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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $17 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 708 | $11.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 799 | $13.2K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,000 | $16.5K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,212 | $20.0K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,468 | $24.2K | 0.01% | +1,468 | New |
| SRS Capital Advisors, Inc. | 2,302 | $38.0K | 0.00% | +2,302 | New |
| Rockefeller Capital Management L.P. | 2,979 | $49.2K | 0.00% | −10,819−78.4% | Reduced |
| Jones Financial Companies LLLP | 3,759 | $62.0K | 0.00% | +234+6.6% | Added |
| Royal Bank of Canada | 7,133 | $118.0K | 0.00% | −39−0.5% | Reduced |
| Melfa Wealth Management, LLC | 10,424 | $172.0K | 0.10% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,530 | $272.8K | 0.00% | +6,312+61.8% | Added |
| Ameriprise Financial Inc | 17,016 | $280.8K | 0.00% | +1,960+13.0% | Added |
| Bank of America Corp | 24,905 | $410.9K | 0.00% | −2,047−7.6% | Reduced |
| Janney Montgomery Scott LLC | 30,485 | $503.0K | 0.00% | +1,000+3.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 36,582 | $603.6K | 0.02% | −48,108−56.8% | Reduced |
| Wolverine Asset Management LLC | 54,363 | $897.0K | 0.01% | −3,898−6.7% | Reduced |
| Whipplewood Advisors, LLC | 60,188 | $993.1K | 0.64% | +414+0.7% | Added |
| Wells Fargo & Company | 75,892 | $1.25M | 0.00% | +18,206+31.6% | Added |
| Raymond James Financial Inc | 91,821 | $1.52M | 0.00% | +1,154+1.3% | Added |
| Karpus Management, Inc. | 109,933 | $1.81M | 0.06% | +109,933 | New |
| Morgan Stanley | 117,579 | $1.94M | 0.00% | +189+0.2% | Added |
| Guggenheim Capital LLC | 128,519 | $2.12M | 0.02% | −5,629−4.2% | Reduced |
| UBS Group AG | 307,844 | $5.08M | 0.00% | −19,596−6.0% | Reduced |
| 1607 Capital Partners, LLC | 380,260 | $6.27M | 0.43% | +54,899+16.9% | Added |
| Sit Investment Associates Inc | 767,986 | $12.7M | 0.25% | +297,365+63.2% | Added |
| 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 |