Free Trial
→ 22x better than Bitcoin… WITHOUT crypto (From Brownstone Research) (Ad) Free PAI Stock Alerts

Western Asset Investment Grade Income Fund (PAI) Institutional Ownership

$12.68 +0.06 (+0.51%)
As of 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
10
Total
Institutional Inflows
(last 12 months)
$7.41M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.17M
Get PAI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Western Asset Investment Grade Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PAI Institutional Buying and Selling by Quarter

Western Asset Investment Grade Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
1/15/2025 Hennion & 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%
11/7/2024Aviance Capital Partners LLC20,745$267K0.0%-22.9%0.000%
11/1/2024 Fiera Capital Corp86,747$1.12M0.0%-2.8%0.000%
10/23/2024 Hennion & 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%
8/3/2024Shaker Financial Services LLC66,426$806K0.3%N/A0.000%
8/2/2024Wolverine 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%
7/26/2024 Allspring Global Investments Holdings LLC157,296$1.90M0.0%+2.6%0.000%
7/20/2024 Hennion & 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%
4/18/2024Aviance Capital Partners LLC26,496$323K0.0%-4.9%0.000%
4/17/2024 Hennion & 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%
2/6/2024Aviance Capital Partners LLC27,865$335K0.1%-7.2%0.293%
2/6/2024Clifford 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%
11/7/2023Aviance Capital Partners LLC30,016$338K0.1%N/A0.316%
11/2/2023 Whitener Capital Management Inc.18,140$204K0.1%-35.9%0.191%
Is this the pin that pops the bubble? (Ad)

CEO Jensen Huang does not want you knowing this dirty little secret about Nvidia… In fact, any day now we’re expecting a cease and desist from Nvidia’s lawyers. Go here now before it’s too late to find out why Nvidia shares are slumping so hard.

Go Here Now Before It’s Too Late
10/27/2023 Hennion & 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%
8/7/2023Wolverine 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%
7/26/2023Creative 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%
5/5/2023Clifford 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%
4/26/2023 Fiera Capital Corp89,512$1.07M0.0%-1.9%0.941%
4/21/2023Kovack Advisors Inc.11,000$131K0.0%N/A0.116%
4/20/2023 Hennion & 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%
2/8/2023 Fiera Capital Corp91,259$1.06M0.0%+5.7%0.960%
2/3/2023Tortoise Investment Management LLC22,951$266K0.0%+6.8%0.241%
2/3/2023Clifford 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%
1/12/2023 Hennion & 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%
11/14/2022 Hennion & Walsh Asset Management Inc.90,012$1.01M0.1%+125.0%0.946%
11/7/2022Clifford Swan Investment Counsel LLC74,195$830K0.0%-4.6%0.780%
11/4/2022Transatlantique Private Wealth LLC13,247$148K0.1%N/A0.139%
11/3/2022 SeaBridge Investment Advisors LLC110,940$1.24M0.4%+280.8%1.167%
10/28/2022 Whitener Capital Management Inc.22,050$246K0.1%+15.4%0.232%
10/26/2022 Allspring Global Investments Holdings LLC11,086$124K0.0%N/A0.117%
10/25/2022 Janney Montgomery Scott LLC14,482$162K0.0%+16.5%0.152%
10/25/2022Raymond James Financial Services Advisors Inc.43,383$485K0.0%-4.9%0.456%
8/10/2022 Fiera Capital Corp86,547$1.05M0.0%+24.4%0.910%
8/4/2022Clifford Swan Investment Counsel LLC77,745$938K0.0%-8.0%0.817%
8/3/2022Tortoise Investment Management LLC21,626$261K0.1%+7.7%0.227%
8/3/2022 Janney Montgomery Scott LLC12,433$147K0.0%N/A0.131%
7/29/2022 SeaBridge Investment Advisors LLC29,135$352K0.1%N/A0.306%
7/19/2022 Hennion & Walsh Asset Management Inc.39,998$483K0.0%+106.2%0.421%
5/17/20221607 Capital Partners LLC220,876$3.01M0.2%N/A2.322%
5/11/2022 Whitener Capital Management Inc.19,100$260K0.1%N/A0.201%
5/9/2022 Fiera Capital Corp69,566$948K0.0%+27.6%0.731%
Better than Bitcoin – and potentially more profitable (Ad)

The world is obsessed with Bitcoin again... And for a good reason: It just soared beyond $100,000. Bitcoin Skimming allows you to “skim” cash into your account thanks to 2025’s surging Bitcoin market.

Click here to watch now, while you still can.
5/6/2022Tortoise Investment Management LLC20,079$274K0.1%N/A0.211%
5/4/2022Wolverine Asset Management LLC42,202$575K0.0%N/A0.444%
4/26/2022 Hennion & Walsh Asset Management Inc.19,399$264K0.0%-6.8%0.204%
4/13/2022 Meadow Creek Wealth Advisors LLC33,398$455K0.5%+15.6%0.351%
2/14/2022Guggenheim Capital LLC75,822$1.19M0.0%+6.1%0.797%
2/10/2022Granite Investment Partners LLC42,403$663K0.0%+3.8%0.446%
2/9/2022 Meadow Creek Wealth Advisors LLC28,883$451K0.4%N/A0.304%
2/8/2022 Fiera Capital Corp54,499$852K0.0%+2.6%0.573%
1/24/2022 Steph & Co.3,000$47K0.0%N/A0.032%
1/7/2022 Martin Capital Partners LLC27,000$422K0.2%-17.8%0.284%
(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, 26 institutional investors and hedge funds held shares of Western Asset Investment Grade Income Fund. The most heavily invested institutionals were 1607 Capital Partners LLC ($10.62M), Hennion & Walsh Asset Management Inc. ($2.68M), Karpus Management Inc. ($2.44M), Allspring Global Investments Holdings LLC ($1.83M), SeaBridge Investment Advisors LLC ($1.82M), International Assets Investment Management LLC ($1.18M), and Fiera Capital Corp ($1.12M).Learn more on PAI's institutional investors.

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

18.99% of Western Asset Investment Grade Income Fund 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 stock?

Of the 17 institutional investors that purchased Western Asset Investment Grade Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($203.05K), Karpus Management Inc. ($200K), 1607 Capital Partners LLC ($176.05K), International Assets Investment Management LLC ($91.95K), Hennion & Walsh Asset Management Inc. ($76.43K), Shaker Financial Services LLC ($66.43K), and SeaBridge Investment Advisors LLC ($32.66K).

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

Institutional investors have bought a total of 998,107 shares in the last 24 months. This purchase volume represents approximately $11.99M in transactions.

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

Of the 15 institutional investors that sold Western Asset Investment Grade Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hennion & Walsh Asset Management Inc. ($32.73K), Granite Investment Partners LLC ($19.39K), Whitener Capital Management Inc. ($14.75K), Clifford Swan Investment Counsel LLC ($14.62K), Martin Capital Partners LLC ($12.40K), Allspring Global Investments Holdings LLC ($10.90K), and Tortoise Investment Management LLC ($9.70K).

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

Institutional investors have sold a total of 152,852 shares in the last 24 months. This volume of shares sold represents approximately $1.85M in transactions.


Related Companies

This page (NYSE:PAI) was last updated on 1/30/2025 by MarketBeat.com Staff
From Our Partners
Alert: DOGE goes live
"It's Elon's world, and the rest of us live in it." Every investor in America is trying to figure out what ...
Altimetry | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
Trump’s back in the oval office. Buy this coin now.
Juan Villaverde called the top and bottom of every crypto bull market since 2012. And he says 2025 could be...
Weiss Ratings | Sponsored
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
Trump vs. Texas
Ever since Donald Trump won the election, U.S. states have been rushing to pass new currency rules. These r...
Stansberry Research | Sponsored