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, Q4 2021
Institutional positions in Western Asset Investment Grade Opportunity Trust Inc. as of Dec 31, 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
- 26
- +4 vs. Q3 2021
- Shares held
- 1.88M
- +19.9K (+1.1%) vs. Q3 2021
- Total value
- $41.3M
- +$271.0K (+0.7%) vs. Q3 2021
- New holders
- 6
- 7 more added
- Sold out
- 2
- 7 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Opportunity Trust Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 615,235 | $13.4M | 0.01% | −104,289−14.5% | Reduced |
| Sit Investment Associates Inc | 310,436 | $6.79M | 0.16% | +41,095+15.3% | Added |
| Cetera Advisor Networks LLC | 190,445 | $4.16M | 0.05% | +11,978+6.7% | Added |
| Morgan Stanley | 160,761 | $3.51M | 0.00% | −9,650−5.7% | Reduced |
| Invesco Ltd. | 119,024 | $2.60M | 0.00% | +1,048+0.9% | Added |
| First Manhattan Co | 74,812 | $1.64M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 66,900 | $1.46M | 0.01% | −1,530−2.2% | Reduced |
| Wells Fargo & Company | 66,519 | $1.45M | 0.00% | −4,976−7.0% | Reduced |
| Raymond James & Associates | 57,973 | $1.27M | 0.00% | +13,132+29.3% | Added |
| Bank of America Corp | 47,531 | $1.04M | 0.00% | −624−1.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 27,275 | $596.0K | 0.00% | +625+2.3% | Added |
| Castleview Partners, LLC | 10,995 | $503.0K | 0.00% | +10,995 | New |
| Stifel Financial Corp | 20,654 | $451.0K | 0.00% | +2,916+16.4% | Added |
| Royal Bank of Canada | 19,037 | $416.0K | 0.00% | +2,967+18.5% | Added |
| Collaborative Wealth Managment Inc. | 16,492 | $361.0K | 0.20% | +16,492 | New |
| Fortitude Advisory Group L.L.C. | 15,769 | $345.0K | 0.18% | +15,769 | New |
| LPL Financial LLC | 10,228 | $224.0K | 0.00% | +10,228 | New |
| Oak Harbor Wealth Partners, LLC | 10,135 | $222.0K | 0.08% | +10,135 | New |
| Karpus Management, Inc. | 9,900 | $216.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 9,418 | $206.0K | 0.00% | −683−6.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,531 | $121.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,000 | $109.0K | 0.02% | +5,000 | New |
| Rockefeller Capital Management L.P. | 3,800 | $83.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,633 | $36.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 212 | $5.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $0 | 0.00% | −588−99.8% | Reduced |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −43−100.0% | Sold out |