We are live on ! Find out more
PAI

Western Asset Investment Grade Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$3.01M +$3.09M +220,876 New
CSIC
2
Clifford Swan Investment Counsel
California
$1.15M
GC
3
Guggenheim Capital
Illinois
$1.01M -$26.9K -1,920 -3%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$948K +$211K +15,067 +28%
Ameriprise
5
Ameriprise
Minnesota
$642K +$38.9K +2,780 +6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$611K +$10.9K +779 +2%
GIP
7
Granite Investment Partners
California
$580K +$2.46K +176 +0.4%
WAM
8
Wolverine Asset Management
Illinois
$575K +$591K +42,202 New
UBS Group
9
UBS Group
Switzerland
$569K +$127K +9,104 +28%
MCWA
10
Meadow Creek Wealth Advisors
Georgia
$455K +$63.2K +4,515 +16%
MCP
11
Martin Capital Partners
Oregon
$368K
Morgan Stanley
12
Morgan Stanley
New York
$301K -$37K -2,645 -11%
Lido Advisors
13
Lido Advisors
California
$280K -$534K -38,153 -65%
LPL Financial
14
LPL Financial
California
$280K -$12.5K -890 -4%
TIM
15
Tortoise Investment Management
New York
$274K +$281K +20,079 New
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$264K -$19.8K -1,414 -7%
WCM
17
Whitener Capital Management
North Carolina
$260K -$35K -2,500 -12%
Wells Fargo
18
Wells Fargo
California
$222K +$42K +2,999 +23%
Bank of America
19
Bank of America
North Carolina
$212K +$770 +55 +0.4%
CAN
20
Cetera Advisor Networks
California
$189K -$184K -13,168 -49%
KA
21
Kovack Advisors
Florida
$163K +$168K +12,000 New
MRCM
22
M&R Capital Management
New Jersey
$137K
FCMT
23
Founders Capital Management (Texas)
Texas
$122K
FAG
24
Fortitude Advisory Group
Washington
$98K
Osaic Holdings
25
Osaic Holdings
Arizona
$38K +$16.1K +1,150 +73%