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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 212 | $3.51K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 225 | $3.73K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 300 | $4.00K | 0.00% | +300 | New |
| AdvisorNet Financial, Inc | 708 | $11.7K | 0.00% | 00.0% | Unchanged |
| American National Bank | 719 | $11.9K | 0.00% | +719 | New |
| Steward Partners Investment Advisory, LLC | 799 | $13.2K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,000 | $16.6K | 0.01% | +1,000 | New |
| Sound Income Strategies, LLC | 1,044 | $17.3K | 0.00% | +9+0.9% | Added |
| Jones Financial Companies LLLP | 1,150 | $19.0K | 0.00% | −1,000−46.5% | Reduced |
| Hexagon Capital Partners LLC | 1,633 | $27.1K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,900 | $31.5K | 0.00% | +700+58.3% | Added |
| Royal Bank of Canada | 7,028 | $117.0K | 0.00% | −216−3.0% | Reduced |
| Diligent Investors, LLC | 10,000 | $165.8K | 0.04% | 00.0% | Unchanged |
| LPL Financial LLC | 10,019 | $166.1K | 0.00% | +10,019 | New |
| Melfa Wealth Management, LLC | 10,424 | $172.8K | 0.12% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,957 | $181.7K | 0.00% | +933+9.3% | Added |
| Shaker Financial Services, LLC | 12,212 | $203.3K | 0.08% | −86−0.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 14,740 | $244.4K | 0.07% | −4,751−24.4% | Reduced |
| Ameriprise Financial Inc | 16,638 | $275.9K | 0.00% | −544−3.2% | Reduced |
| Bank of America Corp | 28,475 | $472.1K | 0.00% | −1,597−5.3% | Reduced |
| Wells Fargo & Company | 54,692 | $906.8K | 0.00% | −28,083−33.9% | Reduced |
| Wolverine Asset Management LLC | 71,859 | $1.19M | 0.02% | +8,247+13.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 85,667 | $1.42M | 0.06% | +500+0.6% | Added |
| Guggenheim Capital LLC | 98,420 | $1.63M | 0.02% | +43,455+79.1% | Added |
| Raymond James Financial Inc | 103,634 | $1.72M | 0.00% | −1,929−1.8% | Reduced |
| Morgan Stanley | 125,085 | $2.07M | 0.00% | −4,532−3.5% | Reduced |
| 1607 Capital Partners, LLC | 137,000 | $2.27M | 0.18% | +44,100+47.5% | Added |
| Sit Investment Associates Inc | 262,404 | $4.35M | 0.10% | +97,747+59.4% | Added |
| UBS Group AG | 345,414 | $5.73M | 0.00% | −3,126−0.9% | Reduced |
| 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 |