Security key
95790A101
Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI)
CUSIP: 95790A101
Q3 2025 13F Holders as of 30 Sep 2025
- Security type / class
- Equity / Common Stock
- Shares outstanding
- 5,990,486
- Total 13F shares
- 1,875,636
- Share change
- +272,859
- Total reported value
- $31,306,399
- Reported price per share
- $16.69
- Number of holders
- 28
- Value change
- +$4,555,463
- Number of buys
- 8
- Number of sells
- 13
Security identity
Holder snapshot
Report period
Q3 2025
Institutions
28
Top holders
10
IGI full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2025
Previous quarter: Q2 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.
Lead holder
Anthony Grillo
13D/G signal
—
Evidence rows
15
Latest as of
30 Jun 2025
3/4/5
13F
Lead comparable stake: 0.01%
Showing 1-6 of 15 holder rows.
Rank 1 holder
Anthony Grillo
3/4/5
- Ownership
- 0.01%
- Position
- $11.4K
Rank 2 holder
SIT INVESTMENT ASSOCIATES INC
13F
- Ownership
- 5.6%
- Position
- $5.53M
Rank 3 holder
UBS Group AG
13F
- Ownership
- 5.1%
- Position
- $5.04M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Anthony Grillo |
3/4/5
Director
|
0.01%
|
$11,410
700 shares
|
— | 27 May 2025 |
| SIT INVESTMENT ASSOCIATES INC |
13F
Company
|
5.6%
|
$5,527,000
333,360 shares
|
— | 30 Jun 2025 |
| UBS Group AG |
13F
Company
|
5.1%
|
$5,043,685
304,203 shares
|
— | 30 Jun 2025 |
| 1607 Capital Partners, LLC |
13F
Company
|
3.4%
|
$3,350,818
202,100 shares
|
— | 30 Jun 2025 |
| GUGGENHEIM CAPITAL LLC |
13F
Company
|
2.3%
|
$2,250,105
135,712 shares
|
— | 30 Jun 2025 |
| MORGAN STANLEY |
13F
Company
|
2.1%
|
$2,041,810
123,149 shares
|
— | 30 Jun 2025 |
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 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
28
Shares
1,875,636
Rows available
28
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* 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 failed the local validity check.
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
29
Q3 2025 holders
28
Holder diff
-1
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend