Institutional Ownership
Western Asset Investment Gra
CUSIP 95766T100COMPAIQ1 2026
Institutional Holders
32
13F filers
Shares Held
3.23M
Aggregate institutional
Institutional Value
$24.89M
Q1 2026
Net New Holders
-1
3 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased11
Decreased12
Sold out4
Institutional Holders
32 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 720.0K | $8.71M | +7.1K | Added |
| 2 | Hennion & Walsh Asset Management, Inc. | 266.3K | $3.22M | +42.5K | Added |
| 3 | Guggenheim Capital LLC | 216.1K | $2.61M | +28.6K | Added |
| 4 | Jones Financial Companies Lllp | 209.3K | $2.49M | +10.3K | Added |
| 5 | Fiera Capital Corp | 127.6K | $1.54M | −5.7K | Reduced |
| 6 | Lpl Financial LLC | 91.2K | $1.10M | +15.6K | Added |
| 7 | Raymond James Financial Inc | 47.1K | $570.1K | +452 | Added |
| 8 | Wolverine Asset Management LLC | 45.9K | $555.3K | −7.7K | Reduced |
| 9 | Stifel Financial Corp | 42.7K | $516.2K | +6.6K | Added |
| 10 | Aviance Capital Partners, LLC | 38.3K | $463.4K | +250 | Added |
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