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Western Asset Investment Grade Income Fund (PAI) Institutional Ownership

Western Asset Investment Grade Income Fund logo
$12.12 -0.08 (-0.66%)
Closing price 07/10/2026 03:38 PM Eastern
Extended Trading
$12.09 -0.03 (-0.24%)
As of 07/10/2026 04:27 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.
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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)
$20.00M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$2.47M
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PAI Institutional Buying and Selling by Quarter

Western Asset Investment Grade Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Hennion & Walsh Asset Management Inc.227,828$2.76M0.1%-14.5%2.396%
5/6/2026Clifford Swan Investment Counsel LLC27,351$331K0.0%-11.9%0.288%
5/1/2026Fifth 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%
2/13/2026Kestra Advisory Services LLC2,537$32K0.0%N/A0.027%
2/13/2026Karpus Management Inc.9,081$113K0.0%N/A0.095%
2/12/2026StoneX Group Inc.13,358$167K0.0%-32.6%0.140%
2/11/2026LPL Financial LLC75,649$944K0.0%-16.9%0.795%
2/11/2026Fiera 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%
2/6/2026Aviance Capital Partners LLC38,064$475K0.1%+3.9%0.400%
2/3/2026International Assets Investment Management LLC5,650$71K0.0%N/A0.059%
2/2/2026Wolverine Asset Management LLC53,564$668K0.0%+469.6%0.563%
1/28/2026Meadow Creek Wealth Advisors LLC26,483$331K0.2%-9.5%0.278%
1/26/2026Shaker 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%
11/12/2025Clifford Swan Investment Counsel LLC31,051$398K0.0%-7.5%0.327%
11/10/2025Transatlantique Private Wealth LLC14,400$185K0.1%-5.5%0.151%
11/7/2025Fiera Capital Corp92,491$1.19M0.0%+8.9%0.973%
11/4/2025Jones Financial Companies Lllp187,621$2.39M0.0%+6.4%1.973%
10/29/2025Aviance Capital Partners LLC36,633$470K0.1%+6.0%0.385%
10/28/2025Wolverine Asset Management LLC9,404$121K0.0%N/A0.099%
10/22/2025Shaker Financial Services LLC57,081$735K0.3%+413.8%0.600%
10/22/2025SeaBridge 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%
8/26/2025Thrivent 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%
8/8/2025Fiera Capital Corp84,961$1.10M0.0%-1.0%0.893%
8/5/2025Shaker Financial Services LLC11,110$145K0.1%N/A0.117%
8/5/2025Aviance Capital Partners LLC34,551$448K0.1%+18.4%0.363%
7/31/2025Focus Partners Advisor Solutions LLC11,021$143K0.0%N/A0.116%
7/30/2025Clifford Swan Investment Counsel LLC33,551$435K0.0%-18.1%0.353%
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7/17/2025SeaBridge 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%
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%
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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%
11/15/20231607 Capital Partners LLC738,886$8.31M0.6%+4.7%7.770%
11/8/2023Janney Montgomery Scott LLC13,329$150K0.0%-8.1%0.140%
11/7/2023Aviance Capital Partners LLC30,016$338K0.1%N/A0.316%
11/2/2023Whitener Capital Management Inc.18,140$204K0.1%-35.9%0.191%


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 ($159.62K), Shaker Financial Services LLC ($123.51K), Hennion & Walsh Asset Management Inc. ($114.58K), International Assets Investment Management LLC ($97.60K), and Raymond James Financial Inc. ($91.73K).

Institutional investors have bought a total of 1,592,643 shares in the last 24 months. This purchase volume represents approximately $20.00M in transactions.

Of the 14 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), Guggenheim Capital LLC ($27.20K), SeaBridge Investment Advisors LLC ($21.07K), Shaker Financial Services LLC ($18.74K), LPL Financial LLC ($15.40K), and Clifford Swan Investment Counsel LLC ($13.60K).

Institutional investors have sold a total of 195,748 shares in the last 24 months. This volume of shares sold represents approximately $2.47M in transactions.


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This page (NYSE:PAI) was last updated on 7/11/2026 by MarketBeat.com Staff.
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