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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $11 | 0.00% | – | – |
| Geneos Wealth Management Inc. | 271 | $2.92K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 333 | $3.59K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 917 | $9.87K | 0.00% | −3,894−80.9% | Reduced |
| Bokf, NA | 1,500 | $15.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,419 | $36.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,450 | $37.2K | 0.00% | +700+25.5% | Added |
| Strategic Financial Concepts, LLC | 10,675 | $115.0K | 0.02% | +10,675 | New |
| Royal Bank of Canada | 11,288 | $122.0K | 0.00% | +35+0.3% | Added |
| Smith Asset Management Co., LLC | 12,190 | $131.3K | 0.13% | +12,190 | New |
| Susquehanna International Group, LLP | 12,685 | $136.6K | 0.00% | +12,685 | New |
| PFG Investments, LLC | 12,954 | $139.5K | 0.01% | +2,029+18.6% | Added |
| Wells Fargo & Company | 13,615 | $146.6K | 0.00% | −1,650−10.8% | Reduced |
| UBS Group AG | 15,553 | $167.5K | 0.00% | +5,581+56.0% | Added |
| Benjamin Edwards Inc | 15,780 | $169.9K | 0.00% | −10,280−39.4% | Reduced |
| Melfa Wealth Management, LLC | 17,281 | $186.1K | 0.12% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 18,606 | $205.7K | 0.10% | +18,606 | New |
| Landscape Capital Management, L.L.C. | 21,673 | $233.4K | 0.02% | −14,195−39.6% | Reduced |
| Commonwealth Equity Services, LLC | 29,046 | $313.0K | 0.00% | +1,133+4.1% | Added |
| Janney Montgomery Scott LLC | 38,952 | $420.0K | 0.00% | −468−1.2% | Reduced |
| Invictus Private Wealth, LLC | 50,364 | $542.4K | 0.04% | +1,546+3.2% | Added |
| Integrated Wealth Concepts LLC | 57,838 | $622.9K | 0.01% | +112+0.2% | Added |
| Advisory Services Network, LLC | 59,043 | $635.9K | 0.01% | +59,043 | New |
| Cetera Investment Advisers | 67,958 | $731.9K | 0.00% | +3,611+5.6% | Added |
| IFP Advisors, Inc | 79,107 | $852.0K | 0.03% | −4,705−5.6% | Reduced |
| StoneX Group Inc. | 80,973 | $872.1K | 0.05% | +80,973 | New |
| Invesco Ltd. | 85,949 | $925.7K | 0.00% | +6,588+8.3% | Added |
| Insight Wealth Partners, LLC | 88,764 | $956.0K | 0.61% | +4,469+5.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 104,113 | $1.12M | 0.05% | +72,768+232.2% | Added |
| Bank of America Corp | 108,230 | $1.17M | 0.00% | +2,634+2.5% | Added |
| ProVise Management Group, LLC | 129,554 | $1.40M | 0.12% | −3,815−2.9% | Reduced |
| Fiera Capital Corp | 152,479 | $1.64M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 154,911 | $1.67M | 0.00% | +154,911 | New |
| Private Advisor Group, LLC | 164,648 | $1.77M | 0.01% | +6,784+4.3% | Added |
| Guggenheim Capital LLC | 212,550 | $2.29M | 0.02% | −11,216−5.0% | Reduced |
| Consolidated Portfolio Review Corp | 214,828 | $2.31M | 0.37% | +2,298+1.1% | Added |
| Whipplewood Advisors, LLC | 255,660 | $2.75M | 1.57% | +255,660 | New |
| LPL Financial LLC | 277,542 | $2.99M | 0.00% | −43,521−13.6% | Reduced |
| 1607 Capital Partners, LLC | 333,247 | $3.59M | 0.29% | −7,568−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 602,078 | $6.48M | 0.01% | −19,615−3.2% | Reduced |
| Sit Investment Associates Inc | 670,019 | $7.22M | 0.16% | −48,367−6.7% | Reduced |
| Morgan Stanley | 1,538,313 | $16.6M | 0.00% | +133,392+9.5% | Added |
| 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 |