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 2025 vs. Q1 2025
How the institutions holding Western Asset Investment Grade Opportunity Trust Inc. changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 30 | 1 | 29 | 0 |
| Shares | 1.41M | 1.00K | 1.60M | +188.4K (+13.3%) |
| Value | $23.5M | $16.6K | $26.6M | +$3.12M (+13.3%) |
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (3)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Whipplewood Advisors, LLC | 59,514 | $986.7K | 0.54% |
| Rockefeller Capital Management L.P. | 22,837 | $378.6K | 0.00% |
| Olistico Wealth, LLC | 1,468 | $24.3K | 0.01% |
Sold out (3)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Oak Harbor Wealth Partners, LLC | 14,740 | $244.4K |
| Diligent Investors, LLC | 10,000 | $165.8K |
| Hexagon Capital Partners LLC | 1,633 | $27.1K |
Not filed for Q2 2025 yet (1)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Noble Wealth Management PBC | 1,000 | $16.6K |