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.
Q2 2026 vs. Q1 2026
How the institutions holding Western Asset Investment Grade Opportunity Trust Inc. changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Q2 2026 | Change |
|---|---|---|---|
| Holders | 25 | 28 | +3 |
| Shares | 2.59M | 2.67M | +70.6K (+2.7%) |
| Value | $41.7M | $42.9M | +$1.19M (+2.9%) |
New holders (4)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Uhlmann Price Securities, LLC | 12,127 | $195.4K | 0.01% |
| Institute for Wealth Management, LLC. | 1,625 | $26.2K | 0.00% |
| SRS Capital Advisors, Inc. | 900 | $14.5K | 0.00% |
| Clear Street Group Inc. | 289 | $4.66K | 0.00% |
Sold out (1)
Institutions that held Western Asset Investment Grade Opportunity Trust Inc. at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Olistico Wealth, LLC | 1,058 | $17.0K |