Free Trial
→ Trump Makes Major Crypto Announcement (From Crypto 101 Media) (Ad) Buy WBND Stock  Free WBND Stock Alerts

Western Asset Total Return ETF (WBND) Institutional Ownership

Western Asset Total Return ETF logo
$19.82 -0.09 (-0.45%)
Closing price 03:59 PM Eastern
Extended Trading
$19.82 +0.00 (+0.03%)
As of 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
9
Total
Institutional Inflows
(last 12 months)
$15.61M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$4.14M
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
4/30/2025 Allworth Financial LP192,564$3.82M0.0%-8.0%29.625%
2/17/2025Citadel Advisors LLC192,745$3.76M0.0%+124.9%24.093%
2/14/2025Jane Street Group LLC29,225$570K0.0%+26.1%3.653%
2/12/2025JPMorgan Chase & Co.169,970$3.31M0.0%-3.0%21.246%
2/11/2025LPL Financial LLC79,344$1.55M0.0%+2.8%9.918%
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%
10/30/2024Landmark 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%
10/16/2024Bill 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%
7/26/2024 Bank 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%
4/24/2024Landmark 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%
1/22/2024Landmark 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%
10/24/2023 Bank of New York Mellon Corp87,994$1.71M0.0%+28.9%4.292%
10/20/2023Bill Few Associates Inc.20,428$396K0.2%+32.4%0.996%
10/13/2023Landmark 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%
7/18/2023Bill Few Associates Inc.15,428$316K0.2%N/A0.834%
7/14/2023Landmark 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%
Gold Alert: The Truth About Fort Knox Is Coming (Ad)

Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s already performing nearly twice as well as gold this year and looks ready to go much higher. If you wait for the news to hit, you’ll already be too late.

Click here now before the biggest gold run in decades kicks off.
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%
4/17/2023Landmark 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%
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%
2/7/2023 Envestnet Asset Management Inc.37,543$755K0.0%-73.1%2.422%
2/3/2023Aveo Capital Partners LLC12,410$250K0.0%-92.9%0.801%
1/20/2023Landmark 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%
11/10/2022 Envestnet 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%
10/24/2022 Stratos Wealth Partners LTD.14,000$271K0.0%N/A0.778%
10/24/2022Landmark 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%
8/3/2022 Envestnet 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%
7/22/2022 Truist Financial Corp80,900$1.70M0.0%-45.7%3.112%
7/21/2022Landmark 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%
5/4/2022 Envestnet 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%
4/28/2022Landmark Wealth Management LLC135,221$3.10M1.6%+4.8%3.145%
4/26/2022Landmark 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%
4/22/2022 Truist 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%
Trump Orders 'National Digital Asset Stockpile' (Ad)

Billionaires Rush Into Digital Banking Token Three massive forces are converging right now, creating what could be the biggest wealth opportunity since Bitcoin's early days.

Click Here to get our complete analysis on why this lending platform is our #1 "buy the dip" opportu
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%
2/4/2022 Envestnet 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%
1/27/2022 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%
(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, 17 institutional investors and hedge funds held shares of Western Asset Total Return ETF. The most heavily invested institutionals were Sanctuary Advisors LLC ($10.48M), Atria Investments Inc ($4.68M), Allworth Financial LP ($3.82M), Citadel Advisors LLC ($3.76M), Bank of New York Mellon Corp ($3.48M), JPMorgan Chase & Co. ($3.31M), 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 ($436.85K), Atria Investments Inc ($186.89K), Allworth Financial LP ($164.40K), Citadel Advisors LLC ($107.05K), Flow Traders U.S. LLC ($52.67K), and Bank of New York Mellon Corp ($51.63K).

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

Institutional investors have bought a total of 1,711,106 shares in the last 24 months. This purchase volume represents approximately $34.42M 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: JPMorgan Chase & Co. ($144.54K), Allworth Financial LP ($80.61K), Arden Trust Co ($53.01K), Mercer Global Advisors Inc. ADV ($4.49K), and Bill Few Associates Inc. ($693.00).

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

Institutional investors have sold a total of 283,344 shares in the last 24 months. This volume of shares sold represents approximately $5.72M in transactions.


Related Companies

This page (NASDAQ:WBND) was last updated on 5/2/2025 by MarketBeat.com Staff
From Our Partners
Secret financial plot unfolding in Washington DC… [DEVELOPING]
What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...
Timothy Sykes | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored
The Man I Turn to In Times Like This
A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when pu...
Stansberry Research | Sponsored
Elon Musk is all in on these robots …
Robots — built by Nvidia. Forbes says this could be " a $24 trillion opportunity for investors." Huang s...
Weiss Ratings | Sponsored
If you missed your chance with Tesla...
Elon Musk is moments from launching a revolutionary technology some Silicon Valley insiders are calling "The F...
Brownstone Research | Sponsored