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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $0 | 0.00% | −588−99.8% | Reduced |
| Advisor Group Holdings, Inc. | 212 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,633 | $36.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,800 | $83.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,000 | $109.0K | 0.02% | +5,000 | New |
| Steward Partners Investment Advisory, LLC | 5,531 | $121.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 9,418 | $206.0K | 0.00% | −683−6.8% | Reduced |
| Karpus Management, Inc. | 9,900 | $216.0K | 0.01% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 10,135 | $222.0K | 0.08% | +10,135 | New |
| LPL Financial LLC | 10,228 | $224.0K | 0.00% | +10,228 | New |
| Fortitude Advisory Group L.L.C. | 15,769 | $345.0K | 0.18% | +15,769 | New |
| Collaborative Wealth Managment Inc. | 16,492 | $361.0K | 0.20% | +16,492 | New |
| Royal Bank of Canada | 19,037 | $416.0K | 0.00% | +2,967+18.5% | Added |
| Stifel Financial Corp | 20,654 | $451.0K | 0.00% | +2,916+16.4% | Added |
| Castleview Partners, LLC | 10,995 | $503.0K | 0.00% | +10,995 | New |
| Raymond James Financial Services Advisors, Inc. | 27,275 | $596.0K | 0.00% | +625+2.3% | Added |
| Bank of America Corp | 47,531 | $1.04M | 0.00% | −624−1.3% | Reduced |
| Raymond James & Associates | 57,973 | $1.27M | 0.00% | +13,132+29.3% | Added |
| Wells Fargo & Company | 66,519 | $1.45M | 0.00% | −4,976−7.0% | Reduced |
| Guggenheim Capital LLC | 66,900 | $1.46M | 0.01% | −1,530−2.2% | Reduced |
| First Manhattan Co | 74,812 | $1.64M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 119,024 | $2.60M | 0.00% | +1,048+0.9% | Added |
| Morgan Stanley | 160,761 | $3.51M | 0.00% | −9,650−5.7% | Reduced |
| Cetera Advisor Networks LLC | 190,445 | $4.16M | 0.05% | +11,978+6.7% | Added |
| Sit Investment Associates Inc | 310,436 | $6.79M | 0.16% | +41,095+15.3% | Added |
| UBS Group AG | 615,235 | $13.4M | 0.01% | −104,289−14.5% | 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 |