Western Asset Investment Grade Income Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 1.16 M | $14.07 M | 0.53% | 12.20% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 558.37 K | $6.77 M | -22.45% | 5.87% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 227.83 K | $2.76 M | -14.46% | 2.40% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 217.71 K | $2.64 M | 4.02% | 2.29% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 206.02 K | $2.50 M | 100.00% | 2.17% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 165.57 K | $2.01 M | -23.38% | 1.74% |
| FIERA CAPITAL CORP | 08/07/2026 | 131.50 K | $1.59 M | 3.09% | 1.38% |
| LPL FINANCIAL LLC | 08/07/2026 | 91.49 K | $1.11 M | 0.30% | 0.96% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 72.53 K | $879.01 K | 69.92% | 0.76% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 55.40 K | $671.44 K | 20.66% | 0.58% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 47.46 K | $575.18 K | 0.67% | 0.50% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 39.96 K | $484.36 K | 4.30% | 0.42% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 35.69 K | $432.55 K | 100.00% | 0.38% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 32.59 K | $394.99 K | 100.00% | 0.34% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 31.00 K | $375.72 K | -1.50% | 0.33% |
| MEADOW CREEK WEALTH ADVISORS LLC | 08/14/2026 | 26.13 K | $316.70 K | -1.03% | 0.27% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 22.20 K | $269.01 K | 100.00% | 0.23% |
| MORGAN STANLEY | 08/13/2026 | 20.33 K | $246.35 K | -11.15% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 19.79 K | $239.82 K | 73.18% | 0.21% |
| MARTIN CAPITAL PARTNERS, LLC | 07/07/2026 | 19.04 K | $230.80 K | -2.43% | 0.20% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 17.59 K | $213.21 K | 100.00% | 0.19% |
| WHITENER CAPITAL MANAGEMENT, INC. | 07/10/2026 | 16.29 K | $197.46 K | 0.00% | 0.17% |
| HRT FINANCIAL LP | 08/14/2026 | 16.26 K | $197.00 K | 100.00% | 0.17% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 08/20/2026 | 16.15 K | $195.75 K | -40.95% | 0.17% |
| GILMAN HILL ASSET MANAGEMENT, LLC | 07/09/2026 | 15.00 K | $181.80 K | 0.00% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 12.61 K | $152.77 K | 15.95% | 0.13% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 12.56 K | $152.21 K | -0.01% | 0.13% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 12.25 K | $148.41 K | 100.00% | 0.13% |
| CITADEL ADVISORS LLC | 09/02/2026 | 11.46 K | $138.85 K | 100.00% | 0.12% |
| UBS GROUP AG | 08/13/2026 | 8.34 K | $101.13 K | 0.00% | 0.09% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 5.65 K | $68.48 K | 0.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 5.51 K | $66.73 K | -34.10% | 0.06% |
| FOUNDERS CAPITAL MANAGEMENT | 07/21/2026 | 3.14 K | $38.06 K | 0.00% | 0.03% |
| FIFTH THIRD BANCORP | 08/05/2026 | 2.45 K | $29.69 K | 0.00% | 0.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 1.50 K | $18.19 K | 0.00% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 1.00 K | $12.12 K | 0.00% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 256 | $3.11 K | 100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 222 | $2.69 K | 58.57% | 0.00% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 0 | $0 | -100.00% | 0.00% |
| KOHMANN BOSSHARD FINANCIAL SERVICES, LLC | 07/15/2026 | 0 | $0 | -100.00% | 0.00% |
| BUCKINGHAM STRATEGIC PARTNERS | 08/06/2026 | 0 | $0 | -100.00% | 0.00% |
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Western Asset Investment Grade Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 53 institutional investors and hedge funds held shares of Western Asset Investment Grade Income Fund Inc. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 1.16 M
1607 Capital Partners, LLC: 558,367
Hennion & Walsh Asset Management, Inc.: 227,828
JONES FINANCIAL COMPANIES LLLP: 217,705
Karpus Management, Inc.: 206,018
GUGGENHEIM CAPITAL LLC: 165,565
35.11% of Western Asset Investment Grade Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.95 M shares in the last 24 months. This purchase volume represents approximately $48.25 M in transactions.