Western Asset Investment Grade Opportunity Trust Inc. - Common Stock (IGI)

Q: What does CUSIP 95790A101 represent in this 13F holders report?

CUSIP 95790A101 is the security identifier for IGI - Western Asset Investment Grade Opportunity Trust Inc. - Common Stock used to aggregate holder disclosures.

Q: How many institutions held IGI - Western Asset Investment Grade Opportunity Trust Inc. - Common Stock in Q4 2025?

26 institutional investors reported IGI - Western Asset Investment Grade Opportunity Trust Inc. - Common Stock for Q4 2025. Use the holders table for investor-level position and value details.

CUSIP: 95790A101

Q4 2025 13F Holders as of 31 Dec 2025

Security type / class: Equity / Common Stock
Shares outstanding: 5,990,486
Total 13F shares: 2,251,688
Share change: +376,052
Total reported value: $37,153,445
Reported price per share: $16.50
Number of holders: 26
Value change: +$6,197,479
Number of buys: 13
Number of sells: 12

Security key

95790A101

Report period

Q4 2025

Institutions

Top holders

IGI full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2026 Previous quarter: Q3 2025 Western Asset Investment Grade Opportunity Trust Inc. SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 95790A101

Newer quarter: Q1 2026 Previous quarter: Q3 2025

Recent filing periods:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

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

SIT INVESTMENT ASSOCIATES...

13D/G signal

SIT INVESTMENT ASSOCIATES...

Evidence rows

Latest as of

31 Dec 2025

13D/G 13F 3/4/5 Lead comparable stake: 13% 13D/G row: SIT INVESTMENT ASSOCIATES INC Showing 1-6 of 15 holder rows.

Rank 1 holder

SIT INVESTMENT ASSOCIATES INC

13D/G 13F

Ownership: 13%
Position: $12.67M

13D/G 13F

Rank 2 holder

FIRST TRUST PORTFOLIOS LP

13D/G

Ownership: 4.9%
Position: $4.83M

13D/G

Rank 3 holder

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
SIT INVESTMENT ASSOCIATES INC	13D/G 13F Company 13D/G 13F	13%	$12,671,769 767,986 shares	+$7,171,329	31 Dec 2025
FIRST TRUST PORTFOLIOS LP	13D/G First Trust Portfolios L.P. 13D/G	4.9%	$4,832,190 292,860 shares	-$4,706,542	31 Dec 2025
Anthony Grillo	3/4/5 Director 3/4/5	0.01%	$11,410 700 shares	—	27 May 2025
UBS Group AG	13F Company 13F	5.5%	$5,464,973 327,440 shares	—	30 Sep 2025
1607 Capital Partners, LLC	13F Company 13F	5.4%	$5,430,275 325,361 shares	—	30 Sep 2025
GUGGENHEIM CAPITAL LLC	13F Company 13F	2.2%	$2,238,931 134,148 shares	—	30 Sep 2025

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 Q4 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

2,251,688

Rows available

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 Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders

Q4 2025 holders

Holder diff

-2

Investor	Q3 2025 Shares	Q4 2025 Shares	Share Diff	Share Chg %	Q3 2025 value	Q4 2025 value	Value change	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend