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Disclosery

PAI WESTERN ASSET INVESTMENT GRA

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COM (common), issuer CIK 75398

34 managers (34 13F filers) reported a position in PAI shares at 2025-12-31, 3,180,958 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
34
13F filers
34
New
6
Added
10
Reduced
9
Sold out
4
Shares held by filers
3,180,958

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,148,642$14.3M0.28%new13F-HRTimelineGroup
1607 Capital Partners, LLC712,889$8.9M0.61%+63,73413F-HRTimeline
Hennion & Walsh Asset Management, Inc.223,849$2.79M0.1%+25,94713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP199,013$2.48M<0.01%+11,39213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC187,533$2.34M0.02%+66,29613F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp133,223$1.66M0.01%+40,73213F-HRTimelineGroup
LPL Financial LLC75,649$944K<0.01%-15,40313F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC53,564$668K0.01%+44,16013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,686$583K<0.01%+2,20313F-HRTimelineGroup
Shaker Financial Services, LLC38,338$480K0.15%-18,74313F-HRTimeline
Aviance Capital Partners, LLC38,064$475K0.05%+1,43113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,068$450K<0.01%-2013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,793$397K<0.01%-21513F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC31,051$388K0.01%013F-HRTimeline
Meadow Creek Wealth Advisors LLC26,483$331K0.21%-2,78313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY22,514$281K<0.01%-99113F-HR/ATimelineGroup
Martin Capital Partners, LLC19,518$244K0.09%013F-HRTimeline
Logan Stone Capital, LLC18,620$232K0.06%new13F-HRTimeline
Whitener Capital Management, Inc.16,512$206K0.05%013F-HRTimeline
UBS Group AGin group UBS Group AG16,377$204K<0.01%+74913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,738$196K<0.01%new13F-HRTimelineGroup
Gilman Hill Asset Management, LLC15,000$187K0.03%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,358$167K0.01%-6,45713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,558$157K<0.01%-113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,463$143K<0.01%-35613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,430$105K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,848$85.5K<0.01%+6,70813F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,650$70.5K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,960$49K<0.01%013F-HRTimelineGroup
Founders Capital Management3,140$39.2K0.02%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,537$31.7K<0.01%new13F-HRTimelineGroup
COMERICA BANK2,450$30.6K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,939$24.2K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,501$18.7K<0.01%013F-HRTimeline