Western Asset Investment GraPAI
13F holders, Q1 2025 (March 31)33holders −2
1new positions
3sold out
$12.84avg. 13F price*
At the end of Q1 2025, 33 institutions reported holding Western Asset Investment Gra (PAI) in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 3 sold out. The largest holders were 1607 Capital Partners, LLC ($8.6M), Hennion & Walsh Asset Management, Inc. ($3.3M) and SeaBridge Investment Advisors LLC ($3.3M).
- Company
- Western Asset Investment Gra
- CUSIP
- 95766T100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $259K |
| Exits | 3 | $957K |
All 13F filers, Q4 2024 → Q1 2025: 201,750 shares bought and 257,316 shares sold, net −55,566 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| 1607 Capital Partners, LLC | 0.69% | Add +0.6% | 666,405 | $8.6M |
| Hennion & Walsh Asset Management, Inc. | 0.15% | Add +19.4% | 255,783 | $3.3M |
| SeaBridge Investment Advisors LLC | 0.71% | Add +75.2% | 254,432 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +8.3% | 167,893 | $2.1M |
| Guggenheim Capital LLC | 0.02% | Reduce -13.4% | 166,383 | $2.1M |
| Fiera Capital Corp | 0.00% | No change | 85,834 | $1.1M |
| LPL Financial LLC | 0.00% | Add +2.9% | 53,279 | $685K |
| Raymond James Financial Inc. | 0.00% | Reduce -2.9% | 44,524 | $572K |
| Clifford Swan Investment Counsel LLC | 0.02% | Reduce -26.8% | 40,951 | $526K |
| Stifel Financial Corp. | 0.00% | Add +4.9% | 35,512 | $456K |
| Meadow Creek Wealth Advisors LLC | 0.28% | Reduce -0.9% | 29,266 | $376K |
| Aviance Capital Partners, LLC | 0.05% | Add +24.9% | 29,183 | $375K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -81.1% | 27,714 | $356K |
| Morgan Stanley | 0.00% | Reduce -9.9% | 27,398 | $352K |
| Thrivent Financial for Lutherans | 0.00% | No change | 20,732 | $266K |
| Susquehanna International Group, LLP | 0.00% | New | 20,122 | $259K |
| StoneX Group Inc. | 0.01% | Reduce -0.6% | 19,815 | $255K |
| Baird Financial Group, Inc. | 0.00% | Add +0.4% | 17,138 | $220K |
| Whitener Capital Management, Inc. | 0.06% | No change | 16,530 | $212K |
| Wells Fargo & Company | 0.00% | Reduce -26.2% | 15,322 | $197K |
| Transatlantique Private Wealth LLC | 0.08% | Add +1.9% | 15,246 | $196K |
| UBS Group AG | 0.00% | Reduce -40.6% | 15,148 | $195K |
| Gilman Hill Asset Management, LLC | 0.03% | No change | 15,000 | $193K |
| Bank of America Corp. | 0.00% | Add +47.9% | 12,861 | $165K |
| Martin Capital Partners, LLC | 0.18% | No change | 11,531 | $148K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.5% | 11,416 | $147K |
| Osaic Holdings, Inc. | 0.00% | Add +10.8% | 7,867 | $101K |
| Founders Capital Management | 0.03% | No change | 3,140 | $40K |
| Comerica Bank | 0.00% | No change | 2,450 | $31K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,501 | $19K |
| Cwm, LLC | 0.00% | No change | 460 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -76.1% | 203 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 140 | $2K |
"% of holder's portfolio" is PAI's weight in each manager's 13F, not the share of Western Asset Investment Gra the manager owns.