Western Asset Investment Grade Opportunity Trust Inc. - IGI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 767,986 | 12,672 | 15.54% | 0.16% | 1 | +297,365 | 63.19% | Q4 2025 | Feb 25, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 380,260 | 6,274 | 0.43% | 0.41% | 2 | +54,899 | 16.87% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 307,844 | 5,079 | 0.0% | 0.0% | 3 | -19,596 | -5.98% | Q4 2025 | Jan 29, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 128,519 | 2,120 | 0.02% | 0.02% | 4 | -5,629 | -4.2% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 117,579 | 1,940 | 0.0% | 0.0% | 5 | +189 | 0.16% | Q4 2025 | Feb 13, 2026 |
| Karpus Management, Inc. | History | New | 109,933 | 1,813 | 0.06% | — | 6 | +109,933 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 91,821 | 1,515 | 0.0% | 0.0% | 7 | +1,154 | 1.27% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 75,892 | 1,252 | 0.0% | 0.0% | 8 | +18,206 | 31.56% | Q4 2025 | Feb 13, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 60,188 | 993 | 0.64% | 0.66% | 9 | +414 | 0.69% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 54,363 | 896 | 0.01% | 0.01% | 10 | -3,898 | -6.69% | Q4 2025 | Feb 02, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 36,582 | 603 | 0.02% | 0.05% | 11 | -48,108 | -56.8% | Q4 2025 | Jan 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 30,485 | 503 | 0.0% | 0.0% | 12 | +1,000 | 3.39% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 24,905 | 410 | 0.0% | 0.0% | 13 | -2,047 | -7.59% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 17,016 | 280 | 0.0% | 0.0% | 14 | +1,960 | 13.02% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 16,530 | 272 | 0.0% | 0.0% | 15 | +6,312 | 61.77% | Q4 2025 | Feb 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 10,424 | 172 | 0.1% | 0.1% | 16 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,133 | 118 | 0.0% | — | 17 | +7,133 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,759 | 62 | 0.0% | 0.0% | 18 | +234 | 6.64% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,979 | 49 | 0.0% | 0.0% | 19 | -10,819 | -78.41% | Q4 2025 | Mar 16, 2026 |
| Arax Advisory Partners | History | New | 2,302 | 37 | 0.0% | — | 20 | +2,302 | New | Q4 2025 | Feb 13, 2026 |
| Olistico Wealth, LLC | History | New | 1,468 | 24 | 0.01% | — | 21 | +1,468 | New | Q4 2025 | Jan 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,212 | 19 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Noble Wealth Management PBC | History | No change | 1,000 | 16 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 799 | 13 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 708 | 11 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Shaker Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -26,623 | -100.0% | Q3 2025 | Oct 22, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Dec 15, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |