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