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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, Q1 2021

Institutional positions in Western Asset Investment Grade Opportunity Trust Inc. as of Mar 31, 2021. 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
23
No complete 13F data for Q4 2020
Shares held
1.72M
No complete 13F data for Q4 2020
Total value
$36.7M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 23 institutions
Q1 2021: 23 institutionsQ2 2021: 23 institutionsQ3 2021: 22 institutionsQ4 2021: 26 institutionsQ1 2022: 25 institutionsQ2 2022: 28 institutionsQ3 2022: 30 institutionsQ4 2022: 33 institutionsQ1 2023: 39 institutionsQ2 2023: 35 institutionsQ3 2023: 37 institutionsQ4 2023: 41 institutionsQ1 2024: 39 institutionsQ2 2024: 37 institutionsQ3 2024: 36 institutionsQ4 2024: 28 institutionsQ1 2025: 30 institutionsQ2 2025: 29 institutionsQ3 2025: 28 institutionsQ4 2025: 26 institutionsQ1 2026: 25 institutionsQ2 2026: 28 institutions
Value heldQ1 2021: $36.7M
Q1 2021: $36.7MQ2 2021: $40.5MQ3 2021: $41.0MQ4 2021: $41.3MQ1 2022: $42.6MQ2 2022: $43.6MQ3 2022: $42.5MQ4 2022: $55.9MQ1 2023: $64.9MQ2 2023: $68.0MQ3 2023: $70.2MQ4 2023: $79.9MQ1 2024: $76.9MQ2 2024: $78.5MQ3 2024: $80.1MQ4 2024: $20.6MQ1 2025: $23.5MQ2 2025: $26.6MQ3 2025: $31.3MQ4 2025: $37.2MQ1 2026: $41.7MQ2 2026: $42.9M
Institutions holding IGI and their total value by quarter
QuarterHoldersValue
Q2 202628$42.9M
Q1 202625$41.7M
Q4 202526$37.2M
Q3 202528$31.3M
Q2 202529$26.6M
Q1 202530$23.5M
Q4 202428$20.6M
Q3 202436$80.1M
Q2 202437$78.5M
Q1 202439$76.9M
Q4 202341$79.9M
Q3 202337$70.2M
Q2 202335$68.0M
Q1 202339$64.9M
Q4 202233$55.9M
Q3 202230$42.5M
Q2 202228$43.6M
Q1 202225$42.6M
Q4 202126$41.3M
Q3 202122$41.0M
Q2 202123$40.5M
Q1 202123$36.7M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Opportunity Trust Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding IGI in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
UBS Group AG701,388$15.0M0.01%––
Morgan Stanley159,687$3.42M0.00%––
Cetera Advisor Networks LLC149,377$3.20M0.07%––
Sit Investment Associates Inc122,926$2.63M0.07%––
Usca Ria LLC111,173$2.38M0.16%––
Invesco Ltd.104,507$2.24M0.00%––
First Manhattan Co74,812$1.60M0.01%––
Wells Fargo & Company62,803$1.34M0.00%––
Guggenheim Capital LLC60,054$1.29M0.01%––
Bank of America Corp48,534$1.04M0.00%––
Raymond James & Associates29,086$623.0K0.00%––
Raymond James Financial Services Advisors, Inc.26,178$560.0K0.00%––
Collaborative Wealth Managment Inc.16,492$309.0K0.18%––
Royal Bank of Canada13,150$282.0K0.00%––
Citigroup Inc9,894$212.0K0.00%––
Drexel Morgan & Co.9,615$206.0K0.05%––
Steward Partners Investment Advisory, LLC7,399$158.4K0.00%––
Wolverine Asset Management LLC5,020$107.0K0.00%––
Rockefeller Capital Management L.P.3,800$81.0K0.00%––
Valeo Financial Advisors, LLC691$15.0K0.00%––
Founders Capital Management500$11.0K0.01%––
Advisor Group Holdings, Inc.212$5.00K0.00%––
Arkadios Wealth Advisors73$1.00K0.00%––