IGI
Western Asset Investment Grade Opportunity Trust Inc.
$16.12
-0.01 (-0.06%)
At close · Jul 2
Market Cap
$96.62M
Shares
5,993,650
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 25
Total Value: $41,745,246
Total Shares: 2,594,481
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 25 13F filersTop Holder
33.0%
of institutional value
Top 5
79.2%
of institutional value
Top 10
93.1%
of institutional value
HHI
1,747
Moderately concentrated
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mid SIT INVESTMENT ASSOCIATES INC | $13,769,805 | 32.99% | 855,799 | Shares | Sole | 2026-05-13 | ||||
| Small 1607 Capital Partners, LLC | $6,544,671 | 15.68% | 406,754 | Shares | Sole | 2026-05-15 | ||||
| Mid Karpus Management, Inc. | $6,167,972 | 14.78% | 383,342 | Shares | Sole | 2026-05-14 | ||||
| Mega UBS Group AG | $4,765,729 | 11.42% | 296,192 | Shares | Defined | 2026-05-05 | ||||
| Mega MORGAN STANLEY | $1,803,463 | 4.32% | 112,086 | Shares | Defined | 2026-05-15 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $1,481,727 | 3.55% | 92,090 | Shares | Defined | 2026-05-14 | ||||
| Mega WELLS FARGO & COMPANY/MN | $1,230,531 | 2.95% | 76,478 | Shares | Defined | 2026-05-11 | ||||
| Large GUGGENHEIM CAPITAL LLC | $1,088,181 | 2.61% | 67,631 | Shares | Defined | 2026-05-15 | ||||
| Mid WOLVERINE ASSET MANAGEMENT LLC | $1,008,698 | 2.42% | 62,691 | Shares | Defined | 2026-05-04 | ||||
| Micro Whipplewood Advisors, LLC | $985,255 | 2.36% | 61,234 | Shares | Sole | 2026-04-30 | ||||
| Mid Hennion & Walsh Asset Management, Inc. | $534,300 | 1.28% | 33,207 | Shares | Sole | 2026-05-13 | ||||
| Large Janney Montgomery Scott LLC | $490,471 | 1.17% | 30,483 | Shares | Sole | 2026-04-22 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $363,794 | 0.87% | 22,610 | Shares | Other | 2026-05-15 | ||||
| Large STIFEL FINANCIAL CORP | $361,091 | 0.86% | 22,442 | Shares | Defined | 2026-05-12 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $347,624 | 0.83% | 21,605 | Shares | Defined | 2026-05-18 | ||||
| Mega AMERIPRISE FINANCIAL INC | $294,221 | 0.70% | 18,286 | Shares | Defined | 2026-05-15 | ||||
| Small MELFA WEALTH MANAGEMENT, INC. | $167,722 | 0.40% | 10,424 | Shares | Sole | 2026-04-10 | ||||
| Large JONES FINANCIAL COMPANIES LLLP | $146,998 | 0.35% | 9,136 | Shares | Sole | 2026-05-15 | ||||
| Mega ROYAL BANK OF CANADA Bank | $99,967 | 0.24% | 6,213 | Shares | Defined | 2026-05-15 | ||||
| Large OSAIC HOLDINGS, INC. | $35,591 | 0.09% | 2,212 | Shares | Defined | 2026-05-15 | ||||
| Micro Olistico Wealth, LLC | $17,023 | 0.04% | 1,058 | Shares | Sole | 2026-04-09 | ||||
| Small Noble Wealth Management PBC | $16,150 | 0.04% | 1,000 | Shares | Sole | 2026-07-01 | ||||
| Large Steward Partners Investment Advisory, LLC | $12,855 | 0.03% | 799 | Shares | Sole | 2026-05-08 | ||||
| Small AdvisorNet Financial, Inc | $11,391 | 0.03% | 708 | Shares | Sole | 2026-04-17 | ||||
| Mega CITIGROUP INC | $16 | 0.00% | 1 | Shares | Defined | 2026-05-11 | ||||
| No holders match your search. | ||||||||||
Key facts
CIK
1462586
CUSIP
95790A101
13F (30d)
1 filings
1 filers