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.
Q4 2023 vs. Q3 2023
How the institutions holding Western Asset Investment Grade Opportunity Trust Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 37 | 41 | +4 |
| Shares | 4.44M | 4.55M | +111.5K (+2.5%) |
| Value | $70.2M | $79.9M | +$9.72M (+13.8%) |
New holders (6)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Hara Capital LLC | 119,851 | $2.11M | 1.48% |
| Hennion & Walsh Asset Management, Inc. | 21,300 | $374.5K | 0.02% |
| LPL Financial LLC | 16,236 | $285.4K | 0.00% |
| Landscape Capital Management, L.L.C. | 11,185 | $196.6K | 0.02% |
| Northwestern Mutual Wealth Management Co | 2,101 | $36.9K | 0.00% |
| The PNC Financial Services Group, Inc. | 1,000 | $17.6K | 0.00% |
Sold out (2)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Atlas Wealth LLC | 108,626 | $1.72M |
| FNY Investment Advisers, LLC | 300 | $4.00K |