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 2023
Institutional positions in Western Asset Investment Grade Opportunity Trust Inc. as of Mar 31, 2023. 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
- 39
- +6 vs. Q4 2022
- Shares held
- 3.84M
- +403.5K (+11.8%) vs. Q4 2022
- Total value
- $64.9M
- +$9.06M (+16.2%) vs. Q4 2022
- New holders
- 9
- 13 more added
- Sold out
- 3
- 9 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Opportunity Trust Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 1,268,126 | $21.5M | 1.51% | −12,436−1.0% | Reduced |
| Sit Investment Associates Inc | 635,063 | $10.8M | 0.29% | +75,172+13.4% | Added |
| UBS Group AG | 461,487 | $7.81M | 0.00% | +22,726+5.2% | Added |
| Morgan Stanley | 293,923 | $4.98M | 0.00% | −79,204−21.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 257,393 | $4.36M | 0.01% | +224,709+687.5% | Added |
| Private Management Group Inc | 163,114 | $2.76M | 0.12% | −583−0.4% | Reduced |
| Bank of America Corp | 124,178 | $2.10M | 0.00% | +19,696+18.9% | Added |
| Wells Fargo & Company | 98,869 | $1.67M | 0.00% | +65,275+194.3% | Added |
| Moloney Securities Asset Management, LLC | 79,988 | $1.35M | 0.25% | +782+1.0% | Added |
| Raymond James & Associates | 64,952 | $1.10M | 0.00% | +872+1.4% | Added |
| Guggenheim Capital LLC | 52,244 | $884.5K | 0.01% | +4,365+9.1% | Added |
| Stifel Financial Corp | 47,091 | $797.3K | 0.00% | +557+1.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 35,542 | $601.7K | 0.00% | +5,077+16.7% | Added |
| City of London Investment Management Co Ltd | 21,876 | $368.5K | 0.03% | +21,876 | New |
| Atlas Wealth LLC | 21,139 | $357.9K | 0.07% | +21,139 | New |
| Karpus Management, Inc. | 19,838 | $335.9K | 0.01% | −125−0.6% | Reduced |
| Ameriprise Financial Inc | 18,991 | $321.5K | 0.00% | −1,729−8.3% | Reduced |
| Thrivent Financial for Lutherans | 18,813 | $319.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 16,808 | $284.6K | 0.00% | +834+5.2% | Added |
| Collaborative Wealth Managment Inc. | 16,113 | $272.8K | 0.17% | −379−2.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 15,844 | $268.2K | 0.21% | +9+0.1% | Added |
| First Trust Advisors LP | 15,631 | $264.6K | 0.00% | +15,631 | New |
| Royal Bank of Canada | 14,352 | $243.0K | 0.00% | −1,565−9.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 13,133 | $222.3K | 0.08% | +13,133 | New |
| PFG Advisors | 11,471 | $194.2K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 11,131 | $188.4K | 0.01% | +11,131 | New |
| Diligent Investors, LLC | 11,000 | $186.2K | 0.06% | −500−4.3% | Reduced |
| Invesco Ltd. | 10,650 | $180.3K | 0.00% | +10,650 | New |
| First Manhattan Co | 7,500 | $127.0K | 0.00% | −1,700−18.5% | Reduced |
| Clearstead Advisors, LLC | 2,350 | $39.8K | 0.00% | +2,350 | New |
| Advisor Group Holdings, Inc. | 2,310 | $39.1K | 0.00% | +98+4.4% | Added |
| Hexagon Capital Partners LLC | 1,633 | $27.6K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,014 | $17.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 799 | $13.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 700 | $11.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $10.2K | 0.00% | – | – |
| FNY Investment Advisers, LLC | 300 | $5.00K | 0.01% | +300 | New |
| JPMorgan Chase & Co | 159 | $3.00K | 0.00% | +159 | New |
| Citigroup Inc | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −300−100.0% | Sold out |