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, Q2 2025
Institutional positions in Western Asset Investment Grade Opportunity Trust Inc. as of Jun 30, 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
- 29
- 0 vs. Q1 2025
- Shares held
- 1.60M
- +188.4K (+13.3%) vs. Q1 2025
- Total value
- $26.6M
- +$3.12M (+13.3%) vs. Q1 2025
- New holders
- 3
- 11 more added
- Sold out
- 3
- 8 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Opportunity Trust Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 333,360 | $5.53M | 0.12% | +70,956+27.0% | Added |
| UBS Group AG | 304,203 | $5.04M | 0.00% | −41,211−11.9% | Reduced |
| 1607 Capital Partners, LLC | 202,100 | $3.35M | 0.27% | +65,100+47.5% | Added |
| Guggenheim Capital LLC | 135,712 | $2.25M | 0.02% | +37,292+37.9% | Added |
| Morgan Stanley | 123,149 | $2.04M | 0.00% | −1,936−1.5% | Reduced |
| Raymond James Financial Inc | 97,949 | $1.62M | 0.00% | −5,685−5.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 85,414 | $1.42M | 0.06% | −253−0.3% | Reduced |
| Wolverine Asset Management LLC | 61,965 | $1.03M | 0.02% | −9,894−13.8% | Reduced |
| Whipplewood Advisors, LLC | 59,514 | $986.7K | 0.54% | +59,514 | New |
| Wells Fargo & Company | 51,072 | $846.8K | 0.00% | −3,620−6.6% | Reduced |
| Bank of America Corp | 31,205 | $517.4K | 0.00% | +2,730+9.6% | Added |
| Shaker Financial Services, LLC | 26,623 | $442.8K | 0.16% | +14,411+118.0% | Added |
| Rockefeller Capital Management L.P. | 22,837 | $378.6K | 0.00% | +22,837 | New |
| Ameriprise Financial Inc | 16,340 | $270.9K | 0.00% | −298−1.8% | Reduced |
| Stifel Financial Corp | 11,049 | $183.2K | 0.00% | +92+0.8% | Added |
| Melfa Wealth Management, LLC | 10,424 | $172.8K | 0.11% | 00.0% | Unchanged |
| LPL Financial LLC | 10,044 | $166.5K | 0.00% | +25+0.2% | Added |
| Royal Bank of Canada | 7,047 | $117.0K | 0.00% | +19+0.3% | Added |
| Jones Financial Companies LLLP | 3,525 | $58.4K | 0.00% | +2,375+206.5% | Added |
| Comerica Bank | 1,900 | $31.5K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,468 | $24.3K | 0.01% | +1,468 | New |
| Advisor Group Holdings, Inc. | 1,212 | $20.1K | 0.00% | +1,000+471.7% | Added |
| Sound Income Strategies, LLC | 1,058 | $17.5K | 0.00% | +14+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 799 | $13.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 708 | $11.7K | 0.00% | 00.0% | Unchanged |
| American National Bank | 574 | $9.52K | 0.00% | −145−20.2% | Reduced |
| FNY Investment Advisers, LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 225 | $3.73K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 0 | $0 | 0.00% | −14,740−100.0% | Sold out |
| Diligent Investors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1,633−100.0% | Sold out |
| Noble Wealth Management PBC | – | – | – | – | Not filed |