Western Asset Premier BondWEA
13F holders, Q1 2025 (March 31)40holders −1
2new positions
3sold out
$11.55avg. 13F price*
At the end of Q1 2025, 40 institutions reported holding Western Asset Premier Bond (WEA) in their 13F filings, down 1 from Q4 2024. 2 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($19.1M), Sit Investment Associates Inc. ($7.8M) and Allspring Global Investments Holdings, LLC ($6.1M).
- Company
- Western Asset Premier Bond
- CUSIP
- 957664105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $44K |
| Exits | 3 | $156K |
All 13F filers, Q4 2024 → Q1 2025: 308,869 shares bought and 278,145 shares sold, net +30,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Morgan Stanley | 0.00% | Add +10.7% | 1,703,059 | $19.1M |
| Sit Investment Associates Inc. | 0.18% | Add +3.6% | 694,111 | $7.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -9.6% | 544,291 | $6.1M |
| 1607 Capital Partners, LLC | 0.30% | Add +1.2% | 337,147 | $3.8M |
| LPL Financial LLC | 0.00% | Add +0.8% | 279,775 | $3.1M |
| Whipplewood Advisors, LLC | 1.74% | Reduce -66.7% | 85,024 | $2.9M |
| Consolidated Portfolio Review Corp | 0.41% | Add +5.9% | 227,467 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Reduce -0.3% | 211,902 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Add +17.9% | 194,175 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +11.2% | 172,197 | $1.9M |
| Fiera Capital Corp | 0.01% | No change | 152,479 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Add +27.4% | 132,678 | $1.5M |
| ProVise Management Group, LLC | 0.12% | Add +0.9% | 130,787 | $1.5M |
| Bank of America Corp. | 0.00% | Add +0.4% | 108,661 | $1.2M |
| Insight Wealth Partners, LLC | 0.61% | Add +2.3% | 90,763 | $1.0M |
| Invesco Ltd. | 0.00% | Add +5.1% | 90,311 | $1.0M |
| StoneX Group Inc. | 0.05% | Add +0.2% | 81,114 | $909K |
| IFP Advisors, Inc | 0.02% | Reduce -11.3% | 70,125 | $786K |
| Advisory Services Network, LLC | 0.01% | Add +10.1% | 64,976 | $728K |
| Cetera Investment Advisers | 0.00% | Reduce -10.0% | 61,165 | $686K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.9% | 58,338 | $654K |
| Invictus Private Wealth, LLC | 0.05% | Add +3.8% | 52,300 | $586K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.3% | 30,577 | $343K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -27.2% | 28,360 | $318K |
| Benjamin Edwards Inc. | 0.00% | Add +22.2% | 19,280 | $216K |
| Medallion Wealth Advisors, LLC | 0.09% | Reduce -1.0% | 18,413 | $205K |
| Melfa Wealth Management, Inc. | 0.13% | No change | 17,281 | $194K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -21.5% | 17,016 | $191K |
| UBS Group AG | 0.00% | Reduce -11.8% | 13,717 | $154K |
| Wells Fargo & Company | 0.00% | No change | 13,615 | $153K |
| PFG Investments, LLC | 0.01% | Reduce -7.3% | 12,006 | $135K |
| Smith Asset Management Co., LLC | 0.13% | Reduce -2.6% | 11,873 | $133K |
| Royal Bank of Canada | 0.00% | Add +0.2% | 11,307 | $127K |
| Strategic Financial Concepts, LLC | 0.02% | Add +0.5% | 10,724 | $120K |
| Comerica Bank | 0.00% | Add +8.7% | 3,750 | $42K |
| Harbour Investments, Inc. | 0.00% | New | 3,647 | $41K |
| Beacon Capital Management, LLC | 0.01% | No change | 3,419 | $38K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.9% | 679 | $8K |
| 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.