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 5.75 Million shares, which have been reported (via 13F filing form) to have a value of $62.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,538,313
shares
|
$16.8 Million
0.0% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
670,019
shares
|
$7.33 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
602,078
shares
|
$6.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
333,247
shares
|
$3.65 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
277,542
shares
|
$3.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.56%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
255,660
shares
|
$2.8 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
214,828
shares
|
$2.35 Million
0.37% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
212,550
shares
|
$2.33 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
164,648
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
154,911
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
152,479
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
129,554
shares
|
$1.42 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
108,230
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
104,113
shares
|
$1.14 Million
0.05% of portfolio
|
Q4 2024
Added 232.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
90,793
shares
|
$993,275
0.0% of portfolio
|
Q3 2024
Added 12.37%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
88,764
shares
|
$971,078
0.13% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
85,949
shares
|
$940,282
0.0% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
80,973
shares
|
$885,844
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
79,107
shares
|
$865,430
0.03% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
67,958
shares
|
$743,460
0.0% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
59,043
shares
|
$645,930
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
57,838
shares
|
$632,747
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
50,364
shares
|
$550,982
0.04% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
49,152
shares
|
$537,722
0.6% of portfolio
|
Q3 2022
Added 3.96%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
38,952
shares
|
$426,134
0.0% of portfolio
|
Q4 2024
Reduced 1.19%
|