Western Asset Premier Bond Fund
WEA- Exchange
- NYSE
- SEC CIK
- 0001163792
No open-market purchases or sales by Western Asset Premier Bond Fund insiders were filed in the last 90 days; 40 institutions reported holding it in 13F filings for Q2 2026, worth $73.2M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Western Asset Premier Bond Fund as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 40
- +3 vs. Q4 2022
- Shares held
- 5.54M
- +310.5K (+5.9%) vs. Q4 2022
- Total value
- $56.6M
- +$860.7K (+1.5%) vs. Q4 2022
- New holders
- 5
- 15 more added
- Sold out
- 2
- 13 more reduced
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WEA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 40 | $73.2M |
| Q1 2026 | 36 | $69.7M |
| Q4 2025 | 39 | $70.6M |
| Q3 2025 | 40 | $72.9M |
| Q2 2025 | 41 | $67.0M |
| Q1 2025 | 41 | $66.5M |
| Q4 2024 | 42 | $61.7M |
| Q3 2024 | 42 | $60.6M |
| Q2 2024 | 43 | $56.1M |
| Q1 2024 | 44 | $56.2M |
| Q4 2023 | 39 | $64.2M |
| Q3 2023 | 40 | $60.5M |
| Q2 2023 | 40 | $60.5M |
| Q1 2023 | 40 | $56.6M |
| Q4 2022 | 37 | $55.7M |
| Q3 2022 | 40 | $46.4M |
| Q2 2022 | 39 | $47.2M |
| Q1 2022 | 42 | $48.2M |
| Q4 2021 | 34 | $51.4M |
| Q3 2021 | 35 | $51.6M |
| Q2 2021 | 32 | $49.0M |
| Q1 2021 | 29 | $48.7M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Western Asset Premier Bond Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $10 | 0.00% | – | – |
| Geneos Wealth Management Inc. | 271 | $2.76K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 300 | $3.00K | 0.00% | +300 | New |
| PFS Partners, LLC | 333 | $3.40K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 400 | $4.08K | 0.00% | −180−31.0% | Reduced |
| Ameritas Advisory Services, LLC | 1,428 | $14.6K | 0.00% | +1,428 | New |
| Pin Oak Investment Advisors Inc | 1,475 | $15.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,300 | $23.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,450 | $35.2K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 5,574 | $56.9K | 0.00% | +720+14.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,088 | $62.0K | 0.00% | +5,000+459.6% | Added |
| Royal Bank of Canada | 8,939 | $91.0K | 0.00% | −6,880−43.5% | Reduced |
| M Holdings Securities, Inc. | 10,350 | $105.0K | 0.01% | +83+0.8% | Added |
| Stifel Financial Corp | 10,656 | $108.7K | 0.00% | +26+0.2% | Added |
| Strategic Financial Concepts, LLC | 10,920 | $111.4K | 0.04% | +10,920 | New |
| GWM Advisors LLC | 14,300 | $145.9K | 0.00% | +400+2.9% | Added |
| Raymond James & Associates | 14,672 | $149.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,141 | $154.4K | 0.00% | −650−4.1% | Reduced |
| Riverbridge Partners LLC | 17,198 | $175.4K | 0.00% | +17,198 | New |
| Wells Fargo & Company | 21,628 | $220.6K | 0.00% | −40.0% | Reduced |
| Invesco Ltd. | 24,080 | $245.6K | 0.00% | −38,838−61.7% | Reduced |
| CNH Partners LLC | 33,913 | $345.9K | 0.01% | −558−1.6% | Reduced |
| IFP Advisors, Inc | 36,342 | $455.4K | 0.02% | +7,485+25.9% | Added |
| Wolverine Asset Management LLC | 53,185 | $542.5K | 0.01% | +53,185 | New |
| Janney Montgomery Scott LLC | 62,348 | $636.0K | 0.00% | −8,380−11.8% | Reduced |
| Cetera Investment Advisers | 73,287 | $747.5K | 0.01% | +16,965+30.1% | Added |
| Integrated Wealth Concepts LLC | 75,188 | $767.0K | 0.02% | +7,099+10.4% | Added |
| Insight Wealth Partners, LLC | 78,241 | $798.1K | 0.72% | +2,739+3.6% | Added |
| Karpus Management, Inc. | 97,427 | $993.8K | 0.03% | +48,973+101.1% | Added |
| LPL Financial LLC | 136,780 | $1.40M | 0.00% | −1,358−1.0% | Reduced |
| Bank of America Corp | 139,623 | $1.42M | 0.00% | −4,450−3.1% | Reduced |
| ProVise Management Group, LLC | 141,609 | $1.44M | 0.14% | −11,559−7.5% | Reduced |
| Truist Financial Corp | 143,801 | $1.47M | 0.00% | +35,439+32.7% | Added |
| Fiera Capital Corp | 149,385 | $1.52M | 0.00% | −2,798−1.8% | Reduced |
| Guggenheim Capital LLC | 156,769 | $1.60M | 0.01% | +9,961+6.8% | Added |
| Advisor Group Holdings, Inc. | 210,969 | $2.15M | 0.00% | +102,750+94.9% | Added |
| Morgan Stanley | 522,079 | $5.33M | 0.00% | −37,415−6.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 815,208 | $8.32M | 0.01% | +44,917+5.8% | Added |
| 1607 Capital Partners, LLC | 897,948 | $9.16M | 0.64% | −61,784−6.4% | Reduced |
| Sit Investment Associates Inc | 1,545,161 | $15.8M | 0.43% | +152,651+11.0% | Added |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −23,947−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −8,908−100.0% | Sold out |