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Western Asset Premier Bond Fund (WEA) Institutional Ownership

Western Asset Premier Bond Fund logo
$10.98 -0.04 (-0.36%)
(As of 11/15/2024 ET)

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)
$6.81M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.98M
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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
11/15/2024 Integrated Wealth Concepts LLC57,726$651K0.0%+2.1%0.000%
11/15/2024 Benjamin Edwards Inc.26,060$294K0.0%N/A0.000%
11/13/2024 Insight Wealth Partners LLC84,295$951K0.2%+1.8%0.000%
11/9/2024 Landscape Capital Management L.L.C.35,868$405K0.0%-23.6%0.000%
11/4/2024 Wolverine Asset Management LLC61,523$694K0.0%+46.2%0.000%
11/1/2024 Fiera Capital Corp152,479$1.72M0.0%+1.8%0.000%
10/30/2024 Invictus 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%
10/22/2024 Private 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%
8/12/2024 ProVise Management Group LLC125,249$1.31M0.1%+2.5%0.000%
8/7/2024 PFG Investments LLC11,224$118K0.0%-93.5%0.000%
8/5/2024 Private Advisor Group LLC127,251$1.34M0.0%+9.4%0.000%
8/2/2024 Wolverine 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%
7/18/2024 Insight 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%
5/9/2024 ProVise 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%
4/30/2024 Private 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%
2/13/2024 Accuvest Global Advisors32,979$356K0.4%N/A0.000%
2/13/2024 1607 Capital Partners LLC793,609$8.57M0.6%-1.2%0.000%
2/12/2024 Invictus Private Wealth LLC38,227$413K0.0%N/A0.000%
2/9/2024 ProVise 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%
2/6/2024 Private Advisor Group LLC16,900$183K0.0%N/A0.000%
2/6/2024Benjamin F. Edwards & Company Inc.34,308$371K0.0%+21.6%0.000%
2/2/2024 Truist 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%
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%
11/15/2023 1607 Capital Partners LLC803,309$8.11M0.6%-9.8%0.000%
11/14/2023 AQR Arbitrage LLC12,158$123K0.0%-68.8%0.000%
11/13/2023 Consolidated Portfolio Review Corp90,131$909K0.2%+49.9%0.000%
11/8/2023 ProVise Management Group LLC132,985$1.34M0.1%-3.3%0.000%
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11/8/2023 Janney Montgomery Scott LLC48,918$494K0.0%-6.1%0.000%
10/30/2023 Insight 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%
8/24/2023 ProVise Management Group LLC137,585$1.40M0.1%-2.8%0.000%
8/11/2023 Guggenheim Capital LLC188,864$1.93M0.0%+20.5%0.000%
8/10/2023 Sit Investment Associates Inc.1,548,735$15.78M0.4%+0.2%0.000%
8/7/2023 Wolverine Asset Management LLC11,673$119K0.0%-78.1%0.000%
8/4/2023IFP Advisors Inc30,969$388K0.0%-14.8%0.000%
8/1/2023 Truist Financial Corp134,228$1.37M0.0%-6.7%0.000%
7/31/2023 LPL 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%
5/11/2023 Karpus Management Inc.97,427$994K0.0%+101.1%0.000%
5/11/2023 Guggenheim Capital LLC156,769$1.60M0.0%+6.8%0.000%
5/8/2023 Wolverine Asset Management LLC53,185$542K0.0%N/A0.000%
5/8/2023 ProVise Management Group LLC141,609$1.44M0.1%-7.5%0.000%
5/5/2023 Truist Financial Corp143,801$1.47M0.0%+32.7%0.000%
5/3/2023 Integrated 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%
2/13/2023 Integrated Wealth Concepts LLC68,089$724K0.0%+14.6%0.000%
2/10/2023 ProVise Management Group LLC153,168$1.63M0.2%-35.0%0.000%
2/10/2023 Sit 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%
2/8/2023 Oppenheimer & Co. Inc.23,947$255K0.0%-14.2%0.000%
2/7/2023 LPL 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%
2/1/2023 Insight 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%
12/1/2022 Insight Wealth Partners LLC78,943$773K0.7%-6.3%0.000%
11/15/2022 Karpus Management Inc.23,015$225K0.0%+59.0%0.000%
11/15/2022Lloyd Park LLC49,152$484K0.6%+4.0%0.000%
11/15/2022 1607 Capital Partners LLC992,682$9.72M0.8%-0.8%0.000%
11/14/2022 Guggenheim Capital LLC133,843$1.31M0.0%-2.1%0.000%
11/14/2022 Oppenheimer & 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%
11/7/2022 Huntington 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%
10/26/2022 Truist Financial Corp133,452$1.31M0.0%-6.7%0.000%
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10/25/2022 Janney Montgomery Scott LLC82,352$806K0.0%-1.6%0.000%
8/15/2022 Karpus Management Inc.14,472$153K0.0%N/A0.000%
8/13/2022Lloyd Park LLC47,279$500K0.5%N/A0.000%
8/11/2022 Sit Investment Associates Inc.963,249$10.19M0.3%+9.6%0.000%
8/10/2022 Fiera Capital Corp144,357$1.53M0.0%+24.7%0.000%
8/8/2022 ProVise Management Group LLC278,025$2.94M0.3%-9.9%0.000%
8/8/2022 Oppenheimer & Co. Inc.32,014$339K0.0%-21.0%0.000%
8/8/2022 Integrated Wealth Concepts LLC38,694$409K0.0%N/A0.000%
8/4/2022 Northwestern Mutual Wealth Management Co.13,740$145K0.0%+7.0%0.000%
8/3/2022 Janney Montgomery Scott LLC83,728$902K0.0%+14.5%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, 30 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 ($7.01M), Consolidated Portfolio Review Corp ($2.40M), 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 24 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: Allspring Global Investments Holdings LLC ($270.27K), Sit Investment Associates Inc. ($236.94K), PFG Investments LLC ($172.76K), Private Advisor Group LLC ($157.86K), Consolidated Portfolio Review Corp ($152.47K), Wolverine Asset Management LLC ($72.64K), and Karpus Management Inc. ($48.97K).

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

Institutional investors have bought a total of 1,457,173 shares in the last 24 months. This purchase volume represents approximately $15.43M 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 ($196.59K), 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 770,623 shares in the last 24 months. This volume of shares sold represents approximately $8.10M in transactions.



This page (NYSE:WEA) was last updated on 11/17/2024 by MarketBeat.com Staff
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