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 44 institutions that hold shares in the stock, with a total of 6.65 Million shares, which have been reported (via 13F filing form) to have a value of $73.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,939,322
shares
|
$21.5 Million
0.0% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
929,709
shares
|
$10.3 Million
0.21% of portfolio
|
Q3 2025
Added 31.74%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
490,144
shares
|
$5.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
306,736
shares
|
$3.41 Million
0.26% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
282,392
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
273,510
shares
|
$3.04 Million
2.02% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
238,489
shares
|
$2.65 Million
0.34% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
237,848
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2025
Added 24.77%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
223,939
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
215,651
shares
|
$2.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
159,866
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
135,033
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
131,139
shares
|
$1.46 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
116,538
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
105,091
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
94,387
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
90,793
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 12.37%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
89,589
shares
|
$995,333
0.04% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
73,960
shares
|
$821,695
0.05% of portfolio
|
Q3 2025
Reduced 20.32%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
71,710
shares
|
$796,698
0.01% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
64,007
shares
|
$711,117
0.02% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
61,587
shares
|
$684,231
0.0% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
55,391
shares
|
$615,394
0.01% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
49,152
shares
|
$546,078
0.6% of portfolio
|
Q3 2022
Added 3.96%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
28,780
shares
|
$319,745
0.0% of portfolio
|
Q3 2025
Reduced 2.33%
|
|