Western Asset Premier BondWEA
13F holders, Q3 2025 (September 30)39holders −1
1new positions
2sold out
$11.23avg. 13F price*
At the end of Q3 2025, 39 institutions reported holding Western Asset Premier Bond (WEA) in their 13F filings, down 1 from Q2 2025. 1 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($21.8M), Sit Investment Associates Inc. ($10.4M) and Allspring Global Investments Holdings, LLC ($5.5M).
- Company
- Western Asset Premier Bond
- CUSIP
- 957664105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $266K |
| Exits | 2 | $136K |
All 13F filers, Q2 2025 → Q3 2025: 444,741 shares bought and 129,596 shares sold, net +315,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Morgan Stanley | 0.00% | Add +4.5% | 1,939,322 | $21.8M |
| Sit Investment Associates Inc. | 0.21% | Add +31.7% | 929,709 | $10.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -6.5% | 490,144 | $5.5M |
| 1607 Capital Partners, LLC | 0.26% | Reduce -8.2% | 306,736 | $3.4M |
| LPL Financial LLC | 0.00% | Add +0.3% | 282,392 | $3.2M |
| Whipplewood Advisors, LLC | 2.02% | Add +0.6% | 273,510 | $3.1M |
| Consolidated Portfolio Review Corp | 0.34% | Add +8.8% | 238,489 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Add +24.8% | 237,848 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Add +3.8% | 223,939 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Reduce -7.5% | 215,651 | $2.4M |
| Fiera Capital Corp | 0.01% | Add +6.8% | 159,866 | $1.8M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -0.6% | 135,033 | $1.5M |
| ProVise Management Group, LLC | 0.11% | Reduce -0.9% | 131,139 | $1.5M |
| Bank of America Corp. | 0.00% | Add +0.4% | 116,538 | $1.3M |
| Invesco Ltd. | 0.00% | Add +9.8% | 105,091 | $1.2M |
| Insight Wealth Partners, LLC | 0.47% | Add +3.1% | 94,387 | $1.1M |
| StoneX Group Inc. | 0.04% | Add +8.1% | 89,589 | $1.0M |
| Invictus Private Wealth, LLC | 0.05% | Reduce -20.3% | 73,960 | $831K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.8% | 71,710 | $805K |
| IFP Advisors, Inc | 0.02% | Reduce -6.1% | 63,995 | $719K |
| Cetera Investment Advisers | 0.00% | Add +2.7% | 61,587 | $692K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.6% | 55,391 | $622K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.3% | 28,780 | $323K |
| M Holdings Securities, Inc. | 0.06% | New | 23,725 | $266K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.3% | 21,825 | $245K |
| Medallion Wealth Advisors, LLC | 0.07% | No change | 18,413 | $207K |
| Melfa Wealth Management, Inc. | 0.11% | No change | 17,281 | $194K |
| Benjamin Edwards Inc. | 0.00% | Reduce -21.5% | 15,200 | $171K |
| PFG Investments, LLC | 0.01% | Add +25.1% | 15,052 | $169K |
| Smith Asset Management Co., LLC | 0.13% | Add +8.9% | 13,537 | $152K |
| Wells Fargo & Company | 0.00% | Add +5.6% | 13,114 | $147K |
| Royal Bank of Canada | 0.00% | Add +1.0% | 11,444 | $129K |
| Comerica Bank | 0.00% | No change | 3,750 | $42K |
| Harbour Investments, Inc. | 0.00% | No change | 3,647 | $41K |
| UBS Group AG | 0.00% | Reduce -7.5% | 3,436 | $39K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 1,428 | $16K |
| Osaic Holdings, Inc. | 0.00% | Reduce -62.0% | 522 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 271 | $3K |
| FNY Investment Advisers, LLC | 0.00% | No change | 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.