Free Trial
→ Is this Elon’s true agenda? (From Altimetry) (Ad) Free WBND Stock Alerts

Western Asset Total Return ETF (WBND) Institutional Ownership

Western Asset Total Return ETF logo
$19.68 -0.06 (-0.33%)
As of 01/31/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
$14.40M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.70M
Get WBND Insider Trade Alerts

Want to know when executives and insiders are buying or selling Western Asset Total Return ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WBND Institutional Buying and Selling by Quarter

Western Asset Total Return ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/30/2025 Allworth Financial LP209,220$4.11M0.0%-14.8%26.153%
12/26/2024JPMorgan Chase & Co.175,293$3.64M0.0%-44.3%15.243%
11/15/2024Jane Street Group LLC23,172$481K0.0%N/A2.015%
11/14/2024Flow Traders U.S. LLC52,671$1.09M0.1%N/A4.580%
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%
2/7/2024Cary Street Partners Investment Advisory LLC18,978$392K0.0%+9.5%0.825%
2/5/2024Cary 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%
11/13/2023Cary 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%
8/10/2023Cary 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%
5/15/2023Cary 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%
4/27/2023 Stratos 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%
2/14/2023Cary Street Partners Asset Management LLC12,487$251K0.1%+655.0%0.806%
Is this Elon’s true agenda? (Ad)

All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

Click here for my report
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%
2/3/2023 Aveo 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%
11/9/2022 Aveo 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%
10/24/2022 Stratos 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%
8/5/2022 Aveo 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%
4/22/2022 Smart 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%
2/15/2022 Capital 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%
2/3/2022Cambridge Investment Research Advisors Inc.40,402$1.06M0.0%+31.7%0.851%
Is this Elon’s true agenda? (Ad)

All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

Click here for my report
2/3/2022Advisor Group Holdings Inc.136,908$3.57M0.0%-0.6%2.882%
2/1/2022 Avestar Capital LLC13,660$358K0.0%-60.4%0.288%
1/28/2022National Asset Management Inc.20,352$534K0.0%+352.8%0.428%
1/27/2022 Smart Money Group LLC84,903$2.23M1.4%+85.6%1.787%
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%
(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, 21 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), Atria Investments Inc ($4.68M), Allworth Financial LP ($4.11M), JPMorgan Chase & Co. ($3.64M), and Bank of New York Mellon Corp ($3.48M).Learn more on WBND's institutional investors.

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

Of the 15 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), Flow Traders U.S. LLC ($52.67K), Bank of New York Mellon Corp ($51.63K), 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 1,694,643 shares in the last 24 months. This purchase volume represents approximately $36.25M 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 ($315.00K), Aveo Capital Partners LLC ($163.31K), JPMorgan Chase & Co. ($139.22K), Mercer Global Advisors Inc. ADV ($110.01K), Envestnet Asset Management Inc. ($101.80K), Allworth Financial LP ($63.96K), and Franklin Resources Inc. ($57.03K).

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

Institutional investors have sold a total of 951,031 shares in the last 24 months. This volume of shares sold represents approximately $33.37M in transactions.


Related Companies

This page (NASDAQ:WBND) was last updated on 2/1/2025 by MarketBeat.com Staff
From Our Partners
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
Will DeepSeek pop the AI bubble?
An overseas AI rival sent shockwaves through the U.S. tech market last week... Leaving millions of investor...
Chaikin Analytics | Sponsored
Better than Bitcoin – and potentially more profitable
The world is obsessed with Bitcoin again... And for a good reason: It just soared beyond $100,000. Bitcoin ...
Brownstone Research | Sponsored
Did You See Trump’s Manhattan Project Bombshell?
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump vs. Texas
Ever since Donald Trump won the election, U.S. states have been rushing to pass new currency rules. These r...
Stansberry Research | Sponsored
Turning Panic Into Opportunity
AI stocks were hammered on Jan. 27. That includes Nvidia, the undisputed leader in the artificial intellige...
Weiss Ratings | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Will Elon trigger another AI flash crash?
AI continues to dominate financial headlines in 2025...
Altimetry | Sponsored