Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI)

Historical Holders from Q1 2014 to Q3 2025

Symbol
IGI on NYSE
CUSIP
95790A101
Type / Class
Equity / Common Stock
Shares outstanding
5.99M
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
1.87M
Holdings value
$31.3M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
26
Number of buys
8
Number of sells
-13
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 9.65% -27.9% $9.65M -$3.64M 578K -27.4% First Trust Portfolios L.P. Sep 30, 2025
UBS Group AG 5.8% $5.49M 345K UBS Group AG Mar 31, 2025
SIT INVESTMENT ASSOCIATES INC 5.6% +96.7% $5.47M $2.77M 333K +102% Sit Investment Associates, Inc. Jun 30, 2025
1607 Capital Partners, LLC 5.43% +194% $5.43M $3.88M 325K +250% 1607 Capital Partners, LLC Sep 30, 2025

Institutional Holders of Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 1.87M $31.3M +$4.56M $16.69 26
2025 Q2 1.6M $26.6M +$3.12M $16.58 29
2025 Q1 1.41M $23.5M +$2.46M $16.58 30
2024 Q4 1.27M $20.6M -$55.2M $16.31 28
2024 Q3 4.49M $80.9M -$1.48M $18.00 37
2024 Q2 4.59M $78.5M +$2.4M $17.08 37
2024 Q1 4.45M $76.9M -$1.51M $17.29 39
2023 Q4 4.55M $79.9M +$481K $17.58 41
2023 Q3 4.42M $70M +$4.24M $15.83 36
2023 Q2 4.17M $68M +$5.37M $16.32 35
2023 Q1 3.84M $64.9M +$6.84M $16.93 39
2022 Q4 3.43M $55.9M +$11M $16.28 33
2022 Q3 2.78M $51.5K +$2.82K $0.02 29
2022 Q2 2.58M $53.5K -$681K $0.02 27
2022 Q1 2.28M $42.6M +$7.91M $18.72 24
2021 Q4 1.86M $40.8M -$732K $21.86 24
2021 Q3 1.86M $41M +$408K $22.09 21
2021 Q2 1.84M $40.5M +$3.07M $22.01 23
2021 Q1 1.72M $36.7M -$1.42M $21.41 23
2020 Q4 1.77M $39.5M +$2.54M $22.36 25
2020 Q3 956K $19.8M -$3.07M $20.73 22
2020 Q2 1.75M $37.7M -$1.34M $21.63 23
2020 Q1 1.81M $33.9M +$3.78M $18.74 24
2019 Q4 1.6M $36.8M +$774K $22.90 22
2019 Q3 1.57M $33.7M -$57.6K $21.44 22
2019 Q2 1.57M $33M -$517K $20.94 22
2019 Q1 1.6M $32.1M -$1.5M $20.05 22
2018 Q4 1.68M $31.2M +$3.85M $18.56 25
2018 Q3 1.46M $30.5M +$1.24M $20.87 23
2018 Q2 1.4M $29.4M -$1.63M $20.95 24
2018 Q1 1.48M $31.6M +$308K $21.36 25
2017 Q4 1.48M $33.7M -$1.34M $22.86 25
2017 Q3 1.53M $32.5M -$355K $21.22 25
2017 Q2 1.53M $33.4M -$1.07M $21.77 25
2017 Q1 1.58M $32.3M +$1M $20.38 23
2016 Q4 1.54M $31.4M -$1.43M $20.40 24
2016 Q3 1.62M $36.6M +$2.35M $22.60 24
2016 Q2 1.49M $32.2M -$4.23M $21.57 21
2016 Q1 1.71M $35.8M -$3.86M $20.94 24
2015 Q4 1.87M $37.7M +$99.8K $20.17 18
2015 Q3 1.79M $36.7M -$1.03M $20.49 19
2015 Q2 1.84M $37.3M -$2.19M $20.25 19
2015 Q1 1.95M $40.8M -$5.57M $20.92 18
2014 Q4 2.31M $48.5M -$3.16M $21.00 22
2014 Q3 2.33M $47.3M -$1.38M $20.27 19
2014 Q2 2.4M $51M +$769K $21.27 23
2014 Q1 2.36M $47.7M +$6.76M $20.17 20