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, Q1 2026
Institutional positions in Western Asset Investment Grade Opportunity Trust Inc. as of Mar 31, 2026. 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
- 25
- −1 vs. Q4 2025
- Shares held
- 2.59M
- +342.8K (+15.2%) vs. Q4 2025
- Total value
- $41.7M
- +$4.59M (+12.4%) vs. Q4 2025
- New holders
- 1
- 11 more added
- Sold out
- 2
- 8 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Opportunity Trust Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 855,799 | $13.8M | 0.28% | +87,813+11.4% | Added |
| 1607 Capital Partners, LLC | 406,754 | $6.54M | 0.47% | +26,494+7.0% | Added |
| Karpus Management, Inc. | 383,342 | $6.17M | 0.19% | +273,409+248.7% | Added |
| UBS Group AG | 296,192 | $4.77M | 0.00% | −11,652−3.8% | Reduced |
| Morgan Stanley | 112,086 | $1.80M | 0.00% | −5,493−4.7% | Reduced |
| Raymond James Financial Inc | 92,090 | $1.48M | 0.00% | +269+0.3% | Added |
| Wells Fargo & Company | 76,478 | $1.23M | 0.00% | +586+0.8% | Added |
| Guggenheim Capital LLC | 67,631 | $1.09M | 0.01% | −60,888−47.4% | Reduced |
| Wolverine Asset Management LLC | 62,691 | $1.01M | 0.02% | +8,328+15.3% | Added |
| Whipplewood Advisors, LLC | 61,234 | $985.3K | 0.51% | +1,046+1.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 33,207 | $534.3K | 0.02% | −3,375−9.2% | Reduced |
| Janney Montgomery Scott LLC | 30,483 | $490.0K | 0.00% | −20.0% | Reduced |
| Susquehanna International Group, LLP | 22,610 | $363.8K | 0.00% | +22,610 | New |
| Stifel Financial Corp | 22,442 | $361.1K | 0.00% | +5,912+35.8% | Added |
| Bank of America Corp | 21,605 | $347.6K | 0.00% | −3,300−13.3% | Reduced |
| Ameriprise Financial Inc | 18,286 | $294.2K | 0.00% | +1,270+7.5% | Added |
| Melfa Wealth Management, LLC | 10,424 | $167.7K | 0.10% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9,136 | $144.3K | 0.00% | +5,377+143.0% | Added |
| Royal Bank of Canada | 6,213 | $100.0K | 0.00% | −920−12.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,212 | $35.6K | 0.00% | +1,000+82.5% | Added |
| Olistico Wealth, LLC | 1,058 | $17.0K | 0.01% | −410−27.9% | Reduced |
| Noble Wealth Management PBC | 1,000 | $16.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 799 | $12.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 708 | $11.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,979−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −2,302−100.0% | Sold out |