PAI institutional holders

WESTERN ASSET INVESTMENT GRA · 13F, 2026Q2

Managers holding38
Shares held3,339,558
Reported value$40.5m
Quarter flows9 new, 11 added, 10 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SIT INVESTMENT ASSOCIATES INC1,160,755$14.1m0.3%
1607 Capital Partners, LLC558,367$6.8m0.6%
Hennion & Walsh Asset Management, Inc.227,828$2.8m0.1%
JONES FINANCIAL COMPANIES LLLP217,705$2.6m0.0%
Karpus Management, Inc.206,018$2.5m0.1%
GUGGENHEIM CAPITAL LLC165,565$2.0m0.0%
Fiera Capital Corp131,497$1.6m0.0%
LPL Financial LLC91,493$1.1m0.0%
STIFEL FINANCIAL CORP72,527$879,0110.0%
WOLVERINE ASSET MANAGEMENT LLC55,399$671,4410.0%
RAYMOND JAMES FINANCIAL INC47,456$575,1760.0%
Aviance Capital Partners, LLC39,963$484,3600.1%
Cetera Investment Advisers35,688$432,5450.0%
ENVESTNET ASSET MANAGEMENT INC32,589$394,9850.0%
Baird Financial Group, Inc.31,000$375,7230.0%
Meadow Creek Wealth Advisors LLC26,130$316,6980.2%
Waverly Advisors, LLC22,195$269,0060.0%
MORGAN STANLEY20,326$246,3530.0%
BANK OF AMERICA CORP /DE/19,787$239,8180.0%
Martin Capital Partners, LLC19,043$230,8040.1%
UHLMANN PRICE SECURITIES, LLC17,591$213,2100.0%
Whitener Capital Management, Inc.16,292$197,4610.0%
HRT FINANCIAL LP16,259$197,0000.0%
CLIFFORD SWAN INVESTMENT COUNSEL LLC16,151$195,7520.0%
Gilman Hill Asset Management, LLC15,000$181,8020.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PAI"). PAI price history · All 13F data

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