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, Q4 2021
Institutional positions in Western Asset Investment Grade Income Fund Inc. as of Dec 31, 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
- 26
- +1 vs. Q3 2021
- Shares held
- 690.4K
- +1.58K (+0.2%) vs. Q3 2021
- Total value
- $10.8M
- +$8.00K (+0.1%) vs. Q3 2021
- New holders
- 3
- 10 more added
- Sold out
- 2
- 7 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Income Fund Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 140 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,574 | $25.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,310 | $36.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,630 | $41.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 3,000 | $47.0K | 0.03% | +3,000 | New |
| Fortitude Advisory Group L.L.C. | 7,213 | $113.0K | 0.06% | +7,213 | New |
| Founders Capital Management | 7,795 | $122.0K | 0.08% | 00.0% | Unchanged |
| M&R Capital Management Inc | 10,100 | $157.0K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,288 | $208.0K | 0.00% | −518−3.8% | Reduced |
| Bank of America Corp | 15,504 | $242.0K | 0.00% | +58+0.4% | Added |
| B. Riley Wealth Management, Inc. | 18,350 | $287.0K | 0.02% | +500+2.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 20,813 | $325.0K | 0.02% | −229−1.1% | Reduced |
| LPL Financial LLC | 21,422 | $335.0K | 0.00% | +6,445+43.0% | Added |
| Whitener Capital Management, Inc. | 21,600 | $337.0K | 0.12% | −300−1.4% | Reduced |
| Morgan Stanley | 24,734 | $387.0K | 0.00% | +120.0% | Added |
| Martin Capital Partners, LLC | 27,000 | $422.0K | 0.20% | −5,851−17.8% | Reduced |
| Cetera Advisor Networks LLC | 27,030 | $423.0K | 0.01% | +1,700+6.7% | Added |
| Meadow Creek Wealth Advisors LLC | 28,883 | $451.0K | 0.43% | +28,883 | New |
| UBS Group AG | 32,706 | $511.0K | 0.00% | −37,669−53.5% | Reduced |
| Granite Investment Partners, LLC | 42,403 | $663.0K | 0.02% | +1,564+3.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 44,048 | $688.0K | 0.00% | +611+1.4% | Added |
| Ameriprise Financial Inc | 44,290 | $691.0K | 0.00% | +5,939+15.5% | Added |
| Fiera Capital Corp | 54,499 | $852.0K | 0.00% | +1,385+2.6% | Added |
| Lido Advisors, LLC | 58,708 | $917.0K | 0.02% | −505−0.9% | Reduced |
| Guggenheim Capital LLC | 75,822 | $1.19M | 0.01% | +4,348+6.1% | Added |
| Clifford Swan Investment Counsel LLC | 84,545 | $1.32M | 0.05% | −199−0.2% | Reduced |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −13,832−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −979−100.0% | Sold out |