Q4 2024 13F Holders as of 12/31/2024
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Type / Class
-
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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28
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Total 13F shares, excl. options
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1.27M
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Shares change
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-3.19M
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Total reported value, excl. options
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$20.6M
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Value change
-
-$55.2M
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Number of buys
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10
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Number of sells
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-22
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Price
-
$16.31
Significant Holders of Western Asset Investment Grade Opportunity Trust Inc. - Common (IGI) as of Q4 2024
41 filings reported holding IGI - Western Asset Investment Grade Opportunity Trust Inc. - Common as of Q4 2024.
Western Asset Investment Grade Opportunity Trust Inc. - Common (IGI) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.27M shares
of 5.99M outstanding shares and own 21.13% of the company stock.
Largest 10 shareholders include UBS Group AG (349K shares), SIT INVESTMENT ASSOCIATES INC (165K shares), MORGAN STANLEY (130K shares), RAYMOND JAMES FINANCIAL INC (106K shares), 1607 Capital Partners, LLC (92.9K shares), Hennion & Walsh Asset Management, Inc. (85.2K shares), WELLS FARGO & COMPANY/MN (82.8K shares), WOLVERINE ASSET MANAGEMENT LLC (63.6K shares), GUGGENHEIM CAPITAL LLC (55K shares), and BANK OF AMERICA CORP /DE/ (30.1K shares).
This table shows the top 28 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.