Latest Institutional Purchases of Western Asset Premier Bond Fund (WEA)
This list provides information on the latest institutional transactions involving Western Asset Premier Bond Fund (WEA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
165K+ 10.71% |
$1.75M - $1.85M
|
1.7M
$18.4M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
29.5K+ 17.93% |
$314K - $331K
|
194K
$2.1M
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
28.6K+ 27.44% |
$304K - $320K
|
133K
$1.44M
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
24.1K+ 3.6% |
$256K - $270K
|
694K
$7.52M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.3K+ 11.16% |
$184K - $194K
|
172K
$1.86M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12.6K+ 5.88% |
$134K - $142K
|
227K
$2.46M
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
11.9KNew |
$126K - $133K
|
11.9K
$129K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.93K+ 10.05% |
$63.1K - $66.5K
|
65K
$704K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.36K+ 5.08% |
$46.4K - $48.9K
|
90.3K
$978K
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
3.9K+ 1.17% |
$41.5K - $43.7K
|
337K
$3.65M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.65KNew |
$38.8K - $40.9K
|
3.65K
$39.5K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.5K+ 22.18% |
$37.2K - $39.2K
|
19.3K
$209K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.23K+ 0.8% |
$23.7K - $25K
|
280K
$3.03M
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2K+ 2.25% |
$21.2K - $22.4K
|
90.8K
$983K
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
1.94K+ 3.84% |
$20.6K - $21.7K
|
52.3K
$566K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.53K+ 5.27% |
$16.3K - $17.2K
|
30.6K
$331K
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.23K+ 0.95% |
$13.1K - $13.8K
|
131K
$1.42M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
500+ 0.86% |
$5.32K - $5.61K
|
58.3K
$632K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
431+ 0.4% |
$4.58K - $4.83K
|
109K
$1.18M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
300+ 8.7% |
$3.19K - $3.36K
|
3.75K
$40.6K
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$3.19K - $3.36K
|
300
$3.25K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
141+ 0.17% |
$1.5K - $1.58K
|
81.1K
$878K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
49+ 0.46% |
$521 - $549
|
10.7K
$116K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19+ 0.17% |
$202 - $213
|
11.3K
$122K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7KNew |
$136K - $144K
|
12.7K
$137K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
238+ 35.05% |
$2.54K - $2.69K
|
917
$9.93K
|
|
Q3 2024 | |||||||
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
19.5K+ 46.24% |
$202K - $219K
|
61.5K
$666K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.99K+ 12.37% |
$104K - $113K
|
90.8K
$983K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.06K+ 4.71% |
$63.1K - $68.4K
|
135K
$1.46M
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.75K+ 1.84% |
$28.6K - $31K
|
152K
$1.65M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.5KNew |
$15.6K - $16.9K
|
1.5K
$16.2K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10KNew |
$105K - $109K
|
10K
$109K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.59K+ 12.0% |
$27K - $28.1K
|
24.2K
$262K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
561New |
$5.85K - $6.09K
|
561
$6.08K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15.1K+ 84.36% |
$158K - $170K
|
33K
$357K
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
767New |
$8.05K - $8.64K
|
767
$8.31K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
324New |
$3.4K - $3.65K
|
324
$3.51K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
33KNew |
$317K - $366K
|
33K
$357K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.3KNew |
$184K - $198K
|
18.3K
$198K
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
6.99K+ 40.67% |
$70.1K - $75.7K
|
24.2K
$262K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.43KNew |
$14.2K - $16.8K
|
1.43K
$15.5K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.3KNew |
$22K - $25.8K
|
2.3K
$24.9K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.66K+ 19.33% |
$25.9K - $30.8K
|
16.4K
$178K
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
1.87K+ 3.96% |
$18.3K - $21.7K
|
49.2K
$532K
|
|
Q4 2021 | |||||||
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
333New |
$4.56K - $4.78K
|
333
$3.61K
|
|
Q1 2021 | |||||||
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
271New |
$3.75K - $3.91K
|
271
$2.93K
|
|
Q3 2019 | |||||||
Nov 15, 2019
Q3 2019
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.48KNew |
$20K - $21.4K
|
1.48K
$16K
|
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1KNew |
$13.5K - $14.5K
|
1K
$10.8K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
77.6KNew |
$974K - $995K
|
77.6K
$841K
|