IGI · Western Asset Investment Grade Opportunity Trust Inc.

$15.78 -0.02 (-0.09%) At close · Sep 4

Market Cap

$94.82M

5.99M

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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 29

Total Value: $42,958,613

Total Shares: 2,666,579

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 29 13F filers · Δ vs Mar 31, 2026

Top Holder

34.1%

+1.1 pts

Top 5

81.3%

+2.1 pts

Top 10

94.6%

+1.5 pts

HHI

1,888

Moderately concentrated+141

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +4

Institutional value: +2.9%

Shares held: +2.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Karpus Management, Inc.	+145,661	529,003
Mid Hennion & Walsh Asset Management, Inc.	+75,169	108,376
Mid SIT INVESTMENT ASSOCIATES INC	+53,497	909,296
Large JONES FINANCIAL COMPANIES LLLP	+5,815	14,951
Large STIFEL FINANCIAL CORP	+999	23,441

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid 1607 Capital Partners, LLC	−75,196	331,558
Mid WOLVERINE ASSET MANAGEMENT LLC	−56,424	6,267
Large GUGGENHEIM CAPITAL LLC	−54,514	13,117
Mega UBS Group AG	−7,469	288,723
Mega RAYMOND JAMES FINANCIAL INC	−7,040	85,050

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid UHLMANN PRICE SECURITIES, LLC	12,127	$195,365
Small Institute for Wealth Management, LLC.	1,625	$26,178
Mid Integrated Wealth Concepts LLC	1,540	$24,809
Mid Arax Advisory Partners	900	$14,499
Large Clear Street Group Inc.	289	$4,655

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Small Olistico Wealth, LLC	1,058	$17,023

Filter: New 5 Increased 5 Reduced 13 Sold out 1 Unchanged 6

Showing 29 of 29

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

SIT INVESTMENT ASSOCIATES INC

$14,648,758

34.10%

909,296

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	909,296	$14,648,758	100.0%	Sole

Karpus Management, Inc.

$8,522,238

19.84%

529,003

1607 Capital Partners, LLC

$5,341,399

12.43%

331,558

UBS Group AG

$4,651,326

10.83%

288,723

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	288,106	$4,641,387	99.8%	Defined
UBS Securities LLC	617	$9,939	0.2%	Defined

Hennion & Walsh Asset Management, Inc.

$1,745,937

4.06%

108,376

MORGAN STANLEY

$1,725,477

4.02%

107,106

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	107,106	$1,725,477	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$1,370,155

3.19%

85,050

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	54,813	$883,037	64.4%	Defined
Raymond James Financial Services Advisors, Inc.	30,237	$487,118	35.6%	Defined

WELLS FARGO & COMPANY/MN

$1,224,037

2.85%

75,980

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	1,900	$30,609	2.5%	Defined
WELLS FARGO CLEARING SERVICES, LLC	74,080	$1,193,428	97.5%	Defined

Whipplewood Advisors, LLC

$941,468

2.19%

58,440

Janney Montgomery Scott LLC

$463,968

1.08%

28,800

STIFEL FINANCIAL CORP

$377,634

0.88%

23,441

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	23,441	$377,634	100.0%	Defined

AMERIPRISE FINANCIAL INC

$281,377

0.65%

17,466

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	17,466	$281,377	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$260,595

0.61%

16,176

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	16,176	$260,595	100.0%	Other

BANK OF AMERICA CORP /DE/

$243,277

0.57%

15,101

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	15,101	$243,277	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$240,860

0.56%

14,951

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	14,951	$240,860	100.0%	Sole

GUGGENHEIM CAPITAL LLC

$211,314

0.49%

13,117

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	12,807	$206,320	97.6%	Defined
SECURITY INVESTORS LLC	310	$4,994	2.4%	Defined

UHLMANN PRICE SECURITIES, LLC

$195,365

0.45%

12,127

MELFA WEALTH MANAGEMENT, INC.

$167,930

0.39%

10,424

WOLVERINE ASSET MANAGEMENT LLC

$100,961

0.24%

6,267

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	6,267	$100,961	100.0%	Defined

ROYAL BANK OF CANADA

$98,319

0.23%

6,103

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	6,103	$98,319	100.0%	Defined

OSAIC HOLDINGS, INC.

$35,635

0.08%

2,212

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	2,212	$35,635	100.0%	Defined

Institute for Wealth Management, LLC.

$26,178

0.06%

1,625

Integrated Wealth Concepts LLC

$24,809

0.06%

1,540

Noble Wealth Management PBC

$16,150

0.04%

1,000

Arax Advisory Partners

$14,499

0.03%

900

Steward Partners Investment Advisory, LLC

$12,871

0.03%

799

AdvisorNet Financial, Inc

$11,405

0.03%

708

Clear Street Group Inc.

$4,655

0.01%

289

CITIGROUP INC

$16

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1	$16	100.0%	Defined

Key facts CIK 1462586 CUSIP 95790A101 13F (30d) 20 filings 20 filers Visit website Investor relations