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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
137K+ 10.84% |
$1.43M - $1.55M
|
1.4M
$15.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
31.3KNew |
$326K - $354K
|
31.3K
$344K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
30.6K+ 24.06% |
$319K - $345K
|
158K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26.1KNew |
$271K - $294K
|
26.1K
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
19.5K+ 46.24% |
$202K - $219K
|
61.5K
$676K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.99K+ 12.37% |
$104K - $113K
|
90.8K
$997K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8.12K+ 6.48% |
$84.5K - $91.6K
|
133K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.33K+ 3.57% |
$76.3K - $82.6K
|
213K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.06K+ 4.71% |
$63.1K - $68.4K
|
135K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
5.01K+ 11.43% |
$52.1K - $56.5K
|
48.8K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.41K+ 1084.98% |
$45.9K - $49.7K
|
4.81K
$52.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.07K+ 68.82% |
$42.3K - $45.9K
|
9.97K
$109K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.13K+ 4.11% |
$32.6K - $35.4K
|
79.4K
$871K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.75K+ 1.84% |
$28.6K - $31K
|
152K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.75KNew |
$28.6K - $31K
|
2.75K
$30.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.72K+ 6.55% |
$17.9K - $19.3K
|
27.9K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.5KNew |
$15.6K - $16.9K
|
1.5K
$16.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.45K+ 1.75% |
$15.1K - $16.4K
|
84.3K
$926K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.2K+ 2.12% |
$12.5K - $13.5K
|
57.7K
$634K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$3.12K - $3.38K
|
300
$3.29K
|
|
|
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
$110K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.59K+ 12.0% |
$27K - $28.1K
|
24.2K
$266K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
876+ 1.57% |
$9.14K - $9.5K
|
56.6K
$622K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
561New |
$5.85K - $6.09K
|
561
$6.16K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
70+ 0.64% |
$730 - $760
|
11K
$121K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15.1K+ 84.36% |
$158K - $170K
|
33K
$362K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
767New |
$8.05K - $8.64K
|
767
$8.42K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
324New |
$3.4K - $3.65K
|
324
$3.56K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
33KNew |
$317K - $366K
|
33K
$362K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.1KNew |
$102K - $113K
|
10.1K
$111K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.3KNew |
$184K - $198K
|
18.3K
$201K
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
6.99K+ 40.67% |
$70.1K - $75.7K
|
24.2K
$266K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.43KNew |
$14.2K - $16.8K
|
1.43K
$15.7K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.3KNew |
$22K - $25.8K
|
2.3K
$25.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.66K+ 19.33% |
$25.9K - $30.8K
|
16.4K
$180K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
1.87K+ 3.96% |
$18.3K - $21.7K
|
49.2K
$540K
|
|
| Q4 2021 | |||||||
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
333New |
$4.56K - $4.78K
|
333
$3.66K
|
|
| Q1 2021 | |||||||
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
271New |
$3.75K - $3.91K
|
271
$2.98K
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.48KNew |
$20K - $21.4K
|
1.48K
$16.2K
|
|
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1KNew |
$13.5K - $14.5K
|
1K
$11K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
77.6KNew |
$974K - $995K
|
77.6K
$852K
|
|