Institutional Ownership
Western Asset Investment Gra
CUSIP 95766T100COMPAIQ1 2026
13D / 13G Filings
12
Schedule 13D/13G on record
Beneficial Filers
4
Distinct reporting persons
Largest Stake
19.3%
Max % of class reported
Institutional Holders
32
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
12 filings · latest Jan 6, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 6, 2026 | Sit Investment Associates, Inc. | 13G/A | 12.1% | 1.15M | SEC |
| 2 | Feb 13, 2025 | 1607 Capital Partners, LLC | 13G/A | 7.0% | 662.5K | SEC |
| 3 | Nov 14, 2024 | 1607 Capital Partners, LLC | 13G/A | 5.2% | 494.3K | SEC |
| 4 | Feb 14, 2024 | Sit Investment Associates Inc | 13G | 6.8% | 651.1K | SEC |
| 5 | Feb 8, 2024 | 1607 Capital Partners, LLC | 13G/A | 9.3% | 881.7K | SEC |
| 6 | Jan 26, 2024 | First Trust Portfolios LP | 13G/A | 0.0% | 4.1K | SEC |
| 7 | Feb 14, 2023 | 1607 Capital Partners, LLC | 13G | 7.5% | 712.8K | SEC |
| 8 | Jan 13, 2023 | First Trust Portfolios LP | 13G/A | 5.7% | 541.6K | SEC |
| 9 | Aug 10, 2022 | First Trust Portfolios LP | 13G/A | 10.2% | 966.0K | SEC |
| 10 | Jan 18, 2022 | First Trust Portfolios LP | 13G/A | 15.8% | 1.50M | SEC |
2 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Western Asset Investment Gra.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 720.0K | $8.71M |
| 2 | Hennion & Walsh Asset Management, Inc. | 266.3K | $3.22M |
| 3 | Guggenheim Capital LLC | 216.1K | $2.61M |
| 4 | Jones Financial Companies Lllp | 209.3K | $2.49M |
| 5 | Fiera Capital Corp | 127.6K | $1.54M |
| 6 | Lpl Financial LLC | 91.2K | $1.10M |
| 7 | Raymond James Financial Inc | 47.1K | $570.1K |
| 8 | Wolverine Asset Management LLC | 45.9K | $555.3K |
| 9 | Stifel Financial Corp | 42.7K | $516.2K |
| 10 | Aviance Capital Partners, LLC | 38.3K | $463.4K |