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, Q1 2022
Institutional positions in Western Asset Investment Grade Opportunity Trust Inc. as of Mar 31, 2022. 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
- 25
- 0 vs. Q4 2021
- Shares held
- 2.28M
- +416.1K (+22.4%) vs. Q4 2021
- Total value
- $42.6M
- +$1.69M (+4.1%) vs. Q4 2021
- New holders
- 4
- 7 more added
- Sold out
- 4
- 9 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Opportunity Trust Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $3.00K | 0.00% | +200 | New |
| Advisor Group Holdings, Inc. | 212 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 700 | $13.0K | 0.00% | +700 | New |
| Steward Partners Investment Advisory, LLC | 955 | $18.0K | 0.00% | −4,576−82.7% | Reduced |
| Hexagon Capital Partners LLC | 1,633 | $31.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,800 | $71.0K | 0.00% | 00.0% | Unchanged |
| Karpus Management, Inc. | 10,100 | $189.0K | 0.01% | +200+2.0% | Added |
| Ameriprise Financial Inc | 11,245 | $211.0K | 0.00% | +1,827+19.4% | Added |
| Fortitude Advisory Group L.L.C. | 15,780 | $295.0K | 0.16% | +11+0.1% | Added |
| Royal Bank of Canada | 16,787 | $314.0K | 0.00% | −2,250−11.8% | Reduced |
| Stifel Financial Corp | 17,828 | $334.0K | 0.00% | −2,826−13.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 28,749 | $538.0K | 0.00% | +1,474+5.4% | Added |
| Wolverine Asset Management LLC | 37,239 | $697.0K | 0.01% | +37,239 | New |
| Wells Fargo & Company | 40,832 | $765.0K | 0.00% | −25,687−38.6% | Reduced |
| Bank of America Corp | 41,227 | $772.0K | 0.00% | −6,304−13.3% | Reduced |
| Sit Investment Associates Inc | 45,065 | $844.0K | 0.02% | −265,371−85.5% | Reduced |
| Raymond James & Associates | 60,346 | $1.13M | 0.00% | +2,373+4.1% | Added |
| Guggenheim Capital LLC | 61,280 | $1.15M | 0.01% | −5,620−8.4% | Reduced |
| First Manhattan Co | 74,812 | $1.40M | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 120,387 | $2.25M | 0.00% | +1,363+1.1% | Added |
| Cetera Advisor Networks LLC | 185,912 | $3.48M | 0.04% | −4,533−2.4% | Reduced |
| Morgan Stanley | 292,382 | $5.47M | 0.00% | +131,621+81.9% | Added |
| UBS Group AG | 508,392 | $9.52M | 0.00% | −106,843−17.4% | Reduced |
| 1607 Capital Partners, LLC | 699,462 | $13.1M | 0.77% | +699,462 | New |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −10,995−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −10,228−100.0% | Sold out |
| Oak Harbor Wealth Partners, LLC | 0 | $0 | 0.00% | −10,135−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Collaborative Wealth Managment Inc. | – | – | – | – | Not filed |