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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 212 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 371 | $8.00K | 0.00% | +298+408.2% | Added |
| Founders Capital Management | 500 | $11.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 503 | $11.0K | 0.00% | +503 | New |
| Rockefeller Capital Management L.P. | 3,800 | $83.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,731 | $126.0K | 0.00% | −1,668−22.5% | Reduced |
| Citigroup Inc | 8,294 | $183.0K | 0.00% | −1,600−16.2% | Reduced |
| Wolverine Asset Management LLC | 10,409 | $229.0K | 0.00% | +5,389+107.4% | Added |
| Royal Bank of Canada | 12,307 | $271.0K | 0.00% | −843−6.4% | Reduced |
| Ameriprise Financial Inc | 15,712 | $346.0K | 0.00% | +15,712 | New |
| Stifel Financial Corp | 18,368 | $404.0K | 0.00% | +18,368 | New |
| Raymond James Financial Services Advisors, Inc. | 25,853 | $569.0K | 0.00% | −325−1.2% | Reduced |
| Moloney Securities Asset Management, LLC | 35,973 | $792.0K | 0.14% | +35,973 | New |
| Raymond James & Associates | 38,713 | $852.0K | 0.00% | +9,627+33.1% | Added |
| Bank of America Corp | 49,765 | $1.09M | 0.00% | +1,231+2.5% | Added |
| Wells Fargo & Company | 63,185 | $1.39M | 0.00% | +382+0.6% | Added |
| Guggenheim Capital LLC | 70,502 | $1.55M | 0.01% | +10,448+17.4% | Added |
| First Manhattan Co | 74,812 | $1.65M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 123,153 | $2.71M | 0.00% | +18,646+17.8% | Added |
| Cetera Advisor Networks LLC | 155,776 | $3.43M | 0.05% | +6,399+4.3% | Added |
| Morgan Stanley | 160,829 | $3.54M | 0.00% | +1,142+0.7% | Added |
| Sit Investment Associates Inc | 235,618 | $5.19M | 0.13% | +112,692+91.7% | Added |
| UBS Group AG | 727,633 | $16.0M | 0.01% | +26,245+3.7% | Added |
| 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 |