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Western Asset Emerging Markets Debt Fund (EMD) Institutional Ownership

Western Asset Emerging Markets Debt Fund logo
$10.66 +0.02 (+0.20%)
Closing price 03:59 PM Eastern
Extended Trading
$10.68 +0.02 (+0.14%)
As of 07:34 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 Massive. Learn more.
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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)
48
Total
Institutional Inflows
(last 12 months)
$15.24M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$21.76M
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Skip Chart & View Institutional Buying and Selling Data

EMD Institutional Buying and Selling by Quarter

Western Asset Emerging Markets Debt Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC93,448$918K0.0%+2.2%0.326%
5/19/2026NewEdge Advisors LLC93,448$918K0.0%+2.2%0.326%
5/19/2026Bank of America Corp DE522,239$5.13M0.0%+19.6%1.824%
5/19/2026Arkadios Wealth Advisors14,157$139K0.0%+23.3%0.049%
5/18/2026Royal Bank of Canada267,125$2.62M0.0%+21.4%0.933%
5/13/2026Cetera Investment Advisers54,550$536K0.0%+10.7%0.191%
5/6/2026Laidlaw Wealth Management LLC29,600$291K1.0%-51.2%0.103%
5/6/2026Gould Asset Management LLC CA56,225$552K0.1%+11.3%0.196%
5/6/2026Allspring Global Investments Holdings LLC532,373$5.23M0.0%-42.9%1.859%
5/5/2026D.A. Davidson & CO.105,792$1.04M0.0%-3.4%0.370%
5/1/2026Fifth Third Bancorp25,861$254K0.0%N/A0.090%
4/30/2026Waterfront Wealth Inc.10,747$106K0.0%N/A0.038%
4/28/2026Rareview Capital LLC286,804$2.88M1.7%-2.1%1.002%
4/27/2026Private Advisor Group LLC22,910$225K0.0%+43.0%0.080%
4/23/2026Comprehensive Money Management Services LLC79,335$779K0.5%+2.3%0.277%
4/22/2026Janney Montgomery Scott LLC69,423$682K0.0%+4.6%0.242%
3/17/2026Rockefeller Capital Management L.P.36,760$391K0.0%+177.0%0.128%
2/19/2026Invesco Ltd.938,158$9.97M0.0%-9.6%3.277%
2/18/2026Papamarkou Wellner Asset Management inc.26,400$281K0.2%+32.0%0.092%
2/18/2026NewEdge Advisors LLC91,422$972K0.0%-2.0%0.319%
2/18/2026Evolve Private Wealth LLC11,632$124K0.0%N/A0.041%
2/17/2026Guggenheim Capital LLC448,049$4.76M0.0%+16.4%1.565%
2/17/2026Cetera Investment Advisers49,295$524K0.0%+5.3%0.172%
2/17/2026Equitable Holdings Inc.11,103$118K0.0%N/A0.039%
2/17/2026Osaic Holdings Inc.180,847$1.92M0.0%+2.0%0.632%
2/17/2026Royal Bank of Canada219,990$2.34M0.0%+16.1%0.768%
2/17/2026Gould Asset Management LLC CA50,535$537K0.1%+5.1%0.177%
2/16/2026Mariner LLC36,778$391K0.0%-26.6%0.128%
2/13/2026Stifel Financial Corp58,028$617K0.0%+4.1%0.203%
2/13/2026Morgan Stanley8,968,464$95.34M0.0%+4.1%31.325%
2/13/2026Integrated Wealth Concepts LLC157,102$1.67M0.0%-7.1%0.549%
2/13/2026Wells Fargo & Company MN1,121,779$11.93M0.0%-29.1%3.918%
2/13/2026Summit Financial LLC110,133$1.17M0.0%+2.6%0.385%
2/12/2026Advisors Asset Management Inc.460,493$4.90M0.1%-24.3%1.608%
2/12/2026Jane Street Group LLC12,605$134K0.0%-35.5%0.044%
2/12/2026HRT Financial LP11,952$127K0.0%N/A0.042%
2/12/2026Insigneo Advisory Services LLC100,813$1.07M0.1%+28.9%0.352%
2/12/2026Commonwealth Equity Services LLC31,739$337K0.0%+16.6%0.111%
2/11/2026Janney Montgomery Scott LLC66,373$706K0.0%+3.2%0.232%
2/11/2026LPL Financial LLC863,751$9.18M0.0%+2.3%3.017%
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2/9/2026Accredited Investor Services LLC35,864$381K0.3%-3.0%0.125%
2/6/2026Global Retirement Partners LLC35,446$377K0.0%N/A0.124%
2/6/2026HighTower Advisors LLC15,237$162K0.0%+28.9%0.053%
2/5/2026Stephens Inc. AR28,470$303K0.0%-8.9%0.099%
2/2/2026Mutual Advisors LLC83,843$891K0.0%+3.5%0.293%
1/30/2026Samalin Investment Counsel LLC44,680$475K0.2%+3.3%0.156%
1/29/2026Rareview Capital LLC292,872$2.94M1.9%-22.8%1.023%
1/29/2026Comerica Bank21,157$225K0.0%-5.4%0.074%
1/29/2026Ashton Thomas Private Wealth LLC43,133$459K0.0%N/A0.151%
1/29/2026D.A. Davidson & CO.109,484$1.16M0.0%-1.6%0.382%
1/29/2026 Camelot Portfolios LLC10,665$113K0.1%-8.8%0.037%
1/29/2026UBS Group AG278,607$2.96M0.0%-1.8%0.973%
1/26/2026 Shaker Financial Services LLC167,347$1.78M0.6%+4.5%0.585%
1/23/2026Choreo LLC55,928$611K0.0%+4.2%0.195%
1/22/2026Comprehensive Money Management Services LLC77,535$824K0.6%+7.4%0.271%
1/15/2026Uncommon Cents Investing LLC88,820$944K0.2%+2.8%0.310%
1/15/2026Allspring Global Investments Holdings LLC933,126$9.92M0.0%-9.0%3.259%
1/8/2026Maridea Wealth Management LLC14,052$149K0.0%-71.6%0.049%
11/17/2025 Camelot Portfolios LLC11,697$121K0.1%-77.8%0.041%
11/17/2025Mariner LLC50,092$517K0.0%+5.2%0.175%
11/17/2025Laird Norton Wetherby Wealth Management LLC17,892$185K0.0%-52.5%0.062%
11/17/2025Integrated Wealth Concepts LLC169,093$1.75M0.0%-2.8%0.591%
11/17/2025Bank of America Corp DE370,788$3.83M0.0%-14.6%1.295%
11/17/2025Ameriprise Financial Inc.375,396$3.87M0.0%+4.5%1.311%
11/14/2025Raymond James Financial Inc.491,657$5.07M0.0%+38.1%1.717%
11/13/2025Pathstone Holdings LLC1,750,654$18.07M0.1%-13.7%6.115%
11/13/2025Invesco Ltd.1,038,048$10.71M0.0%-3.5%3.626%
11/13/2025UBS Group AG283,604$2.93M0.0%-2.0%0.991%
11/12/2025Insigneo Advisory Services LLC78,233$807K0.1%+33.0%0.273%
11/12/2025Level Four Advisory Services LLC21,530$222K0.0%+58.1%0.075%
11/10/2025MAI Capital Management3,936$41K0.0%-42.2%0.014%
11/10/2025EverSource Wealth Advisors LLC11,214$116K0.0%N/A0.039%
11/7/2025Maridea Wealth Management LLC49,480$516K0.1%-2.2%0.173%
11/6/2025Advisors Asset Management Inc.607,929$6.27M0.1%-6.1%2.123%
11/5/2025Moloney Securities Asset Management LLC60,879$628K0.1%+1.8%0.213%
11/4/2025Penserra Capital Management LLC623,598$6.44M0.1%+20.4%2.178%
11/4/2025Mutual Advisors LLC81,011$853K0.0%+8.2%0.283%
10/31/2025 B. Riley Wealth Advisors Inc.13,966$144K0.0%-8.1%0.049%
10/30/2025Samalin Investment Counsel LLC43,247$446K0.2%+2.7%0.151%
10/28/2025Gould Asset Management LLC CA48,085$496K0.1%+4.5%0.168%
10/27/2025Stephens Inc. AR31,241$322K0.0%-4.7%0.109%
10/27/2025Concurrent Investment Advisors LLC20,123$208K0.0%-15.1%0.070%
10/24/2025Comprehensive Money Management Services LLC72,185$745K0.5%+7.8%0.252%
10/22/2025 Shaker Financial Services LLC160,177$1.67M0.6%-1.7%0.559%
10/22/2025Gries Financial LLC13,953$144K0.0%N/A0.049%
10/22/2025D.A. Davidson & CO.111,311$1.15M0.0%-2.8%0.389%
10/20/2025Allspring Global Investments Holdings LLC1,024,880$10.58M0.0%-8.4%3.580%
10/16/2025Uncommon Cents Investing LLC86,420$892K0.2%+7.0%0.302%
9/4/2025Osaic Holdings Inc.159,904$1.61M0.0%+103.5%0.559%
8/19/2025 B. Riley Wealth Advisors Inc.15,198$153K0.0%N/A0.053%
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8/15/2025Bank of America Corp DE433,984$4.36M0.0%+6.1%1.516%
8/15/2025Ameriprise Financial Inc.359,324$3.61M0.0%+5.5%1.255%
8/14/2025Raymond James Financial Inc.355,984$3.58M0.0%+1.2%1.243%
8/14/2025Vivaldi Capital Management LP10,350$104K0.0%-35.9%0.036%
8/13/2025Walleye Capital LLC39,871$401K0.0%-44.9%0.139%
8/13/2025Guggenheim Capital LLC270,825$2.72M0.0%+14.3%0.946%
8/13/2025Level Four Advisory Services LLC13,615$137K0.0%+8.9%0.048%
8/13/2025Choreo LLC53,875$541K0.0%+3.3%0.188%
8/12/2025Advisors Asset Management Inc.647,201$6.50M0.1%+0.4%2.261%
8/12/2025Insigneo Advisory Services LLC58,813$591K0.1%+7.2%0.205%


EMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 95 institutional investors and hedge funds held shares of Western Asset Emerging Markets Debt Fund. The most heavily invested institutionals were Morgan Stanley ($95.34M), Pathstone Holdings LLC ($18.07M), Rivernorth Capital Management LLC ($13.75M), Wells Fargo & Company MN ($11.93M), Cercano Management LLC ($11.36M), Invesco Ltd. ($9.97M), and LPL Financial LLC ($9.18M).Learn more on Western Asset Emerging Markets Debt Fund's institutional investors.

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

Of the 87 institutional investors that purchased Western Asset Emerging Markets Debt Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cercano Management LLC ($1.18M), Raymond James Financial Inc. ($816.14K), Wells Fargo & Company MN ($674.34K), Penserra Capital Management LLC ($595.96K), Pathstone Holdings LLC ($453.53K), Morgan Stanley ($354.21K), and Advisors Asset Management Inc. ($350.67K).

Institutional investors have bought a total of 1,472,607 shares in the last 24 months. This purchase volume represents approximately $15.24M in transactions.

Of the 26 institutional investors that sold Western Asset Emerging Markets Debt Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($586.98K), Wells Fargo & Company MN ($460.88K), Pathstone Holdings LLC ($279.06K), Advisors Asset Management Inc. ($186.71K), Invesco Ltd. ($137.83K), Rareview Capital LLC ($113.08K), and Bank of America Corp DE ($63.20K).

Institutional investors have sold a total of 2,103,893 shares in the last 24 months. This volume of shares sold represents approximately $21.76M in transactions.


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This page (NYSE:EMD) was last updated on 7/20/2026 by MarketBeat.com Staff.
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