NEW YORK, NY
WESTERN ASSET PREMIER BOND FUNDWEA— Latest position per institution from SEC 13F filings
15
Institutional holders
6.87M
Total shares held
63.36M
Estimated value
343.50K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
2.11M
Value
22.29M
Filed
Mar 31, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
910.50K
Value
9.63K
Filed
Mar 31, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
489.94K
Value
5.18M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
414.98K
Value
4.39M
Filed
Mar 31, 2026
WHIPPLEWOOD ADVISORS, LLC
CIK 2052510
Shares
369.99K
Value
3.91M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
348.57K
Value
3.69M
Filed
Mar 31, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
321.61K
Value
3.40M
Filed
Mar 31, 2026
CONSOLIDATED PORTFOLIO REVIEW CORP
CIK 1972835
Shares
238.49K
Value
2.68M
Filed
Sep 30, 2025
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
225.28K
Value
2.38M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
224.64K
Value
2.38M
Filed
Mar 31, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
183.68K
Value
1.94M
Filed
Mar 31, 2026
KESTRA ADVISORY SERVICES, LLC
CIK 1830819
Shares
134.74K
Value
1.52M
Filed
Sep 30, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
131.06K
Value
1.39M
Filed
Mar 31, 2026
TRUIST FINANCIAL CORP
CIK 92230
Shares
122.17K
Value
1.32M
Filed
Dec 31, 2023
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
119.29K
Value
1.26M
Filed
Mar 31, 2026
PROVISE MANAGEMENT GROUP, LLC
CIK 1305707
Shares
118.38K
Value
1.25M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
117.33K
Value
1.24M
Filed
Mar 31, 2026
INVICTUS PRIVATE WEALTH, LLC
CIK 1939208
Shares
104.28K
Value
1.10M
Filed
Mar 31, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
97.26K
Value
991.10K
Filed
Jun 30, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
90.79K
Value
1.02M
Filed
Sep 30, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 2.11M | 22.29M | Mar 31, 2026 |
| 2 | SIT INVESTMENT ASSOCIATES INC | 769317 | 910.50K | 9.63K | Mar 31, 2026 |
| 3 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 489.94K | 5.18M | Mar 31, 2026 |
| 4 | LPL FINANCIAL LLC | 1403438 | 414.98K | 4.39M | Mar 31, 2026 |
| 5 | WHIPPLEWOOD ADVISORS, LLC | 2052510 | 369.99K | 3.91M | Mar 31, 2026 |
| 6 | RAYMOND JAMES FINANCIAL INC | 720005 | 348.57K | 3.69M | Mar 31, 2026 |
| 7 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 321.61K | 3.40M | Mar 31, 2026 |
| 8 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1972835 | 238.49K | 2.68M | Sep 30, 2025 |
| 9 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 225.28K | 2.38M | Mar 31, 2026 |
| 10 | GUGGENHEIM CAPITAL LLC | 1283072 | 224.64K | 2.38M | Mar 31, 2026 |
| 11 | FIERA CAPITAL CORP | 1505817 | 183.68K | 1.94M | Mar 31, 2026 |
| 12 | KESTRA ADVISORY SERVICES, LLC | 1830819 | 134.74K | 1.52M | Sep 30, 2024 |
| 13 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 131.06K | 1.39M | Mar 31, 2026 |
| 14 | TRUIST FINANCIAL CORP | 92230 | 122.17K | 1.32M | Dec 31, 2023 |
| 15 | BANK OF AMERICA CORP /DE/ | 70858 | 119.29K | 1.26M | Mar 31, 2026 |
| 16 | PROVISE MANAGEMENT GROUP, LLC | 1305707 | 118.38K | 1.25M | Mar 31, 2026 |
| 17 | INVESCO LTD. | 914208 | 117.33K | 1.24M | Mar 31, 2026 |
| 18 | INVICTUS PRIVATE WEALTH, LLC | 1939208 | 104.28K | 1.10M | Mar 31, 2026 |
| 19 | KARPUS MANAGEMENT, INC. | 1048703 | 97.26K | 991.10K | Jun 30, 2023 |
| 20 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 90.79K | 1.02M | Sep 30, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.