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 2024 vs. Q3 2024
How the institutions holding Western Asset Investment Grade Opportunity Trust Inc. changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 36 | 2 | 28 | −6 |
| Shares | 4.45M | 103.6K | 1.27M | −3.08M (−70.9%) |
| Value | $80.1M | $1.87M | $20.6M | −$57.6M (−73.6%) |
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 105,563 | $1.72M | 0.00% |
| Wolverine Asset Management LLC | 63,612 | $1.04M | 0.02% |
| Shaker Financial Services, LLC | 12,298 | $200.6K | 0.08% |
| Susquehanna International Group, LLP | 11,774 | $192.0K | 0.00% |
| Melfa Wealth Management, LLC | 10,424 | $170.0K | 0.11% |
| Stifel Financial Corp | 10,024 | $163.5K | 0.00% |
| Hara Capital LLC | 1,714 | $28.0K | 0.02% |
Sold out (13)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Karpus Management, Inc. | 582,641 | $10.5M |
| Allspring Global Investments Holdings, LLC | 558,706 | $10.1M |
| Almitas Capital LLC | 338,857 | $6.10M |
| Jane Street Group, LLC | 209,405 | $3.77M |
| Icon Advisers Inc | 77,232 | $1.39M |
| Yakira Capital Management, Inc. | 32,615 | $587.1K |
| Absolute Investment Advisers LLC | 30,494 | $548.9K |
| Quarry LP | 11,804 | $212.5K |
| LPL Financial LLC | 11,259 | $202.7K |
| Warren Averett Asset Management, LLC | 11,131 | $200.4K |
| Commonwealth Equity Services, LLC | 10,574 | $190.0K |
| FNY Investment Advisers, LLC | 300 | $5.00K |
| The PNC Financial Services Group, Inc. | 1 | $23 |
Not filed for Q4 2024 yet (2)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 73,832 | $1.33M |
| Raymond James Financial Services Advisors, Inc. | 29,787 | $536.2K |