13FBOX
WESTERN ASSET INVESTMENT GRA · 13F 机构持仓分析
期权收益计算器 机构排行

WESTERN ASSET INVESTMENT GRA

PAI
持有机构数
38
机构合计市值 (Q2 2026)
$4,060.9万
机构合计股数 (Q2 2026)
335.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+42.4万股
20 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-30.8万股
12 · 3 清仓 · ≈
⚖️ 净额
+11.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,060.9万
持有机构数
38
新买入
9
加仓
11
减仓
9
清仓
3
持股不变
9
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SIT INVESTMENT ASSOCIATES INC
0.27%0.28%#2$1,406.8万116.1万股$1,396.6万115.5万股+6,075股+0.53%加仓
1607 Capital Partners, LLC
0.59%0.63%#1$676.7万55.8万股$870.8万72.0万股-16.2万股-22.45%减仓
Hennion & Walsh Asset Management, Inc.
0.08%0.11%#5$276.1万22.8万股$322.1万26.6万股-3.9万股-14.46%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#18$263.6万21.8万股$248.6万20.9万股+8,416股+4.02%加仓
Karpus Management, Inc.
0.07%#6$249.7万20.6万股$00股+20.6万股新买入
古根海姆资本GUGGENHEIM CAPITAL LLC
0.01%0.02%#11$200.7万16.6万股$261.5万21.6万股-5.1万股-23.38%减仓
Fiera资本Fiera Capital Corp
0.01%0.01%#15$159.4万13.1万股$154.3万12.8万股+3,939股+3.09%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#24$110.9万9.1万股$110.3万9.1万股+276股+0.30%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#20$87.9万7.3万股$51.6万4.3万股+3.0万股+69.92%加仓
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
0.01%0.01%#14$67.1万5.5万股$55.5万4.6万股+9,487股+20.66%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#26$57.5万4.7万股$57.0万4.7万股+318股+0.67%加仓
Aviance Capital Partners, LLC
0.05%0.05%#7$48.4万4.0万股$46.3万3.8万股+1,649股+4.30%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%#22$43.3万3.6万股$00股+3.6万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#27$39.5万3.3万股$00股+3.3万股新买入
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#21$37.6万3.1万股$38.1万3.1万股-472股-1.50%减仓
CLIFFORD SWAN INVESTMENT COUNSEL LLC
0.01%0.01%#12$33.1万2.7万股$33.1万2.7万股00.00%持仓不变
Meadow Creek Wealth Advisors LLC
0.19%0.21%#3$31.7万2.6万股$31.9万2.6万股-273股-1.03%减仓
Waverly顾问Waverly Advisors, LLC
<0.01%#17$26.9万2.2万股$00股+2.2万股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#35$24.6万2.0万股$30.1万2.4万股-3,179股-13.52%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#33$24.0万2.0万股$13.8万1.1万股+8,361股+73.18%加仓
Martin Capital Partners, LLC
0.08%0.09%#4$23.1万1.9万股$23.6万2.0万股-475股-2.43%减仓
UHLMANN PRICE SECURITIES, LLC
0.01%#13$21.3万1.8万股$00股+1.8万股新买入
WHITENER CAPITAL MANAGEMENT, INC.
0.04%0.04%#8$19.7万1.6万股$19.7万1.6万股00.00%持仓不变
HRT金融HRT FINANCIAL LP
<0.01%#23$19.7万1.6万股$00股+1.6万股新买入
Gilman Hill Asset Management, LLC
0.02%0.03%#9$18.2万1.5万股$18.1万1.5万股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#37$15.3万1.3万股$13.1万1.1万股+1,734股+15.95%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#30$15.2万1.3万股$15.2万1.3万股-1股-0.01%减仓
Allspring环球投资Allspring Global Investments Holdings, LLC
<0.01%#25$14.8万1.2万股$00股+1.2万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%#32$13.9万1.1万股$00股+1.1万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#36$10.1万8,344股$10.1万8,344股00.00%持仓不变
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#16$6.8万5,650股$6.9万5,650股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#28$6.7万5,506股$10.1万8,355股-2,849股-34.10%减仓
Founders Capital Management
0.02%0.02%#10$3.8万3,140股$3.8万3,140股00.00%持仓不变
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#29$3.0万2,450股$3.0万2,450股00.00%持仓不变
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#19$1.8万1,501股$1.8万1,501股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#31$1.2万1,000股$1.2万1,000股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#34$3,108256股$00股+256股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#38$2,691222股$1,693140股+82股+58.57%加仓

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