Western Asset Investment Grade Income Fund Inc. - Common Stock (PAI) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
PAI on NYSE
Shares outstanding
9,492,909
Price per share
$12.48
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,080,851
Total reported value
$26,657,122
% of total 13F portfolios
0%
Share change
-31,541
Value change
-$412,227
Number of holders
32
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Western Asset Investment Grade Income Fund Inc. - Common Stock (PAI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SIT INVESTMENT ASSOCIATES INC 12% $14,359,518 1,148,642 Sit Investment Associates, Inc. 31 Dec 2025
1607 Capital Partners, LLC 7% $8,234,937 662,505 1607 Capital Partners, LLC 31 Dec 2024

As of 30 Sep 2025, 32 institutional investors reported holding 2,080,851 shares of Western Asset Investment Grade Income Fund Inc. - Common Stock (PAI). This represents 22% of the company’s total 9,492,909 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Western Asset Investment Grade Income Fund Inc. - Common Stock (PAI) together control 22% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
1607 Capital Partners, LLC 6.8% 649,155 -4.3% 0.63% $8,322,167
SeaBridge Investment Advisors LLC 2.9% 275,204 -7.1% 0.57% $3,528,116
Hennion & Walsh Asset Management, Inc. 2.1% 197,902 -7.4% 0.09% $2,537,104
JONES FINANCIAL COMPANIES LLLP 2% 187,621 +6.4% 0% $2,386,541
GUGGENHEIM CAPITAL LLC 1.3% 121,237 -13% 0.01% $1,554,258
Fiera Capital Corp 0.97% 92,491 +8.9% 0% $1,185,735
LPL Financial LLC 0.96% 91,052 +56% 0% $1,167,291
Shaker Financial Services, LLC 0.6% 57,081 +414% 0.25% $734,776
RAYMOND JAMES FINANCIAL INC 0.47% 44,483 +0.93% 0% $570,273
Aviance Capital Partners, LLC 0.39% 36,633 +6% 0.06% $469,638
STIFEL FINANCIAL CORP 0.38% 36,088 -7.7% 0% $462,647
Baird Financial Group, Inc. 0.34% 32,008 +0.71% 0% $410,343
CLIFFORD SWAN INVESTMENT COUNSEL LLC 0.33% 31,051 -7.5% 0.01% $398,074
Meadow Creek Wealth Advisors LLC 0.31% 29,266 0% 0.25% $371,386
MORGAN STANLEY 0.25% 23,504 +3.4% 0% $301,321
StoneX Group Inc. 0.21% 19,815 0% 0.01% $255,069
Martin Capital Partners, LLC 0.21% 19,518 -14% 0.1% $250,000
Whitener Capital Management, Inc. 0.17% 16,512 0% 0.05% $211,684
UBS Group AG 0.16% 15,628 -12% 0% $200,351
Gilman Hill Asset Management, LLC 0.16% 15,000 0% 0.03% $192,300
TRANSATLANTIQUE PRIVATE WEALTH LLC 0.15% 14,400 -5.5% 0.06% $184,608
WELLS FARGO & COMPANY/MN 0.13% 12,559 -7.4% 0% $161,005
BANK OF AMERICA CORP /DE/ 0.12% 11,819 -8.1% 0% $151,520
AMERIPRISE FINANCIAL INC 0.12% 11,536 0% $147,892
Cambridge Investment Research Advisors, Inc. 0.11% 10,263 -9.2% 0% $132,000

Institutional Holders of Western Asset Investment Grade Income Fund Inc. - Common Stock (PAI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 261,507 $3,264,023 +$323,819 $12.48 4
2025 Q3 2,080,851 $26,657,122 -$412,227 $12.82 32
2025 Q2 2,112,392 $27,388,720 +$276,984 $12.98 34
2025 Q1 2,091,179 $26,858,037 -$689,031 $12.85 33
2024 Q4 2,146,744 $26,854,930 +$448,538 $12.51 35
2024 Q3 2,099,970 $26,999,029 +$618,052 $12.86 40
2024 Q2 2,060,932 $24,899,143 +$509,995 $12.08 40
2024 Q1 2,018,613 $24,606,999 -$1,711,296 $12.19 37
2023 Q4 2,189,980 $26,368,504 +$2,190,577 $12.04 39
2023 Q3 1,946,638 $21,899,850 +$1,373,223 $11.25 39
2023 Q2 1,823,946 $21,212,723 +$2,213,687 $11.63 37
2023 Q1 1,633,591 $19,505,724 +$461,212 $11.94 32
2022 Q4 1,596,194 $18,484,271 +$1,009,542 $11.58 32
2022 Q3 1,542,748 $17,259,000 +$2,329,780 $11.19 32
2022 Q2 1,334,436 $16,101,000 +$4,598,675 $12.07 29
2022 Q1 942,777 $12,864,000 +$3,397,433 $13.63 30
2021 Q4 690,407 $10,789,000 -$539,070 $15.63 26
2021 Q3 688,785 $10,780,000 -$1,435,309 $15.67 25
2021 Q2 803,407 $12,600,000 +$1,042,373 $15.64 32
2021 Q1 714,055 $10,831,341 +$642,616 $15.17 29
2020 Q4 649,590 $10,306,000 +$749,781 $15.90 28
2020 Q3 586,380 $9,441,000 -$925,523 $16.10 22
2020 Q2 672,153 $10,061,000 -$894,507 $14.97 27
2020 Q1 732,464 $9,772,000 +$2,547,340 $13.34 27
2019 Q4 568,949 $8,827,000 +$273,386 $15.51 27
2019 Q3 517,369 $8,397,000 +$558,392 $16.23 22
2019 Q2 483,141 $7,182,000 -$491,845 $14.87 22
2019 Q1 516,325 $7,605,558 +$683,131 $14.75 24
2018 Q4 471,400 $6,218,954 -$1,416,331 $13.19 23
2018 Q3 577,118 $7,782,622 -$1,339,679 $13.48 23
2018 Q2 692,494 $10,488,785 -$13,021 $13.73 27
2018 Q1 676,743 $9,375,496 +$1,490,304 $13.85 26
2017 Q4 567,601 $8,979,891 -$58,995 $15.83 24
2017 Q3 518,006 $8,502,000 -$1,546,885 $16.41 20
2017 Q2 614,496 $9,168,000 -$2,392,334 $14.91 21
2017 Q1 778,357 $11,279,000 -$2,260,696 $14.49 25
2016 Q4 926,098 $13,247,000 +$440,423 $14.31 23
2016 Q3 891,874 $13,696,000 -$1,695,335 $15.36 24
2016 Q2 1,007,861 $14,296,000 -$13,545,614 $14.18 26
2016 Q1 1,961,530 $26,644,000 -$3,484,349 $13.59 23
2015 Q4 2,225,720 $28,978,000 -$827,129 $13.02 19
2015 Q3 2,281,545 $30,098,000 -$309,281 $13.20 20
2015 Q2 2,305,088 $30,255,000 +$402,848 $13.13 21
2015 Q1 2,272,009 $31,590,000 +$392,927 $13.91 23
2014 Q4 2,234,107 $30,047,872 -$1,938,798 $13.45 21
2014 Q3 2,386,594 $31,961,000 +$637,966 $13.39 21
2014 Q2 2,338,453 $32,483,000 +$961,236 $13.89 21
2014 Q1 2,269,321 $30,116,000 +$3,123,104 $13.27 20