Geneos Wealth Management Inc. - WESTERN ASSET PREMIER BD FD ownership

WESTERN ASSET PREMIER BD FD's ticker is WEA and the CUSIP is 957664105. A total of 38 filers reported holding WESTERN ASSET PREMIER BD FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WESTERN ASSET PREMIER BD FD
ValueSharesWeighting
Q3 2023$2,734
-1.0%
2710.0%0.00%
Q2 2023$2,761
-0.1%
2710.0%0.00%
Q1 2023$2,764
-4.1%
2710.0%0.00%
Q4 2022$2,883
+44.2%
2710.0%0.00%
Q3 2022$2,0000.0%2710.0%0.00%
Q2 2022$2,000
-33.3%
2710.0%0.00%
Q1 2022$3,0000.0%2710.0%0.00%
Q4 2021$3,0000.0%2710.0%0.00%
Q3 2021$3,000
-25.0%
2710.0%0.00%
Q2 2021$4,000
+33.3%
2710.0%0.00%
Q1 2021$3,000
-75.0%
271
-68.1%
0.00%
-100.0%
Q4 2019$12,0000.0%8500.0%0.00%0.0%
Q3 2019$12,000
+9.1%
8500.0%0.00%0.0%
Q2 2019$11,0000.0%8500.0%0.00%0.0%
Q1 2019$11,000
+10.0%
8500.0%0.00%0.0%
Q4 2018$10,0000.0%8500.0%0.00%0.0%
Q3 2018$10,0000.0%8500.0%0.00%0.0%
Q2 2018$10,0000.0%8500.0%0.00%0.0%
Q1 2018$10,0008500.00%
Other shareholders
WESTERN ASSET PREMIER BD FD shareholders Q4 2022
NameSharesValueWeighting ↓
1607 Capital Partners, LLC 946,682$11,360,0000.66%
Insight Wealth Partners, LLC 82,457$989,0000.55%
ProVise Management Group, LLC 308,667$3,704,0000.35%
SIT INVESTMENT ASSOCIATES INC 879,016$10,548,0000.28%
SeaCrest Wealth Management, LLC 22,700$272,0000.03%
Hennion & Walsh Asset Management, Inc. 44,191$530,0000.03%
PIN OAK INVESTMENT ADVISORS INC 1,475$18,0000.02%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 10,040$120,0000.02%
MONEY CONCEPTS CAPITAL CORP 16,520$198,0000.01%
M Holdings Securities, Inc. 10,719$129,0000.01%
View complete list of WESTERN ASSET PREMIER BD FD shareholders