Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free PAI Stock Alerts

Western Asset Investment Grade Income Fund (PAI) Institutional Ownership

Western Asset Investment Grade Income Fund logo
$11.96 +0.01 (+0.08%)
As of 08/21/2026 02:39 PM Eastern
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)
18
Total
Institutional Inflows
(last 12 months)
$19.36M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.15M
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
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%
8/8/2025 Fiera Capital Corp84,961$1.10M0.0%-1.0%0.893%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%
4/5/2024Martin Capital Partners LLC22,750$277K0.1%-12.7%0.000%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
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%
1/2/2024M&R Capital Management Inc.2,500$30K0.0%-75.2%0.026%


PAI Institutional Ownership - Frequently Asked Questions

During the previous two years, 33 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 25 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 1,545,280 shares in the last 24 months. This purchase volume represents approximately $19.36M in transactions.

Of the 12 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 171,472 shares in the last 24 months. This volume of shares sold represents approximately $2.15M 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 8/20/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel