NEW YORK, NY
WESTERN ASSET PREMIER BOND FUNDWEA— Latest position per institution from SEC 13F filings
15
Institutional holders
6.90M
Total shares held
62.59M
Estimated value
345.11K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
2.19M
Value
23.37M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
1.04M
Value
11.10K
Filed
Jun 30, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
489.94K
Value
5.22M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
421.07K
Value
4.48M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
363.07K
Value
3.87M
Filed
Jun 30, 2026
WHIPPLEWOOD ADVISORS, LLC
CIK 2052510
Shares
357.03K
Value
3.80M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
261.06K
Value
2.78M
Filed
Jun 30, 2026
CONSOLIDATED PORTFOLIO REVIEW CORP
CIK 1972835
Shares
238.49K
Value
2.68M
Filed
Sep 30, 2025
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
208.79K
Value
2.22M
Filed
Jun 30, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
189.72K
Value
2.02M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
133.20K
Value
1.42M
Filed
Jun 30, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
129.18K
Value
1.38M
Filed
Jun 30, 2026
TRUIST FINANCIAL CORP
CIK 92230
Shares
122.17K
Value
1.32M
Filed
Dec 31, 2023
KESTRA ADVISORY SERVICES, LLC
CIK 1830819
Shares
119.12K
Value
1.27M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
114.44K
Value
1.22M
Filed
Jun 30, 2026
PROVISE MANAGEMENT GROUP, LLC
CIK 1305707
Shares
112.41K
Value
1.20M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
110.91K
Value
1.18M
Filed
Jun 30, 2026
INVICTUS PRIVATE WEALTH, LLC
CIK 1939208
Shares
107.39K
Value
1.14M
Filed
Jun 30, 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 | 2.19M | 23.37M | Jun 30, 2026 |
| 2 | SIT INVESTMENT ASSOCIATES INC | 769317 | 1.04M | 11.10K | Jun 30, 2026 |
| 3 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 489.94K | 5.22M | Jun 30, 2026 |
| 4 | LPL FINANCIAL LLC | 1403438 | 421.07K | 4.48M | Jun 30, 2026 |
| 5 | RAYMOND JAMES FINANCIAL INC | 720005 | 363.07K | 3.87M | Jun 30, 2026 |
| 6 | WHIPPLEWOOD ADVISORS, LLC | 2052510 | 357.03K | 3.80M | Jun 30, 2026 |
| 7 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 261.06K | 2.78M | Jun 30, 2026 |
| 8 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1972835 | 238.49K | 2.68M | Sep 30, 2025 |
| 9 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 208.79K | 2.22M | Jun 30, 2026 |
| 10 | FIERA CAPITAL CORP | 1505817 | 189.72K | 2.02M | Jun 30, 2026 |
| 11 | GUGGENHEIM CAPITAL LLC | 1283072 | 133.20K | 1.42M | Jun 30, 2026 |
| 12 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 129.18K | 1.38M | Jun 30, 2026 |
| 13 | TRUIST FINANCIAL CORP | 92230 | 122.17K | 1.32M | Dec 31, 2023 |
| 14 | KESTRA ADVISORY SERVICES, LLC | 1830819 | 119.12K | 1.27M | Jun 30, 2026 |
| 15 | INVESCO LTD. | 914208 | 114.44K | 1.22M | Jun 30, 2026 |
| 16 | PROVISE MANAGEMENT GROUP, LLC | 1305707 | 112.41K | 1.20M | Jun 30, 2026 |
| 17 | BANK OF AMERICA CORP /DE/ | 70858 | 110.91K | 1.18M | Jun 30, 2026 |
| 18 | INVICTUS PRIVATE WEALTH, LLC | 1939208 | 107.39K | 1.14M | Jun 30, 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.