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, Q4 2025
Institutional positions in Western Asset Investment Grade Opportunity Trust Inc. as of Dec 31, 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
- 26
- −2 vs. Q3 2025
- Shares held
- 2.25M
- +376.1K (+20.0%) vs. Q3 2025
- Total value
- $37.2M
- +$5.85M (+18.7%) vs. Q3 2025
- New holders
- 3
- 10 more added
- Sold out
- 5
- 7 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Opportunity Trust Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 767,986 | $12.7M | 0.25% | +297,365+63.2% | Added |
| 1607 Capital Partners, LLC | 380,260 | $6.27M | 0.43% | +54,899+16.9% | Added |
| UBS Group AG | 307,844 | $5.08M | 0.00% | −19,596−6.0% | Reduced |
| Guggenheim Capital LLC | 128,519 | $2.12M | 0.02% | −5,629−4.2% | Reduced |
| Morgan Stanley | 117,579 | $1.94M | 0.00% | +189+0.2% | Added |
| Karpus Management, Inc. | 109,933 | $1.81M | 0.06% | +109,933 | New |
| Raymond James Financial Inc | 91,821 | $1.52M | 0.00% | +1,154+1.3% | Added |
| Wells Fargo & Company | 75,892 | $1.25M | 0.00% | +18,206+31.6% | Added |
| Whipplewood Advisors, LLC | 60,188 | $993.1K | 0.64% | +414+0.7% | Added |
| Wolverine Asset Management LLC | 54,363 | $897.0K | 0.01% | −3,898−6.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 36,582 | $603.6K | 0.02% | −48,108−56.8% | Reduced |
| Janney Montgomery Scott LLC | 30,485 | $503.0K | 0.00% | +1,000+3.4% | Added |
| Bank of America Corp | 24,905 | $410.9K | 0.00% | −2,047−7.6% | Reduced |
| Ameriprise Financial Inc | 17,016 | $280.8K | 0.00% | +1,960+13.0% | Added |
| Stifel Financial Corp | 16,530 | $272.8K | 0.00% | +6,312+61.8% | Added |
| Melfa Wealth Management, LLC | 10,424 | $172.0K | 0.10% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,133 | $118.0K | 0.00% | −39−0.5% | Reduced |
| Jones Financial Companies LLLP | 3,759 | $62.0K | 0.00% | +234+6.6% | Added |
| Rockefeller Capital Management L.P. | 2,979 | $49.2K | 0.00% | −10,819−78.4% | Reduced |
| SRS Capital Advisors, Inc. | 2,302 | $38.0K | 0.00% | +2,302 | New |
| Olistico Wealth, LLC | 1,468 | $24.2K | 0.01% | +1,468 | New |
| Advisor Group Holdings, Inc. | 1,212 | $20.0K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,000 | $16.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 799 | $13.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 708 | $11.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −26,623−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |