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 2022
Institutional positions in Western Asset Investment Grade Opportunity Trust Inc. as of Dec 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
- 33
- +3 vs. Q3 2022
- Shares held
- 3.43M
- +655.8K (+23.6%) vs. Q3 2022
- Total value
- $55.9M
- +$13.4M (+31.5%) vs. Q3 2022
- New holders
- 5
- 13 more added
- Sold out
- 2
- 4 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Opportunity Trust Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,280,562 | $20.8M | 1.43% | +138,200+12.1% | Added |
| Sit Investment Associates Inc | 559,891 | $9.12M | 0.26% | +353,924+171.8% | Added |
| UBS Group AG | 438,761 | $7.14M | 0.00% | −30,197−6.4% | Reduced |
| Morgan Stanley | 373,127 | $6.07M | 0.00% | −26,322−6.6% | Reduced |
| Private Management Group Inc | 163,697 | $2.66M | 0.12% | +99,631+155.5% | Added |
| Bank of America Corp | 104,482 | $1.70M | 0.00% | +29,747+39.8% | Added |
| Moloney Securities Asset Management, LLC | 79,206 | $1.29M | 0.28% | +34,544+77.3% | Added |
| Raymond James & Associates | 64,080 | $1.04M | 0.00% | +299+0.5% | Added |
| Guggenheim Capital LLC | 47,879 | $779.5K | 0.01% | −259−0.5% | Reduced |
| Stifel Financial Corp | 46,534 | $757.6K | 0.00% | +8,331+21.8% | Added |
| Wells Fargo & Company | 33,594 | $546.9K | 0.00% | +7,897+30.7% | Added |
| Allspring Global Investments Holdings, LLC | 32,684 | $532.1K | 0.00% | +32,684 | New |
| Raymond James Financial Services Advisors, Inc. | 30,465 | $495.9K | 0.00% | +66+0.2% | Added |
| Ameriprise Financial Inc | 20,720 | $337.0K | 0.00% | +40.0% | Added |
| Karpus Management, Inc. | 19,963 | $325.0K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 18,813 | $306.0K | 0.00% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 16,492 | $268.5K | 0.18% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 15,974 | $260.1K | 0.00% | +525+3.4% | Added |
| Royal Bank of Canada | 15,917 | $259.0K | 0.00% | +1,801+12.8% | Added |
| Fortitude Advisory Group L.L.C. | 15,835 | $257.8K | 0.22% | +19+0.1% | Added |
| Diligent Investors, LLC | 11,500 | $187.2K | 0.06% | 00.0% | Unchanged |
| PFG Advisors | 11,471 | $186.7K | 0.02% | +11,471 | New |
| Almitas Capital LLC | 10,700 | $174.2K | 0.08% | +10,700 | New |
| First Manhattan Co | 9,200 | $149.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,800 | $61.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,212 | $36.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,633 | $26.6K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,014 | $16.5K | 0.00% | +1,014 | New |
| Steward Partners Investment Advisory, LLC | 799 | $13.0K | 0.00% | −66−7.6% | Reduced |
| AdvisorNet Financial, Inc | 700 | $11.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $9.77K | 0.00% | – | – |
| Allworth Financial LP | 300 | $4.88K | 0.00% | +300 | New |
| Citigroup Inc | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −18,270−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |