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 2025
Institutional positions in Western Asset Investment Grade Income Fund Inc. as of Mar 31, 2025. 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
- 33
- −2 vs. Q4 2024
- Shares held
- 2.09M
- −55.6K (−2.6%) vs. Q4 2024
- Total value
- $26.9M
- +$3.08K (0.0%) vs. Q4 2024
- New holders
- 1
- 11 more added
- Sold out
- 3
- 11 more reduced
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Income Fund Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 140 | $1.80K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 203 | $2.61K | 0.00% | −645−76.1% | Reduced |
| CWM, LLC | 460 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,501 | $19.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,450 | $31.5K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 3,140 | $40.3K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,867 | $101.1K | 0.00% | +764+10.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,416 | $147.0K | 0.00% | −292−2.5% | Reduced |
| Martin Capital Partners, LLC | 11,531 | $148.0K | 0.18% | 00.0% | Unchanged |
| Bank of America Corp | 12,861 | $165.3K | 0.00% | +4,167+47.9% | Added |
| Gilman Hill Asset Management, LLC | 15,000 | $192.8K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 15,148 | $194.7K | 0.00% | −10,343−40.6% | Reduced |
| Transatlantique Private Wealth LLC | 15,246 | $195.9K | 0.08% | +290+1.9% | Added |
| Wells Fargo & Company | 15,322 | $196.9K | 0.00% | −5,450−26.2% | Reduced |
| Whitener Capital Management, Inc. | 16,530 | $212.4K | 0.06% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 17,138 | $220.2K | 0.00% | +69+0.4% | Added |
| StoneX Group Inc. | 19,815 | $254.6K | 0.01% | −125−0.6% | Reduced |
| Susquehanna International Group, LLP | 20,122 | $258.6K | 0.00% | +20,122 | New |
| Thrivent Financial for Lutherans | 20,732 | $266.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 27,398 | $352.1K | 0.00% | −3,001−9.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 27,714 | $356.1K | 0.00% | −118,680−81.1% | Reduced |
| Aviance Capital Partners, LLC | 29,183 | $375.0K | 0.05% | +5,826+24.9% | Added |
| Meadow Creek Wealth Advisors LLC | 29,266 | $376.1K | 0.28% | −266−0.9% | Reduced |
| Stifel Financial Corp | 35,512 | $456.3K | 0.00% | +1,654+4.9% | Added |
| Clifford Swan Investment Counsel LLC | 40,951 | $526.2K | 0.02% | −15,000−26.8% | Reduced |
| Raymond James Financial Inc | 44,524 | $572.1K | 0.00% | −1,343−2.9% | Reduced |
| LPL Financial LLC | 53,279 | $684.6K | 0.00% | +1,500+2.9% | Added |
| Fiera Capital Corp | 85,834 | $1.10M | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 166,383 | $2.14M | 0.02% | −25,686−13.4% | Reduced |
| Jones Financial Companies LLLP | 167,893 | $2.14M | 0.00% | +12,794+8.2% | Added |
| SeaBridge Investment Advisors LLC | 254,432 | $3.27M | 0.71% | +109,201+75.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 255,783 | $3.29M | 0.15% | +41,463+19.3% | Added |
| 1607 Capital Partners, LLC | 666,405 | $8.56M | 0.69% | +3,900+0.6% | Added |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −60,108−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −14,438−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −1,939−100.0% | Sold out |