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.
Q3 2021 vs. Q2 2021
How the institutions holding Western Asset Investment Grade Opportunity Trust Inc. changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 23 | 1 | 22 | 0 |
| Shares | 1.84M | 503 | 1.86M | +18.3K (+1.0%) |
| Value | $40.5M | $11.0K | $41.0M | +$550.0K (+1.4%) |
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (3)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Karpus Management, Inc. | 9,900 | $219.0K | 0.01% |
| Hexagon Capital Partners LLC | 1,633 | $36.0K | 0.01% |
| Tower Research Capital LLC (TRC) | 120 | $3.00K | 0.00% |
Sold out (3)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Moloney Securities Asset Management, LLC | 35,973 | $792.0K |
| Wolverine Asset Management LLC | 10,409 | $229.0K |
| Founders Capital Management | 500 | $11.0K |
Not filed for Q3 2021 yet (1)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Castleview Partners, LLC | 503 | $11.0K |