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 36 institutions that hold shares in the stock, with a total of 2.18 Million shares, which have been reported (via 13F filing form) to have a value of $27.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
666,405
shares
|
$8.44 Million
0.69% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
296,274
shares
|
$3.75 Million
0.74% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
255,783
shares
|
$3.24 Million
0.15% of portfolio
|
Q1 2025
Added 19.35%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
167,893
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
Added 1950.73%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
166,383
shares
|
$2.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.37%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
85,834
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
53,279
shares
|
$674,512
0.0% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
44,524
shares
|
$563,673
0.0% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
40,951
shares
|
$518,439
0.02% of portfolio
|
Q1 2025
Reduced 26.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,468
shares
|
$499,664
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
35,512
shares
|
$449,581
0.0% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
29,266
shares
|
$370,507
0.28% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
29,183
shares
|
$369,456
0.06% of portfolio
|
Q1 2025
Added 24.94%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
27,714
shares
|
$350,859
0.0% of portfolio
|
Q1 2025
Reduced 81.07%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
27,398
shares
|
$346,858
0.0% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
22,750
shares
|
$288,015
0.12% of portfolio
|
Q2 2025
Added 97.29%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
20,732
shares
|
$262,467
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
20,122
shares
|
$254,744
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
19,815
shares
|
$250,857
0.02% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
17,138
shares
|
$216,967
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
16,512
shares
|
$209,041
0.06% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
15,322
shares
|
$193,976
0.0% of portfolio
|
Q1 2025
Reduced 26.24%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
15,246
shares
|
$193,014
0.08% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
15,148
shares
|
$191,773
0.0% of portfolio
|
Q1 2025
Reduced 40.58%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
15,000
shares
|
$189,900
0.03% of portfolio
|
Q2 2024
Added 20.0%
|