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.
13F holders, Q2 2026
Institutional positions in Western Asset Investment Grade Opportunity Trust Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 28
- +3 vs. Q1 2026
- Shares held
- 2.67M
- +70.6K (+2.7%) vs. Q1 2026
- Total value
- $42.9M
- +$1.19M (+2.9%) vs. Q1 2026
- New holders
- 4
- 5 more added
- Sold out
- 1
- 13 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IGI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 28 | $42.9M |
| Q1 2026 | 25 | $41.7M |
| Q4 2025 | 26 | $37.2M |
| Q3 2025 | 28 | $31.3M |
| Q2 2025 | 29 | $27.1M |
| Q1 2025 | 30 | $23.5M |
| Q4 2024 | 28 | $20.6M |
| Q3 2024 | 36 | $80.1M |
| Q2 2024 | 37 | $78.5M |
| Q1 2024 | 39 | $82.6M |
| Q4 2023 | 41 | $83.0M |
| Q3 2023 | 37 | $70.2M |
| Q2 2023 | 35 | $68.0M |
| Q1 2023 | 39 | $64.9M |
| Q4 2022 | 33 | $55.9M |
| Q3 2022 | 30 | $42.5M |
| Q2 2022 | 28 | $43.6M |
| Q1 2022 | 25 | $42.6M |
| Q4 2021 | 26 | $41.3M |
| Q3 2021 | 22 | $41.0M |
| Q2 2021 | 23 | $40.5M |
| Q1 2021 | 23 | $36.9M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Opportunity Trust Inc.; 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 |
| Stifel Financial Corp | 23,441 | $377.6K | 0.00% | +999+4.5% | Added |
| Ameriprise Financial Inc | 17,466 | $281.4K | 0.00% | −820−4.5% | Reduced |
| Susquehanna International Group, LLP | 16,176 | $260.6K | 0.00% | −6,434−28.5% | Reduced |
| Bank of America Corp | 15,101 | $243.3K | 0.00% | −6,504−30.1% | Reduced |
| Jones Financial Companies LLLP | 14,951 | $240.1K | 0.00% | +5,815+63.6% | Added |
| Guggenheim Capital LLC | 13,117 | $211.3K | 0.00% | −54,514−80.6% | Reduced |
| Uhlmann Price Securities, LLC | 12,127 | $195.4K | 0.01% | +12,127 | New |
| Melfa Wealth Management, LLC | 10,424 | $167.9K | 0.09% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 6,267 | $101.0K | 0.00% | −56,424−90.0% | Reduced |
| Royal Bank of Canada | 6,103 | $98.0K | 0.00% | −110−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 2,212 | $35.6K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,625 | $26.2K | 0.00% | +1,625 | New |
| Noble Wealth Management PBC | 1,000 | $16.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 900 | $14.5K | 0.00% | +900 | New |
| Steward Partners Investment Advisory, LLC | 799 | $12.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 708 | $11.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Group Inc. | 289 | $4.66K | 0.00% | +289 | New |
| Citigroup Inc | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −1,058−100.0% | Sold out |