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.
Q3 2025 vs. Q2 2025
How the institutions holding Western Asset Investment Grade Opportunity Trust Inc. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 29 | 28 | −1 |
| Shares | 1.60M | 1.88M | +273.9K (+17.1%) |
| Value | $26.6M | $31.3M | +$4.75M (+17.9%) |
New holders (3)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Janney Montgomery Scott LLC | 29,485 | $492.0K | 0.00% |
| Noble Wealth Management PBC | 1,000 | $16.7K | 0.01% |
| Clear Street Markets LLC | 200 | $3.34K | 0.00% |
Sold out (4)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| LPL Financial LLC | 10,044 | $166.5K |
| Olistico Wealth, LLC | 1,468 | $24.3K |
| Sound Income Strategies, LLC | 1,058 | $17.5K |
| American National Bank | 574 | $9.52K |