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 2021
Institutional positions in Western Asset Investment Grade Opportunity Trust Inc. as of Jun 30, 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
- +1 vs. Q1 2021
- Shares held
- 1.84M
- +137.1K (+8.1%) vs. Q1 2021
- Total value
- $40.5M
- +$4.04M (+11.1%) vs. Q1 2021
- New holders
- 4
- 11 more added
- Sold out
- 3
- 4 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $26.6M |
| Q1 2025 | 30 | $23.5M |
| Q4 2024 | 28 | $20.6M |
| Q3 2024 | 36 | $80.1M |
| Q2 2024 | 37 | $78.5M |
| Q1 2024 | 39 | $76.9M |
| Q4 2023 | 41 | $79.9M |
| 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 | $36.7M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Opportunity Trust Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 727,633 | $16.0M | 0.01% | +26,245+3.7% | Added |
| Sit Investment Associates Inc | 235,618 | $5.19M | 0.13% | +112,692+91.7% | Added |
| Morgan Stanley | 160,829 | $3.54M | 0.00% | +1,142+0.7% | Added |
| Cetera Advisor Networks LLC | 155,776 | $3.43M | 0.05% | +6,399+4.3% | Added |
| Invesco Ltd. | 123,153 | $2.71M | 0.00% | +18,646+17.8% | Added |
| First Manhattan Co | 74,812 | $1.65M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 70,502 | $1.55M | 0.01% | +10,448+17.4% | Added |
| Wells Fargo & Company | 63,185 | $1.39M | 0.00% | +382+0.6% | Added |
| Bank of America Corp | 49,765 | $1.09M | 0.00% | +1,231+2.5% | Added |
| Raymond James & Associates | 38,713 | $852.0K | 0.00% | +9,627+33.1% | Added |
| Moloney Securities Asset Management, LLC | 35,973 | $792.0K | 0.14% | +35,973 | New |
| Raymond James Financial Services Advisors, Inc. | 25,853 | $569.0K | 0.00% | −325−1.2% | Reduced |
| Stifel Financial Corp | 18,368 | $404.0K | 0.00% | +18,368 | New |
| Ameriprise Financial Inc | 15,712 | $346.0K | 0.00% | +15,712 | New |
| Royal Bank of Canada | 12,307 | $271.0K | 0.00% | −843−6.4% | Reduced |
| Wolverine Asset Management LLC | 10,409 | $229.0K | 0.00% | +5,389+107.4% | Added |
| Citigroup Inc | 8,294 | $183.0K | 0.00% | −1,600−16.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,731 | $126.0K | 0.00% | −1,668−22.5% | Reduced |
| Rockefeller Capital Management L.P. | 3,800 | $83.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 500 | $11.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 503 | $11.0K | 0.00% | +503 | New |
| Arkadios Wealth Advisors | 371 | $8.00K | 0.00% | +298+408.2% | Added |
| Advisor Group Holdings, Inc. | 212 | $5.00K | 0.00% | 00.0% | Unchanged |
| Usca Ria LLC | 0 | $0 | 0.00% | −111,173−100.0% | Sold out |
| Drexel Morgan & Co. | 0 | $0 | 0.00% | −9,615−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −691−100.0% | Sold out |
| Collaborative Wealth Managment Inc. | – | – | – | – | Not filed |