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

Western Asset Investment Grade Defined Opportunity Trust logo
$16.55 +0.03 (+0.15%)
Closing price 08/1/2025 03:50 PM Eastern
Extended Trading
$16.52 -0.03 (-0.15%)
As of 08/1/2025 04:04 PM Eastern
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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)
17
Total
Institutional Inflows
(last 12 months)
$14.66M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$25.98M
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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
7/31/2025 Whipplewood Advisors LLC59,514$987K0.5%N/A0.000%
5/16/20251607 Capital Partners LLC137,000$2.27M0.2%+47.5%0.000%
5/14/2025Comerica Bank1,900$32K0.0%+58.3%0.000%
5/13/2025Sit Investment Associates Inc.262,404$4.35M0.1%+59.4%0.000%
5/12/2025Wolverine Asset Management LLC71,859$1.19M0.0%+13.0%0.000%
3/14/2025Hara Capital LLC1,714$28K0.0%-95.9%0.000%
2/17/2025Bank of America Corp DE30,072$490K0.0%-80.2%0.000%
2/17/2025Ameriprise Financial Inc.17,182$280K0.0%-70.0%0.000%
2/14/2025Stifel Financial Corp10,024$163K0.0%N/A0.000%
2/14/2025Shaker Financial Services LLC12,298$201K0.1%N/A0.000%
2/13/20251607 Capital Partners LLC92,900$1.52M0.1%-83.7%0.000%
2/13/2025Guggenheim Capital LLC54,965$896K0.0%+16.1%0.000%
2/13/2025Raymond James Financial Inc.105,563$1.72M0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.164,657$2.69M0.1%-81.4%0.000%
2/13/2025Wells 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%
2/6/2025Raymond James Financial Inc.105,563$1.72M0.0%N/A0.000%
2/6/2025Jones Financial Companies Lllp2,150$35K0.0%+1,333.3%0.000%
2/3/2025Wolverine Asset Management LLC63,612$1.04M0.0%N/A0.000%
1/17/2025 Melfa Wealth Management Inc.10,424$170K0.1%N/A0.000%
11/15/2024Jane Street Group LLC209,405$3.77M0.0%+84.6%0.000%
11/15/2024Quarry LP11,804$212K0.1%N/A0.000%
11/6/2024 Oak Harbor Wealth Partners LLC21,012$378K0.1%+24.3%0.000%
10/31/2024Hara Capital LLC42,160$759K0.5%-79.4%0.000%
10/23/2024Hennion & 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%
8/16/2024Almitas Capital LLC209,335$3.58M1.5%N/A0.000%
8/6/2024Private Management Group Inc.101,497$1.73M0.1%-1.6%0.000%
7/29/2024Hara Capital LLC204,560$3.49M2.2%+20.4%0.000%
7/20/2024Hennion & 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%
5/14/2024Karpus Management Inc.560,906$9.70M0.3%+2,727.4%0.000%
5/9/2024Private Management Group Inc.103,165$1.78M0.1%-33.7%0.000%
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%
4/17/2024Hennion & Walsh Asset Management Inc.44,022$761K0.0%+106.7%0.000%
2/13/20241607 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%
2/9/2024City of London Investment Management Co. Ltd.87,736$1.54M0.1%+126.8%0.000%
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2/9/2024UBS Group AG421,277$7.41M0.0%-11.0%0.000%
2/2/2024Private 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%
11/21/2023Almitas Capital LLC14,018$222K0.1%+6.9%0.000%
11/15/20231607 Capital Partners LLC1,319,726$20.89M1.6%+1.6%0.000%
11/9/2023UBS Group AG473,339$7.49M0.0%-3.2%0.000%
11/7/2023Atlas Wealth LLC108,626$1.72M0.3%+114.2%0.000%
10/30/2023Private 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%
8/11/2023City of London Investment Management Co. Ltd.38,692$632K0.1%+76.9%0.000%
8/11/2023Almitas Capital LLC13,118$217K0.1%N/A0.000%
8/11/2023Guggenheim Capital LLC62,273$1.02M0.0%+19.2%0.000%
8/10/2023Sit 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%
5/11/2023Guggenheim Capital LLC52,244$884K0.0%+9.1%0.000%
5/9/2023Atlas Wealth LLC21,139$358K0.1%N/A0.000%
5/9/2023Clearstead 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%
2/15/2023Almitas Capital LLC10,700$174K0.1%N/A0.000%
2/10/2023Sit Investment Associates Inc.559,891$9.12M0.3%+171.8%0.000%
2/8/2023UBS Group AG438,761$7.14M0.0%-6.4%0.000%
2/3/2023Private 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%
1/30/2023PFG Advisors11,471$187K0.0%N/A0.000%
1/23/2023 Allspring Global Investments Holdings LLC32,684$532K0.0%N/A0.000%
11/15/2022First Manhattan Co.9,200$140K0.0%-87.7%0.000%
11/15/20221607 Capital Partners LLC1,142,362$17.48M1.4%+6.7%0.000%
11/14/2022Guggenheim Capital LLC48,138$737K0.0%-3.6%0.000%
11/10/2022UBS Group AG468,958$7.18M0.0%-1.6%0.000%
11/8/2022Private 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%
10/25/2022Raymond James Financial Services Advisors Inc.30,399$465K0.0%+3.9%0.000%
8/16/2022Collaborative Wealth Managment Inc.16,492$278K0.2%N/A0.000%
8/15/2022Karpus Management Inc.20,363$344K0.0%+101.6%0.000%
8/11/2022Cetera Advisor Networks LLC15,333$259K0.0%-91.8%0.000%
8/11/2022UBS Group AG476,757$8.04M0.0%-6.2%0.000%
8/11/2022Sit Investment Associates Inc.15,052$254K0.0%-66.6%0.000%
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7/13/2022 Diligent Investors LLC11,500$194K0.1%N/A0.000%
5/17/20221607 Capital Partners LLC699,462$13.09M0.8%N/A0.000%
5/12/2022Sit 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%
5/4/2022Wolverine Asset Management LLC37,239$697K0.0%N/A0.000%
2/17/2022 Oak Harbor Wealth Partners LLC10,135$222K0.1%N/A0.000%
2/14/2022Guggenheim Capital LLC66,900$1.46M0.0%-2.2%0.000%
2/8/2022Raymond James Financial Services Advisors Inc.27,275$596K0.0%+2.3%0.000%
2/8/2022Raymond James & Associates57,973$1.27M0.0%+29.3%0.000%
1/18/2022Lindbrook Capital LLC5,000$109K0.0%N/A0.000%
(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, 30 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 24 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), Almitas Capital LLC ($223.35K), Raymond James Financial Inc. ($211.13K), 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 872,320 shares in the last 24 months. This purchase volume represents approximately $14.66M in transactions.

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

The following institutional investors have sold Western Asset Investment Grade Defined Opportunity Trust stock in the last 24 months: 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), Allspring Global Investments Holdings LLC ($7.57K), and Private Management Group Inc. ($1.67K).

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

Institutional investors have sold a total of 1,574,905 shares in the last 24 months. This volume of shares sold represents approximately $25.98M in transactions.


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This page (NYSE:IGI) was last updated on 8/2/2025 by MarketBeat.com Staff
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