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.
Q2 2021 vs. Q1 2021
How the institutions holding Western Asset Investment Grade Opportunity Trust Inc. changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Of which not filed for Q2 2021 | Q2 2021 | Change |
|---|---|---|---|---|
| Holders | 23 | 1 | 23 | +1 |
| Shares | 1.72M | 16.5K | 1.84M | +137.1K (+8.1%) |
| Value | $36.7M | $309.0K | $40.5M | +$4.04M (+11.1%) |
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Moloney Securities Asset Management, LLC | 35,973 | $792.0K | 0.14% |
| Stifel Financial Corp | 18,368 | $404.0K | 0.00% |
| Ameriprise Financial Inc | 15,712 | $346.0K | 0.00% |
| Castleview Partners, LLC | 503 | $11.0K | 0.00% |
Sold out (3)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Usca Ria LLC | 111,173 | $2.38M |
| Drexel Morgan & Co. | 9,615 | $206.0K |
| Valeo Financial Advisors, LLC | 691 | $15.0K |
Not filed for Q2 2021 yet (1)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Collaborative Wealth Managment Inc. | 16,492 | $309.0K |