Western Asset Premier BondWEA
13F holders, Q4 2024 (December 31)41holders
4new positions
6sold out
$10.77avg. 13F price*
At the end of Q4 2024, 41 institutions reported holding Western Asset Premier Bond (WEA) in their 13F filings, unchanged from Q3 2024. 4 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($16.6M), Sit Investment Associates Inc. ($7.2M) and Allspring Global Investments Holdings, LLC ($6.5M).
- Company
- Western Asset Premier Bond
- CUSIP
- 957664105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.8M |
| Exits | 6 | $2.5M |
All 13F filers, Q3 2024 → Q4 2024: 407,056 shares bought and 388,553 shares sold, net +18,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Morgan Stanley | 0.00% | Add +9.5% | 1,538,313 | $16.6M |
| Sit Investment Associates Inc. | 0.16% | Reduce -6.7% | 670,019 | $7.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -3.2% | 602,078 | $6.5M |
| 1607 Capital Partners, LLC | 0.29% | Reduce -2.2% | 333,247 | $3.6M |
| LPL Financial LLC | 0.00% | Reduce -13.6% | 277,542 | $3.0M |
| Whipplewood Advisors, LLC | 1.57% | — | 255,660 | $2.8M |
| Consolidated Portfolio Review Corp | 0.37% | Add +1.1% | 214,828 | $2.3M |
| Guggenheim Capital LLC | 0.02% | Reduce -5.0% | 212,550 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +4.3% | 164,648 | $1.8M |
| Raymond James Financial Inc. | 0.00% | — | 154,911 | $1.7M |
| Fiera Capital Corp | 0.01% | No change | 152,479 | $1.6M |
| ProVise Management Group, LLC | 0.12% | Reduce -2.9% | 129,554 | $1.4M |
| Bank of America Corp. | 0.00% | Add +2.5% | 108,230 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +232.2% | 104,113 | $1.1M |
| Insight Wealth Partners, LLC | 0.61% | Add +5.3% | 88,764 | $956K |
| Invesco Ltd. | 0.00% | Add +8.3% | 85,949 | $926K |
| StoneX Group Inc. | 0.05% | New | 80,973 | $872K |
| IFP Advisors, Inc | 0.03% | Reduce -5.6% | 79,107 | $852K |
| Cetera Investment Advisers | 0.00% | Add +5.6% | 67,958 | $732K |
| Advisory Services Network, LLC | 0.01% | New | 59,043 | $636K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.2% | 57,838 | $623K |
| Invictus Private Wealth, LLC | 0.04% | Add +3.2% | 50,364 | $542K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.2% | 38,952 | $420K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.1% | 29,046 | $313K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -39.6% | 21,673 | $233K |
| Medallion Wealth Advisors, LLC | 0.10% | — | 18,606 | $206K |
| Melfa Wealth Management, Inc. | 0.12% | No change | 17,281 | $186K |
| Benjamin Edwards Inc. | 0.00% | Reduce -39.5% | 15,780 | $170K |
| UBS Group AG | 0.00% | Add +56.0% | 15,553 | $168K |
| Wells Fargo & Company | 0.00% | Reduce -10.8% | 13,615 | $147K |
| PFG Investments, LLC | 0.01% | Add +18.6% | 12,954 | $140K |
| Susquehanna International Group, LLP | 0.00% | New | 12,685 | $137K |
| Smith Asset Management Co., LLC | 0.13% | — | 12,190 | $131K |
| Royal Bank of Canada | 0.00% | Add +0.3% | 11,288 | $122K |
| Strategic Financial Concepts, LLC | 0.02% | New | 10,675 | $115K |
| Comerica Bank | 0.00% | Add +25.4% | 3,450 | $37K |
| Beacon Capital Management, LLC | 0.00% | No change | 3,419 | $37K |
| Bokf, NA | 0.00% | No change | 1,500 | $16K |
| Osaic Holdings, Inc. | 0.00% | Reduce -80.9% | 917 | $10K |
| PFS Partners, LLC | 0.00% | No change | 333 | $4K |
| 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.