Western Asset Premier BondWEA
13F holders, Q1 2024 (March 31)43holders
$10.64avg. 13F price*
At the end of Q1 2024, 43 institutions reported holding Western Asset Premier Bond (WEA) in their 13F filings. The largest holders were Sit Investment Associates Inc. ($12.1M), Morgan Stanley ($8.9M) and Allspring Global Investments Holdings, LLC ($7.8M).
- Company
- Western Asset Premier Bond
- CUSIP
- 957664105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.0M |
| Exits | 2 | $1.7M |
Ownership 43 holders
| Sit Investment Associates Inc. | 0.28% | Reduce -15.0% | 1,136,829 | $12.1M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 834,545 | $8.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -3.9% | 729,313 | $7.8M |
| 1607 Capital Partners, LLC | 0.33% | Reduce -51.5% | 384,722 | $4.1M |
| Wells Fargo & Company | 0.00% | Reduce -10.8% | 254,486 | $2.7M |
| Guggenheim Capital LLC | 0.02% | Reduce -2.1% | 246,633 | $2.6M |
| PFG Investments, LLC | 0.11% | New | 172,756 | $1.8M |
| LPL Financial LLC | 0.00% | Add +25.6% | 150,380 | $1.6M |
| Fiera Capital Corp | 0.00% | Add +0.5% | 149,727 | $1.6M |
| Consolidated Portfolio Review Corp | 0.35% | Reduce -0.1% | 126,309 | $1.3M |
| ProVise Management Group, LLC | 0.11% | Reduce -1.2% | 122,149 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +588.0% | 116,273 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -30.6% | 104,910 | $1.1M |
| Insight Wealth Partners, LLC | 0.59% | Reduce -2.5% | 84,794 | $902K |
| Cetera Investment Advisers | 0.00% | Reduce -2.6% | 69,121 | $735K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 60,355 | $642K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.0% | 56,672 | $603K |
| Invesco Ltd. | 0.00% | Add +31.9% | 56,344 | $600K |
| IFP Advisors, Inc | 0.03% | Add +41.9% | 55,762 | $593K |
| Wolverine Asset Management LLC | 0.04% | New | 43,650 | $464K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.6% | 42,907 | $457K |
| Invictus Private Wealth, LLC | 0.04% | Add +1.9% | 38,962 | $415K |
| Moors & Cabot, Inc. | 0.02% | Add +84.4% | 33,000 | $351K |
| Commonwealth Equity Services, LLC | 0.00% | Add +20.9% | 26,150 | $278K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 22,281 | $237K |
| Landscape Capital Management, L.L.C. | 0.02% | Add +107.4% | 22,177 | $236K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -37.0% | 21,608 | $230K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 18,312 | $195K |
| Raymond James & Associates | 0.00% | Reduce -14.0% | 17,577 | $187K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.0% | 16,135 | $172K |
| Royal Bank of Canada | 0.00% | Add +16.9% | 12,569 | $134K |
| Osaic Holdings, Inc. | 0.00% | Reduce -94.8% | 12,175 | $130K |
| Strategic Financial Concepts, LLC | 0.03% | Add +0.2% | 10,942 | $116K |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 10,720 | $114K |
| UBS Group AG | 0.00% | Add +70.7% | 9,988 | $106K |
| Beacon Capital Management, LLC | 0.01% | Reduce -0.1% | 3,419 | $36K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 1,475 | $16K |
| JPMorgan Chase & Co. | 0.00% | New | 767 | $8K |
| PFS Partners, LLC | 0.00% | No change | 333 | $4K |
| CoreCap Advisors, LLC | 0.00% | New | 324 | $3K |
| FNY Investment Advisers, LLC | 0.00% | New | 300 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 271 | $3K |
| FMR LLC | 0.00% | New | 1 | $11 |
"% of holder's portfolio" is WEA's weight in each manager's 13F, not the share of Western Asset Premier Bond the manager owns.