Western Asset Premier Bond Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 2.19 M | $23.37 M | 4.14% | 18.49% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 1.04 M | $11.10 M | 14.44% | 8.78% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 489.94 K | $5.22 M | 0.00% | 4.13% |
| LPL FINANCIAL LLC | 08/07/2026 | 421.07 K | $4.48 M | 1.47% | 3.55% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 363.07 K | $3.87 M | 4.16% | 3.06% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 357.03 K | $3.80 M | -3.50% | 3.01% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 261.06 K | $2.78 M | -18.83% | 2.20% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 208.79 K | $2.22 M | -7.32% | 1.76% |
| FIERA CAPITAL CORP | 08/07/2026 | 189.72 K | $2.02 M | 3.29% | 1.60% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 133.20 K | $1.42 M | -40.70% | 1.12% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 129.18 K | $1.38 M | -1.44% | 1.09% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 119.12 K | $1.27 M | 100.00% | 1.00% |
| INVESCO LTD. | 08/14/2026 | 114.44 K | $1.22 M | -2.46% | 0.96% |
| PROVISE MANAGEMENT GROUP, LLC | 08/03/2026 | 112.41 K | $1.20 M | -5.04% | 0.95% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 110.91 K | $1.18 M | -7.03% | 0.93% |
| INVICTUS PRIVATE WEALTH, LLC | 07/27/2026 | 107.40 K | $1.14 M | 2.99% | 0.91% |
| INSIGHT WEALTH PARTNERS, LLC | 08/06/2026 | 79.95 K | $851.48 K | -7.65% | 0.67% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 69.94 K | $744.88 K | 0.00% | 0.59% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 55.75 K | $593.78 K | 1.02% | 0.47% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 49.91 K | $531.57 K | 100.00% | 0.42% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 41.24 K | $439.23 K | 17,012.86% | 0.35% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 37.33 K | $397.57 K | 171.31% | 0.31% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 31.06 K | $330.76 K | 1.98% | 0.26% |
| CITADEL ADVISORS LLC | 09/02/2026 | 28.24 K | $300.74 K | 100.00% | 0.24% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 24.07 K | $256.00 K | -0.03% | 0.20% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 18.37 K | $195.61 K | 0.00% | 0.15% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 17.28 K | $184.04 K | 0.00% | 0.15% |
| ROYAL BANK OF CANADA | 08/14/2026 | 14.26 K | $152.00 K | -3.05% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 10.05 K | $107.05 K | 100.00% | 0.08% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 8.54 K | $90.99 K | -2.87% | 0.07% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 8.23 K | $87.64 K | 0.00% | 0.07% |
| MEDALLION WEALTH ADVISORS, LLC | 08/14/2026 | 6.28 K | $66.88 K | -65.89% | 0.05% |
| FIFTH THIRD BANCORP | 08/05/2026 | 5.05 K | $53.78 K | 0.00% | 0.04% |
| UBS GROUP AG | 08/13/2026 | 4.30 K | $45.83 K | 1.85% | 0.04% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 3.65 K | $38.87 K | 100.00% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 3.02 K | $32.20 K | 478.01% | 0.03% |
| IFP ADVISORS, INC | 07/20/2026 | 894 | $9.52 K | -17.38% | 0.01% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 271 | $2.89 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 270 | $2.88 K | 0.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 1 | $11 | 0.00% | 0.00% |
| M HOLDINGS SECURITIES, INC. | 08/11/2026 | 0 | $0 | -100.00% | 0.00% |
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Western Asset Premier Bond Fund institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of Western Asset Premier Bond Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 2.19 M
SIT INVESTMENT ASSOCIATES INC: 1.04 M
Allspring Global Investments Holdings, LLC: 489,939
LPL Financial LLC: 421,073
RAYMOND JAMES FINANCIAL INC: 363,067
Whipplewood Advisors, LLC: 357,034
57.91% of Western Asset Premier Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.29 M shares in the last 24 months. This purchase volume represents approximately $78.13 M in transactions.