Western Asset Investment Grade Opportunity Trust Inc. - IGI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | History | No change | 909,296 | 14,649 | 0.28% | 0.28% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Karpus Management, Inc. | History | No change | 529,003 | 8,522 | 0.25% | 0.25% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1607 Capital Partners, LLC | History | No change | 331,558 | 5,341 | 0.47% | 0.47% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | No change | 288,723 | 4,651 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 108,376 | 1,745 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MORGAN STANLEY | History | No change | 107,106 | 1,725 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 85,050 | 1,370 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 75,980 | 1,224 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whipplewood Advisors, LLC | History | No change | 58,440 | 941 | 0.63% | 0.63% | 9 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 28,800 | 464 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 23,441 | 377 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 17,466 | 281 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 16,176 | 260 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 15,101 | 243 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 14,951 | 240 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 13,117 | 211 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 12,127 | 195 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 10,424 | 167 | 0.09% | 0.09% | 18 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 6,267 | 100 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,103 | 98 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,212 | 35 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,625 | 26 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Noble Wealth Management PBC | History | No change | 1,000 | 15 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Arax Advisory Partners | History | No change | 900 | 14 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 799 | 12 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 708 | 11 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clear Street Group Inc. | History | No change | 289 | 4 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |