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Western Asset Total Return ETF (WBND) Institutional Ownership

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$19.93
-0.06 (-0.30%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Western Asset Total Return ETF (NASDAQ:WBND)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$18.75M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.58M
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WBND Institutional Buying and Selling by Quarter

Western Asset Total Return ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Landmark Wealth Management LLC171,036$3.45M1.6%+5.0%9.002%
2/8/2024 Financial Advocates Investment Management35,873$742K0.0%+53.8%1.560%
2/7/2024 Cary Street Partners Investment Advisory LLC18,978$392K0.0%+9.5%0.825%
2/5/2024 Cary Street Partners Asset Management LLC62,948$1.30M0.2%+80.0%2.737%
1/24/2024 Allworth Financial LP215,654$4.46M0.0%+212.4%9.376%
1/22/2024 Landmark Wealth Management LLC162,854$3.37M1.7%+3.2%7.081%
1/18/2024 Verum Partners LLC10,570$219K0.1%N/A0.460%
11/13/2023 Cary Street Partners Investment Advisory LLC17,339$336K0.0%+2,453.6%0.846%
11/13/2023 LPL Financial LLC491,434$9.53M0.0%+4.9%23.972%
11/7/2023Atria Investments Inc185,752$3.60M0.1%N/A9.061%
10/31/2023 Allworth Financial LP69,042$1.34M0.0%-28.2%3.368%
10/27/2023 Financial Advocates Investment Management23,318$452K0.0%N/A1.137%
10/24/2023 Bank of New York Mellon Corp87,994$1.71M0.0%+28.9%4.292%
10/20/2023 Bill Few Associates Inc.20,428$396K0.2%+32.4%0.996%
10/13/2023 Landmark Wealth Management LLC157,753$3.06M1.7%+3.0%8.090%
10/10/2023 Arden Trust Co10,718$208K0.0%-78.8%0.550%
8/10/2023 Cary Street Partners Asset Management LLC22,927$470K0.1%+63.9%1.239%
7/31/2023 LPL Financial LLC468,407$9.60M0.0%+725.6%25.319%
7/18/2023 Allworth Financial LP96,182$1.97M0.0%-0.6%5.199%
7/18/2023 Bill Few Associates Inc.15,428$316K0.2%N/A0.834%
7/14/2023 Landmark Wealth Management LLC153,093$3.14M2.8%+0.9%8.275%
7/14/2023 Arden Trust Co50,570$1.04M0.2%-20.6%2.734%
5/15/2023 Cary Street Partners Asset Management LLC13,985$291K0.1%+12.0%1.119%
4/28/2023 Avantax Advisory Services Inc.10,132$210K0.0%N/A0.811%
4/27/2023 Stratos Wealth Partners LTD.17,791$370K0.0%+27.1%1.423%
4/18/2023 Allworth Financial LP96,788$2.01M0.0%+63.4%7.743%
4/17/2023 Landmark Wealth Management LLC151,697$3.15M1.8%+21.0%12.136%
4/17/2023 Arden Trust Co63,726$1.32M0.2%-80.4%5.098%
2/14/2023 Cary Street Partners Asset Management LLC12,487$251K0.1%+655.0%0.806%
2/10/2023 Franklin Resources Inc.330,007$6.64M0.0%-14.7%21.291%
2/9/2023 Mercer Global Advisors Inc. ADV74,552$1.50M0.0%-58.6%4.810%
2/7/2023 LPL Financial LLC52,872$1.06M0.0%+23.7%3.411%
2/7/2023 Envestnet Asset Management Inc.37,543$755K0.0%-73.1%2.422%
2/3/2023 Aveo Capital Partners LLC12,410$250K0.0%-92.9%0.801%
1/20/2023 Landmark Wealth Management LLC125,369$2.52M1.8%+1.7%8.088%
1/20/2023 Arden Trust Co325,721$6.55M1.3%-15.5%21.014%
1/13/2023 Allworth Financial LP59,216$1.19M0.0%-2.7%3.820%
11/15/2022 Mercer Global Advisors Inc. ADV180,075$3.49M0.0%-4.6%11.255%
11/10/2022 Envestnet Asset Management Inc.139,344$2.70M0.0%-14.2%7.963%
11/9/2022 Aveo Capital Partners LLC175,724$3.40M0.6%+0.6%10.041%
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11/2/2022 Avantax Advisory Services Inc.14,820$287K0.0%-8.1%0.823%
10/24/2022 Stratos Wealth Partners LTD.14,000$271K0.0%N/A0.778%
10/24/2022 Landmark Wealth Management LLC123,240$2.39M1.8%+0.9%6.847%
10/20/2022 Arden Trust Co385,461$7.46M1.9%-2.8%21.415%
10/18/2022 Allworth Financial LP60,843$1.18M0.0%-4.3%3.380%
8/12/2022 Franklin Resources Inc.393,273$8.27M0.0%-5.5%15.126%
8/11/2022 Magnus Financial Group LLC644,462$13.56M2.5%+1.9%24.787%
8/5/2022 Aveo Capital Partners LLC174,720$3.68M0.6%N/A6.720%
8/3/2022 Envestnet Asset Management Inc.162,489$3.42M0.0%-25.6%6.250%
8/3/2022 AE Wealth Management LLC11,766$247K0.0%-43.9%0.453%
8/2/2022 Avantax Advisory Services Inc.16,120$339K0.0%-47.0%0.620%
7/28/2022 Professional Financial Advisors LLC2,035$43K0.0%-98.9%0.078%
7/22/2022 Truist Financial Corp80,900$1.70M0.0%-45.7%3.112%
7/21/2022 Landmark Wealth Management LLC122,111$2.57M3.3%-9.7%4.697%
7/15/2022 Destiny Wealth Partners LLC15,995$336K0.1%-93.8%0.615%
7/13/2022 Allworth Financial LP63,545$1.34M0.0%-84.6%2.444%
7/12/2022 Arden Trust Co396,443$8.34M1.9%-17.7%15.248%
5/12/2022 Wick Capital Partners LLC9,633$221K0.1%-5.7%0.279%
5/12/2022 Magnus Financial Group LLC632,347$14.51M2.4%+5.3%18.329%
5/10/2022 Mercer Global Advisors Inc. ADV245,456$5.63M0.0%-72.1%6.294%
5/9/2022 Regal Investment Advisors LLC8,735$201K0.0%N/A0.224%
5/5/2022 Professional Financial Advisors LLC180,534$4.14M1.8%+15.6%4.629%
5/4/2022 Envestnet Asset Management Inc.218,534$5.02M0.0%-72.2%5.603%
5/2/2022 National Asset Management Inc.18,400$423K0.0%-9.6%0.472%
4/28/2022 Landmark Wealth Management LLC135,221$3.10M1.6%+4.8%3.145%
4/26/2022 Landmark Wealth Management LLC135,221$13.52M4.8%+4.8%2.732%
4/22/2022 Smart Money Group LLC73,022$1.68M1.1%-14.0%1.475%
4/22/2022 Allworth Financial LP412,952$9.48M0.1%+804.5%8.259%
4/22/2022 Truist Financial Corp149,003$3.42M0.0%-8.8%2.980%
4/21/2022 Destiny Wealth Partners LLC256,865$5.90M1.1%+12.1%5.137%
4/18/2022 AE Wealth Management LLC20,976$481K0.0%-34.4%0.420%
4/12/2022 Edmonds Duncan Registered Investment Advisors LLC611,411$14.03M4.1%+2.4%12.228%
4/11/2022 Arden Trust Co481,505$11.05M2.2%+2.3%9.630%
2/15/2022 Capital Planning Advisors LLC42,534$1.12M0.2%-8.1%0.895%
2/10/2022 Covestor Ltd1,190$31K0.0%N/A0.025%
2/10/2022 Magnus Financial Group LLC600,498$15.75M3.0%+1.1%12.642%
2/4/2022 Envestnet Asset Management Inc.785,569$20.61M0.0%-1.6%16.538%
2/4/2022 Mercer Global Advisors Inc. ADV878,948$23.06M0.1%-1.1%18.504%
2/3/2022 Cambridge Investment Research Advisors Inc.40,402$1.06M0.0%+31.7%0.851%
2/3/2022 Advisor Group Holdings Inc.136,908$3.57M0.0%-0.6%2.882%
2/1/2022 Avestar Capital LLC13,660$358K0.0%-60.4%0.288%
1/28/2022 National Asset Management Inc.20,352$534K0.0%+352.8%0.428%
1/27/2022 Smart Money Group LLC84,903$2.23M1.4%+85.6%1.787%
1/27/2022 Edmonds Duncan Registered Investment Advisors LLC596,858$15.30M4.0%+12.0%12.565%
1/24/2022 Arden Trust Co470,721$12.35M2.1%-14.0%9.910%
1/24/2022 Avantax Advisory Services Inc.30,245$793K0.0%-1.9%0.637%
1/21/2022 Allworth Financial LP45,657$1.20M0.0%N/A0.961%
1/21/2022 Wick Capital Partners LLC10,220$268K0.2%N/A0.215%
1/20/2022 Destiny Wealth Partners LLC229,129$6.01M1.2%+2.5%4.824%
1/20/2022 AE Wealth Management LLC31,997$839K0.0%-6.9%0.674%
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1/18/2022 Professional Financial Advisors LLC156,127$4.10M1.8%N/A3.287%
11/16/2021 Jane Street Group LLC74,240$2.00M0.0%N/A1.563%
11/16/2021 National Asset Management Inc.4,495$426K0.0%N/A0.094%
11/16/2021 LPL Financial LLC107,577$2.90M0.0%+37.5%2.241%
11/15/2021 Franklin Resources Inc.441,876$11.91M0.0%N/A9.206%
11/12/2021 Magnus Financial Group LLC594,123$16.02M3.4%+2.9%12.378%
11/10/2021 Mercer Global Advisors Inc. ADV888,464$23.95M0.2%+6.5%18.510%
11/9/2021 Avestar Capital LLC34,467$929K0.1%+13.8%0.718%
11/9/2021 Capital Planning Advisors LLC46,268$1.25M0.3%+2.1%0.964%
11/5/2021 Truist Financial Corp162,136$4.37M0.0%+4.4%3.378%
(Data available from 1/1/2016 forward)

WBND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WBND shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Western Asset Total Return ETF. The most heavily invested institutionals were Magnus Financial Group LLC ($13.56M), LPL Financial LLC ($9.53M), Franklin Resources Inc. ($6.64M), Allworth Financial LP ($4.46M), Atria Investments Inc ($3.60M), Landmark Wealth Management LLC ($3.45M), and Bank of New York Mellon Corp ($1.71M).Learn more on WBND's institutional investors.

Which institutional investors have been buying Western Asset Total Return ETF stock?

Of the 14 institutional investors that purchased Western Asset Total Return ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($444.83K), Atria Investments Inc ($185.75K), Allworth Financial LP ($184.18K), Aveo Capital Partners LLC ($175.72K), Cary Street Partners Asset Management LLC ($49.26K), Landmark Wealth Management LLC ($48.93K), and Financial Advocates Investment Management ($35.87K).

How much institutional buying is happening at Western Asset Total Return ETF?

Institutional investors have bought a total of 1,233,616 shares in the last 24 months. This purchase volume represents approximately $31.46M in transactions.

Which Western Asset Total Return ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold Western Asset Total Return ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arden Trust Co ($470.79K), Allworth Financial LP ($381.48K), Destiny Wealth Partners LLC ($240.87K), Envestnet Asset Management Inc. ($180.99K), Professional Financial Advisors LLC ($178.50K), Aveo Capital Partners LLC ($163.31K), and Mercer Global Advisors Inc. ADV ($114.23K).

How much institutional selling is happening at Western Asset Total Return ETF?

Institutional investors have sold a total of 1,916,077 shares in the last 24 months. This volume of shares sold represents approximately $77.59M in transactions.


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This page (NASDAQ:WBND) was last updated on 5/18/2024 by MarketBeat.com Staff

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