WESTERN ASSET INVESTMENT GRA shareholder history

Current and past WESTERN ASSET INVESTMENT GRA shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.00%Q2 2013Q2 202445
GUGGENHEIM CAPITAL LLC 45450.00%0.01%0.02%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.00%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.00%0.00%Q2 2013Q2 202445
CLIFFORD SWAN INVESTMENT COUNSEL LLC 45450.03%0.08%0.15%Q2 2013Q2 202445
Granite Investment Partners, LLC 43430.01%0.04%0.10%Q3 2013Q1 202443
ROYAL BANK OF CANADA 22170.00%0.00%0.00%Q2 2013Q4 202339
UBS Group AG 39390.00%0.00%0.00%Q4 2014Q2 202439
Raymond James Financial Services Advisors, Inc. 3310.00%0.00%0.01%Q2 2013Q2 202434
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3110.00%0.00%0.00%Q3 2013Q2 202433
Financial Management Professionals, Inc. 32320.00%0.01%0.01%Q2 2013Q1 202132
M&R CAPITAL MANAGEMENT INC 32320.00%0.04%0.10%Q3 2016Q2 202432
LPL Financial LLC 16130.00%0.00%0.01%Q2 2013Q2 202429
Founders Capital Management 15130.02%0.08%0.16%Q1 2017Q2 202428
Martin Capital Partners, LLC 27270.11%0.29%0.64%Q4 2017Q2 202427
BENJAMIN F. EDWARDS & COMPANY, INC. 26260.00%0.00%0.01%Q2 2017Q3 202326
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
1607 Capital Partners, LLC 1310.01%0.61%0.94%Q2 2013Q2 202424
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.00%0.00%Q4 2014Q4 201921
WHITENER CAPITAL MANAGEMENT, INC. 1740.05%0.11%0.16%Q4 2018Q2 202421
Janney Montgomery Scott LLC 1180.00%0.00%0.00%Q1 2019Q1 202419
Cetera Advisor Networks LLC 1810.00%0.01%0.02%Q1 2017Q2 202319
AMERIPRISE FINANCIAL INC 1710.00%0.00%0.00%Q4 2013Q3 202318
OSAIC HOLDINGS, INC. 18180.00%0.00%0.00%Q1 2020Q2 202418
PNC FINANCIAL SERVICES GROUP, INC. 710.00%0.00%0.00%Q1 2015Q2 202416
Karpus Management, Inc. 1110.01%0.12%0.24%Q2 2013Q2 202416
HUNTINGTON NATIONAL BANK 16160.00%0.00%0.00%Q1 2009Q4 201216
Fiera Capital Corp 1420.00%0.00%0.00%Q2 2018Q2 202416
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.01%0.03%Q2 2013Q2 202415
SeaBridge Investment Advisors LLC 950.10%0.37%0.48%Q1 2016Q2 202414
Hennion & Walsh Asset Management, Inc. 14140.01%0.07%0.14%Q1 2021Q2 202414
Lido Advisors, LLC 850.00%0.01%0.02%Q4 2018Q1 202213
STIFEL FINANCIAL CORP 810.00%0.00%0.00%Q4 2018Q2 202413
Invesco Ltd. 750.00%0.00%0.00%Q3 2016Q1 202412
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.01%0.08%0.34%Q4 2013Q2 202412
WFG Advisors, LP 11110.01%0.02%0.02%Q2 2014Q4 201611
Tower Research Capital LLC (TRC) 510.00%0.00%0.00%Q2 2013Q4 202211
Tortoise Investment Management, LLC 10100.02%0.04%0.05%Q1 2022Q2 202410
B. Riley Wealth Management, Inc. 540.02%0.03%0.05%Q3 2019Q4 20219
Kovack Advisors, Inc. 310.02%0.02%0.05%Q4 2019Q3 20239
THRIVENT FINANCIAL FOR LUTHERANS 880.00%0.00%0.00%Q3 2022Q2 20248
Meadow Creek Wealth Advisors LLC 410.25%0.44%0.68%Q4 2019Q2 20248
NEXT Financial Group, Inc 710.00%0.00%0.01%Q3 2014Q3 20178
CITIGROUP INC 410.00%0.00%0.00%Q2 2013Q1 20168
Capital Investment Advisors, LLC 710.01%0.02%0.05%Q2 2016Q2 20188
Advisor Group, Inc. 710.00%0.00%0.00%Q2 2016Q4 20198
TRANSATLANTIQUE PRIVATE WEALTH LLC 880.07%0.09%0.10%Q3 2022Q2 20248
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q3 2022Q2 20248
Geneos Wealth Management Inc. 770.00%0.00%0.00%Q4 2017Q2 20197
AQR Capital Management 770.00%0.00%0.00%Q2 2013Q4 20147
Steward Partners Investment Advisory, LLC 770.00%0.00%0.00%Q1 2017Q3 20187
MSI Financial Services Inc 770.00%0.10%0.15%Q2 2013Q4 20147
Shaker Financial Services, LLC 310.12%0.28%0.59%Q2 2013Q2 20247
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
SeaCrest Wealth Management, LLC 610.00%0.01%0.01%Q4 2017Q2 20227
KMS FINANCIAL SERVICES, INC 660.03%0.04%0.05%Q2 2013Q3 20146
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Parallel Advisors, LLC 660.00%0.00%0.00%Q4 2016Q1 20186
American Portfolios Advisors 660.02%0.02%0.03%Q4 2017Q1 20196
FNY Investment Advisers, LLC 210.00%0.01%0.03%Q1 2019Q3 20216
Waverly Advisors, LLC 660.01%0.01%0.02%Q1 2023Q2 20246
Saba Capital Management, L.P. 660.03%0.13%0.20%Q4 2013Q1 20156
CREATIVE FINANCIAL DESIGNS INC /ADV 550.00%0.00%0.00%Q2 2023Q2 20245
Gilman Hill Asset Management, LLC 550.02%0.03%0.03%Q2 2023Q2 20245
DOLIVER ADVISORS, LP 310.16%0.34%0.50%Q1 2013Q1 20175
ADVANTAGE INVESTMENT MANAGEMENT, LLC 550.00%0.00%0.01%Q4 2014Q4 20155
Aviance Capital Partners, LLC 440.05%0.06%0.08%Q3 2023Q2 20244
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2013Q1 20184
ProVise Management Group, LLC 220.02%0.03%0.05%Q2 2013Q2 20204
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q1 2020Q2 20244
US BANCORP \DE\ 440.00%0.00%0.00%Q2 2023Q1 20244
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
MONTAG A & ASSOCIATES INC 330.00%0.00%0.00%Q4 2020Q2 20213
Private Advisor Group, LLC 210.00%0.00%0.01%Q1 2016Q2 20203
Cambridge Investment Research Advisors, Inc. 330.00%0.00%0.00%Q1 2019Q3 20193
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q2 2016Q4 20163
AMERICAN INTERNATIONAL GROUP, INC. 330.00%0.00%0.00%Q3 2015Q1 20163
Proficio Capital Partners LLC 330.07%0.08%0.10%Q4 2015Q2 20163
Yorktown Management & Research Co Inc 330.04%0.04%0.04%Q1 2015Q3 20153
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2017Q4 20172
Investors Capital Advisory Services 220.03%0.03%0.03%Q4 2014Q1 20152
Fortitude Advisory Group L.L.C. 220.05%0.05%0.06%Q4 2021Q1 20222
Sandy Spring Bank 220.00%0.00%0.00%Q1 2015Q2 20152
AQR Arbitrage LLC 110.00%0.00%0.01%Q1 2015Q4 20232
Curi RMB Capital, LLC 220.01%0.02%0.02%Q1 2016Q2 20162
FMR LLC 220.00%0.00%0.00%Q3 2022Q4 20222
CORNERSTONE ADVISORS INC 220.07%0.08%0.09%Q2 2013Q3 20132
GEODE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2024Q2 20241
RBA Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Family Firm, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Baird Financial Group, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Allworth Financial LP 110.00%0.00%0.00%Q3 2023Q3 20231
Foresight Wealth Management, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
CWM, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
A. D. Beadell Investment Counsel, Inc. 110.37%0.37%0.37%Q2 2020Q2 20201
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Fernwood Investment Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
STEPH & CO 110.03%0.03%0.03%Q4 2021Q4 20211
Creative Planning 110.00%0.00%0.00%Q2 2014Q2 20141
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
TFS CAPITAL LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SFI Advisors, LLC 110.43%0.43%0.43%Q2 2024Q2 20241
Citadel Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q2 2013Q2 20131
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q4 2018Q4 20181
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q2 2021Q2 20211
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
External links

This page lists all the filers that currently own WESTERN ASSET INVESTMENT GRA or have owned WESTERN ASSET INVESTMENT GRA in the past.