Latest Period
Q4 2025
Security Snapshot
Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI) Institutional Ownership
CUSIP: 95790A101
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
26
Shares (Excl. Options)
2,251,688
Price
$16.50
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- Type / Class
- Equity / Common Stock
- Symbol
- IGI on NYSE
- Shares outstanding
- 5,988,957
- Price per share
- $16.19
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 2,251,688
- Total reported value
- $37,153,445
- % of total 13F portfolios
- 0%
- Share change
- +376,052
- Value change
- +$6,197,479
- Number of holders
- 26
- Price from insider filings
- $16.19
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- IGI - Western Asset Investment Grade Opportunity Trust Inc. - Common Stock is tracked under CUSIP 95790A101.
- 26 institutions reported positions in Q4 2025.
- 3 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 26 to 9 between Q4 2025 and Q1 2026.
- Reported value moved from $37,153,445 to $7,474,779.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 26 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 95790A101?
CUSIP 95790A101 identifies IGI - Western Asset Investment Grade Opportunity Trust Inc. - Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 95790A101:
Significant Owners of Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 13% | +120% | $12,671,769 | +$7,171,329 | 767,986 | +130% | Sit Investment Associates, Inc. | 31 Dec 2025 |
| 1607 Capital Partners, LLC | 5.4% | +194% | $5,430,275 | +$3,879,774 | 325,361 | +250% | 1607 Capital Partners, LLC | 30 Sep 2025 |
| FIRST TRUST PORTFOLIOS LP | 4.9% | -48% | $4,832,190 | -$4,706,542 | 292,860 | -49% | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 31 Dec 2025, 26 institutional investors reported holding 2,251,688 shares of Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI). This represents 38% of the company’s total 5,988,957 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI) together control 38% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 13% | 767,986 | +63% | 0.25% | $12,672,000 |
| 1607 Capital Partners, LLC | 6.3% | 380,260 | +17% | 0.43% | $6,274,290 |
| UBS Group AG | 5.1% | 307,844 | -6% | 0% | $5,079,426 |
| GUGGENHEIM CAPITAL LLC | 2.1% | 128,519 | -4.2% | 0.02% | $2,120,563 |
| MORGAN STANLEY | 2% | 117,579 | +0.16% | 0% | $1,940,054 |
| Karpus Management, Inc. | 1.8% | 109,933 | 0.06% | $1,813,895 | |
| RAYMOND JAMES FINANCIAL INC | 1.5% | 91,821 | +1.3% | 0% | $1,515,051 |
| WELLS FARGO & COMPANY/MN | 1.3% | 75,892 | +32% | 0% | $1,252,230 |
| Whipplewood Advisors, LLC | 1% | 60,188 | +0.69% | 0.64% | $993,102 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.91% | 54,363 | -6.7% | 0.01% | $896,990 |
| Hennion & Walsh Asset Management, Inc. | 0.61% | 36,582 | -57% | 0.02% | $603,603 |
| Janney Montgomery Scott LLC | 0.51% | 30,485 | +3.4% | 0% | $503,000 |
| BANK OF AMERICA CORP /DE/ | 0.42% | 24,905 | -7.6% | 0% | $410,938 |
| AMERIPRISE FINANCIAL INC | 0.28% | 17,016 | +13% | 0% | $280,765 |
| STIFEL FINANCIAL CORP | 0.28% | 16,530 | +62% | 0% | $272,755 |
| MELFA WEALTH MANAGEMENT, INC. | 0.17% | 10,424 | 0% | 0.1% | $172,003 |
| ROYAL BANK OF CANADA | 0.12% | 7,133 | -0.54% | 0% | $118,000 |
| JONES FINANCIAL COMPANIES LLLP | 0.06% | 3,759 | +6.6% | 0% | $62,024 |
| Rockefeller Capital Management L.P. | 0.05% | 2,979 | -78% | 0% | $49,163 |
| Arax Advisory Partners | 0.04% | 2,302 | 0% | $37,983 | |
| Olistico Wealth, LLC | 0.02% | 1,468 | 0.01% | $24,222 | |
| OSAIC HOLDINGS, INC. | 0.02% | 1,212 | 0% | 0% | $19,998 |
| Noble Wealth Management PBC | 0.02% | 1,000 | 0% | 0.01% | $16,500 |
| Steward Partners Investment Advisory, LLC | 0.01% | 799 | 0% | 0% | $13,184 |
| AdvisorNet Financial, Inc | 0.01% | 708 | 0% | 0% | $11,689 |
Institutional Holders of Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 464,589 | $7,474,779 | -$43,283 | $16.09 | 9 |
| 2025 Q4 | 2,251,688 | $37,153,445 | +$6,197,479 | $16.50 | 26 |
| 2025 Q3 | 1,875,636 | $31,306,399 | +$4,555,463 | $16.69 | 28 |
| 2025 Q2 | 1,601,777 | $26,557,944 | +$3,124,699 | $16.58 | 29 |
| 2025 Q1 | 1,414,359 | $23,450,779 | +$2,462,910 | $16.58 | 30 |
| 2024 Q4 | 1,265,981 | $20,648,486 | -$55,175,976 | $16.31 | 28 |
| 2024 Q3 | 4,452,632 | $80,146,918 | -$2,054,099 | $18.00 | 36 |
| 2024 Q2 | 4,593,799 | $78,463,764 | +$2,402,368 | $17.08 | 37 |
| 2024 Q1 | 4,450,432 | $76,949,045 | -$1,699,452 | $17.29 | 39 |
| 2023 Q4 | 4,546,596 | $79,929,004 | +$44,748 | $17.58 | 41 |
| 2023 Q3 | 4,435,085 | $70,207,741 | +$4,259,788 | $15.83 | 37 |
| 2023 Q2 | 4,165,638 | $67,994,435 | +$5,368,565 | $16.32 | 35 |
| 2023 Q1 | 3,836,126 | $64,944,895 | +$6,840,499 | $16.93 | 39 |
| 2022 Q4 | 3,432,606 | $55,881,152 | +$10,694,809 | $16.28 | 33 |
| 2022 Q3 | 2,776,762 | $42,483,210 | +$2,823,131 | $15.30 | 29 |
| 2022 Q2 | 2,581,877 | $43,559,000 | +$4,819,988 | $16.87 | 27 |
| 2022 Q1 | 2,275,325 | $42,594,000 | +$7,910,613 | $18.72 | 24 |
| 2021 Q4 | 1,864,720 | $40,762,000 | -$732,242 | $21.86 | 24 |
| 2021 Q3 | 1,855,796 | $40,994,000 | +$408,419 | $22.09 | 21 |
| 2021 Q2 | 1,838,019 | $40,455,000 | +$3,080,132 | $22.01 | 23 |
| 2021 Q1 | 1,717,371 | $36,725,413 | -$1,420,420 | $21.41 | 23 |
| 2020 Q4 | 1,765,538 | $39,471,000 | +$2,538,557 | $22.36 | 25 |
| 2020 Q3 | 1,654,682 | $34,314,000 | -$1,892,862 | $20.73 | 23 |
| 2020 Q2 | 1,745,080 | $37,745,000 | -$1,343,538 | $21.63 | 23 |
| 2020 Q1 | 1,808,115 | $33,881,000 | +$3,784,092 | $18.74 | 24 |
| 2019 Q4 | 1,604,953 | $36,755,000 | +$774,043 | $22.90 | 22 |
| 2019 Q3 | 1,571,201 | $33,687,000 | -$57,574 | $21.44 | 22 |
| 2019 Q2 | 1,574,652 | $32,973,000 | -$516,804 | $20.94 | 22 |
| 2019 Q1 | 1,600,419 | $32,090,000 | -$1,493,166 | $20.05 | 23 |
| 2018 Q4 | 1,679,325 | $31,171,000 | +$3,848,828 | $18.56 | 25 |
| 2018 Q3 | 1,462,191 | $30,509,000 | +$1,241,535 | $20.87 | 23 |
| 2018 Q2 | 1,402,459 | $29,378,000 | -$1,628,850 | $20.95 | 24 |
| 2018 Q1 | 1,480,260 | $31,620,000 | +$307,559 | $21.36 | 25 |
| 2017 Q4 | 1,475,126 | $33,722,000 | -$1,336,600 | $22.86 | 25 |
| 2017 Q3 | 1,531,903 | $32,512,000 | -$355,083 | $21.22 | 25 |
| 2017 Q2 | 1,532,923 | $33,373,000 | -$1,065,040 | $21.77 | 25 |
| 2017 Q1 | 1,584,999 | $32,302,000 | +$1,003,629 | $20.38 | 23 |
| 2016 Q4 | 1,538,768 | $31,390,000 | -$1,425,959 | $20.40 | 24 |
| 2016 Q3 | 1,618,771 | $36,591,000 | +$2,351,683 | $22.60 | 24 |
| 2016 Q2 | 1,514,788 | $32,678,000 | -$4,212,008 | $21.57 | 22 |
| 2016 Q1 | 1,710,356 | $35,823,000 | -$3,856,043 | $20.94 | 24 |
| 2015 Q4 | 1,894,253 | $38,209,000 | +$275,979 | $20.17 | 20 |
| 2015 Q3 | 1,880,469 | $38,532,000 | -$1,135,496 | $20.49 | 20 |
| 2015 Q2 | 1,935,908 | $39,237,125 | -$2,136,177 | $20.25 | 20 |
| 2015 Q1 | 2,041,102 | $42,718,000 | -$5,622,780 | $20.92 | 19 |
| 2014 Q4 | 2,308,941 | $48,489,467 | -$3,155,739 | $21.00 | 22 |
| 2014 Q3 | 2,332,930 | $47,306,000 | -$1,382,411 | $20.27 | 19 |
| 2014 Q2 | 2,399,347 | $51,036,000 | +$768,907 | $21.27 | 23 |
| 2014 Q1 | 2,364,955 | $47,695,000 | +$6,762,289 | $20.17 | 20 |