WESTERN ASSET INVESTMENT GRA (PAI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
36
Reporting holders
$26.2M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | $6.8M | 558,367 | 0.59% | 18q | -22.4%-$2.0M |
| Hennion & Walsh Asset Management, Inc. | $2.8M | 227,828 | 0.08% | 22q | -14.5%-$466.7K |
| JONES FINANCIAL COMPANIES LLLP | $2.6M | 217,705 | 0.00% | 9q | +4.0%+$101.9K |
| Karpus Management, Inc. | $2.5M | 206,018 | 0.07% | new | NEW |
| GUGGENHEIM CAPITAL LLC | $2.0M | 165,565 | 0.01% | 31q | -23.4%-$612.3K |
| Fiera Capital Corp | $1.6M | 131,497 | 0.01% | 22q | +3.1%+$47.7K |
| LPL Financial LLC | $1.1M | 91,493 | 0.00% | 21q | HELD |
| STIFEL FINANCIAL CORP | $879.0K | 72,527 | 0.00% | 16q | +69.9%+$361.7K |
| WOLVERINE ASSET MANAGEMENT LLC | $671.4K | 55,399 | 0.01% | 4q | +20.7%+$115.0K |
| RAYMOND JAMES FINANCIAL INC | $575.2K | 47,456 | 0.00% | 7q | +0.7%+$3.9K |
| Aviance Capital Partners, LLC | $484.4K | 39,963 | 0.05% | 12q | +4.3%+$20.0K |
| Cetera Investment Advisers | $432.5K | 35,688 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $395.0K | 32,589 | 0.00% | new | NEW |
| Baird Financial Group, Inc. | $375.7K | 31,000 | 0.00% | 9q | -1.5%-$5.7K |
| Meadow Creek Wealth Advisors LLC | $316.7K | 26,130 | 0.19% | 16q | -1.0%-$3.3K |
| Waverly Advisors, LLC | $269.0K | 22,195 | 0.00% | new | NEW |
| MORGAN STANLEY | $246.4K | 20,326 | 0.00% | 35q | -11.2%-$30.9K |
| BANK OF AMERICA CORP /DE/ | $239.8K | 19,787 | 0.00% | 31q | +73.2%+$101.3K |
| Martin Capital Partners, LLC | $230.8K | 19,043 | 0.08% | 31q | -2.4%-$5.8K |
| UHLMANN PRICE SECURITIES, LLC | $213.2K | 17,591 | 0.01% | new | NEW |
| Whitener Capital Management, Inc. | $197.5K | 16,292 | 0.04% | 25q | HELD |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | $195.8K | 16,151 | 0.01% | 31q | -40.9%-$135.7K |
| Gilman Hill Asset Management, LLC | $181.8K | 15,000 | 0.02% | 13q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $152.8K | 12,605 | 0.00% | 3q | +16.0%+$21.0K |
| WELLS FARGO & COMPANY/MN | $152.2K | 12,559 | 0.00% | 31q | -50.0%-$152.2K |
| Allspring Global Investments Holdings, LLC | $148.4K | 12,245 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $138.8K | 11,456 | 0.00% | new | NEW |
| UBS Group AG | $101.1K | 8,344 | 0.00% | 31q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $68.5K | 5,650 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $66.7K | 5,506 | 0.00% | 26q | -34.1%-$34.5K |
| Founders Capital Management | $38.1K | 3,140 | 0.02% | 29q | HELD |
| FIFTH THIRD BANCORP | $29.7K | 2,450 | 0.00% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $18.2K | 1,501 | 0.00% | 13q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $14.1K | 1,160,755 | 0.27% | 3q | +0.5% |
| Rockefeller Capital Management L.P. | $12.1K | 1,000 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $3.1K | 256 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.7K | 222 | 0.00% | 31q | +58.6% |
| HRT FINANCIAL LP | $197 | 16,259 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | 1607 Capital Partners, LLC | 5.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 36 | $26.2M | 2,162,544 | 8 | 9 | 10 | 0.0% |
| Q1 2026 | 30 | $25.0M | 2,072,437 | 3 | 10 | 10 | 0.0% |
| Q4 2025 | 31 | $25.1M | 2,008,838 | 5 | 10 | 7 | 0.0% |
| Q3 2025 | 29 | $26.2M | 2,047,111 | 2 | 9 | 10 | 0.0% |
| Q2 2025 | 30 | $26.7M | 2,058,147 | 2 | 9 | 7 | 0.0% |
| Q1 2025 | 29 | $26.3M | 2,047,040 | 1 | 10 | 10 | 0.0% |
| Q4 2024 | 31 | $26.3M | 2,102,314 | 2 | 10 | 8 | 0.0% |
| Q3 2024 | 36 | $26.3M | 2,046,223 | 3 | 8 | 14 | 0.0% |
| Q2 2024 | 38 | $24.4M | 2,017,451 | 8 | 11 | 9 | 0.0% |
| Q1 2024 | 34 | $24.6M | 2,019,859 | 2 | 11 | 12 | 0.0% |
| Q4 2023 | 35 | $25.6M | 2,130,110 | 3 | 14 | 9 | 0.0% |
| Q3 2023 | 35 | $21.2M | 1,884,217 | 4 | 13 | 7 | 0.0% |
| Q2 2023 | 32 | $18.5M | 1,589,623 | 5 | 10 | 6 | 0.0% |
| Q1 2023 | 26 | $17.2M | 1,441,131 | 3 | 8 | 9 | 0.0% |
| Q4 2022 | 25 | $16.3M | 1,411,327 | 1 | 9 | 10 | 0.0% |
| Q3 2022 | 33 | $17.3M | 1,542,888 | 5 | 7 | 11 | 0.0% |
| Q2 2022 | 29 | $16.1M | 1,334,436 | 3 | 10 | 7 | 0.0% |
| Q1 2022 | 30 | $12.9M | 942,777 | 6 | 7 | 7 | 0.0% |
| Q4 2021 | 26 | $10.8M | 690,407 | 1 | 8 | 7 | 0.0% |
| Q3 2021 | 25 | $10.8M | 688,831 | 0 | 7 | 8 | 0.0% |
| Q2 2021 | 32 | $12.6M | 803,407 | 5 | 9 | 8 | 0.0% |
| Q1 2021 | 29 | $10.8M | 714,055 | 3 | 7 | 10 | 0.0% |
| Q4 2020 | 28 | $10.3M | 649,590 | 6 | 8 | 8 | 0.0% |
| Q3 2020 | 22 | $9.4M | 586,380 | 0 | 8 | 6 | 0.0% |
| Q2 2020 | 26 | $9.7M | 650,075 | 5 | 6 | 7 | 0.0% |
| Q1 2020 | 27 | $9.8M | 732,516 | 5 | 10 | 5 | 0.0% |
| Q4 2019 | 28 | $8.8M | 569,001 | 6 | 9 | 6 | 0.0% |
| Q3 2019 | 22 | $8.4M | 517,369 | 2 | 8 | 7 | 0.0% |
| Q2 2019 | 22 | $7.2M | 483,141 | 0 | 6 | 8 | 0.0% |
| Q1 2019 | 24 | $7.6M | 516,325 | 4 | 7 | 5 | 0.0% |
| Q4 2018 | 23 | $6.2M | 471,400 | 1 | 0 | 0 | 0.0% |