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, Q2 2022
Institutional positions in Western Asset Investment Grade Opportunity Trust Inc. as of Jun 30, 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
- 28
- +3 vs. Q1 2022
- Shares held
- 2.58M
- +306.0K (+13.4%) vs. Q1 2022
- Total value
- $43.6M
- +$965.0K (+2.3%) vs. Q1 2022
- New holders
- 4
- 7 more added
- Sold out
- 1
- 10 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Opportunity Trust Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,070,362 | $18.1M | 1.23% | +370,900+53.0% | Added |
| UBS Group AG | 476,757 | $8.04M | 0.00% | −31,635−6.2% | Reduced |
| Morgan Stanley | 471,021 | $7.95M | 0.00% | +178,639+61.1% | Added |
| Invesco Ltd. | 104,129 | $1.76M | 0.00% | −16,258−13.5% | Reduced |
| First Manhattan Co | 74,812 | $1.26M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 60,574 | $1.02M | 0.00% | +228+0.4% | Added |
| Bank of America Corp | 57,339 | $967.0K | 0.00% | +16,112+39.1% | Added |
| Guggenheim Capital LLC | 49,956 | $843.0K | 0.01% | −11,324−18.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 29,271 | $494.0K | 0.00% | +522+1.8% | Added |
| Wells Fargo & Company | 25,225 | $426.0K | 0.00% | −15,607−38.2% | Reduced |
| Karpus Management, Inc. | 20,363 | $344.0K | 0.01% | +10,263+101.6% | Added |
| Rivernorth Capital Management, LLC | 18,270 | $308.0K | 0.01% | +18,270 | New |
| Stifel Financial Corp | 17,046 | $288.0K | 0.00% | −782−4.4% | Reduced |
| Collaborative Wealth Managment Inc. | 16,492 | $278.0K | 0.18% | +16,492 | New |
| Fortitude Advisory Group L.L.C. | 15,799 | $267.0K | 0.25% | +19+0.1% | Added |
| Cetera Advisor Networks LLC | 15,333 | $259.0K | 0.00% | −170,579−91.8% | Reduced |
| Sit Investment Associates Inc | 15,052 | $254.0K | 0.01% | −30,013−66.6% | Reduced |
| Royal Bank of Canada | 13,911 | $235.0K | 0.00% | −2,876−17.1% | Reduced |
| Diligent Investors, LLC | 11,500 | $194.0K | 0.07% | +11,500 | New |
| Ameriprise Financial Inc | 10,655 | $180.0K | 0.00% | −590−5.2% | Reduced |
| Rockefeller Capital Management L.P. | 3,800 | $64.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,633 | $28.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 865 | $15.0K | 0.00% | −90−9.4% | Reduced |
| AdvisorNet Financial, Inc | 700 | $12.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $10.0K | 0.00% | – | New |
| Advisor Group Holdings, Inc. | 212 | $4.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −37,239−100.0% | Sold out |