Western Asset Investment Grade Income Fund Inc. - PAI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | History | Added to | 712,889 | 8,896 | 0.61% | 0.63% | 1 | +63,734 | 9.82% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 223,849 | 2,793 | 0.1% | 0.09% | 2 | +25,947 | 13.11% | Q4 2025 | Jan 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 199,013 | 2,483 | 0.0% | 0.0% | 3 | +11,392 | 6.07% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 187,533 | 2,340 | 0.02% | 0.01% | 4 | +66,296 | 54.68% | Q4 2025 | Feb 17, 2026 |
| Fiera Capital Corp | History | Added to | 133,223 | 1,662 | 0.01% | 0.0% | 5 | +40,732 | 44.04% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Reduced | 75,649 | 944 | 0.0% | 0.0% | 6 | -15,403 | -16.92% | Q4 2025 | Feb 11, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 53,564 | 668 | 0.01% | 0.0% | 7 | +44,160 | 469.59% | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 46,686 | 582 | 0.0% | 0.0% | 8 | +2,203 | 4.95% | Q4 2025 | Feb 18, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 38,338 | 480 | 0.15% | 0.25% | 9 | -18,743 | -32.84% | Q4 2025 | Jan 26, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 38,064 | 475 | 0.05% | 0.06% | 10 | +1,431 | 3.91% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 36,068 | 450 | 0.0% | 0.0% | 11 | -20 | -0.06% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 31,793 | 396 | 0.0% | 0.0% | 12 | -215 | -0.67% | Q4 2025 | Feb 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 31,051 | 387 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Reduced | 26,483 | 330 | 0.21% | 0.25% | 14 | -2,783 | -9.51% | Q4 2025 | Jan 28, 2026 |
| MORGAN STANLEY | History | Reduced | 22,514 | 280 | 0.0% | 0.0% | 15 | -991 | -4.22% | Q4 2025 | Feb 13, 2026 |
| Martin Capital Partners, LLC | History | No change | 19,518 | 244 | 0.09% | 0.1% | 16 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Logan Stone Capital, LLC | History | New | 18,620 | 232 | 0.06% | — | 17 | +18,620 | New | Q4 2025 | Feb 17, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | No change | 16,512 | 206 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 16,377 | 204 | 0.0% | 0.0% | 19 | +749 | 4.79% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,738 | 196 | 0.0% | — | 20 | +15,738 | New | Q4 2025 | Feb 17, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 15,000 | 187 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| StoneX Group Inc. | History | Reduced | 13,358 | 167 | 0.01% | 0.01% | 22 | -6,457 | -32.59% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,558 | 156 | 0.0% | 0.0% | 23 | -1 | -0.01% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,463 | 143 | 0.0% | 0.0% | 24 | -356 | -3.01% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8,430 | 105 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,848 | 85 | 0.0% | 0.0% | 26 | +6,708 | 4791.43% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 5,650 | 70 | 0.0% | — | 27 | +5,650 | New | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | No change | 3,960 | 49 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Founders Capital Management | History | No change | 3,140 | 39 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,537 | 31 | 0.0% | — | 30 | +2,537 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 2,450 | 30 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,939 | 24 | 0.0% | — | 32 | +1,939 | New | Q4 2025 | Jan 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,501 | 18 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SeaBridge Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -275,204 | -100.0% | Q3 2025 | Oct 22, 2025 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,400 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,536 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,263 | -100.0% | Q3 2025 | Nov 12, 2025 |