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Disclosery

PAI WESTERN ASSET INVESTMENT GRA

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COM (common), issuer CIK 75398

32 managers (32 13F filers) reported a position in PAI shares at 2026-03-31, 3,234,075 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
32
13F filers
32
New
3
Added
11
Reduced
12
Sold out
4
Shares held by filers
3,234,075

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC1,154,680$14M0.28%+6,03813F-HRTimelineGroup
1607 Capital Partners, LLC720,002$8.71M0.63%+7,11313F-HRTimeline
Hennion & Walsh Asset Management, Inc.266,332$3.22M0.11%+42,48313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC216,086$2.61M0.02%+28,55313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP209,289$2.49M<0.01%+10,27613F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp127,558$1.54M0.01%-5,66513F-HRTimelineGroup
LPL Financial LLC91,217$1.1M<0.01%+15,56813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,138$570K<0.01%+45213F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC45,912$555K0.01%-7,65213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,682$516K<0.01%+6,61413F-HRTimelineGroup
Aviance Capital Partners, LLC38,314$463K0.05%+25013F-HRTimeline
Shaker Financial Services, LLC35,534$430K0.15%-2,80413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,472$381K<0.01%-32113F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC27,351$331K0.01%-3,70013F-HRTimeline
Meadow Creek Wealth Advisors LLC26,403$319K0.21%-8013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY22,877$277K<0.01%+36313F-HRTimelineGroup
Martin Capital Partners, LLC19,518$236K0.09%013F-HRTimeline
Whitener Capital Management, Inc.16,292$197K0.04%-22013F-HRTimeline
Gilman Hill Asset Management, LLC15,000$181K0.03%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,560$152K<0.01%+213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,426$138K<0.01%-3713F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth11,021$133K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,871$131K<0.01%-4,86713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,355$101K<0.01%-7513F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,344$101K<0.01%-8,03313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,650$69.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC3,960$47.9K<0.01%013F-HRTimelineGroup
Founders Capital Management3,140$38K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,450$29.6K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,501$18.2K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,000$12.1K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…140$1.69K<0.01%-6,70813F-HRTimelineGroup