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Western Asset Total Return ETF (WBND) Institutional Ownership

Western Asset Total Return ETF logo
$19.81
-0.11 (-0.55%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Western Asset Total Return ETF (NASDAQ:WBND)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$20.55M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$103.93K
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WBND Institutional Buying and Selling by Quarter

Western Asset Total Return ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/30/2024 Landmark Wealth Management LLC158,598$3.30M1.4%+1.5%13.791%
10/23/2024 Allworth Financial LP245,432$5.10M0.0%+7.8%21.342%
10/16/2024 Bill Few Associates Inc.20,885$434K0.2%-3.2%1.816%
9/5/2024Sanctuary Advisors LLC537,076$10.48M0.1%N/A26.854%
8/12/2024Mercer Global Advisors Inc. ADV15,569$310K0.0%-22.4%0.778%
7/26/2024Bank of New York Mellon Corp174,383$3.48M0.0%+22.4%8.719%
5/21/2024Atria Investments Inc232,120$4.68M0.1%+0.5%12.217%
4/24/2024 Landmark Wealth Management LLC171,036$3.45M1.6%+5.0%9.002%
2/8/2024 Financial Advocates Investment Management35,873$742K0.0%+53.8%1.560%
2/7/2024 Cary Street Partners Investment Advisory LLC18,978$392K0.0%+9.5%0.825%
2/5/2024 Cary Street Partners Asset Management LLC62,948$1.30M0.2%+80.0%2.737%
1/24/2024 Allworth Financial LP215,654$4.46M0.0%+212.4%9.376%
1/22/2024 Landmark Wealth Management LLC162,854$3.37M1.7%+3.2%7.081%
1/18/2024 Verum Partners LLC10,570$219K0.1%N/A0.460%
11/13/2023 Cary Street Partners Investment Advisory LLC17,339$336K0.0%+2,453.6%0.846%
11/13/2023LPL Financial LLC491,434$9.53M0.0%+4.9%23.972%
11/7/2023Atria Investments Inc185,752$3.60M0.1%N/A9.061%
10/31/2023 Allworth Financial LP69,042$1.34M0.0%-28.2%3.368%
10/27/2023 Financial Advocates Investment Management23,318$452K0.0%N/A1.137%
10/24/2023Bank of New York Mellon Corp87,994$1.71M0.0%+28.9%4.292%
10/20/2023 Bill Few Associates Inc.20,428$396K0.2%+32.4%0.996%
10/13/2023 Landmark Wealth Management LLC157,753$3.06M1.7%+3.0%8.090%
10/10/2023Arden Trust Co10,718$208K0.0%-78.8%0.550%
8/10/2023 Cary Street Partners Asset Management LLC22,927$470K0.1%+63.9%1.239%
7/31/2023LPL Financial LLC468,407$9.60M0.0%+725.6%25.319%
7/18/2023 Allworth Financial LP96,182$1.97M0.0%-0.6%5.199%
7/18/2023 Bill Few Associates Inc.15,428$316K0.2%N/A0.834%
7/14/2023 Landmark Wealth Management LLC153,093$3.14M2.8%+0.9%8.275%
7/14/2023Arden Trust Co50,570$1.04M0.2%-20.6%2.734%
5/15/2023 Cary Street Partners Asset Management LLC13,985$291K0.1%+12.0%1.119%
4/28/2023Avantax Advisory Services Inc.10,132$210K0.0%N/A0.811%
4/27/2023Stratos Wealth Partners LTD.17,791$370K0.0%+27.1%1.423%
4/18/2023 Allworth Financial LP96,788$2.01M0.0%+63.4%7.743%
4/17/2023 Landmark Wealth Management LLC151,697$3.15M1.8%+21.0%12.136%
4/17/2023Arden Trust Co63,726$1.32M0.2%-80.4%5.098%
2/14/2023 Cary Street Partners Asset Management LLC12,487$251K0.1%+655.0%0.806%
2/10/2023Franklin Resources Inc.330,007$6.64M0.0%-14.7%21.291%
2/9/2023Mercer Global Advisors Inc. ADV74,552$1.50M0.0%-58.6%4.810%
2/7/2023LPL Financial LLC52,872$1.06M0.0%+23.7%3.411%
2/7/2023Envestnet Asset Management Inc.37,543$755K0.0%-73.1%2.422%
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2/3/2023Aveo Capital Partners LLC12,410$250K0.0%-92.9%0.801%
1/20/2023 Landmark Wealth Management LLC125,369$2.52M1.8%+1.7%8.088%
1/20/2023Arden Trust Co325,721$6.55M1.3%-15.5%21.014%
1/13/2023 Allworth Financial LP59,216$1.19M0.0%-2.7%3.820%
11/15/2022Mercer Global Advisors Inc. ADV180,075$3.49M0.0%-4.6%11.255%
11/10/2022Envestnet Asset Management Inc.139,344$2.70M0.0%-14.2%7.963%
11/9/2022Aveo Capital Partners LLC175,724$3.40M0.6%+0.6%10.041%
11/2/2022Avantax Advisory Services Inc.14,820$287K0.0%-8.1%0.823%
10/24/2022Stratos Wealth Partners LTD.14,000$271K0.0%N/A0.778%
10/24/2022 Landmark Wealth Management LLC123,240$2.39M1.8%+0.9%6.847%
10/20/2022Arden Trust Co385,461$7.46M1.9%-2.8%21.415%
10/18/2022 Allworth Financial LP60,843$1.18M0.0%-4.3%3.380%
8/12/2022Franklin Resources Inc.393,273$8.27M0.0%-5.5%15.126%
8/11/2022 Magnus Financial Group LLC644,462$13.56M2.5%+1.9%24.787%
8/5/2022Aveo Capital Partners LLC174,720$3.68M0.6%N/A6.720%
8/3/2022Envestnet Asset Management Inc.162,489$3.42M0.0%-25.6%6.250%
8/3/2022AE Wealth Management LLC11,766$247K0.0%-43.9%0.453%
8/2/2022Avantax Advisory Services Inc.16,120$339K0.0%-47.0%0.620%
7/28/2022 Professional Financial Advisors LLC2,035$43K0.0%-98.9%0.078%
7/22/2022Truist Financial Corp80,900$1.70M0.0%-45.7%3.112%
7/21/2022 Landmark Wealth Management LLC122,111$2.57M3.3%-9.7%4.697%
7/15/2022 Destiny Wealth Partners LLC15,995$336K0.1%-93.8%0.615%
7/13/2022 Allworth Financial LP63,545$1.34M0.0%-84.6%2.444%
7/12/2022Arden Trust Co396,443$8.34M1.9%-17.7%15.248%
5/12/2022Wick Capital Partners LLC9,633$221K0.1%-5.7%0.279%
5/12/2022 Magnus Financial Group LLC632,347$14.51M2.4%+5.3%18.329%
5/10/2022Mercer Global Advisors Inc. ADV245,456$5.63M0.0%-72.1%6.294%
5/9/2022Regal Investment Advisors LLC8,735$201K0.0%N/A0.224%
5/5/2022 Professional Financial Advisors LLC180,534$4.14M1.8%+15.6%4.629%
5/4/2022Envestnet Asset Management Inc.218,534$5.02M0.0%-72.2%5.603%
5/2/2022National Asset Management Inc.18,400$423K0.0%-9.6%0.472%
4/28/2022 Landmark Wealth Management LLC135,221$3.10M1.6%+4.8%3.145%
4/26/2022 Landmark Wealth Management LLC135,221$13.52M4.8%+4.8%2.732%
4/22/2022Smart Money Group LLC73,022$1.68M1.1%-14.0%1.475%
4/22/2022 Allworth Financial LP412,952$9.48M0.1%+804.5%8.259%
4/22/2022Truist Financial Corp149,003$3.42M0.0%-8.8%2.980%
4/21/2022 Destiny Wealth Partners LLC256,865$5.90M1.1%+12.1%5.137%
4/18/2022AE Wealth Management LLC20,976$481K0.0%-34.4%0.420%
4/12/2022Edmonds Duncan Registered Investment Advisors LLC611,411$14.03M4.1%+2.4%12.228%
4/11/2022Arden Trust Co481,505$11.05M2.2%+2.3%9.630%
2/15/2022Capital Planning Advisors LLC42,534$1.12M0.2%-8.1%0.895%
2/10/2022Covestor Ltd1,190$31K0.0%N/A0.025%
2/10/2022 Magnus Financial Group LLC600,498$15.75M3.0%+1.1%12.642%
2/4/2022Envestnet Asset Management Inc.785,569$20.61M0.0%-1.6%16.538%
2/4/2022Mercer Global Advisors Inc. ADV878,948$23.06M0.1%-1.1%18.504%
2/3/2022 Cambridge Investment Research Advisors Inc.40,402$1.06M0.0%+31.7%0.851%
2/3/2022Advisor Group Holdings Inc.136,908$3.57M0.0%-0.6%2.882%
2/1/2022Avestar Capital LLC13,660$358K0.0%-60.4%0.288%
1/28/2022National Asset Management Inc.20,352$534K0.0%+352.8%0.428%
1/27/2022Smart Money Group LLC84,903$2.23M1.4%+85.6%1.787%
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1/27/2022Edmonds Duncan Registered Investment Advisors LLC596,858$15.30M4.0%+12.0%12.565%
1/24/2022Arden Trust Co470,721$12.35M2.1%-14.0%9.910%
1/24/2022Avantax Advisory Services Inc.30,245$793K0.0%-1.9%0.637%
1/21/2022 Allworth Financial LP45,657$1.20M0.0%N/A0.961%
1/21/2022Wick Capital Partners LLC10,220$268K0.2%N/A0.215%
1/20/2022 Destiny Wealth Partners LLC229,129$6.01M1.2%+2.5%4.824%
1/20/2022AE Wealth Management LLC31,997$839K0.0%-6.9%0.674%
1/18/2022 Professional Financial Advisors LLC156,127$4.10M1.8%N/A3.287%
11/16/2021Jane Street Group LLC74,240$2.00M0.0%N/A1.563%
11/16/2021National Asset Management Inc.4,495$426K0.0%N/A0.094%
(Data available from 1/1/2016 forward)

WBND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WBND shares?

During the previous two years, 18 institutional investors and hedge funds held shares of Western Asset Total Return ETF. The most heavily invested institutionals were Sanctuary Advisors LLC ($10.48M), LPL Financial LLC ($9.53M), Franklin Resources Inc. ($6.64M), Allworth Financial LP ($5.10M), Atria Investments Inc ($4.68M), Bank of New York Mellon Corp ($3.48M), and Landmark Wealth Management LLC ($3.30M).Learn more on WBND's institutional investors.

Which institutional investors have been buying Western Asset Total Return ETF stock?

Of the 14 institutional investors that purchased Western Asset Total Return ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sanctuary Advisors LLC ($537.08K), LPL Financial LLC ($444.83K), Allworth Financial LP ($201.97K), Atria Investments Inc ($186.89K), Bank of New York Mellon Corp ($51.63K), Landmark Wealth Management LLC ($50.18K), and Cary Street Partners Asset Management LLC ($49.26K).

How much institutional buying is happening at Western Asset Total Return ETF?

Institutional investors have bought a total of 1,621,933 shares in the last 24 months. This purchase volume represents approximately $34.80M in transactions.

Which Western Asset Total Return ETF major shareholders have been selling company stock?

The following institutional investors have sold Western Asset Total Return ETF stock in the last 24 months: Arden Trust Co ($374.74K), Aveo Capital Partners LLC ($163.31K), Envestnet Asset Management Inc. ($124.95K), Mercer Global Advisors Inc. ADV ($118.72K), Franklin Resources Inc. ($57.03K), Allworth Financial LP ($29.37K), and Avantax Advisory Services Inc. ($1.30K).

How much institutional selling is happening at Western Asset Total Return ETF?

Institutional investors have sold a total of 870,118 shares in the last 24 months. This volume of shares sold represents approximately $33.52M in transactions.


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This page (NASDAQ:WBND) was last updated on 11/2/2024 by MarketBeat.com Staff
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