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Western Asset Emerging Markets Debt Fund (EMD) Institutional Ownership

Western Asset Emerging Markets Debt Fund logo
$9.88 +0.12 (+1.23%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Western Asset Emerging Markets Debt Fund (NYSE:EMD)

Current
Institutional Ownership
Percentage
33.05%
Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$28.19M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$14.82M
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EMD Institutional Buying and Selling by Quarter

Western Asset Emerging Markets Debt Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.100,579$1.03M0.0%-50.7%0.351%
12/3/2024 Rivernorth Capital Management LLC1,350,440$13.75M0.7%-14.9%4.717%
11/25/2024 Sanctuary Advisors LLC38,033$378K0.0%-5.7%0.133%
11/15/2024 Insigneo Advisory Services LLC41,408$422K0.0%+12.8%0.145%
11/15/2024 Jane Street Group LLC18,823$192K0.0%N/A0.066%
11/15/2024 Stifel Financial Corp59,594$607K0.0%-6.6%0.208%
11/15/2024 Rivernorth Capital Management LLC1,350,440$13.75M0.7%-14.9%4.717%
11/15/2024 Integrated Wealth Concepts LLC106,669$1.09M0.0%+1.1%0.373%
11/13/2024 D.A. Davidson & CO.73,151$745K0.0%+42.4%0.256%
11/12/2024 Penserra Capital Management LLC474,824$4.83M0.1%N/A1.658%
11/9/2024 Landscape Capital Management L.L.C.20,712$211K0.0%-86.1%0.072%
11/8/2024 Advisors Asset Management Inc.403,477$4.11M0.1%+36.1%1.409%
11/8/2024 Avior Wealth Management LLC37,207$379K0.0%+7.3%0.130%
11/7/2024 Pathstone Holdings LLC2,103,953$21.42M0.1%+6.4%7.349%
10/31/2024 Shaker Financial Services LLC121,531$1.25M0.5%-17.3%0.424%
10/31/2024 Concurrent Investment Advisors LLC24,356$248K0.0%+13.2%0.085%
10/30/2024 Moloney Securities Asset Management LLC52,638$536K0.1%+23.9%0.184%
10/28/2024 Stephens Inc. AR44,476$453K0.0%-11.4%0.155%
10/24/2024 Wealth Enhancement Advisory Services LLC10,168$104K0.0%N/A0.036%
10/22/2024 International Assets Investment Management LLC6,108$600K0.0%+918.0%0.021%
10/19/2024 Allspring Global Investments Holdings LLC1,146,426$11.67M0.0%-21.5%4.004%
9/5/2024 Sanctuary Advisors LLC40,330$362K0.0%N/A0.141%
8/26/2024 Ariadne Wealth Management LP108,834$1.02M0.6%N/A0.380%
8/22/2024 Cetera Investment Advisers286,130$2.66M0.0%+5.7%0.999%
8/19/2024 EP Wealth Advisors LLC23,236$216K0.0%N/A0.081%
8/19/2024 B. Riley Wealth Advisors Inc.204,007$1.92M0.0%-55.8%0.713%
8/16/2024 Northwestern Mutual Wealth Management Co.4,772$44K0.0%+1,221.9%0.017%
8/14/2024 Insigneo Advisory Services LLC36,695$346K0.0%N/A0.128%
8/14/2024 Evergreen Capital Management LLC12,363$116K0.0%-31.1%0.043%
8/7/2024 Choreo LLC49,372$461K0.0%N/A0.172%
8/7/2024 Wedbush Securities Inc.22,355$208K0.0%-38.2%0.078%
8/3/2024 National Bank of Canada FI2,997$28K0.0%-33.4%0.010%
8/3/2024 Shaker Financial Services LLC147,021$1.38M0.6%+14.6%0.514%
8/1/2024 Laidlaw Wealth Management LLC48,900$455K0.2%+16.7%0.171%
7/31/2024 Concurrent Investment Advisors LLC21,512$200K0.0%N/A0.075%
7/31/2024Rothschild Investment LLC3,000$28K0.0%N/A0.010%
7/30/2024Matisse Capital61,396$572K0.3%N/A0.214%
7/30/2024 Moloney Securities Asset Management LLC42,497$396K0.1%+37.4%0.148%
7/26/2024 Allspring Global Investments Holdings LLC1,460,726$13.60M0.0%+16.7%5.102%
7/19/2024Raymond James & Associates193,978$1.81M0.0%+8.5%0.678%
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7/19/2024Hoylecohen LLC18,500$172K0.0%N/A0.065%
5/24/2024Cetera Advisors LLC247,860$2.38M0.0%N/A0.866%
5/24/2024 Cetera Investment Advisers270,657$2.60M0.0%+9.2%0.945%
5/17/2024 Comerica Bank29,655$285K0.0%+9.5%0.104%
5/16/2024 B. Riley Wealth Advisors Inc.461,185$4.43M0.1%-9.6%1.611%
5/14/2024 Advisors Asset Management Inc.258,211$2.48M0.0%+73.0%0.902%
5/14/2024 Axxcess Wealth Management LLC42,152$405K0.0%-10.2%0.147%
5/11/2024 Ironsides Asset Advisors LLC25,942$249K0.1%+8.2%0.091%
5/9/2024 Camelot Portfolios LLC61,315$589K0.6%-25.6%0.214%
5/4/2024 Gould Asset Management LLC CA38,985$375K0.1%+8.4%0.136%
5/2/2024 Moloney Securities Asset Management LLC30,935$297K0.0%+199.2%0.108%
5/1/2024 Janney Montgomery Scott LLC62,528$601K0.0%-3.1%0.218%
4/30/2024 Arkadios Wealth Advisors10,037$96K0.0%N/A0.035%
4/30/2024 Allspring Global Investments Holdings LLC1,251,352$12.03M0.0%+40.3%4.371%
4/23/2024Raymond James Financial Services Advisors Inc.405,362$3.90M0.0%+1.9%1.416%
4/19/2024Uncommon Cents Investing LLC15,600$150K0.0%+20.9%0.054%
4/18/2024 Allspring Global Investments Holdings LLC1,251,352$12.03M0.0%+40.3%4.371%
4/10/2024 Park Avenue Securities LLC32,659$314K0.0%+18.7%0.114%
3/27/2024 Nomura Holdings Inc.11,250$104K0.0%N/A0.039%
3/15/2024 B. Riley Wealth Advisors Inc.510,119$4.70M0.1%+10.6%1.782%
3/1/2024 Creekmur Asset Management LLC5,178$48K0.0%N/A0.018%
2/14/2024 PenderFund Capital Management Ltd.419,136$3.86M0.0%+2.9%1.464%
2/12/2024Glovista Investments LLC445,960$4.11M1.9%-4.6%1.558%
2/12/2024 Laidlaw Wealth Management LLC20,850$192K0.1%N/A0.073%
2/9/2024 D.A. Davidson & CO.16,000$147K0.0%+41.6%0.056%
2/9/2024 Wells Fargo & Company MN719,729$6.63M0.0%+18.9%2.514%
2/8/2024 Janney Montgomery Scott LLC64,505$594K0.0%-11.8%0.225%
2/8/2024 Advisor OS LLC36,675$338K0.0%-3.2%0.128%
2/7/2024 Ieq Capital LLC16,928$156K0.0%-51.6%0.059%
2/7/2024 Shaker Financial Services LLC45,779$422K0.2%-30.5%0.160%
2/6/2024 National Bank of Canada FI8,819$81K0.0%+55.4%0.031%
2/2/2024 Gould Asset Management LLC CA35,965$331K0.1%+9.2%0.126%
1/30/2024 SFI Advisors LLC24,334$224K0.2%N/A0.085%
1/30/2024 CTC Alternative Strategies Ltd.15,180$140K0.3%N/A0.053%
1/24/2024 International Assets Investment Management LLC5,526$51K0.0%+821.0%0.019%
1/23/2024 Camelot Portfolios LLC82,431$759K0.4%+30.0%0.288%
1/19/2024 Occidental Asset Management LLC10,497$97K0.0%N/A0.037%
1/16/2024Raymond James Financial Services Advisors Inc.397,686$3.66M0.0%+6.3%1.389%
1/16/2024Raymond James & Associates151,799$1.40M0.0%-1.0%0.530%
1/12/2024 Mutual Advisors LLC65,381$602K0.0%-12.7%0.228%
1/12/2024 Advisor Resource Council19,453$179K0.0%N/A0.068%
12/1/2023 B. Riley Wealth Advisors Inc.461,185$3.87M0.1%-14.3%1.611%
11/16/2023 Penserra Capital Management LLC1,095,528$9.09M0.2%-5.8%3.827%
11/14/2023 Clough Capital Partners L P61,435$510K0.1%N/A0.215%
11/14/2023 Samalin Investment Counsel LLC56,204$466K0.3%-19.0%0.196%
11/14/2023 Mutual Advisors LLC74,892$622K0.0%-8.6%0.262%
11/13/2023 Invesco Ltd.918,869$7.63M0.0%-7.1%3.209%
11/13/2023 Wolverine Asset Management LLC3,925$33K0.0%-95.4%0.014%
11/9/2023 UBS Group AG696,464$5.78M0.0%+0.5%2.433%
11/8/2023 D.A. Davidson & CO.11,300$94K0.0%-31.7%0.039%
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11/8/2023 Janney Montgomery Scott LLC73,123$607K0.0%+6.1%0.255%
11/8/2023 Landscape Capital Management L.L.C.16,592$138K0.0%-55.8%0.058%
11/6/2023 Ieq Capital LLC34,985$290K0.0%+46.2%0.122%
11/2/2023 Shaker Financial Services LLC65,870$552K0.3%-55.2%0.230%
11/1/2023 Ironsides Asset Advisors LLC24,405$203K0.1%+5.4%0.085%
10/30/2023 Peoples Bank KS3,500$29K0.0%N/A0.012%
10/26/2023Advisor Partners II LLC450,430$3.74M0.1%N/A1.573%
10/24/2023Raymond James Financial Services Advisors Inc.374,072$3.11M0.0%+87.6%1.307%
10/24/2023Raymond James & Associates153,351$1.27M0.0%-63.6%0.536%
10/20/2023 Camelot Portfolios LLC63,394$526K0.5%-21.7%0.221%
(Data available from 1/1/2016 forward)

EMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EMD shares?

During the previous two years, 84 institutional investors and hedge funds held shares of Western Asset Emerging Markets Debt Fund. The most heavily invested institutionals were Pathstone Holdings LLC ($21.42M), Rivernorth Capital Management LLC ($13.75M), Allspring Global Investments Holdings LLC ($11.67M), Invesco Ltd. ($7.63M), Wells Fargo & Company MN ($6.63M), UBS Group AG ($5.78M), and Penserra Capital Management LLC ($4.83M).Learn more on EMD's institutional investors.

What percentage of Western Asset Emerging Markets Debt Fund stock is owned by institutional investors?

33.05% of Western Asset Emerging Markets Debt Fund stock is owned by institutional investors. Learn more on EMD's institutional investor holdings.

Which institutional investors have been buying Western Asset Emerging Markets Debt Fund stock?

Of the 71 institutional investors that purchased Western Asset Emerging Markets Debt Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($1.04M), Penserra Capital Management LLC ($647.07K), B. Riley Wealth Advisors Inc. ($606.33K), Glovista Investments LLC ($467.54K), Advisor Partners II LLC ($450.43K), Raymond James Financial Services Advisors Inc. ($297.74K), and Cetera Advisors LLC ($247.86K).

How much institutional buying is happening at Western Asset Emerging Markets Debt Fund?

Institutional investors have bought a total of 6,357,386 shares in the last 24 months. This purchase volume represents approximately $58.22M in transactions.

Which Western Asset Emerging Markets Debt Fund major shareholders have been selling company stock?

Of the 40 institutional investors that sold Western Asset Emerging Markets Debt Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: B. Riley Wealth Advisors Inc. ($494.82K), Rivernorth Capital Management LLC ($473.44K), Allspring Global Investments Holdings LLC ($314.30K), Raymond James & Associates ($269.94K), Landscape Capital Management L.L.C. ($151.45K), Shaker Financial Services LLC ($126.59K), and Penserra Capital Management LLC ($87.13K).

How much institutional selling is happening at Western Asset Emerging Markets Debt Fund?

Institutional investors have sold a total of 2,587,650 shares in the last 24 months. This volume of shares sold represents approximately $24.09M in transactions.



This page (NYSE:EMD) was last updated on 12/21/2024 by MarketBeat.com Staff
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