Type / Class
Equity / Common Stock
Shares outstanding
5,991,915
Number of holders
37
Total 13F shares, excl. options
4,593,799
Shares change
+143,367
Total reported value, excl. options
$78,463,764
Value change
+$2,402,368
Number of buys
15
Number of sells
-19
Price
$17.08

Significant Holders of Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI) as of Q2 2024

44 filings reported holding IGI - Western Asset Investment Grade Opportunity Trust Inc. - Common Stock as of Q2 2024.
Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 4,593,799 shares of 5,991,915 outstanding shares and own 77% of the company stock.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (795,520 shares), Karpus Management, Inc. (607,276 shares), 1607 Capital Partners, LLC (570,855 shares), Allspring Global Investments Holdings, LLC (566,271 shares), UBS Group AG (451,709 shares), Almitas Capital LLC (209,335 shares), Hara Capital LLC (204,560 shares), BANK OF AMERICA CORP /DE/ (166,717 shares), MORGAN STANLEY (154,725 shares), and Atlas Wealth LLC (132,578 shares).
This table shows the top 37 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.