WESTERN ASSET PREMIER BOND (WEA) Institutional Ownership Changes & 13F Activity
WESTERN ASSET PREMIER BOND (WEA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sit Investment Associates Inc, Kestra Advisory Services, Llc, Invesco Ltd., Guggenheim Capital Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +563 | +1.0% | 55,754 | $593.78K | Q2 2026 | Sep 09, 2026 |
| 1607 Capital Partners, Llc | Sell | -60,551 | -18.8% | 261,056 | $2.78M | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Buy | +28,238 | — | 28,238 | $300.74K | Q2 2026 | Sep 02, 2026 |
| Invesco Ltd. | Buy | +114,442 | — | 114,442 | $1.22M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +14,494 | +4.2% | 363,067 | $3.87M | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Sell | -12,133 | -65.9% | 6,280 | $66.88K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +10,052 | — | 10,052 | $107.05K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -8,382 | -7.0% | 110,907 | $1.18M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,500 | +478.0% | 3,023 | $32.20K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -448 | -3.0% | 14,264 | $152.00K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -252 | -2.9% | 8,543 | $90.99K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +87,217 | +4.1% | 2,194,208 | $23.37M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +78 | +1.8% | 4,303 | $45.83K | Q2 2026 | Aug 13, 2026 |
| Sit Investment Associates Inc | Buy | +131,520 | +14.4% | 1,042,022 | $11.10M | Q2 2026 | Aug 12, 2026 |
| Guggenheim Capital Llc | Sell | -91,440 | -40.7% | 133,201 | $1.42M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +3 | +0.0% | 69,941 | $744.88K | Q2 2026 | Aug 12, 2026 |
| Wolverine Asset Management Llc | Buy | +41,001 | +17012.9% | 41,242 | $439.23K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +6,097 | +1.5% | 421,073 | $4.48M | Q2 2026 | Aug 07, 2026 |
| Fiera Capital Corp | Buy | +6,042 | +3.3% | 189,721 | $2.02M | Q2 2026 | Aug 07, 2026 |
| Insight Wealth Partners, Llc | Sell | -6,623 | -7.7% | 79,951 | $851.48K | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott Llc | Sell | -7 | -0.0% | 24,068 | $256.00K | Q2 2026 | Aug 05, 2026 |
| Calamos Advisors Llc | Buy | +23,571 | +171.3% | 37,330 | $397.56K | Q2 2026 | Jul 31, 2026 |
| Commonwealth Equity Services, Llc | Buy | +604 | +2.0% | 31,057 | $330.76K | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Buy | +119,116 | — | 119,116 | $1.27M | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Sell | -16,495 | -7.3% | 208,789 | $2.22M | Q2 2026 | Jul 27, 2026 |
| Whipplewood Advisors, Llc | Sell | -12,954 | -3.5% | 357,034 | $3.80M | Q2 2026 | Jul 27, 2026 |
| Invictus Private Wealth, Llc | Buy | +3,113 | +3.0% | 107,395 | $1.14M | Q2 2026 | Jul 27, 2026 |
| Ifp Advisors, Inc | Sell | -188 | -17.4% | 894 | $9.52K | Q2 2026 | Jul 20, 2026 |
| Riverbridge Partners Llc | Buy | +49,913 | — | 49,913 | $531.57K | Q2 2026 | Jul 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | Sell | -1,882 | -1.4% | 129,183 | $1.38M | Q2 2026 | Jul 08, 2026 |
Frequently asked questions about WEA activity
Which institutional owners are buying WEA?
Institutional owners buying WEA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WEA activity?
"Buy" means an investor increased their reported position in WEA compared to the prior reporting period. This reflects growing exposure to WESTERN ASSET PREMIER BOND (WEA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WEA increasing?
Institutional interest in WEA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related WEA Institutional Insights
- WEA Overview
- WEA 13F Institutional Holders
- WEA Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- WEA Insider Trading & SEC Form 4 Activity
- WEA Articles
- Top Institutional Investor Stock Rankings