1K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
137K+ 10.84% |
$1.43M - $1.55M
|
1.4M
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.75KNew |
$28.6K - $31K
|
2.75K
$29.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.5KNew |
$15.6K - $16.9K
|
1.5K
$15.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26.1KNew |
$271K - $294K
|
26.1K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.34K- 10.66% |
$14K - $15.1K
|
11.3K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-7.4K- 2.13% |
$77K - $83.5K
|
341K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.07K+ 68.82% |
$42.3K - $45.9K
|
9.97K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.06K+ 4.71% |
$63.1K - $68.4K
|
135K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-50.7K- 6.59% |
$528K - $572K
|
718K
$7.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.45K+ 1.75% |
$15.1K - $16.4K
|
84.3K
$896K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-44.8K- 74.59% |
$466K - $505K
|
15.3K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.41K+ 1084.98% |
$45.9K - $49.7K
|
4.81K
$51.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11K- 4.69% |
$115K - $124K
|
224K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.45K- 3.67% |
$25.5K - $27.7K
|
64.3K
$684K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8.12K+ 6.48% |
$84.5K - $91.6K
|
133K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.13K+ 4.11% |
$32.6K - $35.4K
|
79.4K
$844K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.18K- 0.37% |
$12.3K - $13.3K
|
321K
$3.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-11.1K- 23.55% |
$115K - $125K
|
35.9K
$381K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.04K- 31.28% |
$52.5K - $56.9K
|
11.1K
$118K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
19.5K+ 46.24% |
$202K - $219K
|
61.5K
$654K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.75K+ 1.84% |
$28.6K - $31K
|
152K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
5.01K+ 11.43% |
$52.1K - $56.5K
|
48.8K
$519K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-230- 0.58% |
$2.39K - $2.59K
|
39.4K
$419K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.33K+ 3.57% |
$76.3K - $82.6K
|
213K
$2.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-299- 2.66% |
$3.11K - $3.37K
|
10.9K
$116K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
30.6K+ 24.06% |
$319K - $345K
|
158K
$1.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
31.3KNew |
$326K - $354K
|
31.3K
$333K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-108K- 14.76% |
$1.12M - $1.21M
|
622K
$6.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$3.12K - $3.38K
|
300
$3.19K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.99K+ 12.37% |
$104K - $113K
|
90.8K
$965K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.72K+ 6.55% |
$17.9K - $19.3K
|
27.9K
$297K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10KNew |
$105K - $109K
|
10K
$107K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.59K+ 12.0% |
$27K - $28.1K
|
24.2K
$257K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
70+ 0.64% |
$730 - $760
|
11K
$117K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
561New |
$5.85K - $6.09K
|
561
$5.96K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
876+ 1.57% |
$9.14K - $9.5K
|
56.6K
$602K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-629- 3.58% |
$6.56K - $6.82K
|
16.9K
$180K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-5K- 22.44% |
$52.2K - $54.3K
|
17.3K
$184K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
767New |
$8.05K - $8.64K
|
767
$8.15K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
324New |
$3.4K - $3.65K
|
324
$3.44K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 0.06% |
$21 - $22.5
|
3.42K
$36.3K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15.1K+ 84.36% |
$158K - $170K
|
33K
$351K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
33KNew |
$317K - $366K
|
33K
$351K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.3K- 7.8% |
$99.2K - $115K
|
122K
$1.3M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.6K- 24.16% |
$36.3K - $40K
|
11.3K
$120K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.1KNew |
$102K - $113K
|
10.1K
$108K
|
|