Western Asset Premier Bond Fund (WEA) Institutional Ownership

$10.73
+0.06 (+0.56%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Western Asset Premier Bond Fund (NYSE:WEA)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$6.24M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.54M
Get WEA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Western Asset Premier Bond Fund 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

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
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%
2/13/2024Accuvest Global Advisors32,979$356K0.4%N/A0.000%
2/13/20241607 Capital Partners LLC793,609$8.57M0.6%-1.2%0.000%
2/12/2024Invictus Private Wealth LLC38,227$413K0.0%N/A0.000%
2/9/2024ProVise Management Group LLC123,599$1.34M0.1%-7.1%0.000%
2/8/2024Janney Montgomery Scott LLC47,990$518K0.0%-1.9%0.000%
2/6/2024Private Advisor Group LLC16,900$183K0.0%N/A0.000%
2/6/2024Benjamin F. Edwards & Company Inc.34,308$371K0.0%+21.6%0.000%
2/2/2024Truist Financial Corp122,174$1.32M0.0%-7.8%0.000%
1/29/2024Consolidated 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%
1/16/2024 Raymond James & Associates20,448$221K0.0%+75.2%0.000%
11/15/20231607 Capital Partners LLC803,309$8.11M0.6%-9.8%0.000%
11/14/2023AQR Arbitrage LLC12,158$123K0.0%-68.8%0.000%
11/13/2023Consolidated Portfolio Review Corp90,131$909K0.2%+49.9%0.000%
11/8/2023ProVise Management Group LLC132,985$1.34M0.1%-3.3%0.000%
11/8/2023Janney Montgomery Scott LLC48,918$494K0.0%-6.1%0.000%
10/30/2023Insight 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%
8/24/2023ProVise Management Group LLC137,585$1.40M0.1%-2.8%0.000%
8/11/2023Guggenheim Capital LLC188,864$1.93M0.0%+20.5%0.000%
8/10/2023Sit Investment Associates Inc.1,548,735$15.78M0.4%+0.2%0.000%
8/7/2023Wolverine Asset Management LLC11,673$119K0.0%-78.1%0.000%
8/4/2023IFP Advisors Inc30,969$388K0.0%-14.8%0.000%
8/1/2023Truist Financial Corp134,228$1.37M0.0%-6.7%0.000%
7/31/2023LPL Financial LLC130,041$1.33M0.0%-4.9%0.000%
7/26/2023Janney Montgomery Scott LLC52,123$531K0.0%-16.4%0.000%
7/26/2023Riverbridge Partners LLC24,192$247K0.0%+40.7%0.000%
7/25/2023 Raymond 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%
5/11/2023Karpus Management Inc.97,427$994K0.0%+101.1%0.000%
5/11/2023Guggenheim Capital LLC156,769$1.60M0.0%+6.8%0.000%
5/8/2023Wolverine Asset Management LLC53,185$542K0.0%N/A0.000%
5/8/2023ProVise Management Group LLC141,609$1.44M0.1%-7.5%0.000%
5/5/2023Truist Financial Corp143,801$1.47M0.0%+32.7%0.000%
5/3/2023Integrated Wealth Concepts LLC75,188$767K0.0%+10.4%0.000%
The Best AI Stock to Own in the World Today is Trading for Just $25 (Ad)

“Titan of Tech” Bets Big on Tiny AI Company He’s made as much as 3,250,000% in just three years on companies like Facebook, Airbnb, and PayPal… But our research shows his latest investment could be his most successful venture yet.

See how you can invest alongside him
4/28/2023Janney 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%
4/26/2023Fiera Capital Corp149,385$1.52M0.0%-1.8%0.000%
4/21/2023Riverbridge 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%
2/13/2023Integrated Wealth Concepts LLC68,089$724K0.0%+14.6%0.000%
2/10/2023ProVise Management Group LLC153,168$1.63M0.2%-35.0%0.000%
2/10/2023Sit Investment Associates Inc.1,392,510$14.82M0.4%+20.1%0.000%
2/8/2023Fiera Capital Corp152,183$1.62M0.0%+5.7%0.000%
2/8/2023Oppenheimer & Co. Inc.23,947$255K0.0%-14.2%0.000%
2/7/2023LPL Financial LLC138,138$1.47M0.0%+1.2%0.000%
2/7/2023IFP Advisors Inc28,857$362K0.0%-25.7%0.000%
2/1/2023Janney Montgomery Scott LLC70,728$753K0.0%-14.1%0.000%
2/1/2023Insight 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%
12/1/2022Insight Wealth Partners LLC78,943$773K0.7%-6.3%0.000%
11/15/2022Karpus Management Inc.23,015$225K0.0%+59.0%0.000%
11/15/2022Lloyd Park LLC49,152$484K0.6%+4.0%0.000%
11/15/20221607 Capital Partners LLC992,682$9.72M0.8%-0.8%0.000%
11/14/2022Guggenheim Capital LLC133,843$1.31M0.0%-2.1%0.000%
11/14/2022Oppenheimer & 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%
11/7/2022Huntington 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%
10/26/2022Truist Financial Corp133,452$1.31M0.0%-6.7%0.000%
10/25/2022Janney Montgomery Scott LLC82,352$806K0.0%-1.6%0.000%
8/15/2022Karpus Management Inc.14,472$153K0.0%N/A0.000%
8/13/2022Lloyd Park LLC47,279$500K0.5%N/A0.000%
8/11/2022Sit Investment Associates Inc.963,249$10.19M0.3%+9.6%0.000%
8/10/2022Fiera Capital Corp144,357$1.53M0.0%+24.7%0.000%
8/8/2022ProVise Management Group LLC278,025$2.94M0.3%-9.9%0.000%
8/8/2022Oppenheimer & Co. Inc.32,014$339K0.0%-21.0%0.000%
8/8/2022Integrated Wealth Concepts LLC38,694$409K0.0%N/A0.000%
8/4/2022Northwestern Mutual Wealth Management Co.13,740$145K0.0%+7.0%0.000%
8/3/2022Janney Montgomery Scott LLC83,728$902K0.0%+14.5%0.000%
7/25/2022 Allspring Global Investments Holdings LLC435,993$4.61M0.0%+81.0%0.000%
7/22/2022Truist Financial Corp143,090$1.51M0.0%-10.7%0.000%
7/19/2022 Hennion & Walsh Asset Management Inc.21,555$228K0.0%-51.2%0.000%
7/13/2022Insight Wealth Partners LLC84,244$891K0.7%+2.2%0.000%
5/24/2022M Holdings Securities Inc.10,719$129K0.0%N/A0.000%
5/17/20221607 Capital Partners LLC946,682$11.36M0.7%+2.0%0.000%
5/12/2022Sit Investment Associates Inc.879,016$10.55M0.3%+2.8%0.000%
5/12/2022Oppenheimer & Co. Inc.40,543$486K0.0%-6.3%0.000%
5/11/2022Landscape Capital Management L.L.C.10,040$120K0.0%N/A0.000%
5/9/2022Fiera Capital Corp115,769$1.39M0.0%+35.0%0.000%
5/9/2022Northwestern Mutual Wealth Management Co.12,847$154K0.0%-18.9%0.000%
5/4/2022Wolverine Asset Management LLC63,299$759K0.0%N/A0.000%
5/2/2022Insight Wealth Partners LLC82,457$989K0.5%+15.4%0.000%
The "Smart Money" Is Ready for May 1st Are You? (Ad)

Former Wall Street VP: "Buy This Stock Now" Five of America's Most Successful Investors Bought Shares in The Same Company.

One Former Wall St. Trader Explains Why…
4/27/2022ProVise Management Group LLC308,667$3.70M0.3%-18.8%0.000%
4/26/2022Kestra Advisory Services LLC16,116$193K0.0%N/A0.000%
4/26/2022 Hennion & Walsh Asset Management Inc.44,191$530K0.0%-7.7%0.000%
4/22/2022Truist Financial Corp160,204$1.92M0.0%+5.8%0.000%
2/14/2022Guggenheim Capital LLC142,847$2.05M0.0%-5.7%0.000%
2/8/2022Lloyd Park LLC38,084$546K0.3%N/A0.000%
2/8/2022Fiera Capital Corp85,748$1.23M0.0%+2.9%0.000%
2/8/2022 Raymond James & Associates18,672$268K0.0%+28.4%0.000%
2/7/2022Concourse Financial Group Securities Inc.22,951$329K0.0%+15.4%0.000%
2/7/2022Benjamin F. Edwards & Company Inc.2,800$40K0.0%-75.4%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, 33 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 ($7.76M), Guggenheim Capital LLC ($1.93M), PFG Investments LLC ($1.84M), Fiera Capital Corp ($1.52M), and Consolidated Portfolio Review Corp ($1.37M).Learn more on WEA's institutional investors.

Which institutional investors have been buying Western Asset Premier Bond Fund stock?

Of the 29 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 ($580.44K), Sit Investment Associates Inc. ($345.07K), PFG Investments LLC ($172.76K), Wolverine Asset Management LLC ($116.48K), Karpus Management Inc. ($71.99K), Fiera Capital Corp ($66.77K), and Consolidated Portfolio Review Corp ($66.25K).

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

Institutional investors have bought a total of 1,879,572 shares in the last 24 months. This purchase volume represents approximately $19.97M in transactions.

Which Western Asset Premier Bond Fund major shareholders have been selling company stock?

Of the 17 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: ProVise Management Group LLC ($213.83K), 1607 Capital Partners LLC ($105.44K), Allspring Global Investments Holdings LLC ($88.97K), Truist Financial Corp ($46.66K), Wolverine Asset Management LLC ($41.51K), Janney Montgomery Scott LLC ($35.74K), and Hennion & Walsh Asset Management Inc. ($34.31K).

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

Institutional investors have sold a total of 656,273 shares in the last 24 months. This volume of shares sold represents approximately $6.91M in transactions.


This page (NYSE:WEA) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners