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

Q: What does CUSIP 95790A101 represent in this 13F holders report?

CUSIP 95790A101 is the security identifier for IGI - Western Asset Investment Grade Opportunity Trust Inc. - Common Stock used to aggregate holder disclosures.

Q: How many institutions held IGI - Western Asset Investment Grade Opportunity Trust Inc. - Common Stock in Q4 2020?

25 institutional investors reported IGI - Western Asset Investment Grade Opportunity Trust Inc. - Common Stock for Q4 2020. Use the holders table for investor-level position and value details.

CUSIP: 95790A101

Q4 2020 13F Holders as of 31 Dec 2020

Type / Class: Equity / Common Stock
Shares outstanding: 5,990,486
Total 13F shares: 1,765,538
Share change: +109,856
Total reported value: $39,471,000
Price per share: $22.36
Number of holders: 25
Value change: +$2,538,557
Number of buys: 16
Number of sells: 9

Security key

95790A101

Report period

Q4 2020

Institutions

Top holders

IGI full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2021 Previous quarter: Q3 2020 Western Asset Investment Grade Opportunity Trust Inc. SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 95790A101

Newer quarter: Q1 2021 Previous quarter: Q3 2020

Recent filing periods:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Ownership snapshot

Top shareholders of IGI - Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder

UBS Group AG

13D/G signal

—

Evidence rows

Latest as of

30 Sep 2020

13F Lead comparable stake: 12% Showing first 8 of 23 holder rows. Open remaining rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
UBS Group AG	13F Company 13F	12%	$14,486,000 698,461 shares	—	30 Sep 2020
MORGAN STANLEY	13F Company 13F	2.5%	$3,129,000 150,853 shares	—	30 Sep 2020
USCA RIA LLC	13F Company 13F	2.4%	$3,023,000 145,750 shares	—	30 Sep 2020
Cetera Advisor Networks LLC	13F Company 13F	1.9%	$2,328,000 112,239 shares	—	30 Sep 2020
FIRST MANHATTAN CO. LLC.	13F Company 13F	1.5%	$1,875,000 90,441 shares	—	30 Sep 2020
Invesco Ltd.	13F Company 13F	1.5%	$1,856,000 89,487 shares	—	30 Sep 2020
GUGGENHEIM CAPITAL LLC	13F Company 13F	1.1%	$1,341,000 64,676 shares	—	30 Sep 2020
BANK OF AMERICA CORP /DE/	13F Company 13F	0.98%	$1,220,000 58,847 shares	—	30 Sep 2020

Show 15 additional holder rows in the full holder list

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
WELLS FARGO & COMPANY/MN	13F Company 13F	0.78%	$963,000 46,437 shares	—	30 Sep 2020
SIT INVESTMENT ASSOCIATES INC	13F Company 13F	0.74%	$914,000 44,053 shares	—	30 Sep 2020
Moloney Securities Asset Management, LLC	13F Company 13F	0.64%	$796,000 38,401 shares	—	30 Sep 2020
Raymond James Financial Services Advisors, Inc.	13F Company 13F	0.44%	$550,000 26,504 shares	—	30 Sep 2020
RAYMOND JAMES & ASSOCIATES	13F Company 13F	0.42%	$528,000 25,440 shares	—	30 Sep 2020
Dynamic Advisor Solutions LLC	13F Company 13F	0.27%	$335,000 16,154 shares	—	30 Sep 2020
WOLVERINE ASSET MANAGEMENT LLC	13F Company 13F	0.18%	$217,000 10,495 shares	—	30 Sep 2020
CITIGROUP INC	13F Company 13F	0.17%	$205,000 9,894 shares	—	30 Sep 2020
Drexel Morgan & Co.	13F Company 13F	0.16%	$199,000 9,615 shares	—	30 Sep 2020
ROYAL BANK OF CANADA	13F Company 13F	0.12%	$145,000 7,000 shares	—	30 Sep 2020
Steward Partners Investment Advisory, LLC	13F Company 13F	0.12%	$143,000 6,915 shares	—	30 Sep 2020
FIFTH THIRD BANCORP	13F Company 13F	0.03%	$41,000 2,000 shares	—	30 Sep 2020
Valeo Financial Advisors, LLC	13F Company 13F	0.01%	$14,000 691 shares	—	30 Sep 2020
OSAIC HOLDINGS, INC.	13F Company 13F	0%	$4,000 212 shares	—	30 Sep 2020
Tower Research Capital LLC (TRC)	13F Company 13F	0%	$3,000 157 shares	—	30 Sep 2020

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2020

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

1,765,538

Rows loaded

Investor	Option	Weight %	Change %	Reported value	* Price	Shares	Share Change	Activity	Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q4 2020 vs Q3 2020 Across Filers

Q3 2020 holders

Q4 2020 holders

Holder diff

Investor	Q3 2020 Shares	Q4 2020 Shares	Share Diff	Share Chg %	Q3 2020 value	Q4 2020 value	Value change	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend