Western Asset Premier Bond Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 2.11 M | $22.29 M | 7.11% | 17.76% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 910.50 K | $9.63 M | -7.02% | 7.67% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 489.94 K | $5.18 M | 0.00% | 4.13% |
| LPL FINANCIAL LLC | 05/06/2026 | 414.98 K | $4.39 M | 27.82% | 3.50% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 369.99 K | $3.91 M | 0.85% | 3.12% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 348.57 K | $3.69 M | 47.19% | 2.94% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 321.61 K | $3.40 M | 25.76% | 2.71% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 225.28 K | $2.38 M | 0.07% | 1.90% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 224.64 K | $2.38 M | -16.42% | 1.89% |
| FIERA CAPITAL CORP | 05/12/2026 | 183.68 K | $1.94 M | -4.55% | 1.55% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 131.07 K | $1.39 M | 0.21% | 1.10% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 119.29 K | $1.26 M | 4.14% | 1.01% |
| PROVISE MANAGEMENT GROUP, LLC | 05/07/2026 | 118.38 K | $1.25 M | -2.91% | 1.00% |
| INVESCO LTD. | 05/12/2026 | 117.33 K | $1.24 M | -0.24% | 0.99% |
| INVICTUS PRIVATE WEALTH, LLC | 05/13/2026 | 104.28 K | $1.10 M | 5.13% | 0.88% |
| INSIGHT WEALTH PARTNERS, LLC | 05/14/2026 | 86.57 K | $915.96 K | -8.72% | 0.73% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 69.94 K | $739.95 K | -2.47% | 0.59% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 55.19 K | $583.92 K | -0.36% | 0.47% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 30.45 K | $322.19 K | 5.56% | 0.26% |
| M HOLDINGS SECURITIES, INC. | 05/12/2026 | 24.49 K | $259.00 K | -0.34% | 0.21% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 24.08 K | $255.00 K | 8.08% | 0.20% |
| 04/24/2026 | 18.41 K | $194.81 K | 0.00% | 0.16% | |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 18.37 K | $194.32 K | 22.75% | 0.15% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 17.28 K | $182.83 K | 0.00% | 0.15% |
| ROYAL BANK OF CANADA | 05/15/2026 | 14.71 K | $156.00 K | 28.13% | 0.12% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 13.76 K | $145.57 K | 100.00% | 0.12% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 8.80 K | $93.06 K | 6.04% | 0.07% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 8.23 K | $87.06 K | 0.61% | 0.07% |
| FIFTH THIRD BANCORP | 05/01/2026 | 5.05 K | $53.43 K | 100.00% | 0.04% |
| UBS GROUP AG | 05/05/2026 | 4.23 K | $44.70 K | -4.86% | 0.04% |
| IFP ADVISORS, INC | 04/13/2026 | 1.08 K | $11.45 K | -90.08% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 523 | $5.53 K | -17.64% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 271 | $2.87 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 270 | $2.86 K | 100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 241 | $2.55 K | -91.07% | 0.00% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 1 | $11 | 0.00% | 0.00% |
| STONEX GROUP INC. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| COSTON, MCISAAC & PARTNERS | 04/22/2026 | 0 | $0 | -100.00% | 0.00% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Western Asset Premier Bond Fund institutional Ownership - FAQ's
During the previous two years, 57 institutional investors and hedge funds held shares of Western Asset Premier Bond Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 2.11 M
SIT INVESTMENT ASSOCIATES INC: 910,502
Allspring Global Investments Holdings, LLC: 489,939
LPL Financial LLC: 414,976
Whipplewood Advisors, LLC: 369,988
RAYMOND JAMES FINANCIAL INC: 348,573
55.53% of Western Asset Premier Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.99 M shares in the last 24 months. This purchase volume represents approximately $74.90 M in transactions.