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 2024
Institutional positions in Western Asset Premier Bond Fund as of Dec 31, 2024. 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
- 42
- +2 vs. Q3 2024
- Shares held
- 5.73M
- +459.9K (+8.7%) vs. Q3 2024
- Total value
- $61.7M
- +$2.27M (+3.8%) vs. Q3 2024
- New holders
- 8
- 15 more added
- Sold out
- 6
- 12 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Western Asset Premier Bond Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,538,313 | $16.6M | 0.00% | +133,392+9.5% | Added |
| Sit Investment Associates Inc | 670,019 | $7.22M | 0.16% | −48,367−6.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 602,078 | $6.48M | 0.01% | −19,615−3.2% | Reduced |
| 1607 Capital Partners, LLC | 333,247 | $3.59M | 0.29% | −7,568−2.2% | Reduced |
| LPL Financial LLC | 277,542 | $2.99M | 0.00% | −43,521−13.6% | Reduced |
| Whipplewood Advisors, LLC | 255,660 | $2.75M | 1.57% | +255,660 | New |
| Consolidated Portfolio Review Corp | 214,828 | $2.31M | 0.37% | +2,298+1.1% | Added |
| Guggenheim Capital LLC | 212,550 | $2.29M | 0.02% | −11,216−5.0% | Reduced |
| Private Advisor Group, LLC | 164,648 | $1.77M | 0.01% | +6,784+4.3% | Added |
| Raymond James Financial Inc | 154,911 | $1.67M | 0.00% | +154,911 | New |
| Fiera Capital Corp | 152,479 | $1.64M | 0.01% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 129,554 | $1.40M | 0.12% | −3,815−2.9% | Reduced |
| Bank of America Corp | 108,230 | $1.17M | 0.00% | +2,634+2.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 104,113 | $1.12M | 0.05% | +72,768+232.2% | Added |
| Insight Wealth Partners, LLC | 88,764 | $956.0K | 0.61% | +4,469+5.3% | Added |
| Invesco Ltd. | 85,949 | $925.7K | 0.00% | +6,588+8.3% | Added |
| StoneX Group Inc. | 80,973 | $872.1K | 0.05% | +80,973 | New |
| IFP Advisors, Inc | 79,107 | $852.0K | 0.03% | −4,705−5.6% | Reduced |
| Cetera Investment Advisers | 67,958 | $731.9K | 0.00% | +3,611+5.6% | Added |
| Advisory Services Network, LLC | 59,043 | $635.9K | 0.01% | +59,043 | New |
| Integrated Wealth Concepts LLC | 57,838 | $622.9K | 0.01% | +112+0.2% | Added |
| Invictus Private Wealth, LLC | 50,364 | $542.4K | 0.04% | +1,546+3.2% | Added |
| Janney Montgomery Scott LLC | 38,952 | $420.0K | 0.00% | −468−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 29,046 | $313.0K | 0.00% | +1,133+4.1% | Added |
| Landscape Capital Management, L.L.C. | 21,673 | $233.4K | 0.02% | −14,195−39.6% | Reduced |
| Medallion Wealth Advisors, LLC | 18,606 | $205.7K | 0.10% | +18,606 | New |
| Melfa Wealth Management, LLC | 17,281 | $186.1K | 0.12% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 15,780 | $169.9K | 0.00% | −10,280−39.4% | Reduced |
| UBS Group AG | 15,553 | $167.5K | 0.00% | +5,581+56.0% | Added |
| Wells Fargo & Company | 13,615 | $146.6K | 0.00% | −1,650−10.8% | Reduced |
| PFG Investments, LLC | 12,954 | $139.5K | 0.01% | +2,029+18.6% | Added |
| Susquehanna International Group, LLP | 12,685 | $136.6K | 0.00% | +12,685 | New |
| Smith Asset Management Co., LLC | 12,190 | $131.3K | 0.13% | +12,190 | New |
| Royal Bank of Canada | 11,288 | $122.0K | 0.00% | +35+0.3% | Added |
| Strategic Financial Concepts, LLC | 10,675 | $115.0K | 0.02% | +10,675 | New |
| Comerica Bank | 3,450 | $37.2K | 0.00% | +700+25.5% | Added |
| Beacon Capital Management, LLC | 3,419 | $36.8K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,500 | $15.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 917 | $9.87K | 0.00% | −3,894−80.9% | Reduced |
| PFS Partners, LLC | 333 | $3.59K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 271 | $2.92K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $11 | 0.00% | – | – |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −134,739−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −61,523−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −11,077−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,145−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |