Go Pro
→ Analyst nicknamed “The Prophet” issues new warning for America (From Stansberry Research) (Ad)tc pixel Free PAI Stock Alerts

Western Asset Investment Grade Income Fund (PAI) Institutional Ownership

Western Asset Investment Grade Income Fund logo
$11.66 -0.05 (-0.43%)
Closing price 03:59 PM Eastern
Extended Trading
$11.66 0.00 (0.00%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Western Asset Investment Grade Income Fund (NYSE:PAI)

Current
Institutional Ownership
Percentage
18.99%
Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$19.63M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$2.14M
Get PAI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Western Asset Investment Grade Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PAI Institutional Buying and Selling by Quarter

Western Asset Investment Grade Income Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/8/2026 Waverly Advisors LLC22,195$269K0.0%N/A0.233%
8/20/2026 Clifford Swan Investment Counsel LLC16,151$196K0.0%-40.9%0.170%
8/20/2026 Susquehanna International Group LLP12,605$153K0.0%+16.0%0.133%
8/17/2026 Bank of America Corp DE19,787$240K0.0%N/A0.208%
8/17/2026 Bank of America Corp DE15,101$243K0.0%N/A0.159%
7/9/2026 Hennion & Walsh Asset Management Inc.227,828$2.76M0.1%-14.5%2.396%
5/6/2026 Clifford Swan Investment Counsel LLC27,351$331K0.0%-11.9%0.288%
5/1/2026 Fifth Third Bancorp2,450$30K0.0%N/A0.026%
2/25/2026 Sit Investment Associates Inc.1,148,642$14.34M0.3%N/A12.078%
2/18/2026 1607 Capital Partners LLC712,889$8.90M0.6%+9.8%7.496%
2/17/2026 Guggenheim Capital LLC187,533$2.34M0.0%+54.7%1.972%
2/13/2026 Kestra Advisory Services LLC2,537$32K0.0%N/A0.027%
2/13/2026 Karpus Management Inc.9,081$113K0.0%N/A0.095%
2/12/2026 StoneX Group Inc.13,358$167K0.0%-32.6%0.140%
2/11/2026 LPL Financial LLC75,649$944K0.0%-16.9%0.795%
2/11/2026 Fiera Capital Corp133,223$1.66M0.0%+44.0%1.401%
2/10/2026 Northwestern Mutual Wealth Management Co.6,848$85K0.0%+4,791.4%0.072%
2/6/2026 Aviance Capital Partners LLC38,064$475K0.1%+3.9%0.400%
2/3/2026 International Assets Investment Management LLC5,650$71K0.0%N/A0.059%
2/2/2026 Wolverine Asset Management LLC53,564$668K0.0%+469.6%0.563%
1/28/2026 Meadow Creek Wealth Advisors LLC26,483$331K0.2%-9.5%0.278%
1/26/2026 Shaker Financial Services LLC38,338$480K0.2%-32.8%0.403%
1/14/2026 Hennion & Walsh Asset Management Inc.223,849$2.79M0.1%+13.1%2.354%
11/17/2025 Bank of America Corp DE11,819$152K0.0%-8.1%0.124%
11/17/2025 1607 Capital Partners LLC649,155$8.32M0.6%-4.3%6.826%
11/17/2025 Ameriprise Financial Inc.11,536$148K0.0%N/A0.121%
11/12/2025 Clifford Swan Investment Counsel LLC31,051$398K0.0%-7.5%0.327%
11/10/2025Transatlantique Private Wealth LLC14,400$185K0.1%-5.5%0.151%
11/7/2025 Fiera Capital Corp92,491$1.19M0.0%+8.9%0.973%
11/4/2025 Jones Financial Companies Lllp187,621$2.39M0.0%+6.4%1.973%
10/29/2025 Aviance Capital Partners LLC36,633$470K0.1%+6.0%0.385%
10/28/2025 Wolverine Asset Management LLC9,404$121K0.0%N/A0.099%
10/22/2025 Shaker Financial Services LLC57,081$735K0.3%+413.8%0.600%
10/22/2025 SeaBridge Investment Advisors LLC275,204$3.53M0.6%-7.1%2.894%
10/22/2025 Hennion & Walsh Asset Management Inc.197,902$2.54M0.1%-7.4%2.081%
10/15/2025CWM LLC3,960$51K0.0%+760.9%0.042%
10/6/2025 Martin Capital Partners LLC19,518$250K0.1%-14.2%0.205%
8/26/2025 Thrivent Financial for Lutherans19,732$256K0.0%-4.8%0.207%
8/13/2025 Baird Financial Group Inc.31,782$413K0.0%+85.4%0.334%
8/13/2025 Guggenheim Capital LLC139,180$1.81M0.0%-16.3%1.464%
Iran War: Why Is Trump Protecting THEM? (Ad)

A powerful Middle Eastern government is reportedly seeking US intelligence, targeting help, and military protection against Iran-backed forces. An anonymous source says that protection was only one side of an extraordinary bargain, with the other side potentially worth trillions of dollars to America. Addison Wiggin traced the deal linking Trump, Iran, and this government, and says the headlines look very different once you know who is involved.tc pixel

Uncover the trillion dollar deal behind the Iran headlines
8/8/2025 Fiera Capital Corp84,961$1.10M0.0%-1.0%0.893%
8/5/2025 Shaker Financial Services LLC11,110$145K0.1%N/A0.117%
8/5/2025 Aviance Capital Partners LLC34,551$448K0.1%+18.4%0.363%
7/31/2025 Focus Partners Advisor Solutions LLC11,021$143K0.0%N/A0.116%
7/30/2025 Clifford Swan Investment Counsel LLC33,551$435K0.0%-18.1%0.353%
7/17/2025 SeaBridge Investment Advisors LLC296,274$3.85M0.7%+16.4%3.115%
7/8/2025 Martin Capital Partners LLC22,750$295K0.1%+97.3%0.239%
5/16/20251607 Capital Partners LLC666,405$8.56M0.7%+0.6%7.007%
5/6/2025Clifford Swan Investment Counsel LLC40,951$526K0.0%-26.8%0.431%
5/2/2025SeaBridge Investment Advisors LLC254,432$3.27M0.7%+75.2%2.675%
4/29/2025Aviance Capital Partners LLC29,183$375K0.1%+24.9%0.307%
4/24/2025Allspring Global Investments Holdings LLC27,714$356K0.0%-81.1%0.291%
4/10/2025Hennion & Walsh Asset Management Inc.255,783$3.29M0.1%+19.3%2.689%
2/17/2025Bank of America Corp DE8,694$109K0.0%+35.3%0.091%
2/14/2025Stifel Financial Corp33,858$424K0.0%+6.4%0.356%
2/14/2025Shaker Financial Services LLC60,108$752K0.3%-8.9%0.632%
2/13/20251607 Capital Partners LLC662,505$8.29M0.7%+34.0%6.966%
2/13/2025Guggenheim Capital LLC192,069$2.40M0.0%-12.0%2.020%
2/13/2025Raymond James Financial Inc.45,867$574K0.0%N/A0.482%
2/13/2025Wells Fargo & Company MN20,772$260K0.0%-4.7%0.218%
2/12/2025StoneX Group Inc.19,940$249K0.0%N/A0.210%
2/7/2025Aviance Capital Partners LLC23,357$292K0.0%+12.6%0.246%
2/6/2025Raymond James Financial Inc.45,867$574K0.0%N/A0.482%
2/6/2025Jones Financial Companies Lllp155,099$1.94M0.0%+58.7%1.631%
2/5/2025Clifford Swan Investment Counsel LLC55,951$700K0.0%-3.5%0.588%
1/29/2025Allspring Global Investments Holdings LLC146,394$1.83M0.0%-2.9%1.539%
1/27/2025Martin Capital Partners LLC11,531$144K0.2%-44.1%0.121%
1/24/2025SeaBridge Investment Advisors LLC145,231$1.82M0.4%+1.9%1.527%
1/15/2025Hennion & Walsh Asset Management Inc.214,320$2.68M0.1%+24.5%0.000%
11/15/2024Stifel Financial Corp31,820$409K0.0%-5.0%0.000%
11/9/2024Landscape Capital Management L.L.C.16,860$217K0.0%-32.2%0.000%
11/7/2024Aviance Capital Partners LLC20,745$267K0.0%-22.9%0.000%
11/1/2024Fiera Capital Corp86,747$1.12M0.0%-2.8%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.172,213$2.22M0.1%+3.0%0.000%
10/22/2024International Assets Investment Management LLC91,949$1.18M0.0%+1,527.4%0.000%
10/19/2024Allspring Global Investments Holdings LLC150,796$1.94M0.0%-4.1%0.000%
8/3/2024Shaker Financial Services LLC66,426$806K0.3%N/A0.000%
8/2/2024Wolverine Asset Management LLC7,310$88K0.0%N/A0.000%
8/2/2024Tortoise Investment Management LLC14,792$179K0.0%-34.9%0.000%
8/1/2024SeaBridge Investment Advisors LLC140,365$1.70M0.4%+4.4%0.000%
7/30/2024International Assets Investment Management LLC5,650$68K0.0%N/A0.000%
7/26/2024Allspring Global Investments Holdings LLC157,296$1.90M0.0%+2.6%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.167,146$2.02M0.1%-14.9%0.000%
7/12/2024Gilman Hill Asset Management LLC15,000$181K0.0%+20.0%0.000%
5/14/2024Karpus Management Inc.200,000$2.44M0.1%N/A0.000%
5/1/2024SeaBridge Investment Advisors LLC134,450$1.64M0.4%+5.4%0.000%
4/18/2024Allspring Global Investments Holdings LLC153,363$1.87M0.0%+5.4%0.000%
4/18/2024Aviance Capital Partners LLC26,496$323K0.0%-4.9%0.000%
4/17/2024Hennion & Walsh Asset Management Inc.196,526$2.40M0.1%-1.7%0.000%
4/12/2024Gilman Hill Asset Management LLC12,500$152K0.0%+17.6%0.000%
Why I went to Mount Rushmore (Ad)

A small miner just hit on gold in the hills surrounding Mount Rushmore, thanks to a breakthrough new technology. This could be one of the biggest gold finds since the 1870s, yet the stock still trades around 6 dollars. BlackRock and Vanguard have been quietly loading up on shares while most investors have missed the story. The same technology is unlocking hidden resource wealth across America, driving stocks up 227 percent, 378 percent, and even 773 percent.tc pixel

Watch the free video and get the stock name now
4/5/2024Martin Capital Partners LLC22,750$277K0.1%-12.7%0.000%
2/29/2024Tortoise Investment Management LLC30,389$366K0.0%+47.9%0.320%
2/13/20241607 Capital Partners LLC881,739$10.62M0.7%+19.3%9.272%
2/8/2024Tortoise Investment Management LLC27,959$340K0.0%+36.1%0.294%
2/6/2024Aviance Capital Partners LLC27,865$335K0.1%-7.2%0.293%
2/6/2024Clifford Swan Investment Counsel LLC59,576$717K0.0%-12.6%0.626%
1/25/2024Allspring Global Investments Holdings LLC145,557$1.75M0.0%+9.5%1.531%
1/25/2024SeaBridge Investment Advisors LLC127,599$1.54M0.4%+1.9%1.342%
1/18/2024Meadow Creek Wealth Advisors LLC29,885$360K0.4%N/A0.314%
1/11/2024Whitener Capital Management Inc.15,040$181K0.1%-17.1%0.158%


PAI Institutional Ownership - Frequently Asked Questions

During the previous two years, 34 institutional investors and hedge funds held shares of Western Asset Investment Grade Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($14.34M), 1607 Capital Partners LLC ($8.90M), SeaBridge Investment Advisors LLC ($3.53M), Hennion & Walsh Asset Management Inc. ($2.76M), Jones Financial Companies Lllp ($2.39M), Guggenheim Capital LLC ($2.34M), and Fiera Capital Corp ($1.66M).Learn more on Western Asset Investment Grade Income Fund's institutional investors.

18.99% of Western Asset Investment Grade Income Fund's stock is owned by institutional investors. Learn more on PAI's institutional investor holdings.

Of the 26 institutional investors that purchased Western Asset Investment Grade Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($1.15M), 1607 Capital Partners LLC ($235.83K), SeaBridge Investment Advisors LLC ($153.71K), Hennion & Walsh Asset Management Inc. ($114.58K), International Assets Investment Management LLC ($91.95K), Raymond James Financial Inc. ($91.73K), and Jones Financial Companies Lllp ($68.64K).

Institutional investors have bought a total of 1,567,475 shares in the last 24 months. This purchase volume represents approximately $19.63M in transactions.

Of the 11 institutional investors that sold Western Asset Investment Grade Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hennion & Walsh Asset Management Inc. ($54.30K), 1607 Capital Partners LLC ($29.20K), SeaBridge Investment Advisors LLC ($21.07K), Shaker Financial Services LLC ($18.74K), Clifford Swan Investment Counsel LLC ($17.40K), LPL Financial LLC ($15.40K), and StoneX Group Inc. ($6.46K).

Institutional investors have sold a total of 170,472 shares in the last 24 months. This volume of shares sold represents approximately $2.14M in transactions.


Related Companies

Institutional ownership data for NYSE:PAI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Elon Musk’s Hushed FCC Filing. Sept 25th.
Elon Musk quietly filed a document with the federal government tied to artificial intelligence, one of the lar...
Paradigm Press | Sponsoredtc pixel
Shocking new footage just released
Gerardo Del Real is calling it the Third Convergence Event, a new catalyst hitting the uranium market that he ...
Digest Publishing | Sponsoredtc pixel
Iran War: Why Is Trump Protecting THEM?
A powerful Middle Eastern government is reportedly seeking US intelligence, targeting help, and military prote...
Banyan Hill Publishing | Sponsoredtc pixel
Why I went to Mount Rushmore
A small miner just hit on gold in the hills surrounding Mount Rushmore, thanks to a breakthrough new technolog...
Stansberry Research | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel
A “bloodbath” Is Coming
Reports suggest some Silicon Valley billionaires are stockpiling gold, guns, and gas masks - or leaving the co...
TradeSmith | Sponsoredtc pixel
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
The retirement stock I'd buy before Nvidia today
In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Ch...
Chaikin Analytics | Sponsoredtc pixel