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Western Asset Investment Grade Income Fund (PAI) Institutional Ownership

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(As of 04/25/2024 ET)
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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)
11
Total
Institutional Inflows
(last 12 months)
$5.98M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$852.62K
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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
4/18/2024 Allspring Global Investments Holdings LLC153,363$1.87M0.0%+5.4%0.000%
4/18/2024 Aviance Capital Partners LLC26,496$323K0.0%-4.9%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.196,526$2.40M0.1%-1.7%0.000%
4/12/2024 Gilman Hill Asset Management LLC12,500$152K0.0%+17.6%0.000%
4/5/2024 Martin 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%
2/6/2024 Aviance Capital Partners LLC27,865$335K0.1%-7.2%0.293%
2/6/2024 Clifford Swan Investment Counsel LLC59,576$717K0.0%-12.6%0.626%
1/25/2024 Allspring 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%
1/18/2024 Meadow Creek Wealth Advisors LLC29,885$360K0.4%N/A0.314%
1/11/2024 Whitener Capital Management Inc.15,040$181K0.1%-17.1%0.158%
1/2/2024 M&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%
11/7/2023 Aviance Capital Partners LLC30,016$338K0.1%N/A0.316%
11/2/2023 Whitener Capital Management Inc.18,140$204K0.1%-35.9%0.191%
10/27/2023 Hennion & Walsh Asset Management Inc.192,206$2.16M0.1%+12.6%2.021%
10/27/2023 Allspring Global Investments Holdings LLC132,968$1.50M0.0%+6.1%1.398%
10/26/2023SeaBridge Investment Advisors LLC125,261$1.41M0.5%+6.7%1.317%
10/10/2023 Founders Capital Management3,140$35K0.0%-49.1%0.033%
8/11/2023Guggenheim Capital LLC80,226$933K0.0%+16.9%0.844%
8/7/2023Wolverine Asset Management LLC6,175$72K0.0%N/A0.065%
8/7/2023Tortoise Investment Management LLC21,201$247K0.0%-7.6%0.223%
7/28/2023SeaBridge Investment Advisors LLC117,377$1.37M0.4%+2.7%1.234%
7/26/2023Creative Financial Designs Inc. ADV2,169$25K0.0%N/A0.023%
7/25/2023 Raymond James Financial Services Advisors Inc.40,001$465K0.0%-3.1%0.421%
7/24/2023 Allspring Global Investments Holdings LLC125,325$1.46M0.0%+148.6%1.318%
7/18/2023 Allspring Global Investments Holdings LLC125,325$1.46M0.0%+148.6%1.318%
7/14/2023 Gilman Hill Asset Management LLC10,625$124K0.0%N/A0.112%
7/13/2023 Whitener Capital Management Inc.28,290$329K0.1%-5.0%0.297%
5/11/2023Guggenheim Capital LLC68,608$819K0.0%+11.3%0.721%
5/5/2023 Clifford Swan Investment Counsel LLC68,176$814K0.0%-3.5%0.717%
5/3/2023Granite Investment Partners LLC23,832$285K0.0%-44.9%0.251%
4/28/2023SeaBridge Investment Advisors LLC114,237$1.36M0.5%+3.5%1.201%
4/26/2023Fiera Capital Corp89,512$1.07M0.0%-1.9%0.941%
4/21/2023 Kovack Advisors Inc.11,000$131K0.0%N/A0.116%
4/20/2023 Hennion & Walsh Asset Management Inc.122,693$1.47M0.1%+6.8%1.290%
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4/14/2023 Raymond James Financial Services Advisors Inc.41,297$493K0.0%-3.8%0.434%
4/13/2023 Allspring Global Investments Holdings LLC50,415$602K0.0%+72.9%0.530%
4/12/2023 Whitener Capital Management Inc.29,790$356K0.1%+10.1%0.313%
3/1/2023 Whitener Capital Management Inc.27,050$313K0.1%+22.7%0.284%
2/8/2023Fiera Capital Corp91,259$1.06M0.0%+5.7%0.960%
2/3/2023Tortoise Investment Management LLC22,951$266K0.0%+6.8%0.241%
2/3/2023 Clifford Swan Investment Counsel LLC70,676$818K0.0%-4.7%0.743%
1/23/2023 Allspring Global Investments Holdings LLC29,156$338K0.0%+163.0%0.307%
1/12/2023 Hennion & Walsh Asset Management Inc.114,924$1.33M0.1%+27.7%1.208%
1/9/2023 Founders Capital Management6,175$72K0.1%-20.8%0.065%
11/15/20221607 Capital Partners LLC657,552$7.36M0.6%+5.2%6.914%
11/14/2022Guggenheim Capital LLC62,301$697K0.0%-5.8%0.655%
11/14/2022 Hennion & Walsh Asset Management Inc.90,012$1.01M0.1%+125.0%0.946%
11/7/2022 Clifford Swan Investment Counsel LLC74,195$830K0.0%-4.6%0.780%
11/4/2022Transatlantique Private Wealth LLC13,247$148K0.1%N/A0.139%
11/3/2022SeaBridge Investment Advisors LLC110,940$1.24M0.4%+280.8%1.167%
10/28/2022 Whitener Capital Management Inc.22,050$246K0.1%+15.4%0.232%
10/26/2022 Allspring Global Investments Holdings LLC11,086$124K0.0%N/A0.117%
10/25/2022Janney Montgomery Scott LLC14,482$162K0.0%+16.5%0.152%
10/25/2022 Raymond James Financial Services Advisors Inc.43,383$485K0.0%-4.9%0.456%
8/10/2022Fiera Capital Corp86,547$1.05M0.0%+24.4%0.910%
8/4/2022 Clifford Swan Investment Counsel LLC77,745$938K0.0%-8.0%0.817%
8/3/2022Tortoise Investment Management LLC21,626$261K0.1%+7.7%0.227%
8/3/2022Janney Montgomery Scott LLC12,433$147K0.0%N/A0.131%
7/29/2022SeaBridge Investment Advisors LLC29,135$352K0.1%N/A0.306%
7/19/2022 Hennion & Walsh Asset Management Inc.39,998$483K0.0%+106.2%0.421%
5/17/20221607 Capital Partners LLC220,876$3.01M0.2%N/A2.322%
5/11/2022 Whitener Capital Management Inc.19,100$260K0.1%N/A0.201%
5/9/2022Fiera Capital Corp69,566$948K0.0%+27.6%0.731%
5/6/2022Tortoise Investment Management LLC20,079$274K0.1%N/A0.211%
5/4/2022Wolverine Asset Management LLC42,202$575K0.0%N/A0.444%
4/26/2022 Hennion & Walsh Asset Management Inc.19,399$264K0.0%-6.8%0.204%
4/13/2022 Meadow Creek Wealth Advisors LLC33,398$455K0.5%+15.6%0.351%
2/14/2022Guggenheim Capital LLC75,822$1.19M0.0%+6.1%0.797%
2/10/2022Granite Investment Partners LLC42,403$663K0.0%+3.8%0.446%
2/9/2022 Meadow Creek Wealth Advisors LLC28,883$451K0.4%N/A0.304%
2/8/2022Fiera Capital Corp54,499$852K0.0%+2.6%0.573%
1/24/2022 Steph & Co.3,000$47K0.0%N/A0.032%
1/7/2022 Martin Capital Partners LLC27,000$422K0.2%-17.8%0.284%
11/15/2021Guggenheim Capital LLC71,474$1.12M0.0%-5.1%0.752%
11/12/2021B. Riley Wealth Management Inc.17,850$280K0.0%+35.2%0.188%
11/3/2021Granite Investment Partners LLC40,839$640K0.0%+16.0%0.429%
11/2/2021 Raymond James Financial Services Advisors Inc.43,437$681K0.0%+1.8%0.457%
10/29/2021Janney Montgomery Scott LLC13,832$217K0.0%+5.4%0.145%
8/13/2021LPL Financial LLC14,902$233K0.0%N/A0.157%
8/13/2021Stifel Financial Corp10,421$163K0.0%-46.3%0.110%
8/12/2021Lido Advisors LLC63,172$992K0.0%+26.2%0.664%
8/12/2021B. Riley Wealth Management Inc.13,200$207K0.0%+12.3%0.139%
8/11/2021Fiera Capital Corp53,114$795K0.0%+34.1%0.559%
8/4/2021Shaker Financial Services LLC43,093$674K0.2%+27.4%0.453%
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8/1/2021Granite Investment Partners LLC35,193$551K0.0%-13.7%0.370%
7/31/2021Foresight Wealth Management LLC22,754$356K0.1%N/A0.239%
7/29/2021 Kovack Advisors Inc.13,000$203K0.0%N/A0.137%
6/9/2021 Founders Capital Management7,795$118K0.1%-50.0%0.082%
5/17/2021Royal Bank of Canada3,230$49K0.0%+34.6%0.034%
5/17/2021Ameriprise Financial Inc.39,081$593K0.0%-3.8%0.411%
5/17/2021 Hennion & Walsh Asset Management Inc.21,002$319K0.0%N/A0.221%
5/14/2021Stifel Financial Corp19,415$295K0.0%-10.9%0.204%
5/13/2021Guggenheim Capital LLC65,005$986K0.0%-15.2%0.684%
5/13/2021Wolverine Asset Management LLC35,673$541K0.0%+137.5%0.375%
(Data available from 1/1/2016 forward)

PAI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PAI shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Western Asset Investment Grade Income Fund. The most heavily invested institutionals were 1607 Capital Partners LLC ($10.62M), Hennion & Walsh Asset Management Inc. ($2.40M), Allspring Global Investments Holdings LLC ($1.87M), SeaBridge Investment Advisors LLC ($1.54M), Fiera Capital Corp ($1.07M), Guggenheim Capital LLC ($933K), and Clifford Swan Investment Counsel LLC ($717K).Learn more on PAI's institutional investors.

What percentage of Western Asset Investment Grade Income Fund stock is owned by institutional investors?

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

Which institutional investors have been buying Western Asset Investment Grade Income Fund stock?

Of the 16 institutional investors that purchased Western Asset Investment Grade Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: 1607 Capital Partners LLC ($429.31K), Allspring Global Investments Holdings LLC ($228.27K), SeaBridge Investment Advisors LLC ($128.17K), Hennion & Walsh Asset Management Inc. ($124.78K), Wolverine Asset Management LLC ($48.38K), Tortoise Investment Management LLC ($40.36K), and Fiera Capital Corp ($36.96K).

How much institutional buying is happening at Western Asset Investment Grade Income Fund?

Institutional investors have bought a total of 1,197,914 shares in the last 24 months. This purchase volume represents approximately $14.58M in transactions.

Which Western Asset Investment Grade Income Fund major shareholders have been selling company stock?

Of the 13 institutional investors that sold Western Asset Investment Grade Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Clifford Swan Investment Counsel LLC ($24.97K), Granite Investment Partners LLC ($19.39K), Whitener Capital Management Inc. ($14.75K), M&R Capital Management Inc. ($7.60K), Raymond James Financial Services Advisors Inc. ($5.17K), Hennion & Walsh Asset Management Inc. ($4.76K), and Founders Capital Management ($4.66K).

How much institutional selling is happening at Western Asset Investment Grade Income Fund?

Institutional investors have sold a total of 96,637 shares in the last 24 months. This volume of shares sold represents approximately $1.14M in transactions.


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This page (NYSE:PAI) was last updated on 4/25/2024 by MarketBeat.com Staff

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