Western Asset Investment Grade Income Fund Inc.
PAI- Exchange
- NYSE
- SEC CIK
- 0000075398
No open-market purchases or sales by Western Asset Investment Grade Income Fund Inc. insiders were filed in the last 90 days; 37 institutions reported holding it in 13F filings for Q2 2026, worth $40.5M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Western Asset Investment Grade Income Fund Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 32
- +3 vs. Q1 2021
- Shares held
- 803.4K
- +89.4K (+12.5%) vs. Q1 2021
- Total value
- $12.6M
- +$1.77M (+16.3%) vs. Q1 2021
- New holders
- 5
- 10 more added
- Sold out
- 2
- 10 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PAI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 37 | $40.5M |
| Q1 2026 | 32 | $39.1M |
| Q4 2025 | 34 | $39.7M |
| Q3 2025 | 32 | $26.7M |
| Q2 2025 | 34 | $27.4M |
| Q1 2025 | 33 | $26.9M |
| Q4 2024 | 35 | $26.9M |
| Q3 2024 | 41 | $27.0M |
| Q2 2024 | 40 | $24.9M |
| Q1 2024 | 37 | $24.6M |
| Q4 2023 | 38 | $26.0M |
| Q3 2023 | 39 | $21.9M |
| Q2 2023 | 37 | $21.2M |
| Q1 2023 | 32 | $19.5M |
| Q4 2022 | 32 | $18.5M |
| Q3 2022 | 34 | $17.3M |
| Q2 2022 | 29 | $16.1M |
| Q1 2022 | 30 | $12.9M |
| Q4 2021 | 26 | $10.8M |
| Q3 2021 | 25 | $10.8M |
| Q2 2021 | 32 | $12.6M |
| Q1 2021 | 29 | $10.8M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Income Fund Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 140 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 308 | $5.00K | 0.00% | +308 | New |
| Montag A & Associates Inc | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,574 | $25.0K | 0.00% | +25+1.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,310 | $36.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,630 | $41.0K | 0.00% | −600−18.6% | Reduced |
| FNY Investment Advisers, LLC | 3,500 | $54.0K | 0.02% | +3,500 | New |
| Founders Capital Management | 7,795 | $122.0K | 0.08% | 00.0% | Unchanged |
| M&R Capital Management Inc | 10,300 | $161.0K | 0.04% | −1,100−9.6% | Reduced |
| Stifel Financial Corp | 10,421 | $163.0K | 0.00% | −8,994−46.3% | Reduced |
| Kovack Advisors, Inc. | 13,000 | $203.0K | 0.02% | +13,000 | New |
| Janney Montgomery Scott LLC | 13,126 | $205.0K | 0.00% | +7+0.1% | Added |
| B. Riley Wealth Management, Inc. | 13,200 | $207.0K | 0.02% | +1,450+12.3% | Added |
| Wells Fargo & Company | 14,307 | $224.0K | 0.00% | −3,719−20.6% | Reduced |
| LPL Financial LLC | 14,902 | $233.0K | 0.00% | +14,902 | New |
| Bank of America Corp | 15,745 | $246.0K | 0.00% | −2,581−14.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,975 | $328.0K | 0.02% | −27−0.1% | Reduced |
| Whitener Capital Management, Inc. | 21,600 | $338.0K | 0.13% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 22,754 | $356.0K | 0.15% | +22,754 | New |
| Cetera Advisor Networks LLC | 25,330 | $396.0K | 0.01% | −10,282−28.9% | Reduced |
| Morgan Stanley | 25,397 | $397.0K | 0.00% | +1,615+6.8% | Added |
| Martin Capital Partners, LLC | 32,851 | $514.0K | 0.26% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 35,193 | $551.0K | 0.02% | −5,592−13.7% | Reduced |
| Ameriprise Financial Inc | 39,058 | $611.0K | 0.00% | −23−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 42,678 | $668.0K | 0.00% | −288−0.7% | Reduced |
| Shaker Financial Services, LLC | 43,093 | $674.0K | 0.25% | +9,266+27.4% | Added |
| Wolverine Asset Management LLC | 46,159 | $722.0K | 0.01% | +10,486+29.4% | Added |
| UBS Group AG | 47,383 | $741.0K | 0.00% | +9,640+25.5% | Added |
| Fiera Capital Corp | 53,114 | $831.0K | 0.00% | +13,495+34.1% | Added |
| Lido Advisors, LLC | 63,172 | $992.0K | 0.02% | +13,131+26.2% | Added |
| Guggenheim Capital LLC | 75,327 | $1.18M | 0.01% | +10,322+15.9% | Added |
| Clifford Swan Investment Counsel LLC | 85,065 | $1.36M | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −418−100.0% | Sold out |