How many institutions own WEA stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own WEA shares is 42, representing 63.37% of the company's common stock.

Who are the major shareholders selling Western Asset Premier Bond Fund stock?

PROVISE MANAGEMENT GROUP, LLC, in the last quarter, reduced its stake in WEA by -2.91% restricting it's holding to 118.38 thousand shares of worth nearly $1.25M. SIT INVESTMENT ASSOCIATES INC also lessened -7.02% of the WEA shares from its portfolio, reducing its holding to 910.5 thousand shares of worth $9.63M. PFG INVESTMENTS, LLC also shunned WEA shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying WEA stock?

As per its latest 13F filing, LPL FINANCIAL LLC increased its stake in WEA by 27.82% in the last quarter. The institutional holder raised its holding to 414.98 thousand shares having worth more than $4.39M. HIGHLINE WEALTH PARTNERS LLC also added 100% more shares of WEA to its portfolio, raising its holding to 270 shares of worth $2.86K. FIFTH THIRD BANCORP also increased its WEA shares holding by 100% which brought its holding to 5.05 thousand shares worth $53.43K.

WEA's major insiders: who are they?

The insider with the most stakes in WEA is NELSON JAMES V , at the company. Additionally, WEA stock is highly held by director SIART WILLIAM E B and President GERKEN R JAY among others.

Did an insider recently sell WEA stock?

Company executives, directors, and other insiders own 0.1% percent of Western Asset Premier Bond Fund's stock. Within the last six months, there have been 0 transaction(s) in which WEA insiders have sold stock, totaling 0 shares. Insiders that have sold shares include OLSON RONALD L, WESTERN ASSET MANAGEMENT CO, and WALSH STEPHEN A.

Which insider recently purchased WEA stock?

There have been 0 transaction(s) during the past 6-months in which Western Asset Premier Bond Fund insiders have bought stock, totalling 0 shares

How much of WEA does insiders own?

Around 0 Western Asset Premier Bond Fund shares are held by insiders, which represents about 0.1% of WEA stock.

Who is the insider with the largest stake?

WEA , NELSON JAMES V holds the largest portfolio of the company's shares. WEA shares owned by NELSON total nearly 12.1 thousand.

Which institution holds the most shares in WEA?

PROVISE MANAGEMENT GROUP, LLC is the largest institutional owner in WEA which holds 118.38 thousand shares worth $1.25M or 1% of the total WEA shares outstanding followed by LPL FINANCIAL LLC with ownership of 414.98 thousand shares representing 3.5% of the WEA ownership. ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC is the third largest stakeholder with 489.94 thousand shares or 4.13% of the ownership worth more than $5.18M.

Is Western Asset Premier Bond Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the WEA is concerned, it is a stock which is not optionable.

Is there a short position on WEA's shares?

Number of WEA shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding WEA shares are there?

As of today, null shares of WEA are outstanding.

Is there many float in WEA stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, WEA has null shares in float.

WEA short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for WEA is null.

Western Asset Premier Bond Fund (WEA) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.1% Percentage of Shares held by All Insiders

63.37% Percentage of Shares held by All Institutions

63.44% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 63.37% of WEA shares are held by financial institutions. PROVISE MANAGEMENT GROUP, LLC is the top corporate investor, holding 118.38K shares valued at $1.25M. A 1% stake in Western Asset Premier Bond Fund is owned by the company. LPL FINANCIAL LLC owns 414.98K shares valued at $4.39M, which translates its holding of 3.5% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	PROVISE MANAGEMENT GROUP, LLC	1%	118.38K	1.25M	-3.54K	-2.91%
Mar 31, 2026	LPL FINANCIAL LLC	3.5%	414.98K	4.39M	90.33K	+27.82%
Mar 31, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	4.13%	489.94K	5.18M	0	0
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	7.67%	910.5K	9.63M	-68.71K	-7.02%
Mar 31, 2026	PFG INVESTMENTS, LLC	0%	0	-	-13.08K	-100.00%
Mar 31, 2026	COSTON, MCISAAC & PARTNERS	0%	0	-	-2.82K	-100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0%	0	-	-16.92K	-100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-14.93K	-100.00%
Mar 31, 2026	STONEX GROUP INC.	0%	0	-	-67.58K	-100.00%
Mar 31, 2026	HUNTINGTON NATIONAL BANK	0%	1	11	0	0
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0%	241	2.55K	-2.46K	-91.07%
Mar 31, 2026	HIGHLINE WEALTH PARTNERS LLC	0%	270	2.86K	270	+100.00%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0%	271	2.87K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	523	5.53K	-112	-17.64%
Mar 31, 2026	IFP ADVISORS, INC	0.01%	1.08K	11.45K	-9.82K	-90.08%
Mar 31, 2026	UBS GROUP AG	0.04%	4.23K	44.7K	-216	-4.86%
Mar 31, 2026	FIFTH THIRD BANCORP	0.04%	5.05K	53.43K	5.05K	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.07%	8.23K	87.06K	50	+0.61%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.07%	8.8K	93.06K	501	+6.04%
Mar 31, 2026	CALAMOS ADVISORS LLC	0.12%	13.76K	145.57K	13.76K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.12%	14.71K	156K	3.23K	+28.13%
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.15%	17.28K	182.83K	0	0
Mar 31, 2026	SMITH ASSET MANAGEMENT CO., LLC	0.15%	18.37K	194.32K	3.4K	+22.75%
Mar 31, 2026		0.16%	18.41K	194.81K	0	0
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.2%	24.08K	255K	1.8K	+8.08%
Mar 31, 2026	M HOLDINGS SECURITIES, INC.	0.21%	24.49K	259K	-83	-0.34%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	30.45K	322.19K	1.61K	+5.56%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.47%	55.19K	583.92K	-200	-0.36%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.59%	69.94K	739.95K	-1.77K	-2.47%
Mar 31, 2026	INSIGHT WEALTH PARTNERS, LLC	0.73%	86.57K	915.96K	-8.27K	-8.72%
Mar 31, 2026	INVICTUS PRIVATE WEALTH, LLC	0.88%	104.28K	1.1M	5.09K	+5.13%
Mar 31, 2026	INVESCO LTD.	0.99%	117.33K	1.24M	-283	-0.24%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.01%	119.29K	1.26M	4.75K	+4.14%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	1.1%	131.07K	1.39M	275	+0.21%
Mar 31, 2026	FIERA CAPITAL CORP	1.55%	183.68K	1.94M	-8.76K	-4.55%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	1.89%	224.64K	2.38M	-44.13K	-16.42%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	1.9%	225.28K	2.38M	160	+0.07%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	2.71%	321.61K	3.4M	65.87K	+25.76%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.94%	348.57K	3.69M	111.76K	+47.19%
Mar 31, 2026	WHIPPLEWOOD ADVISORS, LLC	3.12%	369.99K	3.91M	3.12K	+0.85%
Mar 31, 2026	MORGAN STANLEY	17.76%	2.11M	22.29M	139.87K	+7.11%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	8.25%	979.21K	10.8M	49.51K	+5.32%
Dec 31, 2025		0.16%	18.41K	203.1K	0	0
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.1%	130.79K	1.44M	-4.24K	-3.14%
Dec 31, 2025	FIERA CAPITAL CORP	1.62%	192.44K	2.12M	32.57K	+20.37%
Dec 31, 2025	LPL FINANCIAL LLC	2.74%	324.64K	3.58M	42.25K	+14.96%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	4.13%	489.94K	5.4M	-205	-0.04%
Dec 31, 2025	MORGAN STANLEY	16.58%	1.97M	21.7M	27.8K	+1.43%
Dec 31, 2025	COMERICA BANK	0.03%	3.75K	41.36K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.07%	8.18K	90.21K	4.53K	+124.27%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.07%	8.29K	91.48K	-4.82K	-36.75%
Dec 31, 2025	IFP ADVISORS, INC	0.09%	10.9K	120.27K	-53.09K	-82.96%
Dec 31, 2025	ROYAL BANK OF CANADA	0.1%	11.48K	127K	38	+0.33%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.11%	13.08K	144.3K	-1.97K	-13.08%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	14.93K	164.72K	14.93K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.14%	16.92K	186.63K	-44.67K	-72.53%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.15%	17.28K	190.61K	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.19%	22.28K	246K	450	+2.06%
Dec 31, 2025	M HOLDINGS SECURITIES, INC.	0.21%	24.58K	271K	851	+3.59%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	28.85K	318.2K	68	+0.24%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.47%	55.39K	610.96K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.97%	114.54K	1.26M	-1.99K	-1.71%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2%	236.82K	2.61M	-1.03K	-0.43%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.6%	71.71K	790.99K	2	0.00%
Dec 31, 2025	INSIGHT WEALTH PARTNERS, LLC	0.8%	94.85K	1.05M	461	+0.49%
Dec 31, 2025	INVESCO LTD.	0.99%	117.61K	1.3M	12.52K	+11.91%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	2.16%	255.74K	2.82M	-51K	-16.63%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.27%	268.77K	2.96M	53.12K	+24.63%
Dec 31, 2025	WHIPPLEWOOD ADVISORS, LLC	3.09%	366.87K	4.05M	93.36K	+34.13%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.02%	2.7K	29.78K	2.7K	+100.00%
Dec 31, 2025	COSTON, MCISAAC & PARTNERS	0.02%	2.82K	31K	2.82K	+100.00%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0%	1	11	0	0
Dec 31, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0%	0	-	-238.49K	-100.00%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-1.43K	-100.00%
Dec 31, 2025	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-300	-100.00%
Dec 31, 2025	BENJAMIN EDWARDS INC	0%	0	-	-15.2K	-100.00%
Dec 31, 2025	UBS GROUP AG	0.04%	4.44K	48.98K	1.01K	+29.25%
Dec 31, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.13%	14.96K	165.04K	1.43K	+10.53%
Dec 31, 2025	STONEX GROUP INC.	0.57%	67.58K	745.43K	-22.01K	-24.56%
Dec 31, 2025	PROVISE MANAGEMENT GROUP, LLC	1.03%	121.93K	1.34M	-9.21K	-7.03%
Dec 31, 2025	INVICTUS PRIVATE WEALTH, LLC	0.84%	99.2K	1.09M	25.24K	+34.12%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.9%	225.12K	2.48M	1.19K	+0.53%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	635	7.01K	113	+21.65%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	271	2.99K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.52%	61.59K	691.63K	1.61K	+2.69%
Sep 30, 2025	IFP ADVISORS, INC	0.54%	64K	718.66K	-4.15K	-6.09%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.6%	71.71K	805.31K	-1.33K	-1.83%
Sep 30, 2025	INVICTUS PRIVATE WEALTH, LLC	0.62%	73.96K	830.57K	-18.86K	-20.32%
Sep 30, 2025	COMERICA BANK	0.03%	3.75K	42.11K	0	0
Sep 30, 2025	STONEX GROUP INC.	0.76%	89.59K	1.01M	6.73K	+8.12%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	522	5.85K	-850	-61.95%
Sep 30, 2025	INSIGHT WEALTH PARTNERS, LLC	0.8%	94.39K	1.06M	2.87K	+3.14%
Sep 30, 2025	INVESCO LTD.	0.89%	105.09K	1.18M	9.36K	+9.78%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.98%	116.54K	1.31M	461	+0.40%
Sep 30, 2025	PROVISE MANAGEMENT GROUP, LLC	1.11%	131.14K	1.47M	-1.25K	-0.94%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.14%	135.03K	1.52M	-787	-0.58%
Sep 30, 2025	FIERA CAPITAL CORP	1.35%	159.87K	1.8M	10.21K	+6.82%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.82%	215.65K	2.42M	-17.38K	-7.46%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.89%	223.94K	2.51M	8.2K	+3.80%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2%	237.85K	2.67M	47.21K	+24.77%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	2.01%	238.49K	2.68M	19.35K	+8.83%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	2.31%	273.51K	3.07M	1.67K	+0.61%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	2.59%	306.74K	3.44M	-27.34K	-8.18%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	4.13%	490.14K	5.5M	-33.91K	-6.47%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-9.15K	-100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	271	3.04K	0	0
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	7.84%	929.71K	10.44M	223.98K	+31.74%
Sep 30, 2025	MORGAN STANLEY	16.34%	1.94M	21.78M	83.63K	+4.51%
Sep 30, 2025	ROYAL BANK OF CANADA	0.1%	11.44K	129K	109	+0.96%
Sep 30, 2025	LPL FINANCIAL LLC	2.38%	282.39K	3.17M	795	+0.28%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0%	1	11	0	0
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, LLC	0%	0	-	-3.42K	-100.00%
Sep 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	300	3K	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	1.43K	16.04K	0	0
Sep 30, 2025	UBS GROUP AG	0.03%	3.44K	38.59K	-278	-7.49%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	3.65K	40.96K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.11%	13.11K	147.27K	697	+5.61%
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.11%	13.54K	152.02K	1.11K	+8.91%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.13%	15.05K	169.03K	3.02K	+25.13%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.13%	15.2K	170.7K	-4.17K	-21.53%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.15%	17.28K	194.07K	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.18%	21.83K	245K	-3.34K	-13.26%
Sep 30, 2025	M HOLDINGS SECURITIES, INC.	0.2%	23.73K	266K	23.73K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	28.78K	323K	-688	-2.33%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.47%	55.39K	622.04K	-2.69K	-4.63%
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	300	3K	0	0
Jun 30, 2025	MORGAN STANLEY	15.64%	1.86M	20.13M	152.63K	+8.96%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	5.95%	705.73K	7.66M	11.62K	+1.67%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	4.42%	524.05K	5.69M	-20.24K	-3.72%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	2.82%	334.08K	3.62M	-3.07K	-0.91%
Jun 30, 2025		2.29%	271.85K	2.95M	186.82K	+219.73%
Jun 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	1.85%	219.14K	2.38M	-8.33K	-3.66%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.82%	215.74K	2.34M	21.57K	+11.11%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.61%	190.64K	2.07M	18.44K	+10.71%
Jun 30, 2025	FIERA CAPITAL CORP	1.26%	149.65K	1.62M	-2.83K	-1.85%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.14%	135.82K	1.47M	3.14K	+2.37%
Jun 30, 2025	IFP ADVISORS, INC	0.57%	68.15K	739.38K	-1.98K	-2.82%
Jun 30, 2025	COMERICA BANK	0.03%	3.75K	40.69K	0	0
Jun 30, 2025	UBS GROUP AG	0.03%	3.71K	40.3K	-10K	-72.92%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	3.65K	39.57K	0	0
Jun 30, 2025	BEACON CAPITAL MANAGEMENT, LLC	0.03%	3.42K	37.1K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	1.43K	15.49K	1.43K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.37K	14.9K	693	+102.06%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	271	2.94K	0	0
Jun 30, 2025	PROVISE MANAGEMENT GROUP, LLC	1.12%	132.39K	1.44M	1.6K	+1.22%
Jun 30, 2025	INVICTUS PRIVATE WEALTH, LLC	0.78%	92.82K	1.01M	40.52K	+77.48%
Jun 30, 2025	INSIGHT WEALTH PARTNERS, LLC	0.77%	91.51K	992.92K	750	+0.83%
Jun 30, 2025	STONEX GROUP INC.	0.7%	82.86K	903.03K	1.75K	+2.16%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.62%	73.04K	790.99K	8.07K	+12.42%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.49%	58.08K	630.2K	-255	-0.44%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0%	1	11	0	0
Jun 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.1%	12.43K	134.86K	556	+4.68%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	29.47K	320K	-1.11K	-3.63%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.16%	19.37K	210.16K	90	+0.47%
Jun 30, 2025	LPL FINANCIAL LLC	2.37%	281.6K	3.06M	1.82K	+0.65%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.96%	233.03K	2.53M	21.13K	+9.97%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.98%	116.08K	1.26M	7.42K	+6.82%
Jun 30, 2025	INVESCO LTD.	0.81%	95.73K	1.04M	5.42K	+6.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.51%	59.98K	650.73K	-1.19K	-1.95%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.21%	25.16K	273K	-3.2K	-11.28%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.15%	17.28K	187.5K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.1%	12.42K	134.73K	-1.2K	-8.80%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.1%	12.03K	130.51K	23	+0.19%
Jun 30, 2025	ROYAL BANK OF CANADA	0.1%	11.34K	123K	28	+0.25%
Jun 30, 2025	WHIPPLEWOOD ADVISORS, LLC	2.29%	271.85K	2.95M	186.82K	+219.73%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.08%	9.15K	99.28K	9.15K	+100.00%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0%	0	-	-17.02K	-100.00%
Jun 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0%	0	-	-10.72K	-100.00%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.16%	19.28K	216.13K	3.5K	+22.18%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.15%	17.28K	193.72K	0	0
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.14%	17.02K	190.75K	-4.66K	-21.49%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.12%	132.68K	1.49M	28.57K	+27.44%
Mar 31, 2025	BOKF, NA	0%	0	-	-1.5K	-100.00%
Mar 31, 2025	STONEX GROUP INC.	0.68%	81.11K	909.29K	141	+0.17%
Mar 31, 2025	INVESCO LTD.	0.76%	90.31K	1.01M	4.36K	+5.08%
Mar 31, 2025	INSIGHT WEALTH PARTNERS, LLC	0.76%	90.76K	1.02M	2K	+2.25%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.92%	108.66K	1.22M	431	+0.40%
Mar 31, 2025	PROVISE MANAGEMENT GROUP, LLC	1.1%	130.79K	1.47M	1.23K	+0.95%
Mar 31, 2025	FIERA CAPITAL CORP	1.29%	152.48K	1.71M	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.45%	172.2K	1.93M	17.29K	+11.16%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.64%	194.18K	2.18M	29.53K	+17.93%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-12.69K	-100.00%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0%	1	11	0	0
Mar 31, 2025	COMERICA BANK	0.03%	3.75K	42.04K	300	+8.70%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.52%	61.17K	685.66K	-6.79K	-10.00%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	2.84%	337.15K	3.78M	3.9K	+1.17%
Mar 31, 2025	PFS PARTNERS, LLC	0%	0	-	-333	-100.00%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	271	3.04K	0	0
Mar 31, 2025	FNY INVESTMENT ADVISERS, LLC	0%	300	3K	300	+100.00%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.79%	211.9K	2.38M	-648	-0.30%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.49%	58.34K	653.97K	500	+0.86%
Mar 31, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	1.92%	227.47K	2.55M	12.64K	+5.88%
Mar 31, 2025	LPL FINANCIAL LLC	2.36%	279.78K	3.14M	2.23K	+0.80%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	679	7.61K	-238	-25.95%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.03%	3.65K	40.88K	3.65K	+100.00%
Mar 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.09%	10.72K	120.21K	49	+0.46%
Mar 31, 2025	ROYAL BANK OF CANADA	0.1%	11.31K	127K	19	+0.17%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.1%	12.01K	134.58K	-948	-7.32%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.11%	13.62K	152.62K	0	0
Mar 31, 2025	UBS GROUP AG	0.12%	13.72K	153.77K	-1.84K	-11.80%
Mar 31, 2025	INVICTUS PRIVATE WEALTH, LLC	0.44%	52.3K	586.28K	1.94K	+3.84%
Mar 31, 2025		0.1%	11.87K	133.1K	-317	-2.60%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	4.59%	544.29K	6.1M	-57.79K	-9.60%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	5.85%	694.11K	7.78M	24.09K	+3.60%
Mar 31, 2025	MORGAN STANLEY	14.35%	1.7M	19.09M	164.75K	+10.71%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.55%	64.98K	728.38K	5.93K	+10.05%
Mar 31, 2025	IFP ADVISORS, INC	0.59%	70.13K	786.1K	-8.98K	-11.35%
Mar 31, 2025	BEACON CAPITAL MANAGEMENT, LLC	0.03%	3.42K	38.33K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	30.58K	343K	1.53K	+5.27%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.24%	28.36K	318K	-10.59K	-27.19%
Mar 31, 2024	CONSOLIDATED PORTFOLIO REVIEW CORP	1.06%	126.31K	1.34M	-61	-0.05%
Mar 31, 2024	MORGAN STANLEY	7.03%	834.55K	8.88M	-11.81K	-1.40%
Mar 31, 2024	INVICTUS PRIVATE WEALTH, LLC	0.33%	38.96K	414.55K	735	+1.92%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	2.08%	246.63K	2.62M	-5.32K	-2.11%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	6.15%	729.31K	7.76M	-29.87K	-3.93%
Mar 31, 2024	ACCUVEST GLOBAL ADVISORS	0%	0	-	-32.98K	-100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0%	0	-	-122.17K	-100.00%
Mar 31, 2024	FMR LLC	0%	1	11	1	+100.00%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0%	1	11	0	0
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0%	271	2.88K	0	0
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0%	300	3K	300	+100.00%
Mar 31, 2024	PFS PARTNERS, LLC	0%	333	3.54K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0.01%	767	8.16K	767	+100.00%
Mar 31, 2024	PIN OAK INVESTMENT ADVISORS INC	0.01%	1.48K	16K	0	0
Mar 31, 2024	BEACON CAPITAL MANAGEMENT, LLC	0.03%	3.42K	36.38K	-2	-0.06%
Mar 31, 2024	UBS GROUP AG	0.08%	9.99K	106.27K	4.14K	+70.71%
Mar 31, 2024	STRATEGIC FINANCIAL CONCEPTS, LLC	0.09%	10.94K	116.43K	22	+0.20%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.36%	42.91K	457K	-5.08K	-10.59%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.37%	43.65K	464.44K	43.65K	+100.00%
Mar 31, 2024	INVESCO LTD.	0.47%	56.34K	599.5K	13.63K	+31.91%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.51%	60.36K	642.18K	60.36K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.58%	69.12K	735.45K	-1.87K	-2.63%
Mar 31, 2024	INSIGHT WEALTH PARTNERS, LLC	0.71%	84.79K	902.21K	-2.15K	-2.47%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.98%	116.27K	1.24M	99.37K	+588.01%
Mar 31, 2024	PROVISE MANAGEMENT GROUP, LLC	1.03%	122.15K	1.3M	-1.45K	-1.17%
Mar 31, 2024	FIERA CAPITAL CORP	1.26%	149.73K	1.59M	752	+0.50%
Mar 31, 2024	LPL FINANCIAL LLC	1.27%	150.38K	1.6M	30.61K	+25.56%
Mar 31, 2024	PFG INVESTMENTS, LLC	1.46%	172.76K	1.84M	172.76K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.14%	254.49K	2.71M	-30.69K	-10.76%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	3.24%	384.72K	4.09M	-408.89K	-51.52%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.1%	12.18K	129.54K	-223.05K	-94.82%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.14%	16.14K	171.68K	-170	-1.04%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.15%	17.58K	187.02K	-2.87K	-14.04%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	18.31K	194.84K	0	0
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.18%	21.61K	230K	-12.7K	-37.02%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.19%	22.18K	235.96K	11.48K	+107.38%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.19%	22.28K	237.07K	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	26.15K	278K	26.15K	+100.00%
Mar 31, 2024	MOORS & CABOT, INC.	0.28%	33K	351.12K	15.1K	+84.36%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.09%	10.72K	114.06K	28	+0.26%
Mar 31, 2024	ROYAL BANK OF CANADA	0.11%	12.57K	134K	1.82K	+16.90%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.48%	56.67K	602.99K	-1.15K	-1.99%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.88%	104.91K	1.12M	-46.36K	-30.65%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	9.58%	1.14M	12.1M	-201.28K	-15.04%
Dec 31, 2023	MORGAN STANLEY	7.16%	846.36K	9.14M	113.66K	+15.51%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	6.71%	793.61K	8.57M	-9.7K	-1.21%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	6.42%	759.18K	8.2M	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.41%	285.17K	3.08M	1.71K	+0.60%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	2.13%	251.95K	2.72M	18.27K	+7.82%
Dec 31, 2023	INSIGHT WEALTH PARTNERS, LLC	0.74%	86.94K	938.94K	-1.19K	-1.35%
Dec 31, 2023	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0%	0	-	-2.3K	-100.00%
Dec 31, 2023	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-300	-100.00%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0%	0	-	-11.3K	-100.00%
Dec 31, 2023	AQR ARBITRAGE LLC	0%	0	-	-12.16K	-100.00%
Dec 31, 2023	COMERICA BANK	0%	0	-	-6K	-100.00%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0%	1	11	0	0
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0%	271	2.93K	0	0
Dec 31, 2023	PIN OAK INVESTMENT ADVISORS INC	0.01%	1.48K	16K	0	0
Dec 31, 2023	BEACON CAPITAL MANAGEMENT, LLC	0.03%	3.42K	34.52K	-29	-0.84%
Dec 31, 2023	UBS GROUP AG	0.05%	5.85K	63.19K	77	+1.33%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.09%	10.69K	115.48K	58	+0.55%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.09%	10.69K	115.5K	10.69K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.09%	10.75K	116K	-2.07K	-16.11%
Dec 31, 2023		0%	333	3.6K	0	0
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.14%	16.31K	176.09K	373	+2.34%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.14%	16.9K	182.52K	16.9K	+100.00%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	11.32%	1.34M	14.45M	-64.35K	-4.59%
Dec 31, 2023	MOORS & CABOT, INC.	0.15%	17.9K	193.32K	17.9K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.99%	235.23K	2.54M	-235.02K	-49.98%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.28%	151.27K	1.63M	14.93K	+10.95%
Dec 31, 2023	FIERA CAPITAL CORP	1.26%	148.98K	1.61M	0	0
Dec 31, 2023	CONSOLIDATED PORTFOLIO REVIEW CORP	1.07%	126.37K	1.36M	36.24K	+40.21%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	18.31K	197.77K	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.17%	20.45K	220.84K	8.78K	+75.19%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.19%	22.28K	240.64K	-1.12K	-4.78%
Dec 31, 2023	ACCUVEST GLOBAL ADVISORS	0.28%	32.98K	356.17K	32.98K	+100.00%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.29%	34.31K	371K	6.1K	+21.63%
Dec 31, 2023	INVICTUS PRIVATE WEALTH, LLC	0.32%	38.23K	412.85K	38.23K	+100.00%
Dec 31, 2023	IFP ADVISORS, INC	0.33%	39.29K	424.36K	8.91K	+29.32%
Dec 31, 2023	INVESCO LTD.	0.36%	42.71K	461.3K	15.73K	+58.31%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.41%	47.99K	518K	-928	-1.90%
Dec 31, 2023	LPL FINANCIAL LLC	1.01%	119.77K	1.29M	-9.67K	-7.47%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.49%	57.82K	624.48K	-7.43K	-11.38%
Dec 31, 2023	PROVISE MANAGEMENT GROUP, LLC	1.05%	123.6K	1.33M	-9.39K	-7.06%
Dec 31, 2023	TRUIST FINANCIAL CORP	1.03%	122.17K	1.32M	-10.33K	-7.80%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.6%	70.99K	766.7K	373	+0.53%

Insiders

Among the WEA insiders holding of 0.1% of the stake in company, NELSON JAMES V, , holds the largest shares of 12.1K. SIART WILLIAM E B, director, is the second largest WEA insider with ownership of 10K shares. GERKEN R JAY, President, stands third with possession of 2K shares of that stake.

Insiders	Designation	Shares Held
NELSON JAMES V		12.1K
SIART WILLIAM E B	director	10K
GERKEN R JAY	President	2K
OLSON RONALD L	director	2K
FULLER KENNETH	President and CEO	1K
KARPINSKI MARIE K	Treasurer	500
BANK OF AMERICA CORP /DE/	10 percent owner	0
WALSH STEPHEN A		0
WESTERN ASSET MANAGEMENT CO		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 20, 2023	OLSON RONALD L	SALE	11.20	18K	201.6K	2K
Dec 23, 2022	OLSON RONALD L	PURCHASE	11.19	20K	223.9K	20K
Dec 21, 2022	SIART WILLIAM E B	PURCHASE	10.75	10K	107.5K	10K
Jun 27, 2014	FULLER KENNETH	PURCHASE	14.96	1K	14.96K	1K
Jun 18, 2014	WESTERN ASSET MANAGEMENT CO	SALE	14.95	21.36K	319.35K	0
Jan 03, 2012	WALSH STEPHEN A	SALE	16.03	500	8.02K	0
Jun 02, 2011	WALSH STEPHEN A	SALE	15.79	500	7.9K	500
Aug 26, 2010	BANK OF AMERICA CORP /DE/	SALE	14.85	1	14.85	0
Jul 13, 2010	WALSH STEPHEN A	SALE	14.67	29	425.43	1K
Sep 17, 2008	WALSH STEPHEN A	PURCHASE	9.35	900	8.42K	1.03K
Sep 16, 2008	WALSH STEPHEN A	PURCHASE	9.55	100	955	129
Sep 20, 2007	GERKEN R JAY	PURCHASE	28.27	2K	56.53K	2K
May 27, 2005	NELSON JAMES V	SALE	14.65	1K	14.65K	12.1K
May 26, 2005	NELSON JAMES V	SALE	14.65	5K	73.25K	13.5K
May 25, 2005	NELSON JAMES V	SALE	14.69	1.6K	23.5K	28.3K
May 17, 2005	NELSON JAMES V	SALE	14.19	1.4K	19.87K	32.3K
May 16, 2005	NELSON JAMES V	SALE	14.30	1.5K	21.45K	33.7K
May 12, 2005	NELSON JAMES V	SALE	14.41	1.2K	17.29K	35.2K
Feb 18, 2004	KARPINSKI MARIE K	PURCHASE	15.48	500	7.74K	500

Frequently Asked Questions