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, Q4 2023
Institutional positions in Western Asset Premier Bond Fund as of Dec 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
- 39
- −1 vs. Q3 2023
- Shares held
- 5.94M
- −51.1K (−0.9%) vs. Q3 2023
- Total value
- $64.2M
- +$3.70M (+6.1%) vs. Q3 2023
- New holders
- 5
- 14 more added
- Sold out
- 6
- 12 more reduced
Compare with Q3 2023: 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, Q4 2023
Shares, value and share of portfolio for each institution holding Western Asset Premier Bond Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,338,109 | $14.5M | 0.35% | −64,351−4.6% | Reduced |
| Morgan Stanley | 846,358 | $9.14M | 0.00% | +113,660+15.5% | Added |
| 1607 Capital Partners, LLC | 793,609 | $8.57M | 0.60% | −9,700−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 759,184 | $8.20M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 285,174 | $3.08M | 0.00% | +1,713+0.6% | Added |
| Guggenheim Capital LLC | 251,949 | $2.72M | 0.02% | +18,271+7.8% | Added |
| Advisor Group Holdings, Inc. | 235,229 | $2.54M | 0.00% | −235,019−50.0% | Reduced |
| Bank of America Corp | 151,268 | $1.63M | 0.00% | +14,931+11.0% | Added |
| Fiera Capital Corp | 148,975 | $1.61M | 0.00% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 126,370 | $1.36M | 0.31% | +36,239+40.2% | Added |
| ProVise Management Group, LLC | 123,599 | $1.33M | 0.11% | −9,386−7.1% | Reduced |
| Truist Financial Corp | 122,174 | $1.32M | 0.00% | −10,332−7.8% | Reduced |
| LPL Financial LLC | 119,770 | $1.29M | 0.00% | −9,666−7.5% | Reduced |
| Insight Wealth Partners, LLC | 86,939 | $938.9K | 0.71% | −1,190−1.4% | Reduced |
| Cetera Investment Advisers | 70,991 | $766.7K | 0.01% | +373+0.5% | Added |
| Integrated Wealth Concepts LLC | 57,822 | $624.5K | 0.01% | −7,426−11.4% | Reduced |
| Janney Montgomery Scott LLC | 47,990 | $518.0K | 0.00% | −928−1.9% | Reduced |
| Invesco Ltd. | 42,713 | $461.3K | 0.00% | +15,732+58.3% | Added |
| IFP Advisors, Inc | 39,292 | $424.4K | 0.02% | +8,908+29.3% | Added |
| Invictus Private Wealth, LLC | 38,227 | $412.9K | 0.04% | +38,227 | New |
| Benjamin F. Edwards & Company, Inc. | 34,308 | $371.0K | 0.01% | +6,100+21.6% | Added |
| Accuvest Global Advisors | 32,979 | $356.2K | 0.38% | +32,979 | New |
| Melfa Wealth Management, LLC | 22,281 | $240.6K | 0.23% | −1,118−4.8% | Reduced |
| Commonwealth Equity Services, LLC | 21,621 | $234.0K | 0.00% | +427+2.0% | Added |
| Raymond James & Associates | 20,448 | $220.8K | 0.00% | +8,776+75.2% | Added |
| The PNC Financial Services Group, Inc. | 18,312 | $197.8K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 17,900 | $193.3K | 0.01% | +17,900 | New |
| Private Advisor Group, LLC | 16,900 | $182.5K | 0.00% | +16,900 | New |
| Envestnet Asset Management Inc | 16,305 | $176.1K | 0.00% | +373+2.3% | Added |
| Strategic Financial Concepts, LLC | 10,920 | $117.9K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,752 | $116.0K | 0.00% | −2,065−16.1% | Reduced |
| Landscape Capital Management, L.L.C. | 10,694 | $115.5K | 0.01% | +10,694 | New |
| Stifel Financial Corp | 10,692 | $115.5K | 0.00% | +58+0.5% | Added |
| UBS Group AG | 5,851 | $63.2K | 0.00% | +77+1.3% | Added |
| Beacon Capital Management, LLC | 3,421 | $34.5K | 0.01% | −29−0.8% | Reduced |
| Pin Oak Investment Advisors Inc | 1,475 | $16.0K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 333 | $3.60K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 271 | $2.93K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $11 | 0.00% | – | – |
| CNH Partners LLC | 0 | $0 | 0.00% | −12,158−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,135−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |