Security key
95790A101
Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI)
CUSIP: 95790A101
Q3 2024 13F Holders as of 30 Sep 2024
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 4,452,632
- Total 13F value
- $80,146,918
- Share change
- -141,167
- SEC-reported price per share
- $18.00
- Number of holders
- 36
- Value change
- -$2,054,099
- Number of buys
- 15
- Number of sells
- 21
- Shares outstanding
- 5,995,624
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2024
Institutions
36
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
SIT INVESTMENT ASSOCIATES...
Disclosed value leader
SIT INVESTMENT ASSOCIATES...
Comparable rows
0/15
Latest evidence
30 Jun 2024
13F
Highest disclosed value: $13,587,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
SIT INVESTMENT ASSOCIATES INC has the largest disclosed position value at $13.59M.
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 SIT INVESTMENT ASSOCIATES INC's linked filing trail.
Disclosed position value
Top 5
SIT INVESTMENT ASSOCIATES INC
$13.59M
Karpus Management, Inc.
$10.37M
1607 Capital Partners, LLC
$9.75M
Allspring Global Investments Hold...
$9.67M
UBS Group AG
$7.72M
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 |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13F
Company
|
—
denominator unverified
|
$13,587,000
795,520 shares
|
— | 30 Jun 2024 |
| Karpus Management, Inc. |
13F
Company
|
—
denominator unverified
|
$10,372,274
607,276 shares
|
— | 30 Jun 2024 |
| 1607 Capital Partners, LLC |
13F
Company
|
—
denominator unverified
|
$9,750,203
570,855 shares
|
— | 30 Jun 2024 |
| Allspring Global Investments Holdings, LLC |
13F
Company
|
—
denominator unverified
|
$9,671,908
566,271 shares
|
— | 30 Jun 2024 |
| UBS Group AG |
13F
Company
|
—
denominator unverified
|
$7,715,190
451,709 shares
|
— | 30 Jun 2024 |
| Almitas Capital LLC |
13F
Company
|
—
denominator unverified
|
$3,575,442
209,335 shares
|
— | 30 Jun 2024 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
36
Shares
4,452,632
Rows available
36
| 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 2024 vs Q2 2026 Across Filers
Q2 2026 holders
28
Q3 2024 holders
36
Holder diff
8
| Investor | Q2 2026 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend