Western Asset Premier Bond (WEA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Allspring Global Investments Holdings, LLC

UNCHANGED

Shares489,939 from 489,939

Change0 (0%)

Value$4.9M (-$338.1K)

Filed 2026-11-04

LPL Financial LLC

DECREASED

Shares396,146 from 421,073

Change-24,927 (-6%)

Value$3.9M (-$538.8K)

Filed 2026-11-06

Whipplewood Advisors, LLC

DECREASED

Shares195,362 from 357,034

Change-161,672 (-45%)

Value$1.9M (-$1.9M)

Filed 2026-10-20

Fiera Capital Corp

UNCHANGED

Shares189,721 from 189,721

Change0 (0%)

Value$1.9M (-$130.9K)

Filed 2026-11-06

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares117,982 from 129,183

Change-11,201 (-9%)

Value$1.2M (-$200.7K)

Filed 2026-10-13

Kestra Advisory Services, LLC

DECREASED

Shares117,383 from 119,116

Change-1,733 (-1%)

Value$1.2M (-$99.5K)

Filed 2026-11-02

ProVise Management Group, LLC

DECREASED

Shares110,812 from 112,412

Change-1,600 (-1%)

Value$1.1M (-$93.5K)

Filed 2026-11-06

Insight Wealth Partners, LLC

INCREASED

Shares80,469 from 79,951

Change+518 (+1%)

Value$801.5K (-$50.0K)

Filed 2026-10-26

Riverbridge Partners LLC

INCREASED

Shares51,732 from 49,913

Change+1,819 (+4%)

Value$515.3K (-$16.3K)

Filed 2026-11-05

Calamos Advisors LLC

INCREASED

Shares39,820 from 37,330

Change+2,490 (+7%)

Value$396.6K (-$958)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares28,291 from 31,057

Change-2,766 (-9%)

Value$281.8K (-$49.0K)

Filed 2026-11-02

M Holdings Securities, Inc.

NEW

Shares25,072

Change+25,072

Value$250

Filed 2026-11-03

Melfa Wealth Management, Inc.

UNCHANGED

Shares17,281 from 17,281

Change0 (0%)

Value$172.1K (-$11.9K)

Filed 2026-11-06

Smith Asset Management Co., LLC

DECREASED

Shares16,509 from 18,367

Change-1,858 (-10%)

Value$164.4K (-$31.2K)

Filed 2026-10-16

Fifth Third Bancorp

INCREASED

Shares7,050 from 5,050

Change+2,000 (+40%)

Value$70.2K (+$16.4K)

Filed 2026-11-05

Noble Wealth Management PBC

UNCHANGED

Shares3,650 from 3,650

Change0 (0%)

Value$36.4K (-$2.5K)

Filed 2026-10-01

IFP Advisors, Inc

DECREASED

Shares598 from 894

Change-296 (-33%)

Value$6.0K (-$3.6K)

Filed 2026-10-16

Highline Wealth Partners LLC

UNCHANGED

Shares270 from 270

Change0 (0%)

Value$2.7K (-$187)

Filed 2026-10-19

Wolverine Asset Management LLC

CLOSED

Shares0 from 41,242

Change-41,242 (-100%)

Value$0 (-$439.2K)

Filed 2026-11-02

Morgan Stanley

N/A

Shares— from 2,194,208

Change-2,194,208 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 1,042,022

Change-1,042,022 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 522,112

Change-522,112 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 363,067

Change-363,067 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 208,789

Change-208,789 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 133,201

Change-133,201 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 114,442

Change-114,442 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 110,907

Change-110,907 (-100%)

Value—

Invictus Private Wealth, LLC

N/A

Shares— from 107,395

Change-107,395 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 69,941

Change-69,941 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 55,754

Change-55,754 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 28,238

Change-28,238 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 24,068

Change-24,068 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 14,264

Change-14,264 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 10,052

Change-10,052 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 8,543

Change-8,543 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 8,229

Change-8,229 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 6,280

Change-6,280 (-100%)

Value—

UBS Group AG

N/A

Shares— from 4,303

Change-4,303 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,023

Change-3,023 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 271

Change-271 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Allspring Global Investments Holdings, LLC	UNCHANGED	489,939	489,939	0	0%	$5.2M	$4.9M	-$338.1K	2026-11-04
LPL Financial LLC	DECREASED	396,146	421,073	-24,927	-6%	$4.5M	$3.9M	-$538.8K	2026-11-06
Whipplewood Advisors, LLC	DECREASED	195,362	357,034	-161,672	-45%	$3.8M	$1.9M	-$1.9M	2026-10-20
Fiera Capital Corp	UNCHANGED	189,721	189,721	0	0%	$2.0M	$1.9M	-$130.9K	2026-11-06
Hennion & Walsh Asset Management, Inc.	DECREASED	117,982	129,183	-11,201	-9%	$1.4M	$1.2M	-$200.7K	2026-10-13
Kestra Advisory Services, LLC	DECREASED	117,383	119,116	-1,733	-1%	$1.3M	$1.2M	-$99.5K	2026-11-02
ProVise Management Group, LLC	DECREASED	110,812	112,412	-1,600	-1%	$1.2M	$1.1M	-$93.5K	2026-11-06
Insight Wealth Partners, LLC	INCREASED	80,469	79,951	+518	+1%	$851.5K	$801.5K	-$50.0K	2026-10-26
Riverbridge Partners LLC	INCREASED	51,732	49,913	+1,819	+4%	$531.6K	$515.3K	-$16.3K	2026-11-05
Calamos Advisors LLC	INCREASED	39,820	37,330	+2,490	+7%	$397.6K	$396.6K	-$958	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	28,291	31,057	-2,766	-9%	$330.8K	$281.8K	-$49.0K	2026-11-02
M Holdings Securities, Inc.	NEW	25,072	—	+25,072	—	—	$250	—	2026-11-03
Melfa Wealth Management, Inc.	UNCHANGED	17,281	17,281	0	0%	$184.0K	$172.1K	-$11.9K	2026-11-06
Smith Asset Management Co., LLC	DECREASED	16,509	18,367	-1,858	-10%	$195.6K	$164.4K	-$31.2K	2026-10-16
Fifth Third Bancorp	INCREASED	7,050	5,050	+2,000	+40%	$53.8K	$70.2K	+$16.4K	2026-11-05
Noble Wealth Management PBC	UNCHANGED	3,650	3,650	0	0%	$38.9K	$36.4K	-$2.5K	2026-10-01
IFP Advisors, Inc	DECREASED	598	894	-296	-33%	$9.5K	$6.0K	-$3.6K	2026-10-16
Highline Wealth Partners LLC	UNCHANGED	270	270	0	0%	$2.9K	$2.7K	-$187	2026-10-19
Wolverine Asset Management LLC	CLOSED	0	41,242	-41,242	-100%	$439.2K	$0	-$439.2K	2026-11-02
Morgan Stanley	N/A	—	2,194,208	-2,194,208	-100%	$23.4M	—	—	—
SIT Investment Associates Inc	N/A	—	1,042,022	-1,042,022	-100%	$11.1M	—	—	—
1607 Capital Partners, LLC	N/A	—	522,112	-522,112	-100%	$5.6M	—	—	—
Raymond James Financial Inc	N/A	—	363,067	-363,067	-100%	$3.9M	—	—	—
Private Advisor Group, LLC	N/A	—	208,789	-208,789	-100%	$2.2M	—	—	—
Guggenheim Capital LLC	N/A	—	133,201	-133,201	-100%	$1.4M	—	—	—
Invesco Ltd.	N/A	—	114,442	-114,442	-100%	$1.2M	—	—	—
Bank of America Corp	N/A	—	110,907	-110,907	-100%	$1.2M	—	—	—
Invictus Private Wealth, LLC	N/A	—	107,395	-107,395	-100%	$1.1M	—	—	—
Advisory Services Network, LLC	N/A	—	69,941	-69,941	-100%	$744.9K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	55,754	-55,754	-100%	$593.8K	—	—	—
Citadel Advisors LLC	N/A	—	28,238	-28,238	-100%	$300.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	24,068	-24,068	-100%	$256.0K	—	—	—
Royal Bank of Canada	N/A	—	14,264	-14,264	-100%	$152.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	10,052	-10,052	-100%	$107.1K	—	—	—
Wells Fargo & Company	N/A	—	8,543	-8,543	-100%	$91.0K	—	—	—
Harbour Investments, Inc.	N/A	—	8,229	-8,229	-100%	$87.6K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	6,280	-6,280	-100%	$66.9K	—	—	—
UBS Group AG	N/A	—	4,303	-4,303	-100%	$45.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,023	-3,023	-100%	$32.2K	—	—	—
Geneos Wealth Management Inc.	N/A	—	271	-271	-100%	$2.9K	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$11	—	—	—

Showing 41 of 41 institutions