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 2.18 Million shares, which have been reported (via 13F filing form) to have a value of $27.6 Million.
| 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
|
$8.41 Million
0.67% of portfolio
|
Q4 2024
Added 34.03%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
214,320
shares
|
$2.72 Million
0.13% of portfolio
|
Q4 2024
Added 24.45%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
192,069
shares
|
$2.44 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.01%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
155,099
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
Added 58.71%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
146,394
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
145,231
shares
|
$1.84 Million
0.39% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
85,834
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
60,108
shares
|
$763,371
0.3% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
55,951
shares
|
$710,577
0.03% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
51,779
shares
|
$657,593
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
45,867
shares
|
$582,510
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,468
shares
|
$501,243
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
33,858
shares
|
$429,996
0.0% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
30,399
shares
|
$386,067
0.0% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
29,532
shares
|
$375,056
0.27% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
25,491
shares
|
$323,735
0.0% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
23,357
shares
|
$296,633
0.04% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
20,772
shares
|
$263,804
0.0% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
20,732
shares
|
$263,296
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
19,940
shares
|
$253,238
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
17,069
shares
|
$216,776
0.0% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
16,530
shares
|
$209,931
0.06% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
15,000
shares
|
$190,500
0.03% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
14,956
shares
|
$189,941
0.07% of portfolio
|
Q4 2022
Reduced 11.43%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
14,438
shares
|
$183,362
0.0% of portfolio
|
Q3 2024
New holding
|