MORGAN STANLEY
Position in IGI — Western Asset Investment Grade Opportunity Trust Inc.
CIK 895421
NEW YORK, NY
Position in IGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,725,477
-$77,986 QoQ
Shares Held
107,106
-4.4% QoQ
Ownership
1.79%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 29 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IGI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. IGI ranks #371 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 2 | BLK |
BlackRock, Inc.
|
3,487,404 | $3,353,348,182 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 4 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 5 | STT |
State Street Corp
|
4,731,988 | $802,545,157 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in IGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,725,477 | 107,106 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,803,463 | 112,086 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,940,053 | 117,579 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,959,239 | 117,390 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,041,810 | 123,149 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,073,909 | 125,085 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,114,052 | 129,617 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,559,726 | 142,207 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,642,703 | 154,725 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,848,855 | 164,769 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,084,656 | 175,464 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,984,160 | 188,513 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,768,467 | 230,911 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,976,116 | 293,923 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,074,507 | 373,127 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,111,569 | 399,449 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,946,124 | 471,021 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,473,391 | 292,382 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,514,235 | 160,761 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,764,378 | 170,411 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,539,846 | 160,829 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,418,898 | 159,687 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,722,269 | 166,470 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,128,690 | 150,853 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,361,626 | 155,415 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,706,861 | 144,443 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||