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 | 05/13/2026 | 1.15 M | $13.97 M | 0.53% | 12.14% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 720.00 K | $8.71 M | 1.00% | 7.57% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 266.33 K | $3.22 M | 18.98% | 2.80% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 216.09 K | $2.61 M | 15.23% | 2.27% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 209.29 K | $2.49 M | 5.16% | 2.20% |
| FIERA CAPITAL CORP | 05/12/2026 | 127.56 K | $1.54 M | -4.25% | 1.34% |
| LPL FINANCIAL LLC | 05/06/2026 | 91.22 K | $1.10 M | 20.58% | 0.96% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 47.14 K | $570.13 K | 0.97% | 0.50% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 45.91 K | $555.31 K | -14.29% | 0.48% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 42.68 K | $516.24 K | 18.34% | 0.45% |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 38.31 K | $463.40 K | 0.66% | 0.40% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 35.53 K | $429.78 K | -7.31% | 0.37% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 31.47 K | $380.65 K | -1.01% | 0.33% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 05/06/2026 | 27.35 K | $330.81 K | -11.92% | 0.29% |
| MEADOW CREEK WEALTH ADVISORS LLC | 04/30/2026 | 26.40 K | $319.34 K | -0.30% | 0.28% |
| MORGAN STANLEY | 05/15/2026 | 22.88 K | $276.71 K | 1.61% | 0.24% |
| MARTIN CAPITAL PARTNERS, LLC | 04/07/2026 | 19.52 K | $236.00 K | 0.00% | 0.21% |
| WHITENER CAPITAL MANAGEMENT, INC. | 04/16/2026 | 16.29 K | $197.05 K | -1.33% | 0.17% |
| GILMAN HILL ASSET MANAGEMENT, LLC | 04/08/2026 | 15.00 K | $181.43 K | 0.00% | 0.16% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 12.56 K | $151.91 K | 0.02% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 11.43 K | $138.20 K | -0.32% | 0.12% |
| BUCKINGHAM STRATEGIC PARTNERS | 05/13/2026 | 11.02 K | $133.30 K | 100.00% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 10.87 K | $131.49 K | -30.93% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 8.36 K | $101.09 K | -0.89% | 0.09% |
| UBS GROUP AG | 05/05/2026 | 8.34 K | $100.92 K | -49.05% | 0.09% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 5.65 K | $69.16 K | 0.00% | 0.06% |
| CWM, LLC | 05/14/2026 | 3.96 K | $47.90 K | 0.00% | 0.04% |
| FOUNDERS CAPITAL MANAGEMENT | 04/21/2026 | 3.14 K | $37.98 K | 0.00% | 0.03% |
| FIFTH THIRD BANCORP | 05/01/2026 | 2.45 K | $29.63 K | 100.00% | 0.03% |
| KOHMANN BOSSHARD FINANCIAL SERVICES, LLC | 04/23/2026 | 1.94 K | $23.45 K | 0.00% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 1.50 K | $18.16 K | 0.00% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 1.00 K | $12.10 K | 100.00% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 140 | $1.69 K | -97.96% | 0.00% |
| STONEX GROUP INC. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 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, 48 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: 1.15 M
1607 Capital Partners, LLC: 720,002
Hennion & Walsh Asset Management, Inc.: 266,332
GUGGENHEIM CAPITAL LLC: 216,086
JONES FINANCIAL COMPANIES LLLP: 209,289
Fiera Capital Corp: 127,558
34.02% of Western Asset Investment Grade Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.84 M shares in the last 24 months. This purchase volume represents approximately $46.93 M in transactions.