WESTERN ASSET PREMIER BD FD (WEA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
38
Reporting holders
$61.8M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $23.4M | 2,194,208 | 0.00% | 35q | +4.1%+$928.9K |
| Allspring Global Investments Holdings, LLC | $5.2M | 489,939 | 0.01% | 19q | HELD |
| LPL Financial LLC | $4.5M | 421,073 | 0.00% | 31q | +1.5%+$64.9K |
| RAYMOND JAMES FINANCIAL INC | $3.9M | 363,067 | 0.00% | 7q | +4.2%+$154.4K |
| Whipplewood Advisors, LLC | $3.8M | 357,034 | 2.56% | 7q | -3.5%-$138.0K |
| 1607 Capital Partners, LLC | $2.8M | 261,056 | 0.24% | 31q | -18.8%-$644.9K |
| Private Advisor Group, LLC | $2.2M | 208,789 | 0.01% | 11q | -7.3%-$175.7K |
| Fiera Capital Corp | $2.0M | 189,721 | 0.01% | 22q | +3.3%+$64.3K |
| GUGGENHEIM CAPITAL LLC | $1.4M | 133,201 | 0.01% | 31q | -40.7%-$973.8K |
| Hennion & Walsh Asset Management, Inc. | $1.4M | 129,183 | 0.04% | 8q | -1.4%-$20.0K |
| Kestra Advisory Services, LLC | $1.3M | 119,116 | 0.00% | new | NEW |
| Invesco Ltd. | $1.2M | 114,442 | 0.00% | 31q | -2.5%-$30.7K |
| ProVise Management Group, LLC | $1.2M | 112,412 | 0.08% | 31q | -5.0%-$63.6K |
| BANK OF AMERICA CORP /DE/ | $1.2M | 110,907 | 0.00% | 31q | -7.0%-$89.3K |
| INVICTUS PRIVATE WEALTH, LLC | $1.1M | 107,395 | 0.06% | 11q | +3.0%+$33.2K |
| Insight Wealth Partners, LLC | $851.5K | 79,951 | 0.11% | 21q | -7.7%-$70.5K |
| Advisory Services Network, LLC | $744.9K | 69,941 | 0.01% | 7q | HELD |
| Integrated Wealth Concepts LLC | $593.8K | 55,754 | 0.00% | 17q | +1.0%+$6.0K |
| RIVERBRIDGE PARTNERS LLC | $531.6K | 49,913 | 0.01% | new | NEW |
| WOLVERINE ASSET MANAGEMENT LLC | $439.2K | 41,242 | 0.00% | 3q | +17012.9%+$436.7K |
| Calamos Advisors LLC | $397.6K | 37,330 | 0.00% | 2q | +171.3%+$251.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $330.8K | 31,057 | 0.00% | 12q | +2.0%+$6.4K |
| CITADEL ADVISORS LLC | $300.7K | 28,238 | 0.00% | new | NEW |
| Smith Asset Management Co., LLC | $195.6K | 18,367 | 0.15% | 7q | HELD |
| MELFA WEALTH MANAGEMENT, INC. | $184.0K | 17,281 | 0.10% | 13q | HELD |
| ROYAL BANK OF CANADA | $152.0K | 14,264 | 0.00% | 31q | -3.0%-$4.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $107.1K | 10,052 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $91.0K | 8,543 | 0.00% | 31q | -51.4%-$96.4K |
| HARBOUR INVESTMENTS, INC. | $87.6K | 8,229 | 0.00% | 6q | HELD |
| Medallion Wealth Advisors, LLC | $66.9K | 6,280 | 0.02% | 7q | -65.9%-$129.2K |
| FIFTH THIRD BANCORP | $53.8K | 5,050 | 0.00% | 2q | HELD |
| UBS Group AG | $45.8K | 4,303 | 0.00% | 31q | +1.8% |
| Noble Wealth Management PBC | $38.9K | 3,650 | 0.02% | new | NEW |
| OSAIC HOLDINGS, INC. | $32.2K | 3,023 | 0.00% | 26q | +478.0%+$26.6K |
| SIT INVESTMENT ASSOCIATES INC | $11.1K | 1,042,022 | 0.21% | 31q | +14.4%+$1.4K |
| IFP Advisors, Inc | $9.5K | 894 | 0.00% | 18q | -17.4%-$2.0K |
| Geneos Wealth Management Inc. | $2.9K | 271 | 0.00% | 22q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $2.9K | 270 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $256 | 24,068 | 0.00% | 31q | HELD |
| HUNTINGTON NATIONAL BANK | $11 | 1 | 0.00% | 16q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 38 | $61.8M | 5,805,447 | 5 | 11 | 13 | 0.0% |
| Q1 2026 | 33 | $59.7M | 5,638,191 | 3 | 12 | 9 | 0.0% |
| Q4 2025 | 35 | $59.3M | 5,376,150 | 2 | 12 | 9 | 0.0% |
| Q3 2025 | 35 | $61.6M | 5,483,413 | 0 | 13 | 13 | 0.0% |
| Q2 2025 | 37 | $58.8M | 5,423,284 | 2 | 17 | 9 | 0.0% |
| Q1 2025 | 37 | $58.1M | 5,006,004 | 1 | 16 | 10 | 0.0% |
| Q4 2024 | 39 | $53.8M | 4,990,340 | 4 | 12 | 10 | 0.0% |
| Q3 2024 | 37 | $51.8M | 4,588,734 | 4 | 15 | 11 | 0.0% |
| Q2 2024 | 37 | $47.1M | 4,494,072 | 3 | 11 | 12 | 0.0% |
| Q1 2024 | 38 | $60.8M | 5,718,712 | 6 | 11 | 12 | 0.0% |
| Q4 2023 | 34 | $57.7M | 5,344,061 | 5 | 12 | 10 | 0.0% |
| Q3 2023 | 34 | $45.3M | 4,489,716 | 2 | 8 | 13 | 0.0% |
| Q2 2023 | 35 | $44.1M | 4,324,615 | 3 | 12 | 10 | 0.0% |
| Q1 2023 | 33 | $39.2M | 3,837,857 | 3 | 10 | 12 | 0.0% |
| Q4 2022 | 30 | $38.9M | 3,658,523 | 2 | 10 | 12 | 0.0% |
| Q3 2022 | 40 | $46.4M | 4,726,188 | 2 | 12 | 15 | 0.0% |
| Q2 2022 | 39 | $47.2M | 4,453,551 | 4 | 13 | 14 | 0.0% |
| Q1 2022 | 41 | $48.3M | 4,019,933 | 10 | 15 | 10 | 0.2% |
| Q4 2021 | 34 | $51.4M | 3,588,972 | 2 | 14 | 10 | 0.0% |
| Q3 2021 | 34 | $51.6M | 3,657,782 | 3 | 14 | 8 | 0.0% |
| Q2 2021 | 32 | $49.0M | 3,329,381 | 5 | 10 | 10 | 0.0% |
| Q1 2021 | 29 | $48.7M | 3,467,560 | 3 | 11 | 9 | 0.0% |
| Q4 2020 | 30 | $53.3M | 3,762,084 | 4 | 8 | 12 | 0.0% |
| Q3 2020 | 32 | $43.3M | 3,350,061 | 7 | 7 | 11 | 0.0% |
| Q2 2020 | 29 | $43.6M | 3,318,448 | 3 | 4 | 13 | 0.0% |
| Q1 2020 | 32 | $36.4M | 3,227,213 | 4 | 11 | 8 | 0.0% |
| Q4 2019 | 32 | $44.4M | 3,029,087 | 2 | 12 | 9 | 0.0% |
| Q3 2019 | 36 | $44.6M | 3,137,112 | 5 | 14 | 10 | 0.0% |
| Q2 2019 | 31 | $43.6M | 3,187,317 | 4 | 13 | 9 | 0.0% |
| Q1 2019 | 34 | $43.0M | 3,286,611 | 7 | 12 | 9 | 0.0% |
| Q4 2018 | 33 | $38.6M | 3,195,869 | 0 | 1 | 1 | 0.0% |