Western Asset Investment Grade Income Fund Inc. - PAI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | History | New | 1,154,680 | 13,966 | 0.28% | — | 1 | +1,154,680 | New | Q1 2026 | May 13, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 720,002 | 8,708 | 0.63% | 0.61% | 2 | +7,113 | 1.0% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 266,332 | 3,221 | 0.11% | 0.1% | 3 | +42,483 | 18.98% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 216,086 | 2,614 | 0.02% | 0.02% | 4 | +28,553 | 15.23% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 209,289 | 2,486 | 0.0% | 0.0% | 5 | +10,276 | 5.16% | Q1 2026 | May 15, 2026 |
| Fiera Capital Corp | History | Reduced | 127,558 | 1,542 | 0.01% | 0.01% | 6 | -5,665 | -4.25% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 91,217 | 1,103 | 0.0% | 0.0% | 7 | +15,568 | 20.58% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 47,138 | 570 | 0.0% | 0.0% | 8 | +452 | 0.97% | Q1 2026 | May 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 45,912 | 555 | 0.01% | 0.01% | 9 | -7,652 | -14.29% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 42,682 | 516 | 0.0% | 0.0% | 10 | +6,614 | 18.34% | Q1 2026 | May 12, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 38,314 | 463 | 0.05% | 0.05% | 11 | +250 | 0.66% | Q1 2026 | May 06, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 35,534 | 429 | 0.15% | 0.15% | 12 | -2,804 | -7.31% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 31,472 | 380 | 0.0% | 0.0% | 13 | -321 | -1.01% | Q1 2026 | May 14, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 27,351 | 330 | 0.01% | 0.01% | 14 | -3,700 | -11.92% | Q1 2026 | May 06, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Reduced | 26,403 | 319 | 0.21% | 0.21% | 15 | -80 | -0.3% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Added to | 22,877 | 276 | 0.0% | 0.0% | 16 | +363 | 1.61% | Q1 2026 | May 15, 2026 |
| Martin Capital Partners, LLC | History | No change | 19,518 | 236 | 0.09% | 0.09% | 17 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 16,292 | 197 | 0.04% | 0.05% | 18 | -220 | -1.33% | Q1 2026 | Apr 16, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 15,000 | 181 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 12,560 | 151 | 0.0% | 0.0% | 20 | +2 | 0.02% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,426 | 138 | 0.0% | 0.0% | 21 | -37 | -0.32% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 11,021 | 133 | 0.0% | — | 22 | +11,021 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,871 | 131 | 0.0% | 0.0% | 23 | -4,867 | -30.93% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 8,355 | 101 | 0.0% | 0.0% | 24 | -75 | -0.89% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 8,344 | 100 | 0.0% | 0.0% | 25 | -8,033 | -49.05% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 5,650 | 69 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | No change | 3,960 | 47 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Founders Capital Management | History | No change | 3,140 | 37 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 2,450 | 30 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,450 | 29 | 0.0% | — | 30 | +2,450 | New | Q1 2026 | May 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,501 | 18 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,000 | 12 | 0.0% | — | 32 | +1,000 | New | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 140 | 1 | 0.0% | 0.0% | 33 | -6,708 | -97.96% | Q1 2026 | May 07, 2026 |
| Logan Stone Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -18,620 | -100.0% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,358 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,537 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,939 | -100.0% | Q1 2026 | May 01, 2026 |