Institutional Ownership Western Asset Premier Bond Fund (WEA)
This table provides information about the institutional ownership of Western Asset Premier Bond Fund (WEA). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 5.92 Million shares, which have been reported (via 13F filing form) to have a value of $63.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,703,059
shares
|
$18.2 Million
0.0% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
694,111
shares
|
$7.42 Million
0.18% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
544,291
shares
|
$5.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
337,147
shares
|
$3.6 Million
0.3% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
279,775
shares
|
$2.99 Million
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
227,467
shares
|
$2.43 Million
0.41% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
211,902
shares
|
$2.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
194,175
shares
|
$2.08 Million
0.01% of portfolio
|
Q1 2025
Added 17.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
172,197
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Added 11.16%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
152,479
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
132,678
shares
|
$1.42 Million
0.07% of portfolio
|
Q1 2025
Added 27.44%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
130,787
shares
|
$1.4 Million
0.13% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
108,661
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
90,793
shares
|
$970,577
0.0% of portfolio
|
Q3 2024
Added 12.37%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
90,763
shares
|
$970,256
0.17% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
90,311
shares
|
$965,424
0.0% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
85,024
shares
|
$908,906
1.73% of portfolio
|
Q1 2025
Reduced 66.74%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
81,114
shares
|
$867,108
0.06% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
70,125
shares
|
$749,636
0.03% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
64,976
shares
|
$694,593
0.01% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
61,165
shares
|
$653,853
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
58,338
shares
|
$623,633
0.01% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
52,300
shares
|
$559,087
0.05% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
49,152
shares
|
$525,434
0.6% of portfolio
|
Q3 2022
Added 3.96%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
30,577
shares
|
$326,868
0.0% of portfolio
|
Q1 2025
Added 5.27%
|