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.
Q2 2023 vs. Q1 2023
How the institutions holding Western Asset Investment Grade Opportunity Trust Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 39 | 35 | −4 |
| Shares | 3.84M | 4.17M | +330.1K (+8.6%) |
| Value | $64.9M | $68.0M | +$3.05M (+4.7%) |
New holders (2)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Relative Value Partners Group, LLC | 38,861 | $634.2K | 0.04% |
| Almitas Capital LLC | 13,118 | $216.6K | 0.09% |
Sold out (6)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Collaborative Wealth Managment Inc. | 16,113 | $272.8K |
| First Manhattan Co | 7,500 | $127.0K |
| Clearstead Advisors, LLC | 2,350 | $39.8K |
| Belpointe Asset Management LLC | 1,014 | $17.2K |
| Huntington National Bank | – | $10.2K |
| JPMorgan Chase & Co | 159 | $3.00K |