Western Asset Premier BondWEA
13F holders, Q3 2024 (September 30)41holders −1
5new positions
5sold out
$11.28avg. 13F price*
At the end of Q3 2024, 41 institutions reported holding Western Asset Premier Bond (WEA) in their 13F filings, down 1 from Q2 2024. 5 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($15.8M), Sit Investment Associates Inc. ($8.1M) and Allspring Global Investments Holdings, LLC ($7.0M).
- Company
- Western Asset Premier Bond
- CUSIP
- 957664105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $699K |
| Exits | 5 | $541K |
All 13F filers, Q2 2024 → Q3 2024: 331,777 shares bought and 296,057 shares sold, net +35,720 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Morgan Stanley | 0.00% | Add +10.8% | 1,404,921 | $15.8M |
| Sit Investment Associates Inc. | 0.18% | Reduce -6.6% | 718,386 | $8.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -14.8% | 621,693 | $7.0M |
| 1607 Capital Partners, LLC | 0.35% | Reduce -2.1% | 340,815 | $3.8M |
| LPL Financial LLC | 0.00% | Reduce -0.4% | 321,063 | $3.6M |
| Guggenheim Capital LLC | 0.02% | Reduce -4.7% | 223,766 | $2.5M |
| Consolidated Portfolio Review Corp | 0.53% | Add +3.6% | 212,530 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Add +24.1% | 157,864 | $1.8M |
| Fiera Capital Corp | 0.01% | Add +1.8% | 152,479 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.7% | 134,739 | $1.5M |
| ProVise Management Group, LLC | 0.12% | Add +6.5% | 133,369 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -0.7% | 105,596 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +12.4% | 90,793 | $1.0M |
| Insight Wealth Partners, LLC | 0.58% | Add +1.8% | 84,295 | $951K |
| IFP Advisors, Inc | 0.03% | Add +48.0% | 83,812 | $945K |
| Invesco Ltd. | 0.00% | Add +4.1% | 79,361 | $895K |
| Cetera Investment Advisers | 0.00% | Reduce -3.7% | 64,347 | $726K |
| Wolverine Asset Management LLC | 0.07% | Add +46.2% | 61,523 | $694K |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.1% | 57,726 | $651K |
| Invictus Private Wealth, LLC | 0.04% | Add +11.4% | 48,818 | $551K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.6% | 39,420 | $445K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -23.6% | 35,868 | $405K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 31,345 | $354K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.5% | 27,913 | $315K |
| Benjamin Edwards Inc. | 0.00% | New | 26,060 | $294K |
| Melfa Wealth Management, Inc. | 0.13% | No change | 17,281 | $195K |
| Raymond James & Associates | 0.00% | No change | 16,948 | $191K |
| Wells Fargo & Company | 0.00% | Reduce -74.6% | 15,265 | $172K |
| Royal Bank of Canada | 0.00% | Reduce -10.7% | 11,253 | $127K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -31.3% | 11,077 | $125K |
| PFG Investments, LLC | 0.01% | Reduce -2.7% | 10,925 | $123K |
| Stifel Financial Corp. | 0.00% | Reduce -5.5% | 10,145 | $114K |
| UBS Group AG | 0.00% | Add +68.8% | 9,972 | $112K |
| Osaic Holdings, Inc. | 0.00% | Add +1085.0% | 4,811 | $54K |
| Beacon Capital Management, LLC | 0.01% | No change | 3,419 | $39K |
| Comerica Bank | 0.00% | New | 2,750 | $31K |
| Bokf, NA | 0.00% | New | 1,500 | $17K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 1,475 | $16K |
| PFS Partners, LLC | 0.00% | No change | 333 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 271 | $3K |
| FNY Investment Advisers, LLC | 0.00% | New | 300 | $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.