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 2025
Institutional positions in Western Asset Investment Grade Opportunity Trust Inc. as of Mar 31, 2025. 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
- 30
- +2 vs. Q4 2024
- Shares held
- 1.41M
- +148.4K (+11.7%) vs. Q4 2024
- Total value
- $23.5M
- +$2.80M (+13.6%) vs. Q4 2024
- New holders
- 4
- 8 more added
- Sold out
- 2
- 10 more reduced
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Opportunity Trust Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 345,414 | $5.73M | 0.00% | −3,126−0.9% | Reduced |
| Sit Investment Associates Inc | 262,404 | $4.35M | 0.10% | +97,747+59.4% | Added |
| 1607 Capital Partners, LLC | 137,000 | $2.27M | 0.18% | +44,100+47.5% | Added |
| Morgan Stanley | 125,085 | $2.07M | 0.00% | −4,532−3.5% | Reduced |
| Raymond James Financial Inc | 103,634 | $1.72M | 0.00% | −1,929−1.8% | Reduced |
| Guggenheim Capital LLC | 98,420 | $1.63M | 0.02% | +43,455+79.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 85,667 | $1.42M | 0.06% | +500+0.6% | Added |
| Wolverine Asset Management LLC | 71,859 | $1.19M | 0.02% | +8,247+13.0% | Added |
| Wells Fargo & Company | 54,692 | $906.8K | 0.00% | −28,083−33.9% | Reduced |
| Bank of America Corp | 28,475 | $472.1K | 0.00% | −1,597−5.3% | Reduced |
| Ameriprise Financial Inc | 16,638 | $275.9K | 0.00% | −544−3.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 14,740 | $244.4K | 0.07% | −4,751−24.4% | Reduced |
| Shaker Financial Services, LLC | 12,212 | $203.3K | 0.08% | −86−0.7% | Reduced |
| Stifel Financial Corp | 10,957 | $181.7K | 0.00% | +933+9.3% | Added |
| Melfa Wealth Management, LLC | 10,424 | $172.8K | 0.12% | 00.0% | Unchanged |
| LPL Financial LLC | 10,019 | $166.1K | 0.00% | +10,019 | New |
| Diligent Investors, LLC | 10,000 | $165.8K | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,028 | $117.0K | 0.00% | −216−3.0% | Reduced |
| Comerica Bank | 1,900 | $31.5K | 0.00% | +700+58.3% | Added |
| Hexagon Capital Partners LLC | 1,633 | $27.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,150 | $19.0K | 0.00% | −1,000−46.5% | Reduced |
| Sound Income Strategies, LLC | 1,044 | $17.3K | 0.00% | +9+0.9% | Added |
| Noble Wealth Management PBC | 1,000 | $16.6K | 0.01% | +1,000 | New |
| Steward Partners Investment Advisory, LLC | 799 | $13.2K | 0.00% | 00.0% | Unchanged |
| American National Bank | 719 | $11.9K | 0.00% | +719 | New |
| AdvisorNet Financial, Inc | 708 | $11.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 300 | $4.00K | 0.00% | +300 | New |
| GWM Advisors LLC | 225 | $3.73K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 212 | $3.51K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,774−100.0% | Sold out |
| Hara Capital LLC | 0 | $0 | 0.00% | −1,714−100.0% | Sold out |