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 37 institutions that hold shares in the stock, with a total of 2.16 Million shares, which have been reported (via 13F filing form) to have a value of $27.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
678,355
shares
|
$8.61 Million
0.72% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
296,274
shares
|
$3.76 Million
0.74% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
213,695
shares
|
$2.71 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
176,354
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
139,180
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
84,961
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
58,447
shares
|
$741,692
0.0% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
44,072
shares
|
$559,273
0.0% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,468
shares
|
$500,848
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
39,097
shares
|
$496,140
0.0% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
34,551
shares
|
$438,452
0.06% of portfolio
|
Q2 2025
Added 18.39%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
33,551
shares
|
$425,762
0.02% of portfolio
|
Q2 2025
Reduced 18.07%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
31,782
shares
|
$403,313
0.0% of portfolio
|
Q2 2025
Added 85.45%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
29,266
shares
|
$371,385
0.26% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
27,714
shares
|
$351,690
0.0% of portfolio
|
Q1 2025
Reduced 81.07%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
22,750
shares
|
$288,697
0.12% of portfolio
|
Q2 2025
Added 97.29%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
22,739
shares
|
$288,557
0.0% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
19,815
shares
|
$251,452
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
19,732
shares
|
$250,399
0.0% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
17,683
shares
|
$224,397
0.0% of portfolio
|
Q2 2025
Added 16.73%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
16,512
shares
|
$209,537
0.06% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
15,246
shares
|
$193,471
0.07% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
15,000
shares
|
$190,350
0.03% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
13,559
shares
|
$172,063
0.0% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
12,860
shares
|
$163,193
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|