Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
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Equity / Common
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Shares outstanding
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5.99M
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Number of holders
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39
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Total 13F shares, excl. options
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4.45M
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Shares change
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-85.5K
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Total reported value, excl. options
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$76.9M
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Value change
-
-$1.51M
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Number of buys
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14
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Number of sells
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-20
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Price
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$17.29
Significant Holders of Western Asset Investment Grade Opportunity Trust Inc. - Common (IGI) as of Q1 2024
44 filings reported holding IGI - Western Asset Investment Grade Opportunity Trust Inc. - Common as of Q1 2024.
Western Asset Investment Grade Opportunity Trust Inc. - Common (IGI) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.45M shares
of 5.99M outstanding shares and own 74.27% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (905K shares), 1607 Capital Partners, LLC (584K shares), Allspring Global Investments Holdings, LLC (566K shares), Karpus Management, Inc. (561K shares), UBS Group AG (448K shares), BANK OF AMERICA CORP /DE/ (174K shares), Hara Capital LLC (170K shares), MORGAN STANLEY (165K shares), Moloney Securities Asset Management, LLC (123K shares), and WELLS FARGO & COMPANY/MN (116K shares).
This table shows the top 39 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.