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