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

CUSIP: 95790A101

Q2 2023 13F Holders as of 30 Jun 2023

Holder snapshot 6 signals
Share change
+329,512
SEC-reported price per share
$16.32
Number of holders
35
Value change
+$5,368,565
Number of buys
17
Number of sells
14
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
5,995,624

Security key

95790A101

Report period

Q2 2023

Institutions

35

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 Mar 2023
13F Highest disclosed value: $21,469,373 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 $21.47M.

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 $21.47M
SIT INVESTMENT ASSOCIATES INC $10.75M
UBS Group AG $7.81M
MORGAN STANLEY $4.98M
Allspring Global Investments Hold... $4.36M

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
$21,469,373
1,268,126 shares
— 31 Mar 2023
SIT INVESTMENT ASSOCIATES INC
13F
Company
13F
—
denominator unverified
$10,752,000
635,063 shares
— 31 Mar 2023
UBS Group AG
13F
Company
13F
—
denominator unverified
$7,812,974
461,487 shares
— 31 Mar 2023
MORGAN STANLEY
13F
Company
13F
—
denominator unverified
$4,976,116
293,923 shares
— 31 Mar 2023
Allspring Global Investments Holdings, LLC
13F
Company
13F
—
denominator unverified
$4,357,663
257,393 shares
— 31 Mar 2023
PRIVATE MANAGEMENT GROUP INC
13F
Company
13F
—
denominator unverified
$2,761,520
163,114 shares
— 31 Mar 2023
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 Q2 2023

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

Institutions
35
Shares
4,165,638
Rows available
35
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 Q2 2023 vs Q2 2026 Across Filers

Q2 2026 holders
28
Q2 2023 holders
35
Holder diff
7
Investor Q2 2026 Shares Q2 2023 Shares Share Diff Share Chg % Q2 2026 value Q2 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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