Q3 2025 13F Holders as of 9/30/2025
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Type / Class
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Equity / Common Stock
-
Shares outstanding
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5.99M
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Number of holders
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26
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Total 13F shares, excl. options
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1.87M
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Shares change
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+273K
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Total reported value, excl. options
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$31.3M
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Value change
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+$4.56M
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Number of buys
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8
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Number of sells
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-13
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Price
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$16.69
Significant Holders of Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI) as of Q3 2025
30 filings reported holding IGI - Western Asset Investment Grade Opportunity Trust Inc. - Common Stock as of Q3 2025.
Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.87M shares
of 5.99M outstanding shares and own 31.28% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (471K shares), UBS Group AG (327K shares), 1607 Capital Partners, LLC (325K shares), GUGGENHEIM CAPITAL LLC (134K shares), MORGAN STANLEY (117K shares), RAYMOND JAMES FINANCIAL INC (90.7K shares), Hennion & Walsh Asset Management, Inc. (84.7K shares), Whipplewood Advisors, LLC (59.8K shares), WOLVERINE ASSET MANAGEMENT LLC (58.3K shares), and WELLS FARGO & COMPANY/MN (57.7K shares).
This table shows the top 26 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.