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, Q3 2021
Institutional positions in Western Asset Investment Grade Opportunity Trust Inc. as of Sep 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
- 22
- 0 vs. Q2 2021
- Shares held
- 1.86M
- +18.3K (+1.0%) vs. Q2 2021
- Total value
- $41.0M
- +$550.0K (+1.4%) vs. Q2 2021
- New holders
- 3
- 7 more added
- Sold out
- 3
- 9 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Opportunity Trust Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 43 | $0 | 0.00% | −328−88.4% | Reduced |
| Tower Research Capital LLC (TRC) | 120 | $3.00K | 0.00% | +120 | New |
| Advisor Group Holdings, Inc. | 212 | $5.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 589 | $13.0K | 0.00% | −7,705−92.9% | Reduced |
| Hexagon Capital Partners LLC | 1,633 | $36.0K | 0.01% | +1,633 | New |
| Rockefeller Capital Management L.P. | 3,800 | $83.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,531 | $122.0K | 0.00% | −200−3.5% | Reduced |
| Karpus Management, Inc. | 9,900 | $219.0K | 0.01% | +9,900 | New |
| Ameriprise Financial Inc | 10,101 | $223.0K | 0.00% | −5,611−35.7% | Reduced |
| Royal Bank of Canada | 16,070 | $355.0K | 0.00% | +3,763+30.6% | Added |
| Stifel Financial Corp | 17,738 | $392.0K | 0.00% | −630−3.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 26,650 | $589.0K | 0.00% | +797+3.1% | Added |
| Raymond James & Associates | 44,841 | $991.0K | 0.00% | +6,128+15.8% | Added |
| Bank of America Corp | 48,155 | $1.06M | 0.00% | −1,610−3.2% | Reduced |
| Guggenheim Capital LLC | 68,430 | $1.51M | 0.01% | −2,072−2.9% | Reduced |
| Wells Fargo & Company | 71,495 | $1.58M | 0.00% | +8,310+13.2% | Added |
| First Manhattan Co | 74,812 | $1.65M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 117,976 | $2.61M | 0.00% | −5,177−4.2% | Reduced |
| Morgan Stanley | 170,411 | $3.76M | 0.00% | +9,582+6.0% | Added |
| Cetera Advisor Networks LLC | 178,467 | $3.94M | 0.05% | +22,691+14.6% | Added |
| Sit Investment Associates Inc | 269,341 | $5.95M | 0.15% | +33,723+14.3% | Added |
| UBS Group AG | 719,524 | $15.9M | 0.01% | −8,109−1.1% | Reduced |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −35,973−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −10,409−100.0% | Sold out |
| Founders Capital Management | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Castleview Partners, LLC | – | – | – | – | Not filed |