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.
Q4 2021 vs. Q3 2021
How the institutions holding Western Asset Investment Grade Opportunity Trust Inc. changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Q4 2021 | Change |
|---|---|---|---|
| Holders | 22 | 26 | +4 |
| Shares | 1.86M | 1.88M | +19.9K (+1.1%) |
| Value | $41.0M | $41.3M | +$271.0K (+0.7%) |
New holders (6)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Castleview Partners, LLC | 10,995 | $503.0K | 0.00% |
| Collaborative Wealth Managment Inc. | 16,492 | $361.0K | 0.20% |
| Fortitude Advisory Group L.L.C. | 15,769 | $345.0K | 0.18% |
| LPL Financial LLC | 10,228 | $224.0K | 0.00% |
| Oak Harbor Wealth Partners, LLC | 10,135 | $222.0K | 0.08% |
| Lindbrook Capital, LLC | 5,000 | $109.0K | 0.02% |
Sold out (2)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Tower Research Capital LLC (TRC) | 120 | $3.00K |
| Arkadios Wealth Advisors | 43 | $0 |