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 5.4 Million shares, which have been reported (via 13F filing form) to have a value of $60.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,267,567
shares
|
$14.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
769,086
shares
|
$8.58 Million
0.19% of portfolio
|
Q2 2024
Reduced 32.35%
|
|
Allspring Global Investments Holdings, LLC
|
Jul 26, 2024 Q2 2024 |
729,313
shares
|
$8.13 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 08, 2024 Q2 2024 |
348,215
shares
|
$3.88 Million
0.33% of portfolio
|
Q2 2024
Reduced 9.49%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
322,240
shares
|
$3.59 Million
0.0% of portfolio
|
Q2 2024
Added 114.28%
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
234,780
shares
|
$2.62 Million
0.02% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 31, 2024 Q2 2024 |
205,204
shares
|
$2.29 Million
0.5% of portfolio
|
Q2 2024
Added 62.46%
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 19, 2024 Q2 2024 |
149,727
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
128,679
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
127,251
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2024
Added 9.44%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
125,249
shares
|
$1.4 Million
0.11% of portfolio
|
Q2 2024
Added 2.54%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
106,333
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2024
Added 1.36%
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
82,844
shares
|
$923,710
0.15% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
80,801
shares
|
$900,931
0.0% of portfolio
|
Q2 2024
Added 33.88%
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
76,227
shares
|
$849,931
0.0% of portfolio
|
Q2 2024
Added 35.29%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
66,801
shares
|
$744,831
0.0% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
60,073
shares
|
$669,813
0.0% of portfolio
|
Q2 2024
Reduced 76.39%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
56,638
shares
|
$631,513
0.02% of portfolio
|
Q2 2024
Added 1.57%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
56,526
shares
|
$630,264
0.01% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
49,152
shares
|
$548,044
0.6% of portfolio
|
Q3 2022
Added 3.96%
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2024 Q2 2024 |
46,920
shares
|
$523,158
0.04% of portfolio
|
Q2 2024
Added 111.57%
|
|
Invictus Private Wealth, LLC
Denver, CO |
Aug 02, 2024 Q2 2024 |
43,809
shares
|
$488,470
0.04% of portfolio
|
Q2 2024
Added 12.44%
|
|
Wolverine Asset Management LLC
|
Aug 01, 2024 Q2 2024 |
42,071
shares
|
$469,091
0.01% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
39,650
shares
|
$442,097
0.0% of portfolio
|
Q2 2024
Reduced 7.59%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
26,198
shares
|
$292,107
0.0% of portfolio
|
Q2 2024
Added 0.18%
|