Western Asset Premier BondWEA
13F holders, Q2 2025 (June 30)40holders
2new positions
2sold out
$10.85avg. 13F price*
At the end of Q2 2025, 40 institutions reported holding Western Asset Premier Bond (WEA) in their 13F filings, unchanged from Q1 2025. 2 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($20.1M), Sit Investment Associates Inc. ($7.7M) and Allspring Global Investments Holdings, LLC ($5.7M).
- Company
- Western Asset Premier Bond
- CUSIP
- 957664105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $115K |
| Exits | 2 | $311K |
All 13F filers, Q1 2025 → Q2 2025: 494,660 shares bought and 81,134 shares sold, net +413,526 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Morgan Stanley | 0.00% | Add +9.0% | 1,855,692 | $20.1M |
| Sit Investment Associates Inc. | 0.16% | Add +1.7% | 705,730 | $7.7M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -3.7% | 524,049 | $5.7M |
| 1607 Capital Partners, LLC | 0.29% | Reduce -0.9% | 334,079 | $3.6M |
| LPL Financial LLC | 0.00% | Add +0.7% | 281,597 | $3.1M |
| Whipplewood Advisors, LLC | 1.62% | Add +219.7% | 271,845 | $2.9M |
| Guggenheim Capital LLC | 0.02% | Add +10.0% | 233,034 | $2.5M |
| Consolidated Portfolio Review Corp | 0.33% | Reduce -3.7% | 219,140 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Add +11.1% | 215,741 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +10.7% | 190,635 | $2.1M |
| Fiera Capital Corp | 0.01% | Reduce -1.9% | 149,654 | $1.6M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +2.4% | 135,820 | $1.5M |
| ProVise Management Group, LLC | 0.11% | Add +1.2% | 132,389 | $1.4M |
| Bank of America Corp. | 0.00% | Add +6.8% | 116,077 | $1.3M |
| Invesco Ltd. | 0.00% | Add +6.0% | 95,727 | $1.0M |
| Invictus Private Wealth, LLC | 0.07% | Add +77.5% | 92,820 | $1.0M |
| Insight Wealth Partners, LLC | 0.55% | Add +0.8% | 91,513 | $993K |
| StoneX Group Inc. | 0.04% | Add +2.1% | 82,862 | $903K |
| Advisory Services Network, LLC | 0.01% | Add +12.4% | 73,043 | $791K |
| IFP Advisors, Inc | 0.02% | Reduce -2.8% | 68,148 | $739K |
| Cetera Investment Advisers | 0.00% | Reduce -1.9% | 59,975 | $651K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.4% | 58,083 | $630K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.6% | 29,468 | $320K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.3% | 25,160 | $273K |
| Benjamin Edwards Inc. | 0.00% | Add +0.5% | 19,370 | $210K |
| Medallion Wealth Advisors, LLC | 0.08% | No change | 18,413 | $200K |
| Melfa Wealth Management, Inc. | 0.12% | No change | 17,281 | $188K |
| Smith Asset Management Co., LLC | 0.12% | Add +4.7% | 12,429 | $135K |
| Wells Fargo & Company | 0.00% | Reduce -8.8% | 12,417 | $135K |
| PFG Investments, LLC | 0.01% | Add +0.2% | 12,029 | $131K |
| Royal Bank of Canada | 0.00% | Add +0.3% | 11,335 | $123K |
| Wolverine Asset Management LLC | 0.01% | New | 9,150 | $99K |
| Comerica Bank | 0.00% | No change | 3,750 | $41K |
| UBS Group AG | 0.00% | Reduce -72.9% | 3,714 | $40K |
| Harbour Investments, Inc. | 0.00% | No change | 3,647 | $40K |
| Beacon Capital Management, LLC | 0.01% | No change | 3,419 | $37K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,428 | $15K |
| Osaic Holdings, Inc. | 0.00% | Add +102.1% | 1,372 | $15K |
| FNY Investment Advisers, LLC | 0.00% | No change | 300 | $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.