WESTERN ASSET PREMIER BD FD shareholder history

Current and past WESTERN ASSET PREMIER BD FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
SIT INVESTMENT ASSOCIATES INC 42420.03%0.16%0.43%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
Janney Montgomery Scott LLC 41410.00%0.01%0.03%Q3 2013Q3 202341
ProVise Management Group, LLC 39390.06%0.38%0.58%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.00%0.00%Q1 2014Q3 202339
LPL Financial LLC 2460.00%0.00%0.00%Q2 2013Q3 202339
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.00%Q1 2009Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
COHEN & STEERS, INC. 32320.00%0.00%0.00%Q2 2013Q1 202132
Cetera Investment Advisers 2290.01%0.14%0.54%Q4 2015Q3 202331
1607 Capital Partners, LLC 28280.03%0.61%0.92%Q4 2016Q3 202328
North Star Investment Management Corp. 13120.00%0.00%0.00%Q2 2016Q3 202225
BENJAMIN F. EDWARDS & COMPANY, INC. 1240.00%0.01%0.05%Q2 2016Q3 202325
OPPENHEIMER & CO INC 1640.00%0.01%0.02%Q2 2014Q4 202224
TRUIST FINANCIAL CORP 23230.00%0.00%0.00%Q1 2018Q3 202323
RAYMOND JAMES & ASSOCIATES 1720.00%0.00%0.00%Q3 2016Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 810.00%0.00%0.01%Q1 2014Q3 202222
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.00%0.01%Q4 2014Q4 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.09%Q3 2018Q3 202321
Westbourne Investment Advisors, Inc. 1360.17%0.22%0.26%Q2 2015Q1 202019
Geneos Wealth Management Inc. 1180.00%0.00%0.00%Q1 2018Q3 202319
IFP Advisors, Inc 1170.00%0.01%0.02%Q2 2016Q3 202318
Capital Investment Advisors, LLC 1350.02%0.14%0.24%Q4 2013Q1 201918
CLIFFORD SWAN INVESTMENT COUNSEL LLC 18180.01%0.01%0.01%Q2 2013Q3 201718
PNC FINANCIAL SERVICES GROUP, INC. 1510.00%0.00%0.00%Q2 2013Q3 202318
Vantage Investment Advisors, LLC 18180.01%0.02%0.03%Q4 2013Q1 201818
Karpus Management, Inc. 540.01%0.10%0.37%Q2 2015Q2 202318
PIN OAK INVESTMENT ADVISORS INC 17170.02%0.02%0.02%Q3 2019Q3 202317
ROBINSON CAPITAL MANAGEMENT, LLC 17170.06%0.48%1.16%Q4 2015Q4 201917
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.00%0.01%Q3 2013Q2 202316
Winslow, Evans & Crocker, Inc. 1510.00%0.00%0.01%Q4 2013Q4 202016
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
MSI Financial Services Inc 15150.00%0.01%0.01%Q2 2013Q4 201615
ENVESTNET ASSET MANAGEMENT INC 710.00%0.00%0.01%Q4 2014Q3 202314
CITIGROUP INC 1010.00%0.00%0.00%Q2 2013Q4 201813
FNY Investment Advisers, LLC 410.00%0.00%0.02%Q2 2018Q3 202313
NEXT Financial Group, Inc 610.00%0.01%0.02%Q2 2017Q4 202112
Koshinski Asset Management, Inc. 1110.00%0.30%0.57%Q1 2016Q3 202112
NATIONAL PLANNING CORP 12120.02%0.03%0.03%Q2 2013Q1 201612
Fiera Capital Corp 1110.00%0.00%0.01%Q4 2016Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 920.01%0.02%0.09%Q4 2018Q3 202111
Commonwealth Equity Services, Inc 920.00%0.00%0.00%Q2 2013Q3 201711
SG Americas Securities, LLC 610.00%0.00%0.00%Q4 2013Q1 201811
Insight Wealth Partners, LLC 10100.10%0.38%0.73%Q2 2021Q3 202310
Shaker Financial Services, LLC 210.07%0.22%0.50%Q2 2013Q2 20219
Hoxton Financial, Inc. 810.01%0.01%0.02%Q2 2013Q3 20159
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q1 2021Q1 20238
NewEdge Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
M Holdings Securities, Inc. 510.01%0.02%0.04%Q1 2019Q1 20238
PFS Partners, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
RMB Capital Management, LLC 210.01%0.02%0.05%Q1 2015Q3 20208
Hennion & Walsh Asset Management, Inc. 770.01%0.03%0.05%Q1 2021Q3 20227
MANUFACTURERS LIFE INSURANCE COMPANY, THE 770.00%0.00%0.00%Q4 2013Q2 20157
Steward Partners Investment Advisory, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Cribstone Capital Management, LLC 770.00%0.00%0.00%Q2 2017Q4 20187
Raymond James Financial Services Advisors, Inc. 660.00%0.01%0.02%Q2 2015Q3 20166
Integrated Wealth Concepts LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Tower Research Capital LLC (TRC) 210.00%0.00%0.01%Q4 2013Q1 20226
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.02%0.03%0.04%Q2 2015Q1 20226
AQR Arbitrage LLC 660.01%0.01%0.02%Q2 2022Q3 20236
US BANCORP \DE\ 510.00%0.00%0.00%Q3 2014Q2 20206
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
INTERACTIVE FINANCIAL ADVISORS, INC. 660.00%0.00%0.00%Q2 2015Q3 20166
FMR LLC 210.00%0.00%0.00%Q4 2019Q1 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
Baird Financial Group, Inc. 550.01%0.01%0.01%Q3 2015Q3 20165
AMERIPRISE FINANCIAL INC 210.00%0.00%0.00%Q2 2013Q4 20184
AMERICAN INTERNATIONAL GROUP, INC. 440.00%0.00%0.00%Q2 2015Q1 20164
Laurion Capital Management LP 220.00%0.01%0.03%Q4 2015Q4 20164
DOLIVER ADVISORS, LP 110.11%0.19%0.24%Q3 2013Q3 20174
SEI INVESTMENTS CO 440.00%0.00%0.00%Q3 2017Q2 20184
Strategic Financial Concepts, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 330.05%0.06%0.06%Q4 2016Q2 20173
COMMONWEALTH EQUITY SERVICES, LLC 210.00%0.00%0.00%Q4 2017Q3 20233
Willingdon Wealth Management 330.00%0.00%0.00%Q3 2018Q1 20193
Lloyd Park, LLC 210.30%0.48%0.60%Q4 2021Q3 20223
Kestra Advisory Services, LLC 110.00%0.04%0.05%Q4 2020Q1 20223
UNITED CAPITAL FINANCIAL ADVISORS, LLC 330.02%0.02%0.03%Q4 2014Q2 20153
RIVERBRIDGE PARTNERS LLC 220.00%0.00%0.00%Q1 2023Q2 20232
CWM, LLC 110.00%0.00%0.00%Q4 2013Q4 20182
Advisory Services Network, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
PARK AVENUE SECURITIES LLC 110.01%0.02%0.02%Q1 2019Q3 20192
BerganKDV Wealth Management, LLC 220.00%0.00%0.01%Q2 2019Q3 20192
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.01%Q2 2013Q3 20132
Aviance Capital Partners, LLC 220.09%0.10%0.12%Q1 2016Q2 20162
Truvestments Capital LLC 220.00%0.00%0.00%Q1 2020Q2 20202
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q1 2018Q3 20232
MELFA WEALTH MANAGEMENT, INC. 220.24%0.25%0.26%Q2 2023Q3 20232
Creative Planning 110.00%0.00%0.00%Q3 2013Q2 20172
RIVERNORTH CAPITAL MANAGEMENT, LLC 220.02%0.02%0.03%Q3 2013Q4 20132
MML INVESTORS SERVICES, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
SeaCrest Wealth Management, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
Asset Advisors Investment Management, LLC 110.00%0.00%0.00%Q3 2018Q2 20202
Gupta Wealth Management LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Signator Financial Services, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
MONEY CONCEPTS CAPITAL CORP 110.00%0.01%0.01%Q1 2022Q4 20222
B. Riley Wealth Advisors, Inc. 220.02%0.02%0.02%Q2 2019Q3 20192
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q3 2013Q4 20132
Consolidated Portfolio Review Corp 220.15%0.18%0.22%Q2 2023Q3 20232
Summit Financial Wealth Advisors, LLC 220.43%0.44%0.44%Q4 2015Q1 20162
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q1 2015Q1 20151
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q3 2020Q3 20201
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
COHEN & STEERS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
TFS CAPITAL LLC 110.02%0.02%0.02%Q1 2015Q1 20151
BlackRock Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q1 2022Q1 20221
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
REILLY FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Migdal Insurance & Financial Holdings Ltd. 110.00%0.00%0.00%Q4 2015Q4 20151
SUNTRUST BANKS INC 110.00%0.00%0.00%Q3 2019Q3 20191
BARCLAYS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
External links

This page lists all the filers that currently own WESTERN ASSET PREMIER BD FD or have owned WESTERN ASSET PREMIER BD FD in the past.