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, Q2 2026
Institutional positions in Western Asset Investment Grade Opportunity Trust Inc. as of Jun 30, 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
- 28
- +3 vs. Q1 2026
- Shares held
- 2.67M
- +70.6K (+2.7%) vs. Q1 2026
- Total value
- $42.9M
- +$1.19M (+2.9%) vs. Q1 2026
- New holders
- 4
- 5 more added
- Sold out
- 1
- 13 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Western Asset Investment Grade Opportunity Trust Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Clear Street Group Inc. | 289 | $4.66K | 0.00% | +289 | New |
| AdvisorNet Financial, Inc | 708 | $11.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 799 | $12.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 900 | $14.5K | 0.00% | +900 | New |
| Noble Wealth Management PBC | 1,000 | $16.1K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,625 | $26.2K | 0.00% | +1,625 | New |
| Advisor Group Holdings, Inc. | 2,212 | $35.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,103 | $98.0K | 0.00% | −110−1.8% | Reduced |
| Wolverine Asset Management LLC | 6,267 | $101.0K | 0.00% | −56,424−90.0% | Reduced |
| Melfa Wealth Management, LLC | 10,424 | $167.9K | 0.09% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 12,127 | $195.4K | 0.01% | +12,127 | New |
| Guggenheim Capital LLC | 13,117 | $211.3K | 0.00% | −54,514−80.6% | Reduced |
| Jones Financial Companies LLLP | 14,951 | $240.1K | 0.00% | +5,815+63.6% | Added |
| Bank of America Corp | 15,101 | $243.3K | 0.00% | −6,504−30.1% | Reduced |
| Susquehanna International Group, LLP | 16,176 | $260.6K | 0.00% | −6,434−28.5% | Reduced |
| Ameriprise Financial Inc | 17,466 | $281.4K | 0.00% | −820−4.5% | Reduced |
| Stifel Financial Corp | 23,441 | $377.6K | 0.00% | +999+4.5% | Added |
| Janney Montgomery Scott LLC | 28,800 | $464.0K | 0.00% | −1,683−5.5% | Reduced |
| Whipplewood Advisors, LLC | 58,440 | $941.5K | 0.63% | −2,794−4.6% | Reduced |
| Wells Fargo & Company | 75,980 | $1.22M | 0.00% | −498−0.7% | Reduced |
| Raymond James Financial Inc | 85,050 | $1.37M | 0.00% | −7,040−7.6% | Reduced |
| Morgan Stanley | 107,106 | $1.73M | 0.00% | −4,980−4.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 108,376 | $1.75M | 0.05% | +75,169+226.4% | Added |
| UBS Group AG | 288,723 | $4.65M | 0.00% | −7,469−2.5% | Reduced |
| 1607 Capital Partners, LLC | 331,558 | $5.34M | 0.47% | −75,196−18.5% | Reduced |
| Karpus Management, Inc. | 529,003 | $8.52M | 0.25% | +145,661+38.0% | Added |
| Sit Investment Associates Inc | 909,296 | $14.6M | 0.28% | +53,497+6.3% | Added |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −1,058−100.0% | Sold out |