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
-$412,228
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% $7,830,809 662,505 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 -$412,228 $12.82 32
2025 Q2 2,112,392 $27,388,720 +$276,985 $12.98 34
2025 Q1 2,091,179 $26,858,037 -$689,030 $12.85 33
2024 Q4 2,140,641 $26,778,469 +$370,622 $12.51 35
2024 Q3 2,099,970 $26,999,029 +$618,040 $12.86 40
2024 Q2 2,060,933 $24,899,162 +$510,005 $12.08 40
2024 Q1 2,018,613 $24,606,999 -$1,521,313 $12.19 37
2023 Q4 19,823 $238,669 +$238,669 $12.04 1
2023 Q3 1,946,638 $21,899,850 +$1,373,223 $11.25 39
2023 Q2 1,823,946 $21,212,723 +$2,213,688 $11.63 37
2023 Q1 1,633,591 $19,505,724 +$461,212 $11.94 32
2022 Q4 1,596,194 $18,484,271 +$1,009,544 $11.58 32
2022 Q3 1,542,748 $17,259,000 +$2,329,777 $11.19 32
2022 Q2 1,334,436 $16,101,000 +$4,610,281 $12.07 29
2022 Q1 942,777 $12,864,000 +$3,381,393 $13.63 30
2021 Q4 690,407 $10,789,000 -$539,788 $15.63 26
2021 Q3 618,456 $9,678,000 -$1,794,855 $15.67 24
2021 Q2 803,407 $12,600,000 +$1,042,377 $15.64 32
2021 Q1 714,055 $10,831,341 +$642,616 $15.17 29
2020 Q4 649,590 $10,306,000 +$749,779 $15.90 28
2020 Q3 586,380 $9,441,000 -$925,522 $16.10 22
2020 Q2 672,153 $10,061,000 -$997,632 $14.97 26
2020 Q1 728,926 $9,725,000 +$2,547,340 $13.34 26
2019 Q4 568,949 $8,827,000 +$273,386 $15.51 27
2019 Q3 517,369 $8,397,000 +$558,391 $16.23 22
2019 Q2 483,141 $7,182,000 -$491,845 $14.87 22
2019 Q1 516,325 $7,605,558 +$683,132 $14.75 24
2018 Q4 471,400 $6,218,954 -$1,416,330 $13.19 23
2018 Q3 577,118 $7,782,622 -$1,174,563 $13.48 23
2018 Q2 676,054 $9,288,785 -$13,020 $13.73 26
2018 Q1 676,743 $9,375,496 +$1,490,304 $13.85 26
2017 Q4 567,432 $8,977,891 -$60,578 $15.83 23
2017 Q3 406,827 $6,677,000 -$1,775,577 $16.41 19
2017 Q2 516,149 $7,702,000 -$2,383,849 $14.91 19
2017 Q1 679,429 $9,847,000 -$1,013,150 $14.49 23
2016 Q4 740,997 $10,598,000 +$201,426 $14.31 21
2016 Q3 725,896 $11,146,000 -$776,520 $15.36 23
2016 Q2 1,007,861 $14,296,000 -$13,545,608 $14.18 26
2016 Q1 1,961,530 $26,644,000 -$3,485,699 $13.59 23
2015 Q4 1,817,726 $23,666,000 -$613,847 $13.02 18
2015 Q3 1,857,170 $24,501,000 -$612,336 $13.20 19
2015 Q2 1,903,713 $24,986,000 -$513,160 $13.13 19
2015 Q1 1,940,394 $26,977,000 -$295,989 $13.91 22
2014 Q4 1,952,016 $26,253,872 -$1,931,549 $13.45 20
2014 Q3 2,103,964 $28,177,000 +$629,599 $13.39 20
2014 Q2 2,056,448 $28,565,000 +$1,105,071 $13.89 20
2014 Q1 1,976,952 $26,237,000 +$2,432,048 $13.27 18