PAINYSEFiscal year ends December 31
Western Asset Investment Grade Income Fund Inc.
$11.38+0.00 (0.00%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
3M
Shares held, 13F filers
Institutional holders
38
9 new, 2 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| 1607 Capital Partners, LLC | 558,367 | 5.87% | 13G (passive) amendment | Jun 30, 2026 |
| Sit Investment Associates, Inc. | 1,148,642 | 12.10% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PAI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,160,755 | – | $14.07K | +6,075 | 0.27% |
| 1607 Capital Partners, LLC | 558,367 | – | $6.77M | −161,635 | 0.59% |
| Hennion & Walsh Asset Management, Inc. | 227,828 | – | $2.76M | −38,504 | 0.08% |
| Jones Financial Companies Lllp | 217,705 | – | $2.64M | +8,416 | 0.00% |
| Karpus Management, Inc. | 206,018 | – | $2.50M | New | 0.07% |
| Guggenheim Capital LLC | 165,565 | – | $2.01M | −50,521 | 0.01% |
| Fiera Capital Corp | 131,497 | – | $1.59M | +3,939 | 0.01% |
| LPL Financial LLC | 91,493 | – | $1.11M | +276 | 0.00% |
| Stifel Financial Corp | 72,527 | – | $879.01K | +29,845 | 0.00% |
| Wolverine Asset Management LLC | 55,399 | – | $671.44K | +9,487 | 0.01% |
| Raymond James Financial Inc | 47,456 | – | $575.18K | +318 | 0.00% |
| Aviance Capital Partners, LLC | 39,963 | – | $484.36K | +1,649 | 0.05% |
| Cetera Investment Advisers | 35,688 | – | $432.55K | New | 0.00% |
| Envestnet Asset Management Inc | 32,589 | – | $394.99K | New | 0.00% |
| Baird Financial Group, Inc. | 31,000 | – | $375.72K | −472 | 0.00% |
| Meadow Creek Wealth Advisors LLC | 26,130 | – | $316.70K | −273 | 0.19% |
| Waverly Advisors, LLC | 22,195 | – | $269.01K | New | 0.00% |
| Morgan Stanley | 20,326 | – | $246.35K | −2,551 | 0.00% |
| Bank Of America Corp /De/ | 19,787 | – | $239.82K | +8,361 | 0.00% |
| Martin Capital Partners, LLC | 19,043 | – | $230.80K | −475 | 0.08% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | 3M | 9 / 11 | 10 / 2 | 0M | 0M |
| Q1 2026 | 32 | 3M | 3 / 11 | 12 / 4 | 0M | 0M |
| Q4 2025 | 34 | 3M | 6 / 10 | 9 / 4 | 1M | 0M |
| Q3 2025 | 32 | 2M | 2 / 10 | 12 / 4 | 0M | 0M |
| Q2 2025 | 34 | 2M | 2 / 10 | 11 / 1 | 0M | 0M |
| Q1 2025 | 33 | 2M | 1 / 11 | 11 / 3 | 0M | 0M |
| Q4 2024 | 35 | 2M | 3 / 11 | 10 / 7 | 0M | 0M |
| Q3 2024 | 41 | 2M | 5 / 9 | 15 / 4 | 0M | 0M |
| Q2 2024 | 40 | 2M | 8 / 11 | 10 / 5 | 0M | 0M |
| Q1 2024 | 37 | 2M | 2 / 13 | 14 / 3 | 0M | 0M |
| Q4 2023 | 38 | 2M | 5 / 14 | 9 / 6 | 0M | 0M |
| Q3 2023 | 39 | 2M | 4 / 14 | 10 / 2 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PAI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Multi-Hedge Strategies Fund | 302 | – | $3.66K | 0.01% | Jun 30, 2026 |
| Guggenheim Multi-Hedge Strategies Fund | 107 | – | $1.30K | 0.01% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Kim Stout | – | – | Apr 7, 2026 |
| Jeffrey Masom | – | – | Aug 28, 2025 |
| Thomas Gahan | – | – | Dec 11, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ronald L. Olson Director | Jan 10, 2020 | Sale | −1,000 | $15.84 | $15.84K | 0 |
| S. Kenneth Leech – | Dec 17, 2018 | Sale | −1,304 | $14.11 | $18.40K | 0 |
| S. Kenneth Leech – | Apr 17, 2017 | Buy | +135 | $14.50 | $1.96K | 1,304 |
| S. Kenneth Leech – | Nov 1, 2016 | Buy | +38 | $14.81 | $563 | 1,169 |
| Kenneth Fuller President and CEO, Director | Feb 6, 2014 | Buy | +1,000 | $13.12 | $13.12K | 1,000 |
| Anita L. Defrantz Director | Jul 26, 2013 | Buy | +35 | $12.95 | $453 | 1,135 |
| James W. Hirschmann Iii – | Jul 18, 2013 | Buy | +4,100 | $12.92 | $52.97K | 14,100 |
| James W. Hirschmann Iii – | Jul 18, 2013 | Buy | +900 | $12.88 | $11.59K | 15,000 |
| James W. Hirschmann Iii – | Jul 18, 2013 | Buy | +4,100 | $12.92 | $52.97K | 4,100 |
| James W. Hirschmann Iii – | Jul 18, 2013 | Buy | +900 | $12.88 | $11.59K | 5,000 |
| William E. B. Siart Director | Dec 17, 2012 | Sale | −4,000 | $14.86 | $59.44K | 0 |
| Anita L. Defrantz Director | Jan 19, 2012 | Buy | +30 | $13.62 | $409 | 1,100 |
| Anita L. Defrantz Director | Feb 1, 2010 | Buy | +70 | $12.63 | $884 | 1,070 |
| Anita L. Defrantz Director | Feb 27, 2008 | Buy | +80 | $14.30 | $1.14K | 990 |
| Anita L. Defrantz Director | Feb 25, 2008 | Buy | +80 | $14.30 | $1.14K | 990 |
| Anita L. Defrantz Director | Nov 27, 2007 | Buy | −100 | $13.60 | $1.36K | 910 |
| R. Jay Gerken President, Director | Sep 20, 2007 | Buy | +2,000 | $28.27 | $56.54K | 2,000 |
| Anita L. Defrantz Director | Mar 13, 2007 | Buy | +50 | $15.00 | $750 | 810 |
| Anita L. Defrantz Director | Feb 28, 2007 | Buy | +50 | $15.50 | $775 | 760 |
| Anita L. Defrantz Director | Mar 14, 2006 | Buy | +90 | $14.53 | $1.31K | 710 |
| S. Kenneth Leech – | May 6, 2003 | Buy | +10,000 | $15.17 | $151.70K | 26,500 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.