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 2025
Institutional positions in Western Asset Premier Bond Fund as of Mar 31, 2025. 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
- 41
- −1 vs. Q4 2024
- Shares held
- 5.76M
- +30.7K (+0.5%) vs. Q4 2024
- Total value
- $66.5M
- +$4.84M (+7.8%) vs. Q4 2024
- New holders
- 2
- 21 more added
- Sold out
- 3
- 12 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Western Asset Premier Bond Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,703,059 | $19.1M | 0.00% | +164,746+10.7% | Added |
| Sit Investment Associates Inc | 694,111 | $7.78M | 0.18% | +24,092+3.6% | Added |
| Allspring Global Investments Holdings, LLC | 544,291 | $6.10M | 0.01% | −57,787−9.6% | Reduced |
| 1607 Capital Partners, LLC | 337,147 | $3.78M | 0.30% | +3,900+1.2% | Added |
| LPL Financial LLC | 279,775 | $3.14M | 0.00% | +2,233+0.8% | Added |
| Whipplewood Advisors, LLC | 85,024 | $2.93M | 1.74% | −170,636−66.7% | Reduced |
| Consolidated Portfolio Review Corp | 227,467 | $2.55M | 0.41% | +12,639+5.9% | Added |
| Guggenheim Capital LLC | 211,902 | $2.38M | 0.02% | −648−0.3% | Reduced |
| Private Advisor Group, LLC | 194,175 | $2.18M | 0.01% | +29,527+17.9% | Added |
| Raymond James Financial Inc | 172,197 | $1.93M | 0.00% | +17,286+11.2% | Added |
| Fiera Capital Corp | 152,479 | $1.71M | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 132,678 | $1.49M | 0.07% | +28,565+27.4% | Added |
| ProVise Management Group, LLC | 130,787 | $1.47M | 0.12% | +1,233+1.0% | Added |
| Bank of America Corp | 108,661 | $1.22M | 0.00% | +431+0.4% | Added |
| Insight Wealth Partners, LLC | 90,763 | $1.02M | 0.61% | +1,999+2.3% | Added |
| Invesco Ltd. | 90,311 | $1.01M | 0.00% | +4,362+5.1% | Added |
| StoneX Group Inc. | 81,114 | $909.3K | 0.05% | +141+0.2% | Added |
| IFP Advisors, Inc | 70,125 | $786.1K | 0.02% | −8,982−11.4% | Reduced |
| Advisory Services Network, LLC | 64,976 | $728.4K | 0.01% | +5,933+10.0% | Added |
| Cetera Investment Advisers | 61,165 | $685.7K | 0.00% | −6,793−10.0% | Reduced |
| Integrated Wealth Concepts LLC | 58,338 | $654.0K | 0.01% | +500+0.9% | Added |
| Invictus Private Wealth, LLC | 52,300 | $586.3K | 0.05% | +1,936+3.8% | Added |
| Commonwealth Equity Services, LLC | 30,577 | $343.0K | 0.00% | +1,531+5.3% | Added |
| Janney Montgomery Scott LLC | 28,360 | $318.0K | 0.00% | −10,592−27.2% | Reduced |
| Benjamin Edwards Inc | 19,280 | $216.1K | 0.00% | +3,500+22.2% | Added |
| Medallion Wealth Advisors, LLC | 18,413 | $204.8K | 0.09% | −193−1.0% | Reduced |
| Melfa Wealth Management, LLC | 17,281 | $193.7K | 0.13% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 17,016 | $190.7K | 0.02% | −4,657−21.5% | Reduced |
| UBS Group AG | 13,717 | $153.8K | 0.00% | −1,836−11.8% | Reduced |
| Wells Fargo & Company | 13,615 | $152.6K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,006 | $134.6K | 0.01% | −948−7.3% | Reduced |
| Smith Asset Management Co., LLC | 11,873 | $133.1K | 0.13% | −317−2.6% | Reduced |
| Royal Bank of Canada | 11,307 | $127.0K | 0.00% | +19+0.2% | Added |
| Strategic Financial Concepts, LLC | 10,724 | $120.2K | 0.02% | +49+0.5% | Added |
| Comerica Bank | 3,750 | $42.0K | 0.00% | +300+8.7% | Added |
| Harbour Investments, Inc. | 3,647 | $40.9K | 0.00% | +3,647 | New |
| Beacon Capital Management, LLC | 3,419 | $38.3K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 679 | $7.61K | 0.00% | −238−26.0% | Reduced |
| Geneos Wealth Management Inc. | 271 | $3.04K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 300 | $3.00K | 0.00% | +300 | New |
| Huntington National Bank | – | $11 | 0.00% | – | – |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,685−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| PFS Partners, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |