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.
Holders of 5% or more of IGI
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Western Asset Investment Grade Opportunity Trust Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| First Trust Portfolios LP | 13G/A | 9.65%578.1K shares | −3.63 ppfrom 13.28% | Apr 16, 20253 filings | Oct 17, 2025 | SEC |
| UBS Group AG | 13G | 5.80%345.4K shares | New | Apr 30, 20251 filing | Apr 30, 2025 | SEC |
| Sit Investment Associates Inc | 13G | 5.60%333.4K shares | +2.90 ppfrom 2.70% | Jan 3, 20252 filings | Jul 7, 2025 | SEC |
| 1607 Capital Partners, LLC | 13G | 5.43%325.4K shares | +3.88 ppfrom 1.55% | Feb 13, 20252 filings | Nov 14, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
8 Schedule 13D and 13G filings on Western Asset Investment Grade Opportunity Trust Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Nov 14, 20251:07 PM ET | 1607 Capital Partners, LLC | 13G | 5.43%325.4K shares | +3.88 ppfrom 1.55% | Sep 30, 2025 | SEC |
| Oct 17, 20259:55 AM ET | First Trust Portfolios LPand 2 others | 13G/A | 9.65%578.1K shares | −3.63 ppfrom 13.28% | Sep 30, 2025 | SEC |
| Jul 28, 20259:46 AM ET | First Trust Portfolios LPand 2 others | 13G/A | 13.28%795.8K shares | −1.12 ppfrom 14.40% | Jun 30, 2025 | SEC |
| Jul 7, 20254:33 PM ET | Sit Investment Associates Incand 1 other | 13G | 5.60%333.4K shares | +2.90 ppfrom 2.70% | Jun 30, 2025 | SEC |
| Apr 30, 20253:31 PM ET | UBS Group AG | 13G | 5.80%345.4K shares | New | Mar 31, 2025 | SEC |
| Apr 16, 202510:13 AM ET | First Trust Portfolios LPand 2 others | 13G/A | 14.40%862.8K shares | – | Mar 31, 2025 | SEC |
| Feb 13, 20254:15 PM ET | 1607 Capital Partners, LLC | 13G/A | 1.55%92.9K shares | –Below 5% | Dec 31, 2024 | SEC |
| Jan 3, 20253:56 PM ET | Sit Investment Associates Inc | 13G/A | 2.70%164.7K shares | –Below 5% | Dec 31, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Western Asset Investment Grade Opportunity Trust Inc. shares.
No Form 144 notices for Western Asset Investment Grade Opportunity Trust Inc. are on file.