Go Pro

Western Asset Emerging Markets Debt Fund (EMD) Institutional Ownership

Western Asset Emerging Markets Debt Fund logo
$10.54 -0.06 (-0.57%)
As of 03:58 PM Eastern

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)
46
Total
Institutional Inflows
(last 12 months)
$16.11M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$21.23M
Get EMD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Western Asset Emerging Markets Debt Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2026 BlackRock Inc.16,266$175K0.0%N/A0.057%
8/7/2026 Occidental Asset Management LLC12,571$135K0.0%N/A0.044%
8/6/2026 Gould Asset Management LLC CA56,225$604K0.1%N/A0.196%
8/6/2026 IMC Chicago LLC17,104$184K0.0%N/A0.060%
8/6/2026 Global Retirement Partners LLC36,885$396K0.0%N/A0.129%
8/6/2026 Titiun Yejiel12,000$129K0.1%N/A0.042%
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%
5/6/2026 Gould 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%
5/5/2026 D.A. Davidson & CO.105,792$1.04M0.0%-3.4%0.370%
5/1/2026 Fifth Third Bancorp25,861$254K0.0%N/A0.090%
4/30/2026 Waterfront Wealth Inc.10,747$106K0.0%N/A0.038%
4/28/2026 Rareview Capital LLC286,804$2.88M1.7%-2.1%1.002%
4/27/2026 Private Advisor Group LLC22,910$225K0.0%+43.0%0.080%
4/23/2026Comprehensive Money Management Services LLC79,335$779K0.5%+2.3%0.277%
4/22/2026 Janney 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%
2/17/2026 Gould 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%
One trade you can make to move the needle today (Ad)

Eric Fry has been analyzing markets since the 1980s, working as a professional portfolio manager for over a decade and later collaborating with James Grant of Grant's Interest Rate Observer. He once won Wall Street's most prestigious investment competition, outperforming 650 of the industry's biggest names. Now Fry is outlining one specific trade idea along with six additional ticker recommendations for navigating today's uncertain markets.tc pixel

See Eric Fry's full trade breakdown and ticker list here
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%
2/12/2026 Commonwealth Equity Services LLC31,739$337K0.0%+16.6%0.111%
2/11/2026 Janney Montgomery Scott LLC66,373$706K0.0%+3.2%0.232%
2/11/2026 LPL Financial LLC863,751$9.18M0.0%+2.3%3.017%
2/9/2026 Accredited Investor Services LLC35,864$381K0.3%-3.0%0.125%
2/6/2026 Global Retirement Partners LLC35,446$377K0.0%N/A0.124%
2/6/2026 HighTower Advisors LLC15,237$162K0.0%+28.9%0.053%
2/5/2026 Stephens Inc. AR28,470$303K0.0%-8.9%0.099%
2/2/2026Mutual Advisors LLC83,843$891K0.0%+3.5%0.293%
1/30/2026 Samalin Investment Counsel LLC44,680$475K0.2%+3.3%0.156%
1/29/2026 Rareview Capital LLC292,872$2.94M1.9%-22.8%1.023%
1/29/2026Comerica Bank21,157$225K0.0%-5.4%0.074%
1/29/2026 Ashton Thomas Private Wealth LLC43,133$459K0.0%N/A0.151%
1/29/2026 D.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%
1/23/2026 Choreo LLC55,928$611K0.0%+4.2%0.195%
1/22/2026Comprehensive Money Management Services LLC77,535$824K0.6%+7.4%0.271%
1/15/2026 Uncommon 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%
1/8/2026 Maridea 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%
11/10/2025 EverSource Wealth Advisors LLC11,214$116K0.0%N/A0.039%
11/7/2025 Maridea 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%
10/30/2025 Samalin Investment Counsel LLC43,247$446K0.2%+2.7%0.151%
10/28/2025 Gould Asset Management LLC CA48,085$496K0.1%+4.5%0.168%
10/27/2025 Stephens Inc. AR31,241$322K0.0%-4.7%0.109%
10/27/2025 Concurrent 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%
Bernie is gunning for your money (Ad)

Bernie Sanders introduced a bill proposing a one-time 50% tax on shares of America's most successful companies - not on profits or revenue, but on the equity itself. Trump has now backed the same sovereign wealth fund concept, and the U.S. government already owns stakes in 37 companies worth $27.6 billion. A Silicon Valley doctrine may be behind the push, redirecting capital at massive scale toward a small group of firms.tc pixel

Watch the full interview to see what to buy and sell
10/22/2025Gries Financial LLC13,953$144K0.0%N/A0.049%
10/22/2025 D.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%
10/16/2025 Uncommon 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%
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%


EMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 97 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 89 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 1,549,281 shares in the last 24 months. This purchase volume represents approximately $16.11M 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 ($92.61K), and Bank of America Corp DE ($63.20K).

Institutional investors have sold a total of 2,050,589 shares in the last 24 months. This volume of shares sold represents approximately $21.23M in transactions.



Institutional ownership data for NYSE:EMD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
From Our Partners