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

CUSIP: 95790A101

Q1 2023 13F Holders as of 31 Mar 2023

Holder snapshot 6 signals
Share change
+403,520
SEC-reported price per share
$16.93
Number of holders
39
Value change
+$6,840,499
Number of buys
22
Number of sells
12
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
5,995,624

Security key

95790A101

Report period

Q1 2023

Institutions

39

Top holders

10

Ownership snapshot

Top reported holders 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.

Comparable stake leader
1607 Capital Partners, LLC
Disclosed value leader
1607 Capital Partners, LLC
Comparable rows
0/15
Latest evidence
31 Dec 2022
13F Highest disclosed value: $20,847,549 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

1607 Capital Partners, LLC has the largest disclosed position value at $20.85M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens 1607 Capital Partners, LLC's linked filing trail.
Disclosed position value Top 5
1607 Capital Partners, LLC $20.85M
SIT INVESTMENT ASSOCIATES INC $9.12M
UBS Group AG $7.14M
MORGAN STANLEY $6.07M
PRIVATE MANAGEMENT GROUP INC $2.66M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
1607 Capital Partners, LLC
13F
Company
13F
—
denominator unverified
$20,847,549
1,280,562 shares
— 31 Dec 2022
SIT INVESTMENT ASSOCIATES INC
13F
Company
13F
—
denominator unverified
$9,115,000
559,891 shares
— 31 Dec 2022
UBS Group AG
13F
Company
13F
—
denominator unverified
$7,143,029
438,761 shares
— 31 Dec 2022
MORGAN STANLEY
13F
Company
13F
—
denominator unverified
$6,074,508
373,127 shares
— 31 Dec 2022
PRIVATE MANAGEMENT GROUP INC
13F
Company
13F
—
denominator unverified
$2,664,987
163,697 shares
— 31 Dec 2022
BANK OF AMERICA CORP /DE/
13F
Company
13F
—
denominator unverified
$1,700,966
104,482 shares
— 31 Dec 2022
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 Q1 2023

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

Institutions
39
Shares
3,836,126
Rows available
39
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-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. The marker flags a reported price that did not pass the local price check.

Compare Q1 2023 vs Q2 2026 Across Filers

Q2 2026 holders
28
Q1 2023 holders
39
Holder diff
11
Investor Q2 2026 Shares Q1 2023 Shares Share Diff Share Chg % Q2 2026 value Q1 2023 value Value change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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