PAI · Western Asset Investment Grade Income Fund Inc.
$11.85
-0.05 (-0.42%)
At close · Jul 29
Market Cap
$113.18M
Shares
9.51M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 32
Total Value: $38,449,690
Total Shares: 3,177,153
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 32 13F filersTop Holder
35.7%
of institutional value
Top 5
79.4%
of institutional value
Top 10
90.3%
of institutional value
HHI
1,961
Moderately concentrated
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mid SIT INVESTMENT ASSOCIATES INC | $13,971,628 | 36.34% | 1,154,680 | Shares | Sole | 2026-05-13 | ||||
| Small 1607 Capital Partners, LLC | $8,712,024 | 22.66% | 720,002 | Shares | Sole | 2026-05-15 | ||||
| Mid Hennion & Walsh Asset Management, Inc. | $2,761,298 | 7.18% | 227,828 | Shares | Sole | 2026-07-08 | ||||
| Large GUGGENHEIM CAPITAL LLC | $2,614,640 | 6.80% | 216,086 | Shares | Defined | 2026-05-15 | ||||
| Large JONES FINANCIAL COMPANIES LLLP | $2,532,396 | 6.59% | 209,289 | Shares | Sole | 2026-05-15 | ||||
| Large Fiera Capital Corp | $1,543,451 | 4.01% | 127,558 | Shares | Other | 2026-05-12 | ||||
| Mega LPL Financial LLC | $1,103,725 | 2.87% | 91,217 | Shares | Sole | 2026-05-06 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $570,369 | 1.48% | 47,138 | Shares | Defined | 2026-05-14 | ||||
| Mid WOLVERINE ASSET MANAGEMENT LLC | $555,535 | 1.44% | 45,912 | Shares | Defined | 2026-05-04 | ||||
| Large STIFEL FINANCIAL CORP | $516,452 | 1.34% | 42,682 | Shares | Defined | 2026-05-12 | ||||
| Small Aviance Capital Partners, LLC | $463,599 | 1.21% | 38,314 | Shares | Sole | 2026-05-06 | ||||
| Large Baird Financial Group, Inc. | $380,811 | 0.99% | 31,472 | Shares | Defined | 2026-05-14 | ||||
| Mid CLIFFORD SWAN INVESTMENT COUNSEL LLC | $330,947 | 0.86% | 27,351 | Shares | Sole | 2026-05-06 | ||||
| Small Meadow Creek Wealth Advisors LLC | $319,476 | 0.83% | 26,403 | Shares | Sole | 2026-04-30 | ||||
| Mega MORGAN STANLEY | $276,811 | 0.72% | 22,877 | Shares | Defined | 2026-05-15 | ||||
| Small Martin Capital Partners, LLC | $230,803 | 0.60% | 19,043 | Shares | Sole | 2026-07-07 | ||||
| Mid UHLMANN PRICE SECURITIES, LLC Broker-Dealer | $213,204 | 0.55% | 17,591 | Shares | Sole | 2026-07-24 | ||||
| Small Whitener Capital Management, Inc. | $197,460 | 0.51% | 16,292 | Shares | Sole | 2026-07-10 | ||||
| Small Gilman Hill Asset Management, LLC | $181,801 | 0.47% | 15,000 | Shares | Sole | 2026-07-09 | ||||
| Mega WELLS FARGO & COMPANY/MN | $151,975 | 0.40% | 12,560 | Shares | Defined | 2026-05-11 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $138,254 | 0.36% | 11,426 | Shares | Defined | 2026-05-18 | ||||
| Mid Focus Partners Advisor Solutions, LLC | $133,354 | 0.35% | 11,021 | Shares | Other | 2026-05-13 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $131,539 | 0.34% | 10,871 | Shares | Other | 2026-05-15 | ||||
| Large OSAIC HOLDINGS, INC. | $101,094 | 0.26% | 8,355 | Shares | Defined | 2026-05-15 | ||||
| Mega UBS Group AG | $100,962 | 0.26% | 8,344 | Shares | Defined | 2026-05-05 | ||||
| Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $68,478 | 0.18% | 5,650 | Shares | Sole | 2026-07-22 | ||||
| Large CWM, LLC | $47,916 | 0.12% | 3,960 | Shares | Sole | 2026-05-14 | ||||
| Small Founders Capital Management | $38,057 | 0.10% | 3,140 | Shares | Sole | 2026-07-21 | ||||
| Large FIFTH THIRD BANCORP Bank | $29,645 | 0.08% | 2,450 | Shares | Defined | 2026-05-01 | ||||
| Small CREATIVE FINANCIAL DESIGNS INC /ADV | $18,192 | 0.05% | 1,501 | Shares | Sole | 2026-07-28 | ||||
| Large Rockefeller Capital Management L.P. | $12,100 | 0.03% | 1,000 | Shares | Defined | 2026-05-14 | ||||
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1,694 | 0.00% | 140 | Shares | Defined | 2026-05-07 | ||||
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