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IGI · Western Asset Investment Grade Opportunity Trust Inc.

$15.69 -0.01 (-0.06%)
Market Cap
$94.10M
Shares
5.99M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$15.70 Open$15.74 Day$15.64–15.76 52W$15.44–16.68 Avg vol 30d10K Short int7K · 0.1% float · 1.2d Short vol5% Last earningsJul 31, 2026 DataJan 2020–Jul 2026

Up next

Next earnings call
Jul 31, 2026 Scheduled · this week
FQ3-26 quarter ends
~Aug 30, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Very Weak Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 18.2 · elevated Equity put/call 0.71
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −4%
below
Price vs 50-day avg −2%
below
RSI (14) 29
oversold
MACD trend Negative
52-week position 21%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −2%
trailing
6-month return −4%
trailing
YTD return −4%
this year
Relative strength −11%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $16 › 200d $16 — 200d above 50d
Institutional flow Accumulating
8 of 25 funds reported for Jun 30 · net +85.1K sh shares · +2 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.12% of float · ▲ +67.2% MoM · 1.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
25 holders — near 3-yr low, contrarian setup
Squeeze score 45
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 6%
annualized · 1-yr
Max drawdown −5%
past year
ATR 1.1%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Neutral
1 · 6 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−4% Neutral
Price vs 50-day avg
−2% Neutral
RSI (14)
29 Neutral
MACD trend
Negative Bearish
52-week position
21% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $16 › 200d $16 — 200d above 50d
Institutional flow Accumulating
8 of 25 funds reported for Jun 30 · net +85.1K sh shares · +2 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.12% of float · ▲ +67.2% MoM · 1.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
25 holders — near 3-yr low, contrarian setup
Price context
position in its 52-week range
52-wk low $15 Now $16 · 21% 52-wk high $17
vs 200-day avg -4% vs 50-day avg -2%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
IGI
Western Asset Investment Grade Opportunity Trust Inc.
this stock
$94.10M -3.6% 0.1%
BLK
BlackRock, Inc.
$357.45B +3.1% +16.2% 27.6 0.6%
BX
Blackstone Inc.
$99.47B -12.1% +9.2% 34.3 3.2%
BN
BROOKFIELD Corp /ON/
$94.64B -7.4% 0.7%
KKR
KKR & Co. Inc.
$92.18B -19.3% -11.0% 1.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
26
% held
44.7%
Reported
8 of 25
Top holder
SIT INVESTMENT ASSOCIATES…
Held Float
View
Held by Funds
Fund positions
2
View
Short & Settlement
Short Interest Rising
Shares short
7.0K
Days to cover
1.2d
Change
+2.8K sh
View
Short Volume
Short vol %
5%
As of
Jul 28, 2026
Short Total
View
Fails to Deliver
FTD shares
378
Value
$6.1K
As of
Jun 26, 2026
View
Off-Exchange
Off-exchange %
87.1%
Week of
May 4, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Mar 9, 2026
This year
1
View
Earnings & Events
Earnings Calls Upcoming
Next call
Jul 31, 2026
Last call
Apr 28, 2026
View
Investor Relations
Latest news
Franklin Resources, Inc. Announce…
Published
Jul 6, 2026
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
IGI -2.4% -2.2% -3.8% -2.6% -3.6%
SPY -1.0% 0.0% +7.4% -0.8% +8.6%
vs SPY -1.4% -2.2% -11.3% -1.8% -12.2%

Capital returns

Latest dividend
$0.071 / share · ex Jul 24, 2026
Paid (TTM)
$0.852 / share · 12 payouts
Dividend yield (TTM, derived)
5.43%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1462586 CUSIP 95790A101 13F (30d) 7 filings 7 filers Visit website Investor relations