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Western Asset Investment Grade Defined Opportunity Trust (IGI) Institutional Ownership

Western Asset Investment Grade Defined Opportunity Trust logo
$16.51 +0.07 (+0.43%)
Closing price 08/22/2025 03:58 PM Eastern
Extended Trading
$16.45 -0.06 (-0.36%)
As of 08/22/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Western Asset Investment Grade Defined Opportunity Trust (NYSE:IGI)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$12.36M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$26.21M
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IGI Institutional Buying and Selling by Quarter

Western Asset Investment Grade Defined Opportunity Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Bank of America Corp DE31,205$517K0.0%+9.6%0.000%
8/14/2025 Raymond James Financial Inc.97,949$1.62M0.0%-5.5%0.000%
8/13/2025 Guggenheim Capital LLC135,712$2.25M0.0%+37.9%0.000%
8/8/2025 Rockefeller Capital Management L.P.22,837$379K0.0%N/A0.000%
8/5/2025 Shaker Financial Services LLC26,623$443K0.2%+118.0%0.000%
8/4/2025 Wolverine Asset Management LLC61,965$1.03M0.0%-13.8%0.000%
7/31/2025 Whipplewood Advisors LLC59,514$987K0.5%N/A0.000%
5/16/2025 1607 Capital Partners LLC137,000$2.27M0.2%+47.5%0.000%
5/14/2025 Comerica Bank1,900$32K0.0%+58.3%0.000%
5/13/2025 Sit Investment Associates Inc.262,404$4.35M0.1%+59.4%0.000%
5/12/2025 Wolverine Asset Management LLC71,859$1.19M0.0%+13.0%0.000%
3/14/2025 Hara Capital LLC1,714$28K0.0%-95.9%0.000%
2/17/2025 Bank of America Corp DE30,072$490K0.0%-80.2%0.000%
2/17/2025 Ameriprise Financial Inc.17,182$280K0.0%-70.0%0.000%
2/14/2025 Stifel Financial Corp10,024$163K0.0%N/A0.000%
2/14/2025 Shaker Financial Services LLC12,298$201K0.1%N/A0.000%
2/13/2025 1607 Capital Partners LLC92,900$1.52M0.1%-83.7%0.000%
2/13/2025 Guggenheim Capital LLC54,965$896K0.0%+16.1%0.000%
2/13/2025 Raymond James Financial Inc.105,563$1.72M0.0%N/A0.000%
2/13/2025 Sit Investment Associates Inc.164,657$2.69M0.1%-81.4%0.000%
2/13/2025 Wells Fargo & Company MN82,775$1.35M0.0%+16.6%0.000%
2/7/2025 Oak Harbor Wealth Partners LLC19,491$318K0.1%-7.2%0.000%
2/6/2025 Raymond James Financial Inc.105,563$1.72M0.0%N/A0.000%
2/6/2025 Jones Financial Companies Lllp2,150$35K0.0%+1,333.3%0.000%
2/3/2025 Wolverine Asset Management LLC63,612$1.04M0.0%N/A0.000%
1/17/2025 Melfa Wealth Management Inc.10,424$170K0.1%N/A0.000%
11/15/2024 Jane Street Group LLC209,405$3.77M0.0%+84.6%0.000%
11/15/2024 Quarry LP11,804$212K0.1%N/A0.000%
11/6/2024 Oak Harbor Wealth Partners LLC21,012$378K0.1%+24.3%0.000%
10/31/2024 Hara Capital LLC42,160$759K0.5%-79.4%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.85,524$1.54M0.1%+16.2%0.000%
10/19/2024 Allspring Global Investments Holdings LLC558,706$10.06M0.0%-1.3%0.000%
8/16/2024 Almitas Capital LLC209,335$3.58M1.5%N/A0.000%
8/6/2024 Private Management Group Inc.101,497$1.73M0.1%-1.6%0.000%
7/29/2024 Hara Capital LLC204,560$3.49M2.2%+20.4%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.73,607$1.26M0.1%+67.2%0.000%
7/19/2024Raymond James & Associates70,850$1.21M0.0%-1.6%0.000%
7/18/2024 Oak Harbor Wealth Partners LLC16,900$289K0.1%+4.6%0.000%
5/14/2024 Karpus Management Inc.560,906$9.70M0.3%+2,727.4%0.000%
5/9/2024 Private Management Group Inc.103,165$1.78M0.1%-33.7%0.000%
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5/2/2024 Moloney Securities Asset Management LLC122,862$2.12M0.3%+7.6%0.000%
4/23/2024 Oak Harbor Wealth Partners LLC16,155$279K0.1%+8.6%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.44,022$761K0.0%+106.7%0.000%
2/13/2024 1607 Capital Partners LLC1,355,326$23.83M1.7%+2.7%0.000%
2/9/2024 Oak Harbor Wealth Partners LLC14,871$261K0.1%+5.3%0.000%
2/9/2024 City of London Investment Management Co. Ltd.87,736$1.54M0.1%+126.8%0.000%
2/9/2024 UBS Group AG421,277$7.41M0.0%-11.0%0.000%
2/2/2024 Private Management Group Inc.155,639$2.74M0.1%-1.8%0.000%
1/25/2024 Allspring Global Investments Holdings LLC566,271$9.96M0.0%+0.7%0.000%
1/16/2024Raymond James & Associates67,516$1.19M0.0%+1.8%0.000%
1/11/2024 Diligent Investors LLC10,000$176K0.0%-9.1%0.000%
11/21/2023 Almitas Capital LLC14,018$222K0.1%+6.9%0.000%
11/15/2023 1607 Capital Partners LLC1,319,726$20.89M1.6%+1.6%0.000%
11/9/2023 UBS Group AG473,339$7.49M0.0%-3.2%0.000%
11/7/2023 Atlas Wealth LLC108,626$1.72M0.3%+114.2%0.000%
10/30/2023 Private Management Group Inc.158,436$2.51M0.1%-1.6%0.000%
10/27/2023 Allspring Global Investments Holdings LLC562,196$8.90M0.0%+25.3%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.32,947$522K0.0%-5.4%0.000%
10/19/2023 Oak Harbor Wealth Partners LLC14,117$223K0.1%+6.5%0.000%
8/11/2023 City of London Investment Management Co. Ltd.38,692$632K0.1%+76.9%0.000%
8/11/2023 Almitas Capital LLC13,118$217K0.1%N/A0.000%
8/11/2023 Guggenheim Capital LLC62,273$1.02M0.0%+19.2%0.000%
8/10/2023 Sit Investment Associates Inc.630,002$10.28M0.3%-0.8%0.000%
7/31/2023 Moloney Securities Asset Management LLC94,130$1.54M0.3%+17.7%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.34,835$569K0.0%-2.0%0.000%
7/25/2023Raymond James & Associates65,689$1.07M0.0%+1.1%0.000%
7/24/2023 Allspring Global Investments Holdings LLC448,836$7.33M0.0%+74.4%0.000%
7/18/2023 Allspring Global Investments Holdings LLC448,836$7.33M0.0%+74.4%0.000%
5/12/2023 Moloney Securities Asset Management LLC79,988$1.35M0.3%+1.0%0.000%
5/11/2023 Guggenheim Capital LLC52,244$884K0.0%+9.1%0.000%
5/9/2023 Atlas Wealth LLC21,139$358K0.1%N/A0.000%
5/9/2023 Clearstead Advisors LLC2,350$40K0.0%N/A0.000%
4/24/2023 Oak Harbor Wealth Partners LLC13,133$222K0.1%N/A0.000%
4/14/2023Raymond James Financial Services Advisors Inc.35,542$602K0.0%+16.7%0.000%
4/14/2023Raymond James & Associates64,952$1.10M0.0%+1.4%0.000%
4/13/2023 Allspring Global Investments Holdings LLC257,393$4.36M0.0%+687.5%0.000%
2/15/2023 Almitas Capital LLC10,700$174K0.1%N/A0.000%
2/10/2023 Sit Investment Associates Inc.559,891$9.12M0.3%+171.8%0.000%
2/8/2023 UBS Group AG438,761$7.14M0.0%-6.4%0.000%
2/3/2023 Private Management Group Inc.163,697$2.67M0.1%+155.5%0.000%
1/30/2023 Moloney Securities Asset Management LLC79,206$1.29M0.3%+77.3%0.000%
1/30/2023 PFG Advisors11,471$187K0.0%N/A0.000%
1/23/2023 Allspring Global Investments Holdings LLC32,684$532K0.0%N/A0.000%
11/15/2022 First Manhattan Co.9,200$140K0.0%-87.7%0.000%
11/15/2022 1607 Capital Partners LLC1,142,362$17.48M1.4%+6.7%0.000%
11/14/2022 Guggenheim Capital LLC48,138$737K0.0%-3.6%0.000%
11/10/2022 UBS Group AG468,958$7.18M0.0%-1.6%0.000%
11/8/2022 Private Management Group Inc.64,066$980K0.0%N/A0.000%
10/31/2022 Moloney Securities Asset Management LLC44,662$683K0.2%N/A0.000%
10/25/2022Raymond James & Associates63,781$976K0.0%+5.3%0.000%
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THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here. tc pixel

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10/25/2022Raymond James Financial Services Advisors Inc.30,399$465K0.0%+3.9%0.000%
8/16/2022 Collaborative Wealth Managment Inc.16,492$278K0.2%N/A0.000%
8/15/2022 Karpus Management Inc.20,363$344K0.0%+101.6%0.000%
8/11/2022Cetera Advisor Networks LLC15,333$259K0.0%-91.8%0.000%
8/11/2022 UBS Group AG476,757$8.04M0.0%-6.2%0.000%
8/11/2022 Sit Investment Associates Inc.15,052$254K0.0%-66.6%0.000%
7/13/2022 Diligent Investors LLC11,500$194K0.1%N/A0.000%
5/17/2022 1607 Capital Partners LLC699,462$13.09M0.8%N/A0.000%
5/12/2022 Sit Investment Associates Inc.45,065$844K0.0%-85.5%0.000%
5/12/2022Cetera Advisor Networks LLC185,912$3.48M0.0%-2.4%0.000%
(Data available from 1/1/2016 forward)

IGI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGI shares?

During the previous two years, 31 institutional investors and hedge funds held shares of Western Asset Investment Grade Defined Opportunity Trust. The most heavily invested institutionals were Allspring Global Investments Holdings LLC ($10.06M), Karpus Management Inc. ($9.70M), UBS Group AG ($7.41M), Sit Investment Associates Inc. ($4.35M), Jane Street Group LLC ($3.77M), Almitas Capital LLC ($3.58M), and 1607 Capital Partners LLC ($2.27M).Learn more on Western Asset Investment Grade Defined Opportunity Trust's institutional investors.

Which institutional investors have been buying Western Asset Investment Grade Defined Opportunity Trust's stock?

Of the 26 institutional investors that purchased Western Asset Investment Grade Defined Opportunity Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($541.07K), Raymond James Financial Inc. ($211.13K), Almitas Capital LLC ($210.24K), Allspring Global Investments Holdings LLC ($117.44K), 1607 Capital Partners LLC ($101K), Sit Investment Associates Inc. ($97.75K), and Jane Street Group LLC ($95.94K).

How much institutional buying is happening at Western Asset Investment Grade Defined Opportunity Trust?

Institutional investors have bought a total of 740,255 shares in the last 24 months. This purchase volume represents approximately $12.36M in transactions.

Which of Western Asset Investment Grade Defined Opportunity Trust's major shareholders have been selling company stock?

Of the 9 institutional investors that sold Western Asset Investment Grade Defined Opportunity Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($721.61K), 1607 Capital Partners LLC ($477.96K), Hara Capital LLC ($202.85K), Bank of America Corp DE ($121.62K), Ameriprise Financial Inc. ($40.12K), Wolverine Asset Management LLC ($9.89K), and Allspring Global Investments Holdings LLC ($7.57K).

How much institutional selling is happening at Western Asset Investment Grade Defined Opportunity Trust?

Institutional investors have sold a total of 1,588,816 shares in the last 24 months. This volume of shares sold represents approximately $26.21M in transactions.


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This page (NYSE:IGI) was last updated on 8/23/2025 by MarketBeat.com Staff
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