Western Asset Premier Bond Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 1.97 M | $21.70 M | 1.43% | 16.58% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 979.21 K | $10.80 M | 5.32% | 8.25% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 489.94 K | $5.40 M | -0.04% | 4.13% |
| WHIPPLEWOOD ADVISORS, LLC | 02/17/2026 | 366.87 K | $4.05 M | 34.13% | 3.09% |
| LPL FINANCIAL LLC | 02/11/2026 | 324.64 K | $3.58 M | 14.96% | 2.74% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 268.77 K | $2.96 M | 24.63% | 2.27% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 255.74 K | $2.82 M | -16.63% | 2.16% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 236.82 K | $2.61 M | -0.43% | 2.00% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 225.12 K | $2.48 M | 0.53% | 1.90% |
| FIERA CAPITAL CORP | 02/11/2026 | 192.44 K | $2.12 M | 20.37% | 1.62% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 130.79 K | $1.44 M | -3.14% | 1.10% |
| PROVISE MANAGEMENT GROUP, LLC | 01/29/2026 | 121.93 K | $1.34 M | -7.03% | 1.03% |
| INVESCO LTD. | 02/19/2026 | 117.61 K | $1.30 M | 11.91% | 0.99% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 114.54 K | $1.26 M | -1.71% | 0.97% |
| INVICTUS PRIVATE WEALTH, LLC | 02/13/2026 | 99.20 K | $1.09 M | 34.12% | 0.84% |
| INSIGHT WEALTH PARTNERS, LLC | 02/17/2026 | 94.85 K | $1.05 M | 0.49% | 0.80% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 71.71 K | $790.99 K | 0.00% | 0.60% |
| STONEX GROUP INC. | 02/12/2026 | 67.58 K | $745.43 K | -24.56% | 0.57% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 55.39 K | $610.96 K | 0.00% | 0.47% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 28.85 K | $318.20 K | 0.24% | 0.24% |
| M HOLDINGS SECURITIES, INC. | 02/11/2026 | 24.58 K | $271.00 K | 3.59% | 0.21% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 22.28 K | $246.00 K | 2.06% | 0.19% |
| 04/24/2026 | 18.41 K | $203.10 K | 0.00% | 0.16% | |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 17.28 K | $190.61 K | 0.00% | 0.15% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 16.92 K | $186.63 K | -72.53% | 0.14% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 14.96 K | $165.04 K | 10.53% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 14.93 K | $164.72 K | 100.00% | 0.13% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 13.08 K | $144.30 K | -13.08% | 0.11% |
| ROYAL BANK OF CANADA | 02/17/2026 | 11.48 K | $127.00 K | 0.33% | 0.10% |
| IFP ADVISORS, INC | 02/06/2026 | 10.90 K | $120.27 K | -82.96% | 0.09% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 8.29 K | $91.48 K | -36.75% | 0.07% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 8.18 K | $90.21 K | 124.27% | 0.07% |
| UBS GROUP AG | 01/29/2026 | 4.44 K | $48.98 K | 29.25% | 0.04% |
| COMERICA BANK | 01/29/2026 | 3.75 K | $41.36 K | 0.00% | 0.03% |
| COSTON, MCISAAC & PARTNERS | 02/03/2026 | 2.82 K | $31.00 K | 100.00% | 0.02% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 2.70 K | $29.78 K | 100.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 635 | $7.01 K | 21.65% | 0.01% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 271 | $2.99 K | 0.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 1 | $11 | 0.00% | 0.00% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 0 | $0 | -100.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 01/16/2026 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 02/04/2026 | 0 | $0 | -100.00% | 0.00% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
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Western Asset Premier Bond Fund institutional Ownership - FAQ's
During the previous two years, 61 institutional investors and hedge funds held shares of Western Asset Premier Bond Fund. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 489,939
Whipplewood Advisors, LLC: 369,988
Private Advisor Group, LLC: 225,284
COMMONWEALTH EQUITY SERVICES, LLC: 30,453
Janney Montgomery Scott LLC: 24,075
MELFA WEALTH MANAGEMENT, LLC: 17,281
53.98% 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 $78.12 M in transactions.