Western Asset Investment Grade Opportunity Trust Inc. - IGI

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$37.14M
QoQ value delta ($000)
+$5.969M (+19.15%)
Implied price effect (QoQ)
-1.13%
Shares
Total shares
2,251,688
QoQ shares delta
+383,224 (+20.51%)
Total shares held by funds (by quarter)

Market chart (IGI)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
1607 Capital Partners, LLC 6,274 380,260 0.43%
UBS Group AG 5,079 307,844 0.0%
GUGGENHEIM CAPITAL LLC 2,120 128,519 0.02%
MORGAN STANLEY 1,940 117,579 0.0%
Karpus Management, Inc. 1,813 109,933 0.06%
RAYMOND JAMES FINANCIAL INC 1,515 91,821 0.0%
WELLS FARGO & COMPANY/MN 1,252 75,892 0.0%
Whipplewood Advisors, LLC 993 60,188 0.64%
WOLVERINE ASSET MANAGEMENT LLC 896 54,363 0.01%
Hennion & Walsh Asset Management, Inc. 603 36,582 0.02%
Janney Montgomery Scott LLC 503 30,485 0.0%
BANK OF AMERICA CORP /DE/ 410 24,905 0.0%
AMERIPRISE FINANCIAL INC 280 17,016 0.0%
STIFEL FINANCIAL CORP 272 16,530 0.0%
MELFA WEALTH MANAGEMENT, INC. 172 10,424 0.1%
ROYAL BANK OF CANADA 118 7,133 0.0%
JONES FINANCIAL COMPANIES LLLP 62 3,759 0.0%
Rockefeller Capital Management L.P. 49 2,979 0.0%
Arax Advisory Partners 37 2,302 0.0%
Olistico Wealth, LLC 24 1,468 0.01%
OSAIC HOLDINGS, INC. 19 1,212 0.0%
Noble Wealth Management PBC 16 1,000 0.01%
Steward Partners Investment Advisory, LLC 13 799 0.0%
AdvisorNet Financial, Inc 11 708 0.0%
CITIGROUP INC 0 1 0.0%