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 2023
Institutional positions in Western Asset Investment Grade Income Fund Inc. as of Mar 31, 2023. 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
- 0 vs. Q4 2022
- Shares held
- 1.63M
- +37.4K (+2.3%) vs. Q4 2022
- Total value
- $19.5M
- +$1.02M (+5.5%) vs. Q4 2022
- New holders
- 3
- 10 more added
- Sold out
- 3
- 9 more reduced
Compare with Q4 2022: 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 2023
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Income Fund Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 140 | $1.67K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 638 | $7.62K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,310 | $28.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,630 | $31.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 6,175 | $74.0K | 0.06% | 00.0% | Unchanged |
| Wells Fargo & Company | 8,560 | $102.2K | 0.00% | −4,659−35.2% | Reduced |
| M&R Capital Management Inc | 10,100 | $120.6K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 10,473 | $125.0K | 0.00% | +755+7.8% | Added |
| Kovack Advisors, Inc. | 11,000 | $131.3K | 0.02% | +11,000 | New |
| Cetera Advisor Networks LLC | 12,862 | $153.6K | 0.00% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 13,404 | $160.0K | 0.09% | +157+1.2% | Added |
| Janney Montgomery Scott LLC | 14,500 | $173.0K | 0.00% | +60.0% | Added |
| Invesco Ltd. | 14,500 | $173.1K | 0.00% | +14,500 | New |
| Stifel Financial Corp | 17,961 | $214.5K | 0.00% | +6,520+57.0% | Added |
| Thrivent Financial for Lutherans | 20,732 | $248.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 22,951 | $274.0K | 0.04% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 23,832 | $284.6K | 0.01% | −19,385−44.9% | Reduced |
| Martin Capital Partners, LLC | 26,050 | $311.0K | 0.13% | 00.0% | Unchanged |
| Morgan Stanley | 26,519 | $316.6K | 0.00% | −1,852−6.5% | Reduced |
| UBS Group AG | 26,572 | $317.3K | 0.00% | −3,471−11.6% | Reduced |
| LPL Financial LLC | 26,826 | $320.3K | 0.00% | +2,535+10.4% | Added |
| Warren Averett Asset Management, LLC | 29,760 | $355.3K | 0.02% | +29,760 | New |
| Whitener Capital Management, Inc. | 29,790 | $355.7K | 0.15% | +2,740+10.1% | Added |
| Ameriprise Financial Inc | 37,482 | $447.6K | 0.00% | −3,889−9.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 41,297 | $493.1K | 0.00% | −1,653−3.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 50,415 | $602.0K | 0.00% | +21,259+72.9% | Added |
| Clifford Swan Investment Counsel LLC | 68,176 | $814.0K | 0.03% | −2,500−3.5% | Reduced |
| Guggenheim Capital LLC | 68,608 | $819.2K | 0.01% | +6,987+11.3% | Added |
| Fiera Capital Corp | 89,512 | $1.07M | 0.00% | −1,747−1.9% | Reduced |
| SeaBridge Investment Advisors LLC | 114,237 | $1.36M | 0.48% | +3,864+3.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 122,693 | $1.47M | 0.09% | +7,769+6.8% | Added |
| 1607 Capital Partners, LLC | 682,886 | $8.15M | 0.57% | −29,900−4.2% | Reduced |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |