Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI)

Historical Holders from Q1 2014 to Q3 2025

Symbol
IGI on NYSE
Type / Class
Equity / Common Stock
Shares outstanding
5,991,915
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
1,874,636
Holdings value
$31,289,709
% of all portfolios
0%
Number of holders
27
Number of buys
8
Number of sells
-13
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 9.65% -27.9% $9,654,700 -$3,635,787 578,105 -27.4% First Trust Portfolios L.P. 30 Sep 2025
UBS Group AG 5.8% $5,644,065 345,414 UBS Group AG 31 Mar 2025
SIT INVESTMENT ASSOCIATES INC 5.6% +96.7% $5,483,772 +$2,775,164 333,360 +1% Sit Investment Associates, Inc. 30 Jun 2025
1607 Capital Partners, LLC 5.43% +1.9% $5,430,275 +$3,879,774 325,361 +2.5% 1607 Capital Partners, LLC 30 Sep 2025

Institutional Holders of Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 1,874,636 $31,289,709 +$4,555,463 $16.69 27
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 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 $15.3 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 $22.9 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 $20.4 24
2016 Q3 1,618,771 $36,591,000 +$2,351,683 $22.6 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 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