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, Q1 2022
Institutional positions in Western Asset Investment Grade Income Fund Inc. as of Mar 31, 2022. 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
- 30
- +4 vs. Q4 2021
- Shares held
- 942.8K
- +252.4K (+36.6%) vs. Q4 2021
- Total value
- $12.9M
- +$2.08M (+19.2%) vs. Q4 2021
- New holders
- 6
- 9 more added
- Sold out
- 2
- 7 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Income Fund Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 140 | $2.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,216 | $17.0K | 0.00% | +1,216 | New |
| The PNC Financial Services Group, Inc. | 1,412 | $19.0K | 0.00% | +1,412 | New |
| Benjamin F. Edwards & Company, Inc. | 2,310 | $31.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,630 | $36.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,724 | $38.0K | 0.00% | +1,150+73.1% | Added |
| Fortitude Advisory Group L.L.C. | 7,213 | $98.0K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 7,795 | $122.0K | 0.08% | 00.0% | Unchanged |
| M&R Capital Management Inc | 10,100 | $137.0K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 12,000 | $163.0K | 0.02% | +12,000 | New |
| Cetera Advisor Networks LLC | 13,862 | $189.0K | 0.00% | −13,168−48.7% | Reduced |
| Bank of America Corp | 15,559 | $212.0K | 0.00% | +55+0.4% | Added |
| Wells Fargo & Company | 16,287 | $222.0K | 0.00% | +2,999+22.6% | Added |
| Whitener Capital Management, Inc. | 19,100 | $260.0K | 0.10% | −2,500−11.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 19,399 | $264.0K | 0.01% | −1,414−6.8% | Reduced |
| Tortoise Investment Management, LLC | 20,079 | $274.0K | 0.05% | +20,079 | New |
| Lido Advisors, LLC | 20,555 | $280.0K | 0.01% | −38,153−65.0% | Reduced |
| LPL Financial LLC | 20,532 | $280.0K | 0.00% | −890−4.2% | Reduced |
| Morgan Stanley | 22,089 | $301.0K | 0.00% | −2,645−10.7% | Reduced |
| Martin Capital Partners, LLC | 27,000 | $368.0K | 0.17% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 33,398 | $455.0K | 0.49% | +4,515+15.6% | Added |
| UBS Group AG | 41,810 | $569.0K | 0.00% | +9,104+27.8% | Added |
| Wolverine Asset Management LLC | 42,202 | $575.0K | 0.01% | +42,202 | New |
| Granite Investment Partners, LLC | 42,579 | $580.0K | 0.02% | +176+0.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 44,827 | $611.0K | 0.00% | +779+1.8% | Added |
| Ameriprise Financial Inc | 47,070 | $642.0K | 0.00% | +2,780+6.3% | Added |
| Fiera Capital Corp | 69,566 | $948.0K | 0.00% | +15,067+27.6% | Added |
| Guggenheim Capital LLC | 73,902 | $1.01M | 0.01% | −1,920−2.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 84,545 | $1.15M | 0.04% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 220,876 | $3.01M | 0.18% | +220,876 | New |
| B. Riley Wealth Management, Inc. | 0 | $0 | 0.00% | −18,350−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |