Purchases and Sales Made in Q1 2025 in Western Asset Premier Bond Fund (WEA)
This table provides information about the institutional ownership of Western Asset Premier Bond Fund (WEA) during Q1 2025. The information is specifically focused on institutions that hold shares of WESTERN ASSET PREMIER BOND FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
165K+ 10.71% |
$1.75M - $1.85M
|
1.7M
$18.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
29.5K+ 17.93% |
$314K - $331K
|
194K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
28.6K+ 27.44% |
$304K - $320K
|
133K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
24.1K+ 3.6% |
$256K - $270K
|
694K
$7.52M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.3K+ 11.16% |
$184K - $194K
|
172K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12.6K+ 5.88% |
$134K - $142K
|
227K
$2.46M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
11.9KNew |
$126K - $133K
|
11.9K
$129K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.93K+ 10.05% |
$63.1K - $66.5K
|
65K
$704K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.36K+ 5.08% |
$46.4K - $48.9K
|
90.3K
$978K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
3.9K+ 1.17% |
$41.5K - $43.7K
|
337K
$3.65M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.65KNew |
$38.8K - $40.9K
|
3.65K
$39.5K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.5K+ 22.18% |
$37.2K - $39.2K
|
19.3K
$209K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.23K+ 0.8% |
$23.7K - $25K
|
280K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2K+ 2.25% |
$21.2K - $22.4K
|
90.8K
$983K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
1.94K+ 3.84% |
$20.6K - $21.7K
|
52.3K
$566K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.53K+ 5.27% |
$16.3K - $17.2K
|
30.6K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.23K+ 0.95% |
$13.1K - $13.8K
|
131K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
500+ 0.86% |
$5.32K - $5.61K
|
58.3K
$632K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
431+ 0.4% |
$4.58K - $4.83K
|
109K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$3.19K - $3.36K
|
300
$3.25K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
300+ 8.7% |
$3.19K - $3.36K
|
3.75K
$40.6K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
141+ 0.17% |
$1.5K - $1.58K
|
81.1K
$878K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
49+ 0.46% |
$521 - $549
|
10.7K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19+ 0.17% |
$202 - $213
|
11.3K
$122K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-648- 0.3% |
$6.89K - $7.26K
|
212K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-948- 7.32% |
$10.1K - $10.6K
|
12K
$130K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.84K- 11.8% |
$19.5K - $20.6K
|
13.7K
$149K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.24K- 86.19% |
$45K - $47.5K
|
679
$7.35K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-4.66K- 21.49% |
$49.5K - $52.2K
|
17K
$184K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.79K- 10.0% |
$72.2K - $76.1K
|
61.2K
$662K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.98K- 11.35% |
$95.5K - $101K
|
70.1K
$759K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.6K- 27.19% |
$113K - $119K
|
28.4K
$307K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-57.8K- 9.6% |
$614K - $648K
|
544K
$5.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-171K- 66.74% |
$1.81M - $1.91M
|
85K
$921K
|