Institutional Ownership Western Asset Investment Grade Income Fund Inc. (PAI)
This table provides information about the institutional ownership of Western Asset Investment Grade Income Fund Inc. (PAI). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 2.12 Million shares, which have been reported (via 13F filing form) to have a value of $26.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
649,155
shares
|
$8.09 Million
0.63% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
275,204
shares
|
$3.43 Million
0.59% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
197,902
shares
|
$2.47 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
187,621
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
121,237
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.89%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
92,491
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
91,052
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 55.79%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
57,081
shares
|
$711,229
0.26% of portfolio
|
Q3 2025
Added 413.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
44,483
shares
|
$554,258
0.0% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,468
shares
|
$491,771
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
36,633
shares
|
$456,447
0.06% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
36,088
shares
|
$449,656
0.0% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
32,008
shares
|
$398,819
0.0% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
31,051
shares
|
$386,895
0.01% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
29,266
shares
|
$364,654
0.26% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
23,505
shares
|
$292,872
0.0% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
19,815
shares
|
$246,894
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Martin Capital Partners, LLC
|
Oct 03, 2025 Q3 2025 |
19,518
shares
|
$243,194
0.1% of portfolio
|
Q3 2025
Reduced 14.21%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
16,512
shares
|
$205,739
0.05% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
15,628
shares
|
$194,724
0.0% of portfolio
|
Q3 2025
Reduced 11.62%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
15,000
shares
|
$186,900
0.03% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
14,400
shares
|
$179,424
0.06% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
12,559
shares
|
$156,485
0.0% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
11,819
shares
|
$147,264
0.0% of portfolio
|
Q3 2025
Reduced 8.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
11,536
shares
|
$143,738
0.0% of portfolio
|
Q3 2025
New holding
|
|