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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $17 | 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% | 00.0% | Unchanged |
| American National Bank | 574 | $9.52K | 0.00% | −145−20.2% | Reduced |
| AdvisorNet Financial, Inc | 708 | $11.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 799 | $13.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,058 | $17.5K | 0.00% | +14+1.3% | Added |
| Advisor Group Holdings, Inc. | 1,212 | $20.1K | 0.00% | +1,000+471.7% | Added |
| Olistico Wealth, LLC | 1,468 | $24.3K | 0.01% | +1,468 | New |
| Comerica Bank | 1,900 | $31.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,525 | $58.4K | 0.00% | +2,375+206.5% | Added |
| Royal Bank of Canada | 7,047 | $117.0K | 0.00% | +19+0.3% | Added |
| LPL Financial LLC | 10,044 | $166.5K | 0.00% | +25+0.2% | Added |
| Melfa Wealth Management, LLC | 10,424 | $172.8K | 0.11% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,049 | $183.2K | 0.00% | +92+0.8% | Added |
| Ameriprise Financial Inc | 16,340 | $270.9K | 0.00% | −298−1.8% | Reduced |
| Rockefeller Capital Management L.P. | 22,837 | $378.6K | 0.00% | +22,837 | New |
| Shaker Financial Services, LLC | 26,623 | $442.8K | 0.16% | +14,411+118.0% | Added |
| Bank of America Corp | 31,205 | $517.4K | 0.00% | +2,730+9.6% | Added |
| Wells Fargo & Company | 51,072 | $846.8K | 0.00% | −3,620−6.6% | Reduced |
| Whipplewood Advisors, LLC | 59,514 | $986.7K | 0.54% | +59,514 | New |
| Wolverine Asset Management LLC | 61,965 | $1.03M | 0.02% | −9,894−13.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 85,414 | $1.42M | 0.06% | −253−0.3% | Reduced |
| Raymond James Financial Inc | 97,949 | $1.62M | 0.00% | −5,685−5.5% | Reduced |
| Morgan Stanley | 123,149 | $2.04M | 0.00% | −1,936−1.5% | Reduced |
| Guggenheim Capital LLC | 135,712 | $2.25M | 0.02% | +37,292+37.9% | Added |
| 1607 Capital Partners, LLC | 202,100 | $3.35M | 0.27% | +65,100+47.5% | Added |
| UBS Group AG | 304,203 | $5.04M | 0.00% | −41,211−11.9% | Reduced |
| Sit Investment Associates Inc | 333,360 | $5.53M | 0.12% | +70,956+27.0% | Added |
| 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 |