Western Asset Investment GraPAI
13F holders, Q4 2025 (December 31)34holders +2
6new positions
4sold out
$12.48avg. 13F price*
At the end of Q4 2025, 34 institutions reported holding Western Asset Investment Gra (PAI) in their 13F filings, up 2 from Q3 2025. 6 opened new positions and 4 sold out. The largest holders were Sit Investment Associates Inc. ($14.3M), 1607 Capital Partners, LLC ($8.9M) and Hennion & Walsh Asset Management, Inc. ($2.8M).
- Company
- Western Asset Investment Gra
- CUSIP
- 95766T100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $14.9M |
| Exits | 4 | $4.0M |
All 13F filers, Q3 2025 → Q4 2025: 1,456,478 shares bought and 356,372 shares sold, net +1,100,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Sit Investment Associates Inc. | 0.28% | New | 1,148,642 | $14.3M |
| 1607 Capital Partners, LLC | 0.61% | Add +9.8% | 712,889 | $8.9M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +13.1% | 223,849 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +6.1% | 199,013 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Add +54.7% | 187,533 | $2.3M |
| Fiera Capital Corp | 0.01% | Add +44.0% | 133,223 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -16.9% | 75,649 | $944K |
| Wolverine Asset Management LLC | 0.04% | Add +469.6% | 53,564 | $668K |
| Raymond James Financial Inc. | 0.00% | Add +5.0% | 46,686 | $583K |
| Shaker Financial Services, LLC | 0.15% | Reduce -32.8% | 38,338 | $480K |
| Aviance Capital Partners, LLC | 0.05% | Add +3.9% | 38,064 | $475K |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 36,068 | $450K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.7% | 31,793 | $397K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 31,051 | $388K |
| Meadow Creek Wealth Advisors LLC | 0.21% | Reduce -9.5% | 26,483 | $331K |
| Morgan Stanley | 0.00% | Reduce -4.2% | 22,514 | $281K |
| Martin Capital Partners, LLC | 0.09% | No change | 19,518 | $244K |
| Logan Stone Capital, LLC | 0.06% | New | 18,620 | $232K |
| Whitener Capital Management, Inc. | 0.05% | No change | 16,512 | $206K |
| UBS Group AG | 0.00% | Add +4.8% | 16,377 | $204K |
| Susquehanna International Group, LLP | 0.00% | New | 15,738 | $196K |
| Gilman Hill Asset Management, LLC | 0.03% | No change | 15,000 | $187K |
| StoneX Group Inc. | 0.01% | Reduce -32.6% | 13,358 | $167K |
| Wells Fargo & Company | 0.00% | Reduce -0.0% | 12,558 | $157K |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 11,463 | $143K |
| Osaic Holdings, Inc. | 0.00% | No change | 8,430 | $105K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4791.4% | 6,848 | $85K |
| International Assets Investment Management, LLC | 0.00% | New | 5,650 | $71K |
| Cwm, LLC | 0.00% | No change | 3,960 | $49K |
| Founders Capital Management | 0.02% | No change | 3,140 | $39K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,537 | $32K |
| Comerica Bank | 0.00% | No change | 2,450 | $31K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 1,939 | $24K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,501 | $19K |
"% of holder's portfolio" is PAI's weight in each manager's 13F, not the share of Western Asset Investment Gra the manager owns.