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 | Added to | 1,160,755 | 14,068 | 0.27% | 0.28% | 1 | +6,075 | 0.53% | Q2 2026 | Aug 12, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 558,367 | 6,767 | 0.59% | 0.63% | 2 | -161,635 | -22.45% | Q2 2026 | Sep 02, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 227,828 | 2,761 | 0.08% | 0.11% | 3 | -38,504 | -14.46% | Q2 2026 | Jul 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 217,705 | 2,636 | 0.0% | 0.0% | 4 | +8,416 | 4.02% | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | History | New | 206,018 | 2,496 | 0.07% | — | 5 | +206,018 | New | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 165,565 | 2,006 | 0.01% | 0.02% | 6 | -50,521 | -23.38% | Q2 2026 | Aug 12, 2026 |
| Fiera Capital Corp | History | Added to | 131,497 | 1,593 | 0.01% | 0.01% | 7 | +3,939 | 3.09% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Added to | 91,493 | 1,108 | 0.0% | 0.0% | 8 | +276 | 0.3% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 72,527 | 879 | 0.0% | 0.0% | 9 | +29,845 | 69.92% | Q2 2026 | Aug 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 55,399 | 671 | 0.01% | 0.01% | 10 | +9,487 | 20.66% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 47,456 | 575 | 0.0% | 0.0% | 11 | +318 | 0.67% | Q2 2026 | Aug 14, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 39,963 | 484 | 0.05% | 0.05% | 12 | +1,649 | 4.3% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | New | 35,688 | 432 | 0.0% | — | 13 | +35,688 | New | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 32,589 | 394 | 0.0% | — | 14 | +32,589 | New | Q2 2026 | Sep 23, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 31,000 | 375 | 0.0% | 0.0% | 15 | -472 | -1.5% | Q2 2026 | Aug 12, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Reduced | 26,130 | 316 | 0.19% | 0.21% | 16 | -273 | -1.03% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | New | 22,195 | 269 | 0.0% | — | 17 | +22,195 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 20,326 | 246 | 0.0% | 0.0% | 18 | -2,551 | -11.15% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 19,787 | 239 | 0.0% | 0.0% | 19 | +8,361 | 73.18% | Q2 2026 | Aug 14, 2026 |
| Martin Capital Partners, LLC | History | Reduced | 19,043 | 230 | 0.08% | 0.09% | 20 | -475 | -2.43% | Q2 2026 | Jul 07, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 17,591 | 213 | 0.01% | — | 21 | +17,591 | New | Q2 2026 | Jul 24, 2026 |
| HRT FINANCIAL LP | History | New | 16,259 | 197 | 0.0% | — | 23 | +16,259 | New | Q2 2026 | Aug 14, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | No change | 16,292 | 197 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 16,151 | 195 | 0.01% | 0.01% | 24 | -11,200 | -40.95% | Q2 2026 | Aug 20, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 15,000 | 181 | 0.02% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 12,605 | 152 | 0.0% | 0.0% | 27 | +1,734 | 15.95% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,559 | 152 | 0.0% | 0.0% | 26 | -1 | -0.01% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 12,245 | 148 | 0.0% | — | 28 | +12,245 | New | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,456 | 138 | 0.0% | — | 29 | +11,456 | New | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | No change | 8,344 | 101 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 5,650 | 68 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,506 | 66 | 0.0% | 0.0% | 32 | -2,849 | -34.1% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 3,960 | 47 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Founders Capital Management | History | No change | 3,140 | 38 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,450 | 29 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,501 | 18 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,000 | 12 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 222 | 2 | 0.0% | 0.0% | 38 | +82 | 58.57% | Q2 2026 | Aug 12, 2026 |
| Shaker Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -35,534 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,021 | -100.0% | Q2 2026 | Aug 06, 2026 |