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, Q3 2025
Institutional positions in Western Asset Investment Grade Opportunity Trust Inc. as of Sep 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
- 28
- −1 vs. Q2 2025
- Shares held
- 1.88M
- +273.9K (+17.1%) vs. Q2 2025
- Total value
- $31.3M
- +$4.75M (+17.9%) vs. Q2 2025
- New holders
- 3
- 6 more added
- Sold out
- 4
- 9 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Opportunity Trust Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 470,621 | $7.86M | 0.16% | +137,261+41.2% | Added |
| UBS Group AG | 327,440 | $5.46M | 0.00% | +23,237+7.6% | Added |
| 1607 Capital Partners, LLC | 325,361 | $5.43M | 0.41% | +123,261+61.0% | Added |
| Guggenheim Capital LLC | 134,148 | $2.24M | 0.02% | −1,564−1.2% | Reduced |
| Morgan Stanley | 117,390 | $1.96M | 0.00% | −5,759−4.7% | Reduced |
| Raymond James Financial Inc | 90,667 | $1.51M | 0.00% | −7,282−7.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 84,690 | $1.41M | 0.05% | −724−0.8% | Reduced |
| Whipplewood Advisors, LLC | 59,774 | $997.6K | 0.66% | +260+0.4% | Added |
| Wolverine Asset Management LLC | 58,261 | $972.4K | 0.01% | −3,704−6.0% | Reduced |
| Wells Fargo & Company | 57,686 | $962.8K | 0.00% | +6,614+13.0% | Added |
| Janney Montgomery Scott LLC | 29,485 | $492.0K | 0.00% | +29,485 | New |
| Bank of America Corp | 26,952 | $449.8K | 0.00% | −4,253−13.6% | Reduced |
| Shaker Financial Services, LLC | 26,623 | $446.2K | 0.15% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 15,056 | $251.3K | 0.00% | −1,284−7.9% | Reduced |
| Rockefeller Capital Management L.P. | 13,798 | $230.3K | 0.00% | −9,039−39.6% | Reduced |
| Melfa Wealth Management, LLC | 10,424 | $174.0K | 0.10% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,218 | $170.5K | 0.00% | −831−7.5% | Reduced |
| Royal Bank of Canada | 7,172 | $120.0K | 0.00% | +125+1.8% | Added |
| Jones Financial Companies LLLP | 3,525 | $58.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,900 | $31.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,212 | $20.2K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,000 | $16.7K | 0.01% | +1,000 | New |
| Steward Partners Investment Advisory, LLC | 799 | $13.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 708 | $11.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 225 | $3.75K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $3.34K | 0.00% | +200 | New |
| Citigroup Inc | 1 | $17 | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 0 | $0 | 0.00% | −10,044−100.0% | Sold out |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −1,468−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,058−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −574−100.0% | Sold out |