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