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Western Asset Investment Grade Income Fund (PAI) Institutional Ownership

Western Asset Investment Grade Income Fund logo
$12.83 -0.06 (-0.47%)
Closing price 08/6/2025 03:48 PM Eastern
Extended Trading
$12.86 +0.03 (+0.23%)
As of 08/6/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Western Asset Investment Grade Income Fund (NYSE:PAI)

Current
Institutional Ownership
Percentage
18.99%
Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$9.15M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.75M
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PAI Institutional Buying and Selling by Quarter

Western Asset Investment Grade Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/5/2025 Shaker Financial Services LLC11,110$145K0.1%N/A0.117%
8/5/2025 Aviance Capital Partners LLC34,551$448K0.1%+18.4%0.363%
7/31/2025 Focus Partners Advisor Solutions LLC11,021$143K0.0%N/A0.116%
7/30/2025 Clifford Swan Investment Counsel LLC33,551$435K0.0%-18.1%0.353%
7/17/2025 SeaBridge Investment Advisors LLC296,274$3.85M0.7%+16.4%3.115%
7/8/2025 Martin Capital Partners LLC22,750$295K0.1%+97.3%0.239%
5/16/20251607 Capital Partners LLC666,405$8.56M0.7%+0.6%7.007%
5/6/2025 Clifford Swan Investment Counsel LLC40,951$526K0.0%-26.8%0.431%
5/2/2025 SeaBridge Investment Advisors LLC254,432$3.27M0.7%+75.2%2.675%
4/29/2025 Aviance Capital Partners LLC29,183$375K0.1%+24.9%0.307%
4/24/2025 Allspring Global Investments Holdings LLC27,714$356K0.0%-81.1%0.291%
4/10/2025Hennion & Walsh Asset Management Inc.255,783$3.29M0.1%+19.3%2.689%
2/17/2025Bank of America Corp DE8,694$109K0.0%+35.3%0.091%
2/14/2025Stifel Financial Corp33,858$424K0.0%+6.4%0.356%
2/14/2025 Shaker Financial Services LLC60,108$752K0.3%-8.9%0.632%
2/13/20251607 Capital Partners LLC662,505$8.29M0.7%+34.0%6.966%
2/13/2025Guggenheim Capital LLC192,069$2.40M0.0%-12.0%2.020%
2/13/2025Raymond James Financial Inc.45,867$574K0.0%N/A0.482%
2/13/2025Wells Fargo & Company MN20,772$260K0.0%-4.7%0.218%
2/12/2025StoneX Group Inc.19,940$249K0.0%N/A0.210%
2/7/2025 Aviance Capital Partners LLC23,357$292K0.0%+12.6%0.246%
2/6/2025Raymond James Financial Inc.45,867$574K0.0%N/A0.482%
2/6/2025Jones Financial Companies Lllp155,099$1.94M0.0%+58.7%1.631%
2/5/2025 Clifford Swan Investment Counsel LLC55,951$700K0.0%-3.5%0.588%
1/29/2025 Allspring Global Investments Holdings LLC146,394$1.83M0.0%-2.9%1.539%
1/27/2025 Martin Capital Partners LLC11,531$144K0.2%-44.1%0.121%
1/24/2025 SeaBridge Investment Advisors LLC145,231$1.82M0.4%+1.9%1.527%
1/15/2025Hennion & Walsh Asset Management Inc.214,320$2.68M0.1%+24.5%0.000%
11/15/2024Stifel Financial Corp31,820$409K0.0%-5.0%0.000%
11/9/2024Landscape Capital Management L.L.C.16,860$217K0.0%-32.2%0.000%
11/7/2024 Aviance Capital Partners LLC20,745$267K0.0%-22.9%0.000%
11/1/2024Fiera Capital Corp86,747$1.12M0.0%-2.8%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.172,213$2.22M0.1%+3.0%0.000%
10/22/2024 International Assets Investment Management LLC91,949$1.18M0.0%+1,527.4%0.000%
10/19/2024 Allspring Global Investments Holdings LLC150,796$1.94M0.0%-4.1%0.000%
8/3/2024 Shaker Financial Services LLC66,426$806K0.3%N/A0.000%
8/2/2024 Wolverine Asset Management LLC7,310$88K0.0%N/A0.000%
8/2/2024Tortoise Investment Management LLC14,792$179K0.0%-34.9%0.000%
8/1/2024 SeaBridge Investment Advisors LLC140,365$1.70M0.4%+4.4%0.000%
7/30/2024 International Assets Investment Management LLC5,650$68K0.0%N/A0.000%
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7/26/2024 Allspring Global Investments Holdings LLC157,296$1.90M0.0%+2.6%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.167,146$2.02M0.1%-14.9%0.000%
7/12/2024 Gilman Hill Asset Management LLC15,000$181K0.0%+20.0%0.000%
5/14/2024Karpus Management Inc.200,000$2.44M0.1%N/A0.000%
5/1/2024 SeaBridge Investment Advisors LLC134,450$1.64M0.4%+5.4%0.000%
4/18/2024 Allspring Global Investments Holdings LLC153,363$1.87M0.0%+5.4%0.000%
4/18/2024 Aviance Capital Partners LLC26,496$323K0.0%-4.9%0.000%
4/17/2024Hennion & Walsh Asset Management Inc.196,526$2.40M0.1%-1.7%0.000%
4/12/2024 Gilman Hill Asset Management LLC12,500$152K0.0%+17.6%0.000%
4/5/2024 Martin Capital Partners LLC22,750$277K0.1%-12.7%0.000%
2/29/2024Tortoise Investment Management LLC30,389$366K0.0%+47.9%0.320%
2/13/20241607 Capital Partners LLC881,739$10.62M0.7%+19.3%9.272%
2/8/2024Tortoise Investment Management LLC27,959$340K0.0%+36.1%0.294%
2/6/2024 Aviance Capital Partners LLC27,865$335K0.1%-7.2%0.293%
2/6/2024 Clifford Swan Investment Counsel LLC59,576$717K0.0%-12.6%0.626%
1/25/2024 Allspring Global Investments Holdings LLC145,557$1.75M0.0%+9.5%1.531%
1/25/2024 SeaBridge Investment Advisors LLC127,599$1.54M0.4%+1.9%1.342%
1/18/2024 Meadow Creek Wealth Advisors LLC29,885$360K0.4%N/A0.314%
1/11/2024 Whitener Capital Management Inc.15,040$181K0.1%-17.1%0.158%
1/2/2024M&R Capital Management Inc.2,500$30K0.0%-75.2%0.026%
11/15/20231607 Capital Partners LLC738,886$8.31M0.6%+4.7%7.770%
11/8/2023 Janney Montgomery Scott LLC13,329$150K0.0%-8.1%0.140%
11/7/2023 Aviance Capital Partners LLC30,016$338K0.1%N/A0.316%
11/2/2023 Whitener Capital Management Inc.18,140$204K0.1%-35.9%0.191%
10/27/2023Hennion & Walsh Asset Management Inc.192,206$2.16M0.1%+12.6%2.021%
10/27/2023 Allspring Global Investments Holdings LLC132,968$1.50M0.0%+6.1%1.398%
10/26/2023 SeaBridge Investment Advisors LLC125,261$1.41M0.5%+6.7%1.317%
10/10/2023 Founders Capital Management3,140$35K0.0%-49.1%0.033%
8/11/2023Guggenheim Capital LLC80,226$933K0.0%+16.9%0.844%
8/7/2023 Wolverine Asset Management LLC6,175$72K0.0%N/A0.065%
8/7/2023Tortoise Investment Management LLC21,201$247K0.0%-7.6%0.223%
7/28/2023 SeaBridge Investment Advisors LLC117,377$1.37M0.4%+2.7%1.234%
7/26/2023 Creative Financial Designs Inc. ADV2,169$25K0.0%N/A0.023%
7/25/2023Raymond James Financial Services Advisors Inc.40,001$465K0.0%-3.1%0.421%
7/24/2023 Allspring Global Investments Holdings LLC125,325$1.46M0.0%+148.6%1.318%
7/18/2023 Allspring Global Investments Holdings LLC125,325$1.46M0.0%+148.6%1.318%
7/14/2023 Gilman Hill Asset Management LLC10,625$124K0.0%N/A0.112%
7/13/2023 Whitener Capital Management Inc.28,290$329K0.1%-5.0%0.297%
5/11/2023Guggenheim Capital LLC68,608$819K0.0%+11.3%0.721%
5/5/2023 Clifford Swan Investment Counsel LLC68,176$814K0.0%-3.5%0.717%
5/3/2023Granite Investment Partners LLC23,832$285K0.0%-44.9%0.251%
4/28/2023 SeaBridge Investment Advisors LLC114,237$1.36M0.5%+3.5%1.201%
4/26/2023Fiera Capital Corp89,512$1.07M0.0%-1.9%0.941%
4/21/2023 Kovack Advisors Inc.11,000$131K0.0%N/A0.116%
4/20/2023Hennion & Walsh Asset Management Inc.122,693$1.47M0.1%+6.8%1.290%
4/14/2023Raymond James Financial Services Advisors Inc.41,297$493K0.0%-3.8%0.434%
4/13/2023 Allspring Global Investments Holdings LLC50,415$602K0.0%+72.9%0.530%
4/12/2023 Whitener Capital Management Inc.29,790$356K0.1%+10.1%0.313%
3/1/2023 Whitener Capital Management Inc.27,050$313K0.1%+22.7%0.284%
2/8/2023Fiera Capital Corp91,259$1.06M0.0%+5.7%0.960%
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2/3/2023Tortoise Investment Management LLC22,951$266K0.0%+6.8%0.241%
2/3/2023 Clifford Swan Investment Counsel LLC70,676$818K0.0%-4.7%0.743%
1/23/2023 Allspring Global Investments Holdings LLC29,156$338K0.0%+163.0%0.307%
1/12/2023Hennion & Walsh Asset Management Inc.114,924$1.33M0.1%+27.7%1.208%
1/9/2023 Founders Capital Management6,175$72K0.1%-20.8%0.065%
11/15/20221607 Capital Partners LLC657,552$7.36M0.6%+5.2%6.914%
11/14/2022Guggenheim Capital LLC62,301$697K0.0%-5.8%0.655%
11/14/2022Hennion & Walsh Asset Management Inc.90,012$1.01M0.1%+125.0%0.946%
11/7/2022 Clifford Swan Investment Counsel LLC74,195$830K0.0%-4.6%0.780%
11/4/2022 Transatlantique Private Wealth LLC13,247$148K0.1%N/A0.139%
(Data available from 1/1/2016 forward)

PAI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PAI shares?

During the previous two years, 28 institutional investors and hedge funds held shares of Western Asset Investment Grade Income Fund. The most heavily invested institutionals were 1607 Capital Partners LLC ($8.56M), SeaBridge Investment Advisors LLC ($3.85M), Hennion & Walsh Asset Management Inc. ($3.29M), Karpus Management Inc. ($2.44M), Guggenheim Capital LLC ($2.40M), Jones Financial Companies Lllp ($1.94M), and International Assets Investment Management LLC ($1.18M).Learn more on Western Asset Investment Grade Income Fund's institutional investors.

What percentage of Western Asset Investment Grade Income Fund's stock is owned by institutional investors?

18.99% of Western Asset Investment Grade Income Fund's stock is owned by institutional investors. Learn more on PAI's institutional investor holdings.

Which institutional investors have been buying Western Asset Investment Grade Income Fund's stock?

Of the 20 institutional investors that purchased Western Asset Investment Grade Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: 1607 Capital Partners LLC ($348.15K), Karpus Management Inc. ($200K), SeaBridge Investment Advisors LLC ($176.69K), Hennion & Walsh Asset Management Inc. ($110.12K), International Assets Investment Management LLC ($91.95K), Raymond James Financial Inc. ($91.73K), and Shaker Financial Services LLC ($77.54K).

How much institutional buying is happening at Western Asset Investment Grade Income Fund?

Institutional investors have bought a total of 721,246 shares in the last 24 months. This purchase volume represents approximately $9.15M in transactions.

Which of Western Asset Investment Grade Income Fund's major shareholders have been selling company stock?

Of the 10 institutional investors that sold Western Asset Investment Grade Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($129.58K), Guggenheim Capital LLC ($26.22K), Clifford Swan Investment Counsel LLC ($24.40K), Martin Capital Partners LLC ($9.10K), Landscape Capital Management L.L.C. ($8.02K), Aviance Capital Partners LLC ($6.17K), and Shaker Financial Services LLC ($5.87K).

How much institutional selling is happening at Western Asset Investment Grade Income Fund?

Institutional investors have sold a total of 214,549 shares in the last 24 months. This volume of shares sold represents approximately $2.75M in transactions.


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This page (NYSE:PAI) was last updated on 8/7/2025 by MarketBeat.com Staff
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