Security key
95790A101
Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI)
CUSIP: 95790A101
Q3 2023 13F Holders as of 30 Sep 2023
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 4,435,085
- Total 13F value
- $70,207,741
- Share change
- +269,447
- SEC-reported price per share
- $15.83
- Number of holders
- 37
- Value change
- +$4,259,788
- Number of buys
- 21
- Number of sells
- 7
- Shares outstanding
- 5,990,486
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2023
Institutions
37
Top holders
10
IGI full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Western Asset Investment Grade Opportunity Trust Inc. SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 95790A101
Recent filing periods:
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
15/15
Latest evidence
30 Jun 2023
13F
Lead comparable stake: 22%
Showing 1-6 of 15 holder rows.
Quick read
1607 Capital Partners, LLC leads the comparable SEC ownership view at 22%.
15 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.
Comparable ownership
Top 5
1607 Capital Partners, LLC
22%
SIT INVESTMENT ASSOCIATES INC
11%
UBS Group AG
8.2%
Allspring Global Investments Hold...
7.5%
MORGAN STANLEY
3.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
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
|
22%
|
$21,190,312
1,298,426 shares
|
— | 30 Jun 2023 |
| SIT INVESTMENT ASSOCIATES INC |
13F
Company
|
11%
|
$10,282,000
630,002 shares
|
— | 30 Jun 2023 |
| UBS Group AG |
13F
Company
|
8.2%
|
$7,981,378
489,055 shares
|
— | 30 Jun 2023 |
| Allspring Global Investments Holdings, LLC |
13F
Company
|
7.5%
|
$7,325,003
448,836 shares
|
— | 30 Jun 2023 |
| MORGAN STANLEY |
13F
Company
|
3.9%
|
$3,768,468
230,911 shares
|
— | 30 Jun 2023 |
| PRIVATE MANAGEMENT GROUP INC |
13F
Company
|
2.7%
|
$2,628,597
161,066 shares
|
— | 30 Jun 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 Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
37
Shares
4,435,085
Rows available
37
| 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 Q3 2023 vs Q1 2026 Across Filers
Q1 2026 holders
25
Q3 2023 holders
37
Holder diff
12
| Investor | Q1 2026 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend