Western Asset Investment GraPAI
13F holders, Q3 2025 (September 30)32holders −2
2new positions
4sold out
$12.81avg. 13F price*
At the end of Q3 2025, 32 institutions reported holding Western Asset Investment Gra (PAI) in their 13F filings, down 2 from Q2 2025. 2 opened new positions and 4 sold out. The largest holders were 1607 Capital Partners, LLC ($8.3M), SeaBridge Investment Advisors LLC ($3.5M) and Hennion & Walsh Asset Management, Inc. ($2.5M).
- Company
- Western Asset Investment Gra
- CUSIP
- 95766T100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $268K |
| Exits | 4 | $761K |
All 13F filers, Q2 2025 → Q3 2025: 125,861 shares bought and 157,402 shares sold, net −31,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| 1607 Capital Partners, LLC | 0.63% | Reduce -4.3% | 649,155 | $8.3M |
| SeaBridge Investment Advisors LLC | 0.57% | Reduce -7.1% | 275,204 | $3.5M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -7.4% | 197,902 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +6.4% | 187,621 | $2.4M |
| Guggenheim Capital LLC | 0.01% | Reduce -12.9% | 121,237 | $1.6M |
| Fiera Capital Corp | 0.00% | Add +8.9% | 92,491 | $1.2M |
| LPL Financial LLC | 0.00% | Add +55.8% | 91,052 | $1.2M |
| Shaker Financial Services, LLC | 0.25% | Add +413.8% | 57,081 | $735K |
| Raymond James Financial Inc. | 0.00% | Add +0.9% | 44,483 | $570K |
| Aviance Capital Partners, LLC | 0.06% | Add +6.0% | 36,633 | $470K |
| Stifel Financial Corp. | 0.00% | Reduce -7.7% | 36,088 | $463K |
| Baird Financial Group, Inc. | 0.00% | Add +0.7% | 32,008 | $410K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -7.5% | 31,051 | $398K |
| Meadow Creek Wealth Advisors LLC | 0.25% | No change | 29,266 | $371K |
| Morgan Stanley | 0.00% | Add +3.4% | 23,505 | $301K |
| StoneX Group Inc. | 0.01% | No change | 19,815 | $255K |
| Martin Capital Partners, LLC | 0.10% | Reduce -14.2% | 19,518 | $250K |
| Whitener Capital Management, Inc. | 0.05% | No change | 16,512 | $212K |
| UBS Group AG | 0.00% | Reduce -11.6% | 15,628 | $200K |
| Gilman Hill Asset Management, LLC | 0.03% | No change | 15,000 | $192K |
| Transatlantique Private Wealth LLC | 0.06% | Reduce -5.5% | 14,400 | $185K |
| Wells Fargo & Company | 0.00% | Reduce -7.4% | 12,559 | $161K |
| Bank of America Corp. | 0.00% | Reduce -8.1% | 11,819 | $152K |
| Ameriprise Financial Inc. | 0.00% | New | 11,536 | $148K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.2% | 10,263 | $132K |
| Wolverine Asset Management LLC | 0.01% | New | 9,404 | $121K |
| Osaic Holdings, Inc. | 0.00% | Add +7.2% | 8,430 | $107K |
| Cwm, LLC | 0.00% | Add +760.9% | 3,960 | $51K |
| Founders Capital Management | 0.02% | 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 |
| 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.