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.
Q4 2025 vs. Q3 2025
How the institutions holding Western Asset Investment Grade Opportunity Trust Inc. changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 28 | 26 | −2 |
| Shares | 1.88M | 2.25M | +376.1K (+20.0%) |
| Value | $31.3M | $37.2M | +$5.85M (+18.7%) |
New holders (3)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Karpus Management, Inc. | 109,933 | $1.81M | 0.06% |
| SRS Capital Advisors, Inc. | 2,302 | $38.0K | 0.00% |
| Olistico Wealth, LLC | 1,468 | $24.2K | 0.01% |
Sold out (5)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Shaker Financial Services, LLC | 26,623 | $446.2K |
| Comerica Bank | 1,900 | $31.7K |
| FNY Investment Advisers, LLC | 300 | $5.00K |
| GWM Advisors LLC | 225 | $3.75K |
| Clear Street Markets LLC | 200 | $3.34K |