Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
-
Equity / Common Stock
-
Shares outstanding
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5.99M
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Number of holders
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30
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Total 13F shares, excl. options
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1.41M
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Shares change
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+148K
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Total reported value, excl. options
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$23.5M
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Value change
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+$2.46M
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Number of buys
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12
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Number of sells
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-12
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Price
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$16.58
Significant Holders of Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI) as of Q1 2025
32 filings reported holding IGI - Western Asset Investment Grade Opportunity Trust Inc. - Common Stock as of Q1 2025.
Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.41M shares
of 5.99M outstanding shares and own 23.6% of the company stock.
Largest 10 shareholders include UBS Group AG (345K shares), SIT INVESTMENT ASSOCIATES INC (262K shares), 1607 Capital Partners, LLC (137K shares), MORGAN STANLEY (125K shares), RAYMOND JAMES FINANCIAL INC (104K shares), GUGGENHEIM CAPITAL LLC (98.4K shares), Hennion & Walsh Asset Management, Inc. (85.7K shares), WOLVERINE ASSET MANAGEMENT LLC (71.9K shares), WELLS FARGO & COMPANY/MN (54.7K shares), and BANK OF AMERICA CORP /DE/ (28.5K shares).
This table shows the top 30 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.