Free Trial
→ I'm handing you this stock today (From Behind the Markets) (Ad)tc pixel Free PAI Stock Alerts

Western Asset Investment Grade Income Fund (PAI) Institutional Ownership

Western Asset Investment Grade Income Fund logo
$11.42 -0.05 (-0.39%)
As of 12:23 PM Eastern
This is a fair market value 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)
$21.00M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.58M
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
11/11/2026 Focus Advisor Solutions LLC11,021$126K0.0%N/A0.116%
11/4/2026 Allspring Global Investments Holdings LLC30,326$348K0.0%+147.7%0.319%
11/3/2026 Uhlmann Price Securities LLC110,826$1.27M0.1%+530.0%1.165%
11/2/2026 Kestra Advisory Services LLC86,517$992K0.0%N/A0.910%
9/8/2026Waverly Advisors LLC22,195$269K0.0%N/A0.233%
8/20/2026 Clifford Swan Investment Counsel LLC16,151$196K0.0%-40.9%0.170%
8/20/2026Susquehanna International Group LLP12,605$153K0.0%+16.0%0.133%
8/17/2026Bank of America Corp DE19,787$240K0.0%N/A0.208%
8/17/2026Bank 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%
2/25/2026Sit Investment Associates Inc.1,148,642$14.34M0.3%N/A12.078%
2/18/20261607 Capital Partners LLC712,889$8.90M0.6%+9.8%7.496%
2/17/2026Guggenheim Capital LLC187,533$2.34M0.0%+54.7%1.972%
2/13/2026 Kestra Advisory Services LLC2,537$32K0.0%N/A0.027%
2/13/2026Karpus 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%
2/10/2026Northwestern 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%
11/17/2025Bank of America Corp DE11,819$152K0.0%-8.1%0.124%
11/17/20251607 Capital Partners LLC649,155$8.32M0.6%-4.3%6.826%
11/17/2025Ameriprise 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%
11/4/2025Jones 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%
Uranium Mine Flood That Sparked a 2006 Price Surge Returns (Ad)

In 2006, a flooded mine at Cigar Lake sent uranium prices from the $50 range to $136 in eight months. This past May, flooding cut the supply route into the largest uranium complex on the planet, and in July Cigar Lake went down a second time. Gerardo Del Real calls this the Third Convergence Event and has backed three small companies positioned in front of it.tc pixel

See the three companies positioned for uranium's next supply shock
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%
8/13/2025Baird Financial Group Inc.31,782$413K0.0%+85.4%0.334%
8/13/2025Guggenheim Capital LLC139,180$1.81M0.0%-16.3%1.464%
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%
URGENT: If you own a home, please review the map below. (Ad)

More than 1,300 red dots are scattered across the country, and 2,800 more are already on the way. Jim Rickards urges homeowners to check the map and see whether one is near them. Families in Georgia have been forced to sell, entire Ohio neighborhoods are being torn down, and nearly 50,000 Lake Tahoe residents face losing power. Rickards advised the Pentagon and the U.S. intelligence community for decades. He says one man outside Washington can stop it.tc pixel

See the map and get the full details on what this means for you
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%
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%


PAI Institutional Ownership - Frequently Asked Questions

During the previous two years, 35 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 29 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. ($109.52K), Uhlmann Price Securities LLC ($93.24K), Raymond James Financial Inc. ($91.73K), and Kestra Advisory Services LLC ($89.05K).

Institutional investors have bought a total of 1,696,575 shares in the last 24 months. This purchase volume represents approximately $21.00M in transactions.

The following institutional investors have sold Western Asset Investment Grade Income Fund stock in the last 24 months: Hennion & Walsh Asset Management Inc. ($38.50K), 1607 Capital Partners LLC ($29.20K), Shaker Financial Services LLC ($18.74K), LPL Financial LLC ($15.40K), Clifford Swan Investment Counsel LLC ($14.90K), StoneX Group Inc. ($6.46K), and Meadow Creek Wealth Advisors LLC ($2.78K).

Institutional investors have sold a total of 127,031 shares in the last 24 months. This volume of shares sold represents approximately $1.58M 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 11/11/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Why I'm selling my Snapback Indicator for just $7
For Black Friday, Base Camp Trading's Thomas Wood is offering lifetime access to his proprietary Snapback Indi...
Base Camp Trading | Sponsoredtc pixel
Trump’s EO to send this $5 stock ripping higher…?
President Trump's December executive order declared space a national security and economic priority, fueling a...
Traders Agency | Sponsoredtc pixel
Today's free pick (on me)
Elon Musk doesn't own the chip inside every Tesla, Starlink dish, and AI satellite - he licenses it from one l...
Behind the Markets | Sponsoredtc pixel
Your free book is about to disappear
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
Uranium Mine Flood That Sparked a 2006 Price Surge Returns
In 2006, a flooded mine at Cigar Lake sent uranium prices from the $50 range to $136 in eight months. This pa...
Digest Publishing | Sponsoredtc pixel
Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal called it the "$64 trillion question": is a stock market crash on the way? Weiss Ratin...
Weiss Ratings | Sponsoredtc pixel
My next big call (under $1)
17,556% on KDA. 3,900% on PRE. 2,650% on OCEAN. Every single one of these was recommended to our community bef...
Crypto 101 Media | Sponsoredtc pixel