Latest Institutional Transactions on Western Asset Investment Grade Income Fund Inc. (PAI)
This table provides information on the latest institutional transactions involving Western Asset Investment Grade Income Fund Inc. (PAI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1K- 9.09% |
$11.1K - $11.8K
|
10K
$126K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-3.04K- 49.15% |
$33.8K - $35.9K
|
3.14K
$39.7K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-470- 3.65% |
$5.44K - $5.72K
|
12.4K
$157K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
29.8KNew |
$346K - $378K
|
29.8K
$376K
|
|
Q4 2022 | |||||||
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.71K- 11.43% |
$18.5K - $21.4K
|
13.2K
$167K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
182New |
$1.97K - $2.28K
|
182
$2.3K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.7KNew |
$231K - $273K
|
20.7K
$262K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-7.21KClosed |
$84.2K - $98.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20.6KClosed |
$240K - $281K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.5KNew |
$17.5K - $20.5K
|
1.5K
$18.9K
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-852Closed |
$11.3K - $13.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.22KNew |
$16.1K - $18.7K
|
1.22K
$15.4K
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-3KClosed |
$39.8K - $46K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-979Closed |
$15K - $16.6K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-308Closed |
$4.76K - $5.21K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1KClosed |
$15.5K - $16.9K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-22.8KClosed |
$352K - $385K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-925Closed |
$13.7K - $14.5K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-418Closed |
$6.17K - $6.54K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-378- 14.06% |
$5.61K - $6.09K
|
2.31K
$29.2K
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.1KClosed |
$150K - $163K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17K- 99.18% |
$256K - $280K
|
140
$1.77K
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-139Closed |
$2.1K - $2.29K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-28.1KClosed |
$424K - $463K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.1KClosed |
$152K - $166K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.15KNew |
$48.9K - $52.5K
|
3.15K
$39.8K
|
|
Q3 2019 | |||||||
Sep 07, 2021
Q3 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.41KClosed |
$20.9K - $23.3K
|
0
$0
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-1.5KClosed |
$19.8K - $22.5K
|
0
$0
|
|
Q4 2018 | |||||||
Jan 15, 2019
Q4 2018
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-169Closed |
$2.19K - $2.42K
|
0
$0
|
|
Q3 2018 | |||||||
Oct 19, 2018
Q3 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-16.4KClosed |
$220K - $231K
|
0
$0
|
|
Oct 15, 2018
Q3 2018
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.4KClosed |
$152K - $160K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 07, 2018
Q2 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-15.6KClosed |
$209K - $218K
|
0
$0
|
|
Jul 30, 2018
Q2 2018
|
Parallel Advisors, LLC
|
SELL
|
- |
-1KClosed |
$13.4K - $14K
|
0
$0
|
|
Q1 2018 | |||||||
May 11, 2018
Q1 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-400Closed |
$5.48K - $6.29K
|
0
$0
|
|
Q4 2017 | |||||||
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
11KNew |
$167K - $181K
|
11K
$139K
|
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.7KClosed |
$178K - $194K
|
0
$0
|