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 38 institutions that hold shares in the stock, with a total of 2.21 Million shares, which have been reported (via 13F filing form) to have a value of $27.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
662,505
shares
|
$8.26 Million
0.67% of portfolio
|
Q4 2024
Added 34.03%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
255,783
shares
|
$3.19 Million
0.15% of portfolio
|
Q1 2025
Added 19.35%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
254,432
shares
|
$3.17 Million
0.72% of portfolio
|
Q1 2025
Added 75.19%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
192,069
shares
|
$2.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.01%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
155,099
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
Added 58.71%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
85,834
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
60,108
shares
|
$749,546
0.3% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
53,279
shares
|
$664,389
0.0% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
45,867
shares
|
$571,961
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
40,951
shares
|
$510,658
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
|
$492,165
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
33,858
shares
|
$422,209
0.0% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
30,399
shares
|
$379,075
0.0% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
29,266
shares
|
$364,947
0.28% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
29,183
shares
|
$363,912
0.06% of portfolio
|
Q1 2025
Added 24.94%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
27,714
shares
|
$345,593
0.0% of portfolio
|
Q1 2025
Reduced 81.07%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
25,491
shares
|
$317,872
0.0% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
20,772
shares
|
$259,026
0.0% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
20,732
shares
|
$258,528
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
19,940
shares
|
$248,651
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
17,069
shares
|
$212,850
0.0% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
16,530
shares
|
$206,129
0.06% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
15,000
shares
|
$187,050
0.03% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
14,956
shares
|
$186,501
0.07% of portfolio
|
Q4 2022
Reduced 11.43%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
14,438
shares
|
$180,041
0.0% of portfolio
|
Q3 2024
New holding
|