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 | 02/25/2026 | 1.15 M | $14.34 M | 100.00% | 12.08% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 712.89 K | $8.90 M | 9.82% | 7.50% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 223.85 K | $2.79 M | 13.11% | 2.35% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 199.01 K | $2.48 M | 6.07% | 2.09% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 187.53 K | $2.34 M | 54.68% | 1.97% |
| FIERA CAPITAL CORP | 02/11/2026 | 133.22 K | $1.66 M | 44.04% | 1.40% |
| LPL FINANCIAL LLC | 02/11/2026 | 75.65 K | $944.10 K | -16.92% | 0.80% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 53.56 K | $668.48 K | 469.59% | 0.56% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 46.69 K | $582.64 K | 4.95% | 0.49% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 38.34 K | $480.47 K | -32.84% | 0.40% |
| AVIANCE CAPITAL PARTNERS, LLC | 02/06/2026 | 38.06 K | $475.04 K | 3.91% | 0.40% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 36.07 K | $450.13 K | -0.06% | 0.38% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 31.79 K | $396.78 K | -0.67% | 0.33% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 02/11/2026 | 31.05 K | $387.52 K | 0.00% | 0.33% |
| MEADOW CREEK WEALTH ADVISORS LLC | 01/28/2026 | 26.48 K | $330.51 K | -9.51% | 0.28% |
| MORGAN STANLEY | 02/13/2026 | 22.51 K | $280.98 K | -4.22% | 0.24% |
| MARTIN CAPITAL PARTNERS, LLC | 01/06/2026 | 19.52 K | $244.00 K | 0.00% | 0.21% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 18.62 K | $232.38 K | 100.00% | 0.20% |
| WHITENER CAPITAL MANAGEMENT, INC. | 01/23/2026 | 16.51 K | $206.07 K | 0.00% | 0.17% |
| UBS GROUP AG | 01/29/2026 | 16.38 K | $204.39 K | 4.79% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 15.74 K | $196.41 K | 100.00% | 0.17% |
| GILMAN HILL ASSET MANAGEMENT, LLC | 01/12/2026 | 15.00 K | $187.20 K | 0.00% | 0.16% |
| STONEX GROUP INC. | 02/12/2026 | 13.36 K | $167.40 K | -32.59% | 0.14% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 12.56 K | $156.73 K | -0.01% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 11.46 K | $143.06 K | -3.01% | 0.12% |
| KARPUS MANAGEMENT, INC. | 02/13/2026 | 9.08 K | $113.33 K | 100.00% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 8.43 K | $105.22 K | 0.00% | 0.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 6.85 K | $85.46 K | 4,791.43% | 0.07% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 5.65 K | $70.51 K | 100.00% | 0.06% |
| CWM, LLC | 01/26/2026 | 3.96 K | $49.00 K | 0.00% | 0.04% |
| FOUNDERS CAPITAL MANAGEMENT | 01/15/2026 | 3.14 K | $39.19 K | 0.00% | 0.03% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 2.54 K | $31.66 K | 100.00% | 0.03% |
| COMERICA BANK | 01/29/2026 | 2.45 K | $30.58 K | 0.00% | 0.03% |
| KOHMANN BOSSHARD FINANCIAL SERVICES, LLC | 01/30/2026 | 1.94 K | $24.20 K | 100.00% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 1.50 K | $18.73 K | 0.00% | 0.02% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| SEABRIDGE INVESTMENT ADVISORS LLC | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 0 | $0 | -100.00% | 0.00% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 02/10/2026 | 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, 47 institutional investors and hedge funds held shares of Western Asset Investment Grade Income Fund Inc. The most heavily invested institutionals were:
WOLVERINE ASSET MANAGEMENT LLC: 45,912
Meadow Creek Wealth Advisors LLC: 26,403
Martin Capital Partners, LLC: 19,518
WHITENER CAPITAL MANAGEMENT, INC.: 16,292
Gilman Hill Asset Management, LLC: 15,000
UBS Group AG: 8,344
33.54% of Western Asset Investment Grade Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.78 M shares in the last 24 months. This purchase volume represents approximately $46.14 M in transactions.