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 6.33 Million shares, which have been reported (via 13F filing form) to have a value of $70.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,855,692
shares
|
$20.7 Million
0.0% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
705,730
shares
|
$7.87 Million
0.16% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
524,049
shares
|
$5.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
334,079
shares
|
$3.72 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
281,597
shares
|
$3.14 Million
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
271,845
shares
|
$3.03 Million
1.62% of portfolio
|
Q2 2025
Added 219.73%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
233,034
shares
|
$2.6 Million
0.02% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
219,140
shares
|
$2.44 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
215,741
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
190,635
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
149,654
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
135,820
shares
|
$1.51 Million
0.06% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
132,389
shares
|
$1.48 Million
0.12% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
116,077
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
95,727
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
92,820
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2025
Added 77.48%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
91,513
shares
|
$1.02 Million
0.16% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
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.
|
Aug 13, 2025 Q2 2025 |
82,862
shares
|
$923,911
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
73,043
shares
|
$814,429
0.01% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
68,148
shares
|
$759,850
0.02% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
59,975
shares
|
$668,721
0.0% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
58,083
shares
|
$647,625
0.01% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
49,152
shares
|
$548,044
0.6% of portfolio
|
Q3 2022
Added 3.96%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
29,468
shares
|
$328,568
0.0% of portfolio
|
Q2 2025
Reduced 3.63%
|