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Disclosery

WEA WESTERN ASSET PREMIER BD FD

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SHS BEN INT (fund), issuer CIK 1163792

35 managers (35 13F filers) reported a position in WEA shares at 2026-03-31, 6,588,465 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
35
13F filers
35
New
3
Added
15
Reduced
13
Sold out
5
Shares held by filers
6,588,465

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY2,106,991$22.3M<0.01%+139,87113F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC910,502$9.63M0.2%-68,71213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …489,939$5.18M0.01%013F-HRTimelineGroup
LPL Financial LLC414,976$4.39M<0.01%+90,33213F-HRTimeline
Whipplewood Advisors, LLC369,988$3.91M2.03%+3,12113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC348,573$3.69M<0.01%+111,75513F-HRTimelineGroup
1607 Capital Partners, LLC321,607$3.4M0.25%+65,87113F-HRTimeline
Private Advisor Group, LLC225,284$2.38M0.01%+16013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC224,641$2.38M0.02%-44,12913F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp183,679$1.94M0.01%-8,75613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.131,065$1.39M0.05%+27513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/119,289$1.26M<0.01%+4,74513F-HRTimelineGroup
ProVise Management Group, LLC118,381$1.25M0.09%-3,54413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.117,326$1.24M<0.01%-28313F-HRTimelineGroup
INVICTUS PRIVATE WEALTH, LLC104,282$1.1M0.07%+5,08513F-HRTimeline
Insight Wealth Partners, LLC86,574$916K0.37%-8,27413F-HRTimeline
Advisory Services Network, LLC69,938$740K0.01%-1,77413F-HRTimeline
Integrated Wealth Concepts LLC55,191$584K<0.01%-20013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC30,453$322K<0.01%+1,60513F-HRTimeline
M Holdings Securities, Inc.24,493$259K0.02%-8313F-HRTimeline
Janney Montgomery Scott LLC24,075$255K<0.01%+1,80013F-HRTimeline
Medallion Wealth Advisors, LLC18,413$195K0.06%013F-HRTimeline
Smith Asset Management Co., LLC18,367$194K0.17%+3,40413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.17,281$183K0.1%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,712$156K<0.01%+3,23013F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC13,759$146K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,795$93.1K<0.01%+50113F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.8,229$87.1K<0.01%+5013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,050$53.4K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,225$44.7K<0.01%-21613F-HRTimelineGroup
IFP Advisors, Inc1,082$11.4K<0.01%-9,82213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.523$5.53K<0.01%-11213F-HRTimelineGroup
Geneos Wealth Management Inc.271$2.87K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC270$2.86K<0.01%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC241$2.55K<0.01%-2,45913F-HRTimelineGroup