Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
5,999,891
-
Total 13F shares
-
1,875,636
-
Share change
-
+272,859
-
Total reported value
-
$31,306,399
-
Price per share
-
$16.69
-
Number of holders
-
28
-
Value change
-
+$4,555,462
-
Number of buys
-
8
-
Number of sells
-
13
Institutional Holders of Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI) as of Q3 2025
As of 30 Sep 2025,
Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,875,636 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, UBS Group AG, 1607 Capital Partners, LLC, GUGGENHEIM CAPITAL LLC, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, Hennion & Walsh Asset Management, Inc., Whipplewood Advisors, LLC, WOLVERINE ASSET MANAGEMENT LLC, and WELLS FARGO & COMPANY/MN.
This page lists
28
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| 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.