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, Q3 2021
Institutional positions in Western Asset Investment Grade Income Fund Inc. as of Sep 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
- 25
- −7 vs. Q2 2021
- Shares held
- 688.8K
- −114.6K (−14.3%) vs. Q2 2021
- Total value
- $10.8M
- −$1.82M (−14.4%) vs. Q2 2021
- New holders
- 0
- 8 more added
- Sold out
- 7
- 9 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Income Fund Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 84,744 | $1.31M | 0.05% | −321−0.4% | Reduced |
| Guggenheim Capital LLC | 71,474 | $1.12M | 0.01% | −3,853−5.1% | Reduced |
| UBS Group AG | 70,375 | $1.10M | 0.00% | +22,992+48.5% | Added |
| Lido Advisors, LLC | 59,213 | $927.0K | 0.02% | −3,959−6.3% | Reduced |
| Fiera Capital Corp | 53,114 | $832.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 43,437 | $681.0K | 0.00% | +759+1.8% | Added |
| Granite Investment Partners, LLC | 40,839 | $640.0K | 0.02% | +5,646+16.0% | Added |
| Ameriprise Financial Inc | 38,351 | $601.0K | 0.00% | −707−1.8% | Reduced |
| Martin Capital Partners, LLC | 32,851 | $515.0K | 0.26% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 25,330 | $397.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 24,722 | $387.0K | 0.00% | −675−2.7% | Reduced |
| Whitener Capital Management, Inc. | 21,900 | $348.0K | 0.16% | +300+1.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 21,042 | $330.0K | 0.02% | +67+0.3% | Added |
| B. Riley Wealth Management, Inc. | 17,850 | $280.0K | 0.02% | +4,650+35.2% | Added |
| Bank of America Corp | 15,446 | $242.0K | 0.00% | −299−1.9% | Reduced |
| LPL Financial LLC | 14,977 | $235.0K | 0.00% | +75+0.5% | Added |
| Janney Montgomery Scott LLC | 13,832 | $217.0K | 0.00% | +706+5.4% | Added |
| Wells Fargo & Company | 13,806 | $216.0K | 0.00% | −501−3.5% | Reduced |
| M&R Capital Management Inc | 10,100 | $158.0K | 0.04% | −200−1.9% | Reduced |
| Founders Capital Management | 7,795 | $122.0K | 0.08% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,630 | $41.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,310 | $36.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,574 | $25.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 979 | $15.0K | 0.01% | −2,521−72.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 140 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −46,159−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −43,093−100.0% | Sold out |
| Foresight Wealth Management, LLC | 0 | $0 | 0.00% | −22,754−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,421−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −308−100.0% | Sold out |