Western Asset Investment Grade Opportunity Trust Inc.
IGI- Exchange
- NYSE
- SEC CIK
- 0001462586
No open-market purchases or sales by Western Asset Investment Grade Opportunity Trust Inc. insiders were filed in the last 90 days; 28 institutions reported holding it in 13F filings for Q2 2026, worth $42.9M in total; no superinvestor holds it.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +3 vs. previous quarter
- 28
- 13F valueReported value at the end of Q2 2026
- $42.9M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 20.4K
- Shares sold short
- Change
- +549
- +2.8% vs. previous
- Days to cover
- 1.74
- At average daily volume
Superinvestors holding IGI, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding IGI at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Western Asset Investment Grade Opportunity Trust Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| May 28, 2025 (view filing) | May 27 | 1 day | Grillo AnthonyDirector | PPurchase | +700 | $16.30 | +$11.4K | New position700 after | |
| Dec 21, 2022 (view filing) | Dec 20 | 1 day | Kamerick Eileen ADirector | PPurchase | +1.21K | $16.51 | +$20.0K | New position1.21K after |
Top 10 13F holders, Q2 2026
See all 28 holdersThe largest institutional positions in Western Asset Investment Grade Opportunity Trust Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 909,296 | $14.6M | 0.28% | +53,497+6.3% | Added |
| Karpus Management, Inc. | 529,003 | $8.52M | 0.25% | +145,661+38.0% | Added |
| 1607 Capital Partners, LLC | 331,558 | $5.34M | 0.47% | −75,196−18.5% | Reduced |
| UBS Group AG | 288,723 | $4.65M | 0.00% | −7,469−2.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 108,376 | $1.75M | 0.05% | +75,169+226.4% | Added |
| Morgan Stanley | 107,106 | $1.73M | 0.00% | −4,980−4.4% | Reduced |
| Raymond James Financial Inc | 85,050 | $1.37M | 0.00% | −7,040−7.6% | Reduced |
| Wells Fargo & Company | 75,980 | $1.22M | 0.00% | −498−0.7% | Reduced |
| Whipplewood Advisors, LLC | 58,440 | $941.5K | 0.63% | −2,794−4.6% | Reduced |
| Janney Montgomery Scott LLC | 28,800 | $464.0K | 0.00% | −1,683−5.5% | Reduced |
Holders of 5% or more of IGI
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Western Asset Investment Grade Opportunity Trust Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 13G/A | 12.80%768.0K shares | +7.20 ppfrom 5.60% | Feb 13, 20235 filings | Jan 6, 2026 | SEC |
| Karpus Management, Inc. | 13G/A | 8.83%529.0K shares | +2.43 ppfrom 6.40% | Nov 13, 20244 filings | Aug 14, 2026 | SEC |
| 1607 Capital Partners, LLC | 13G/A | 5.53%331.6K shares | −1.26 ppfrom 6.79% | Aug 10, 20229 filings | Aug 14, 2026 | SEC |