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Western Asset Total Return ETF (WBND) Institutional Ownership

$20.16
+0.02 (+0.10%)
(As of 07/23/2024 ET)

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)
$18.43M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.30M
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WBND Institutional Buying and Selling by Quarter

Western Asset Total Return ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/8/2024Financial Advocates Investment Management35,873$742K0.0%+53.8%1.560%
2/7/2024 Cary Street Partners Investment Advisory LLC18,978$392K0.0%+9.5%0.825%
2/5/2024 Cary Street Partners Asset Management LLC62,948$1.30M0.2%+80.0%2.737%
1/24/2024Allworth 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%
11/13/2023 Cary 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%
10/31/2023Allworth Financial LP69,042$1.34M0.0%-28.2%3.368%
10/27/2023Financial 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%
10/13/2023Landmark Wealth Management LLC157,753$3.06M1.7%+3.0%8.090%
10/10/2023 Arden Trust Co10,718$208K0.0%-78.8%0.550%
8/10/2023 Cary 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%
7/18/2023Allworth Financial LP96,182$1.97M0.0%-0.6%5.199%
7/18/2023 Bill Few Associates Inc.15,428$316K0.2%N/A0.834%
7/14/2023Landmark Wealth Management LLC153,093$3.14M2.8%+0.9%8.275%
7/14/2023 Arden Trust Co50,570$1.04M0.2%-20.6%2.734%
5/15/2023 Cary 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%
4/27/2023Stratos Wealth Partners LTD.17,791$370K0.0%+27.1%1.423%
4/18/2023Allworth Financial LP96,788$2.01M0.0%+63.4%7.743%
4/17/2023Landmark Wealth Management LLC151,697$3.15M1.8%+21.0%12.136%
4/17/2023 Arden Trust Co63,726$1.32M0.2%-80.4%5.098%
2/14/2023 Cary 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%
2/7/2023Envestnet 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%
1/20/2023 Arden Trust Co325,721$6.55M1.3%-15.5%21.014%
1/13/2023Allworth 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%
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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%
10/24/2022Stratos Wealth Partners LTD.14,000$271K0.0%N/A0.778%
10/24/2022Landmark Wealth Management LLC123,240$2.39M1.8%+0.9%6.847%
10/20/2022 Arden Trust Co385,461$7.46M1.9%-2.8%21.415%
10/18/2022Allworth Financial LP60,843$1.18M0.0%-4.3%3.380%
8/12/2022Franklin Resources Inc.393,273$8.27M0.0%-5.5%15.126%
8/11/2022Magnus Financial Group LLC644,462$13.56M2.5%+1.9%24.787%
8/5/2022Aveo Capital Partners LLC174,720$3.68M0.6%N/A6.720%
8/3/2022Envestnet 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%
7/21/2022Landmark Wealth Management LLC122,111$2.57M3.3%-9.7%4.697%
7/15/2022Destiny Wealth Partners LLC15,995$336K0.1%-93.8%0.615%
7/13/2022Allworth Financial LP63,545$1.34M0.0%-84.6%2.444%
7/12/2022 Arden Trust Co396,443$8.34M1.9%-17.7%15.248%
5/12/2022Wick Capital Partners LLC9,633$221K0.1%-5.7%0.279%
5/12/2022Magnus 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%
4/28/2022Landmark 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%
4/22/2022Smart Money Group LLC73,022$1.68M1.1%-14.0%1.475%
4/22/2022Allworth Financial LP412,952$9.48M0.1%+804.5%8.259%
4/22/2022Truist Financial Corp149,003$3.42M0.0%-8.8%2.980%
4/21/2022Destiny Wealth Partners LLC256,865$5.90M1.1%+12.1%5.137%
4/18/2022AE Wealth Management LLC20,976$481K0.0%-34.4%0.420%
4/12/2022 Edmonds Duncan Registered Investment Advisors LLC611,411$14.03M4.1%+2.4%12.228%
4/11/2022 Arden Trust Co481,505$11.05M2.2%+2.3%9.630%
2/15/2022Capital Planning Advisors LLC42,534$1.12M0.2%-8.1%0.895%
2/10/2022Covestor Ltd1,190$31K0.0%N/A0.025%
2/10/2022Magnus 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%
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%
1/27/2022Smart Money Group LLC84,903$2.23M1.4%+85.6%1.787%
1/27/2022 Edmonds Duncan Registered Investment Advisors LLC596,858$15.30M4.0%+12.0%12.565%
1/24/2022 Arden Trust Co470,721$12.35M2.1%-14.0%9.910%
1/24/2022Avantax Advisory Services Inc.30,245$793K0.0%-1.9%0.637%
1/21/2022Allworth Financial LP45,657$1.20M0.0%N/A0.961%
1/21/2022Wick Capital Partners LLC10,220$268K0.2%N/A0.215%
1/20/2022Destiny Wealth Partners LLC229,129$6.01M1.2%+2.5%4.824%
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1/20/2022AE Wealth Management LLC31,997$839K0.0%-6.9%0.674%
1/18/2022 Professional Financial Advisors LLC156,127$4.10M1.8%N/A3.287%
11/16/2021Jane Street Group LLC74,240$2.00M0.0%N/A1.563%
11/16/2021National Asset Management Inc.4,495$426K0.0%N/A0.094%
11/16/2021LPL Financial LLC107,577$2.90M0.0%+37.5%2.241%
11/15/2021Franklin Resources Inc.441,876$11.91M0.0%N/A9.206%
11/12/2021Magnus Financial Group LLC594,123$16.02M3.4%+2.9%12.378%
11/10/2021Mercer Global Advisors Inc. ADV888,464$23.95M0.2%+6.5%18.510%
11/9/2021Avestar Capital LLC34,467$929K0.1%+13.8%0.718%
11/9/2021Capital Planning Advisors LLC46,268$1.25M0.3%+2.1%0.964%
(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, 20 institutional investors and hedge funds held shares of Western Asset Total Return ETF. The most heavily invested institutionals were Magnus Financial Group LLC ($13.56M), LPL Financial LLC ($9.53M), Franklin Resources Inc. ($6.64M), Atria Investments Inc ($4.68M), Allworth Financial LP ($4.46M), Landmark Wealth Management LLC ($3.45M), and Bank of New York Mellon Corp ($1.71M).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: LPL Financial LLC ($444.83K), Atria Investments Inc ($186.89K), Allworth Financial LP ($184.18K), Aveo Capital Partners LLC ($175.72K), Cary Street Partners Asset Management LLC ($49.26K), Landmark Wealth Management LLC ($48.93K), and Financial Advocates Investment Management ($35.87K).

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

Institutional investors have bought a total of 1,234,749 shares in the last 24 months. This purchase volume represents approximately $31.48M in transactions.

Which Western Asset Total Return ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold Western Asset Total Return ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arden Trust Co ($385.73K), Envestnet Asset Management Inc. ($180.99K), Professional Financial Advisors LLC ($178.50K), Aveo Capital Partners LLC ($163.31K), Mercer Global Advisors Inc. ADV ($114.23K), Franklin Resources Inc. ($79.87K), and Allworth Financial LP ($32.08K).

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

Institutional investors have sold a total of 1,159,525 shares in the last 24 months. This volume of shares sold represents approximately $45.76M in transactions.


This page (NASDAQ:WBND) was last updated on 7/23/2024 by MarketBeat.com Staff

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