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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+563+1.0%55,754$593.78KQ2 2026Sep 09, 2026
1607 Capital Partners, LlcSell-60,551-18.8%261,056$2.78MQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+28,23828,238$300.74KQ2 2026Sep 02, 2026
Invesco Ltd.Buy+114,442114,442$1.22MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+14,494+4.2%363,067$3.87MQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcSell-12,133-65.9%6,280$66.88KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+10,05210,052$107.05KQ2 2026Aug 14, 2026
Bank Of America CorpSell-8,382-7.0%110,907$1.18MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,500+478.0%3,023$32.20KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-448-3.0%14,264$152.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-252-2.9%8,543$90.99KQ2 2026Aug 14, 2026
Morgan StanleyBuy+87,217+4.1%2,194,208$23.37MQ2 2026Aug 13, 2026
Ubs Group AgBuy+78+1.8%4,303$45.83KQ2 2026Aug 13, 2026
Sit Investment Associates IncBuy+131,520+14.4%1,042,022$11.10MQ2 2026Aug 12, 2026
Guggenheim Capital LlcSell-91,440-40.7%133,201$1.42MQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+3+0.0%69,941$744.88KQ2 2026Aug 12, 2026
Wolverine Asset Management LlcBuy+41,001+17012.9%41,242$439.23KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+6,097+1.5%421,073$4.48MQ2 2026Aug 07, 2026
Fiera Capital CorpBuy+6,042+3.3%189,721$2.02MQ2 2026Aug 07, 2026
Insight Wealth Partners, LlcSell-6,623-7.7%79,951$851.48KQ2 2026Aug 06, 2026
Janney Montgomery Scott LlcSell-7-0.0%24,068$256.00KQ2 2026Aug 05, 2026
Calamos Advisors LlcBuy+23,571+171.3%37,330$397.56KQ2 2026Jul 31, 2026
Commonwealth Equity Services, LlcBuy+604+2.0%31,057$330.76KQ2 2026Jul 29, 2026
Kestra Advisory Services, LlcBuy+119,116119,116$1.27MQ2 2026Jul 28, 2026
Private Advisor Group, LlcSell-16,495-7.3%208,789$2.22MQ2 2026Jul 27, 2026
Whipplewood Advisors, LlcSell-12,954-3.5%357,034$3.80MQ2 2026Jul 27, 2026
Invictus Private Wealth, LlcBuy+3,113+3.0%107,395$1.14MQ2 2026Jul 27, 2026
Ifp Advisors, IncSell-188-17.4%894$9.52KQ2 2026Jul 20, 2026
Riverbridge Partners LlcBuy+49,91349,913$531.57KQ2 2026Jul 13, 2026
Hennion & Walsh Asset Management, Inc.Sell-1,882-1.4%129,183$1.38MQ2 2026Jul 08, 2026
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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.