Purchases and Sales Made in Q2 2025 in Western Asset Premier Bond Fund (WEA)
This table provides information about the institutional ownership of Western Asset Premier Bond Fund (WEA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
187K+ 219.73% |
$1.92M - $2.06M
|
272K
$3.03M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
153K+ 8.96% |
$1.57M - $1.69M
|
1.86M
$20.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
82.9KNew |
$852K - $916K
|
82.9K
$924K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
40.5K+ 77.48% |
$417K - $448K
|
92.8K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
21.6K+ 11.11% |
$222K - $238K
|
216K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21.1K+ 9.97% |
$217K - $234K
|
233K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.4K+ 10.71% |
$190K - $204K
|
191K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
11.6K+ 1.67% |
$119K - $128K
|
706K
$7.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
9.15KNew |
$94.1K - $101K
|
9.15K
$102K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.07K+ 12.42% |
$82.9K - $89.1K
|
73K
$814K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.42K+ 6.82% |
$76.2K - $81.9K
|
116K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.42K+ 6.0% |
$55.7K - $59.8K
|
95.7K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.14K+ 2.37% |
$32.3K - $34.7K
|
136K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.82K+ 0.65% |
$18.7K - $20.1K
|
282K
$3.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.6K+ 1.22% |
$16.5K - $17.7K
|
132K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.43KNew |
$14.7K - $15.8K
|
1.43K
$15.9K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
793+ 136.96% |
$8.15K - $8.76K
|
1.37K
$15.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
750+ 0.83% |
$7.71K - $8.29K
|
91.5K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
90+ 0.47% |
$925 - $995
|
19.4K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28+ 0.25% |
$288 - $309
|
11.3K
$126K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
23+ 0.19% |
$236 - $254
|
12K
$134K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-100- 14.73% |
$1.03K - $1.11K
|
579
$6.46K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-255- 0.44% |
$2.62K - $2.82K
|
58.1K
$648K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.11K- 3.63% |
$11.4K - $12.3K
|
29.5K
$329K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.19K- 1.95% |
$12.2K - $13.1K
|
60K
$669K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.2K- 8.8% |
$12.3K - $13.2K
|
12.4K
$138K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.98K- 2.82% |
$20.3K - $21.8K
|
68.1K
$760K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.83K- 1.85% |
$29K - $31.2K
|
150K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-3.07K- 0.91% |
$31.5K - $33.9K
|
334K
$3.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.2K- 11.28% |
$32.9K - $35.4K
|
25.2K
$281K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-8.33K- 3.66% |
$85.6K - $92K
|
219K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-10K- 72.92% |
$103K - $111K
|
3.71K
$41.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-20.2K- 3.72% |
$208K - $224K
|
524K
$5.84M
|