Free Trial

Western Asset Premier Bond Fund (WEA) Institutional Ownership

Western Asset Premier Bond Fund logo
$11.01 +0.02 (+0.18%)
As of 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Western Asset Premier Bond Fund (NYSE:WEA)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$7.39M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$4.18M
Get WEA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Western Asset Premier Bond Fund 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

WEA Institutional Buying and Selling by Quarter

Western Asset Premier Bond Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/30/2025 Strategic Financial Concepts LLC10,675$115K0.0%N/A0.000%
1/29/2025 Allspring Global Investments Holdings LLC602,078$6.48M0.0%-3.2%0.000%
1/28/2025 Strategic Financial Concepts LLC10,675$115K0.0%N/A0.000%
1/27/2025 Consolidated Portfolio Review Corp214,828$2.31M0.4%+1.1%0.000%
1/22/2025 PFG Investments LLC12,954$140K0.0%+18.6%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.104,113$1.12M0.1%+232.2%0.000%
11/15/2024Integrated Wealth Concepts LLC57,726$651K0.0%+2.1%0.000%
11/15/2024Benjamin Edwards Inc.26,060$294K0.0%N/A0.000%
11/13/2024Insight Wealth Partners LLC84,295$951K0.2%+1.8%0.000%
11/9/2024Landscape Capital Management L.L.C.35,868$405K0.0%-23.6%0.000%
11/4/2024Wolverine Asset Management LLC61,523$694K0.0%+46.2%0.000%
11/1/2024 Fiera Capital Corp152,479$1.72M0.0%+1.8%0.000%
10/30/2024Invictus Private Wealth LLC48,818$551K0.0%+11.4%0.000%
10/24/2024 Consolidated Portfolio Review Corp212,530$2.40M0.5%+3.6%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.31,345$354K0.0%N/A0.000%
10/22/2024Private Advisor Group LLC157,864$1.78M0.0%+24.1%0.000%
10/19/2024 Allspring Global Investments Holdings LLC621,693$7.01M0.0%-14.8%0.000%
8/13/2024Benjamin F. Edwards & Company Inc.24,200$254K0.0%+12.0%0.000%
8/12/2024ProVise Management Group LLC125,249$1.31M0.1%+2.5%0.000%
8/7/2024 PFG Investments LLC11,224$118K0.0%-93.5%0.000%
8/5/2024Private Advisor Group LLC127,251$1.34M0.0%+9.4%0.000%
8/2/2024Wolverine Asset Management LLC42,071$441K0.0%-3.6%0.000%
8/1/2024 Consolidated Portfolio Review Corp205,204$2.15M0.5%+62.5%0.000%
7/18/2024Insight Wealth Partners LLC82,844$869K0.2%-2.3%0.000%
7/15/2024 Melfa Wealth Management Inc.17,281$181K0.1%-22.4%0.000%
5/9/2024ProVise Management Group LLC122,149$1.30M0.1%-1.2%0.000%
5/1/2024 Janney Montgomery Scott LLC42,907$457K0.0%-10.6%0.000%
4/30/2024Private Advisor Group LLC116,273$1.24M0.0%+588.0%0.000%
4/29/2024Benjamin F. Edwards & Company Inc.21,608$230K0.0%-37.0%0.000%
4/22/2024 PFG Investments LLC172,756$1.84M0.1%N/A0.000%
4/18/2024 Allspring Global Investments Holdings LLC729,313$7.76M0.0%-3.9%0.000%
2/13/2024Accuvest Global Advisors32,979$356K0.4%N/A0.000%
2/13/20241607 Capital Partners LLC793,609$8.57M0.6%-1.2%0.000%
2/12/2024Invictus Private Wealth LLC38,227$413K0.0%N/A0.000%
2/9/2024ProVise Management Group LLC123,599$1.34M0.1%-7.1%0.000%
2/8/2024 Janney Montgomery Scott LLC47,990$518K0.0%-1.9%0.000%
2/6/2024Private Advisor Group LLC16,900$183K0.0%N/A0.000%
2/6/2024Benjamin F. Edwards & Company Inc.34,308$371K0.0%+21.6%0.000%
2/2/2024Truist Financial Corp122,174$1.32M0.0%-7.8%0.000%
1/29/2024 Consolidated Portfolio Review Corp126,370$1.37M0.3%+40.2%0.000%
Better than Bitcoin – and potentially more profitable (Ad)

The world is obsessed with Bitcoin again... And for a good reason: It just soared beyond $100,000. Bitcoin Skimming allows you to “skim” cash into your account thanks to 2025’s surging Bitcoin market.

Click here to watch now, while you still can.
1/22/2024 Melfa Wealth Management LLC22,281$241K0.2%-4.8%0.000%
1/16/2024Raymond James & Associates20,448$221K0.0%+75.2%0.000%
11/15/20231607 Capital Partners LLC803,309$8.11M0.6%-9.8%0.000%
11/14/2023AQR Arbitrage LLC12,158$123K0.0%-68.8%0.000%
11/13/2023 Consolidated Portfolio Review Corp90,131$909K0.2%+49.9%0.000%
11/8/2023ProVise Management Group LLC132,985$1.34M0.1%-3.3%0.000%
11/8/2023 Janney Montgomery Scott LLC48,918$494K0.0%-6.1%0.000%
10/30/2023Insight Wealth Partners LLC88,129$889K0.2%+1.6%0.000%
10/27/2023 Allspring Global Investments Holdings LLC759,184$7.66M0.0%-7.2%0.000%
10/23/2023Commonwealth Equity Services LLC21,194$214K0.0%N/A0.000%
8/24/2023ProVise Management Group LLC137,585$1.40M0.1%-2.8%0.000%
8/11/2023Guggenheim Capital LLC188,864$1.93M0.0%+20.5%0.000%
8/10/2023Sit Investment Associates Inc.1,548,735$15.78M0.4%+0.2%0.000%
8/7/2023Wolverine Asset Management LLC11,673$119K0.0%-78.1%0.000%
8/4/2023IFP Advisors Inc30,969$388K0.0%-14.8%0.000%
8/1/2023Truist Financial Corp134,228$1.37M0.0%-6.7%0.000%
7/31/2023LPL Financial LLC130,041$1.33M0.0%-4.9%0.000%
7/26/2023 Janney Montgomery Scott LLC52,123$531K0.0%-16.4%0.000%
7/26/2023 Riverbridge Partners LLC24,192$247K0.0%+40.7%0.000%
7/25/2023Raymond James & Associates11,672$119K0.0%-20.4%0.000%
7/24/2023 Allspring Global Investments Holdings LLC818,285$8.34M0.0%+0.4%0.000%
7/18/2023 Melfa Wealth Management LLC23,355$238K0.2%N/A0.000%
7/18/2023 Allspring Global Investments Holdings LLC818,285$8.34M0.0%+0.4%0.000%
5/11/2023Karpus Management Inc.97,427$994K0.0%+101.1%0.000%
5/11/2023Guggenheim Capital LLC156,769$1.60M0.0%+6.8%0.000%
5/8/2023Wolverine Asset Management LLC53,185$542K0.0%N/A0.000%
5/8/2023ProVise Management Group LLC141,609$1.44M0.1%-7.5%0.000%
5/5/2023Truist Financial Corp143,801$1.47M0.0%+32.7%0.000%
5/3/2023Integrated Wealth Concepts LLC75,188$767K0.0%+10.4%0.000%
4/28/2023 Janney Montgomery Scott LLC62,348$636K0.0%-11.8%0.000%
4/27/2023Benjamin F. Edwards & Company Inc.6,088$62K0.0%+459.6%0.000%
4/26/2023 Fiera Capital Corp149,385$1.52M0.0%-1.8%0.000%
4/21/2023 Riverbridge Partners LLC17,198$175K0.0%N/A0.000%
4/18/2023IFP Advisors Inc36,342$455K0.0%+25.9%0.000%
4/13/2023 Allspring Global Investments Holdings LLC815,208$8.32M0.0%+5.8%0.000%
2/13/2023Integrated Wealth Concepts LLC68,089$724K0.0%+14.6%0.000%
2/10/2023ProVise Management Group LLC153,168$1.63M0.2%-35.0%0.000%
2/10/2023Sit Investment Associates Inc.1,392,510$14.82M0.4%+20.1%0.000%
2/8/2023 Fiera Capital Corp152,183$1.62M0.0%+5.7%0.000%
2/8/2023Oppenheimer & Co. Inc.23,947$255K0.0%-14.2%0.000%
2/7/2023LPL Financial LLC138,138$1.47M0.0%+1.2%0.000%
2/7/2023IFP Advisors Inc28,857$362K0.0%-25.7%0.000%
2/1/2023 Janney Montgomery Scott LLC70,728$753K0.0%-14.1%0.000%
2/1/2023Insight Wealth Partners LLC75,502$803K0.6%-4.4%0.000%
1/23/2023 Allspring Global Investments Holdings LLC770,291$8.20M0.0%+39.8%0.000%
12/1/2022Insight Wealth Partners LLC78,943$773K0.7%-6.3%0.000%
11/15/2022Karpus Management Inc.23,015$225K0.0%+59.0%0.000%
11/15/2022Lloyd Park LLC49,152$484K0.6%+4.0%0.000%
11/15/20221607 Capital Partners LLC992,682$9.72M0.8%-0.8%0.000%
11/14/2022Guggenheim Capital LLC133,843$1.31M0.0%-2.1%0.000%
22x better than Bitcoin… WITHOUT crypto (Ad)

We’re on the verge of a massive paradigm shift. And it will leave millions of people behind… including you, perhaps. The legendary former hedge fund manager Larry Benedict has discovered a different way to make money from Bitcoin.

11/14/2022Oppenheimer & Co. Inc.27,921$274K0.0%-12.8%0.000%
11/14/2022 Hennion & Walsh Asset Management Inc.13,578$133K0.0%-37.0%0.000%
11/8/2022IFP Advisors Inc38,818$486K0.0%+26.4%0.000%
11/7/2022Huntington National Bank3,301$32K0.0%+330,000.0%0.000%
10/26/2022 Allspring Global Investments Holdings LLC551,090$5.40M0.0%+26.4%0.000%
10/26/2022Truist Financial Corp133,452$1.31M0.0%-6.7%0.000%
10/25/2022 Janney Montgomery Scott LLC82,352$806K0.0%-1.6%0.000%
8/15/2022Karpus Management Inc.14,472$153K0.0%N/A0.000%
8/13/2022Lloyd Park LLC47,279$500K0.5%N/A0.000%
8/11/2022Sit Investment Associates Inc.963,249$10.19M0.3%+9.6%0.000%
(Data available from 1/1/2016 forward)

WEA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEA shares?

During the previous two years, 31 institutional investors and hedge funds held shares of Western Asset Premier Bond Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($15.78M), 1607 Capital Partners LLC ($8.57M), Allspring Global Investments Holdings LLC ($6.48M), Consolidated Portfolio Review Corp ($2.31M), Guggenheim Capital LLC ($1.93M), Private Advisor Group LLC ($1.78M), and Fiera Capital Corp ($1.72M).Learn more on WEA's institutional investors.

Which institutional investors have been buying Western Asset Premier Bond Fund stock?

Of the 25 institutional investors that purchased Western Asset Premier Bond Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($236.94K), PFG Investments LLC ($174.79K), Private Advisor Group LLC ($157.86K), Consolidated Portfolio Review Corp ($154.77K), Hennion & Walsh Asset Management Inc. ($104.11K), Wolverine Asset Management LLC ($72.64K), and Allspring Global Investments Holdings LLC ($51.07K).

How much institutional buying is happening at Western Asset Premier Bond Fund?

Institutional investors have bought a total of 1,336,417 shares in the last 24 months. This purchase volume represents approximately $14.16M in transactions.

Which Western Asset Premier Bond Fund major shareholders have been selling company stock?

Of the 18 institutional investors that sold Western Asset Premier Bond Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($216.21K), PFG Investments LLC ($161.53K), ProVise Management Group LLC ($113.37K), 1607 Capital Partners LLC ($97.44K), Wolverine Asset Management LLC ($43.09K), Janney Montgomery Scott LLC ($39.45K), and AQR Arbitrage LLC ($26.84K).

How much institutional selling is happening at Western Asset Premier Bond Fund?

Institutional investors have sold a total of 784,937 shares in the last 24 months. This volume of shares sold represents approximately $8.26M in transactions.



This page (NYSE:WEA) was last updated on 1/30/2025 by MarketBeat.com Staff
From Our Partners