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 2024 vs. Q1 2024
How the institutions holding Western Asset Investment Grade Opportunity Trust Inc. changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 39 | 37 | −2 |
| Shares | 4.45M | 4.59M | +143.4K (+3.2%) |
| Value | $76.9M | $78.5M | +$1.51M (+2.0%) |
New holders (5)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Almitas Capital LLC | 209,335 | $3.58M | 1.49% |
| Atlas Wealth LLC | 132,578 | $2.27M | 0.35% |
| Susquehanna International Group, LLP | 13,571 | $231.8K | 0.00% |
| Sound Income Strategies, LLC | 1,014 | $17.3K | 0.00% |
| Hallmark Capital Management Inc | 600 | $10.2K | 0.00% |
Sold out (7)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Moloney Securities Asset Management, LLC | 122,862 | $2.12M |
| Relative Value Partners Group, LLC | 50,338 | $871.8K |
| Thrivent Financial for Lutherans | 18,813 | $325.0K |
| Cetera Investment Advisers | 13,395 | $231.6K |
| First Trust Advisors LP | 12,113 | $209.4K |
| Ameriprise Financial Inc | 10,885 | $188.2K |
| FNY Investment Advisers, LLC | 300 | $5.00K |