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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $4.88K | 0.00% | +300 | New |
| Huntington National Bank | – | $9.77K | 0.00% | – | – |
| AdvisorNet Financial, Inc | 700 | $11.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 799 | $13.0K | 0.00% | −66−7.6% | Reduced |
| Belpointe Asset Management LLC | 1,014 | $16.5K | 0.00% | +1,014 | New |
| Hexagon Capital Partners LLC | 1,633 | $26.6K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,212 | $36.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,800 | $61.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 9,200 | $149.8K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 10,700 | $174.2K | 0.08% | +10,700 | New |
| PFG Advisors | 11,471 | $186.7K | 0.02% | +11,471 | New |
| Diligent Investors, LLC | 11,500 | $187.2K | 0.06% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 15,835 | $257.8K | 0.22% | +19+0.1% | Added |
| Royal Bank of Canada | 15,917 | $259.0K | 0.00% | +1,801+12.8% | Added |
| Cetera Advisor Networks LLC | 15,974 | $260.1K | 0.00% | +525+3.4% | Added |
| Collaborative Wealth Managment Inc. | 16,492 | $268.5K | 0.18% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 18,813 | $306.0K | 0.00% | 00.0% | Unchanged |
| Karpus Management, Inc. | 19,963 | $325.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 20,720 | $337.0K | 0.00% | +40.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 30,465 | $495.9K | 0.00% | +66+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 32,684 | $532.1K | 0.00% | +32,684 | New |
| Wells Fargo & Company | 33,594 | $546.9K | 0.00% | +7,897+30.7% | Added |
| Stifel Financial Corp | 46,534 | $757.6K | 0.00% | +8,331+21.8% | Added |
| Guggenheim Capital LLC | 47,879 | $779.5K | 0.01% | −259−0.5% | Reduced |
| Raymond James & Associates | 64,080 | $1.04M | 0.00% | +299+0.5% | Added |
| Moloney Securities Asset Management, LLC | 79,206 | $1.29M | 0.28% | +34,544+77.3% | Added |
| Bank of America Corp | 104,482 | $1.70M | 0.00% | +29,747+39.8% | Added |
| Private Management Group Inc | 163,697 | $2.66M | 0.12% | +99,631+155.5% | Added |
| Morgan Stanley | 373,127 | $6.07M | 0.00% | −26,322−6.6% | Reduced |
| UBS Group AG | 438,761 | $7.14M | 0.00% | −30,197−6.4% | Reduced |
| Sit Investment Associates Inc | 559,891 | $9.12M | 0.26% | +353,924+171.8% | Added |
| 1607 Capital Partners, LLC | 1,280,562 | $20.8M | 1.43% | +138,200+12.1% | Added |
| 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 |