Western Asset Premier BondWEA
13F holders, Q2 2024 (June 30)42holders −1
4new positions
5sold out
$10.48avg. 13F price*
At the end of Q2 2024, 42 institutions reported holding Western Asset Premier Bond (WEA) in their 13F filings, down 1 from Q1 2024. 4 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($13.3M), Sit Investment Associates Inc. ($8.1M) and Allspring Global Investments Holdings, LLC ($7.7M).
- Company
- Western Asset Premier Bond
- CUSIP
- 957664105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.6M |
| Exits | 5 | $366K |
All 13F filers, Q1 2024 → Q2 2024: 923,772 shares bought and 837,188 shares sold, net +86,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Morgan Stanley | 0.00% | Add +51.9% | 1,267,567 | $13.3M |
| Sit Investment Associates Inc. | 0.19% | Reduce -32.4% | 769,086 | $8.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | No change | 729,313 | $7.7M |
| 1607 Capital Partners, LLC | 0.33% | Reduce -9.5% | 348,215 | $3.7M |
| LPL Financial LLC | 0.00% | Add +114.3% | 322,240 | $3.4M |
| Guggenheim Capital LLC | 0.02% | Reduce -4.8% | 234,780 | $2.5M |
| Consolidated Portfolio Review Corp | 0.50% | Add +62.5% | 205,204 | $2.2M |
| Fiera Capital Corp | 0.00% | No change | 149,727 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +9.4% | 127,251 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | New | 128,679 | $1.3M |
| ProVise Management Group, LLC | 0.11% | Add +2.5% | 125,249 | $1.3M |
| Bank of America Corp. | 0.00% | Add +1.4% | 106,333 | $1.1M |
| Insight Wealth Partners, LLC | 0.56% | Reduce -2.3% | 82,844 | $869K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +33.9% | 80,801 | $848K |
| Invesco Ltd. | 0.00% | Add +35.3% | 76,227 | $800K |
| Cetera Investment Advisers | 0.00% | Reduce -3.4% | 66,801 | $701K |
| Wells Fargo & Company | 0.00% | Reduce -76.4% | 60,073 | $630K |
| IFP Advisors, Inc | 0.02% | Add +1.6% | 56,638 | $594K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.3% | 56,526 | $593K |
| Landscape Capital Management, L.L.C. | 0.04% | Add +111.6% | 46,920 | $492K |
| Invictus Private Wealth, LLC | 0.04% | Add +12.4% | 43,809 | $460K |
| Wolverine Asset Management LLC | 0.04% | Reduce -3.6% | 42,071 | $441K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.6% | 39,650 | $416K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 26,198 | $275K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +12.0% | 24,200 | $254K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 18,312 | $192K |
| Melfa Wealth Management, Inc. | 0.13% | Reduce -22.4% | 17,281 | $181K |
| Raymond James & Associates | 0.00% | Reduce -3.6% | 16,948 | $178K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 16,118 | $169K |
| Royal Bank of Canada | 0.00% | Add +0.2% | 12,595 | $132K |
| Marex Group Ltd | 0.00% | New | 11,682 | $123K |
| PFG Investments, LLC | 0.01% | Reduce -93.5% | 11,224 | $118K |
| Strategic Financial Concepts, LLC | 0.07% | Add +0.6% | 11,012 | $116K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 10,734 | $113K |
| M Holdings Securities, Inc. | 0.01% | New | 10,027 | $105K |
| UBS Group AG | 0.00% | Reduce -40.9% | 5,907 | $62K |
| Beacon Capital Management, LLC | 0.01% | No change | 3,419 | $36K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 1,475 | $15K |
| Castleview Partners, LLC | 0.00% | New | 561 | $6K |
| Osaic Holdings, Inc. | 0.00% | Reduce -96.7% | 406 | $4K |
| PFS Partners, LLC | 0.00% | No change | 333 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 271 | $3K |
"% of holder's portfolio" is WEA's weight in each manager's 13F, not the share of Western Asset Premier Bond the manager owns.