Free Trial
→ Do NOT Buy SpaceX Until You See “Mission X” (From StocksToTrade) (Ad)tc pixel Free IGI Stock Alerts

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

Western Asset Investment Grade Defined Opportunity Trust logo
$15.58 -0.23 (-1.42%)
Closing price 11/11/2026 03:46 PM Eastern
Extended Trading
$15.38 -0.19 (-1.25%)
As of 11/11/2026 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 Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Western Asset Investment Grade Defined Opportunity Trust (NYSE:IGI)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$14.98M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.84M
Get IGI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Western Asset Investment Grade Defined Opportunity Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IGI Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/9/2026 Bessemer Group Inc.5,652$90K0.0%N/A0.000%
9/9/2026Integrated Wealth Concepts LLC1,540$25K0.0%N/A0.000%
8/20/2026Susquehanna International Group LLP16,176$261K0.0%-28.5%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.108,376$1.75M0.0%+226.4%0.000%
5/19/2026Bank of America Corp DE21,605$348K0.0%-13.3%0.000%
5/18/2026Royal Bank of Canada6,213$100K0.0%-12.9%0.000%
4/30/2026 Whipplewood Advisors LLC61,234$985K0.5%+1.7%0.000%
3/17/2026Rockefeller Capital Management L.P.2,979$49K0.0%-78.4%0.000%
2/25/2026Sit Investment Associates Inc.767,986$12.67M0.2%+63.2%0.000%
2/18/20261607 Capital Partners LLC380,260$6.27M0.4%+16.9%0.000%
2/17/2026Guggenheim Capital LLC128,519$2.12M0.0%-4.2%0.000%
2/16/2026Arax Advisory Partners2,302$38K0.0%N/A0.000%
2/13/2026Stifel Financial Corp16,530$273K0.0%+61.8%0.000%
2/13/2026Wells Fargo & Company MN75,892$1.25M0.0%+31.6%0.000%
2/12/2026Sit Investment Associates Inc.767,986$12.67M0.3%+63.2%0.000%
2/11/2026Janney Montgomery Scott LLC30,485$503K0.0%+3.4%0.000%
2/2/2026 Wolverine Asset Management LLC54,363$897K0.0%-6.7%0.000%
1/29/2026 UBS Group AG307,844$5.08M0.0%-6.0%0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.36,582$604K0.0%-56.8%0.000%
11/17/2025Bank of America Corp DE26,952$450K0.0%-13.6%0.000%
11/17/20251607 Capital Partners LLC325,361$5.43M0.4%+61.0%0.000%
11/17/2025Ameriprise Financial Inc.15,056$251K0.0%-7.9%0.000%
11/14/2025Raymond James Financial Inc.90,667$1.51M0.0%-7.4%0.000%
11/13/2025 UBS Group AG327,440$5.47M0.0%+7.6%0.000%
10/28/2025 Wolverine Asset Management LLC58,261$972K0.0%-6.0%0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.84,690$1.41M0.1%-0.8%0.000%
8/15/2025Bank of America Corp DE31,205$517K0.0%+9.6%0.000%
8/14/2025Raymond James Financial Inc.97,949$1.62M0.0%-5.5%0.000%
8/13/2025Guggenheim Capital LLC135,712$2.25M0.0%+37.9%0.000%
8/8/2025Rockefeller 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%
5/16/20251607 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%
Do NOT Buy SpaceX Until You See “Mission X” (Ad)

A 30-year veteran who called Tesla before it soared 1,216% is spotlighting a company operating in the shadows of SpaceX. BlackRock, Morgan Stanley, JP Morgan and Goldman Sachs are reportedly loading up on its shares. He says the firm holds a breakthrough Elon Musk needs, and it has nothing to do with rockets or satellites. The CEO told employees more details on the Musk relationship are coming in the coming weeks.tc pixel

Watch the free Musk Masterclass before the CEO reveals more details.
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%
2/7/2025Oak 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%
1/17/2025Melfa 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%
11/6/2024Oak 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%
10/19/2024Allspring 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%
7/18/2024Oak 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%
5/2/2024Moloney Securities Asset Management LLC122,862$2.12M0.3%+7.6%0.000%
4/23/2024Oak 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%
2/9/2024Oak 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%
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%
1/25/2024Allspring 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%
1/11/2024Diligent 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%
10/27/2023Allspring 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%
10/19/2023Oak 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%
7/31/2023Moloney Securities Asset Management LLC94,130$1.54M0.3%+17.7%0.000%
Why I'm selling my Snapback Indicator for just $7 (Ad)

For Black Friday, Base Camp Trading's Thomas Wood is offering lifetime access to his proprietary Snapback Indicator for a single $7 payment. Others previously paid $500. The indicator flashes a Crash Alert as a cue to exit or go short, and a Bull Run Alert as a cue to buy or go long. No strings attached, and Wood says there is an unusual reason behind the steep discount.tc pixel

Get lifetime access to the Snapback Indicator for a one-time $7 payment today.
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%
7/24/2023Allspring Global Investments Holdings LLC448,836$7.33M0.0%+74.4%0.000%
7/18/2023Allspring Global Investments Holdings LLC448,836$7.33M0.0%+74.4%0.000%
5/12/2023Moloney 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%
4/24/2023Oak 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%


IGI Institutional Ownership - Frequently Asked Questions

During the previous two years, 27 institutional investors and hedge funds held shares of Western Asset Investment Grade Defined Opportunity Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($12.67M), 1607 Capital Partners LLC ($6.27M), UBS Group AG ($5.08M), Jane Street Group LLC ($3.77M), Guggenheim Capital LLC ($2.12M), Hennion & Walsh Asset Management Inc. ($1.75M), and Raymond James Financial Inc. ($1.51M).Learn more on Western Asset Investment Grade Defined Opportunity Trust's institutional investors.

Of the 22 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: Sit Investment Associates Inc. ($692.48K), 1607 Capital Partners LLC ($222.26K), Raymond James Financial Inc. ($211.13K), Jane Street Group LLC ($95.94K), Hennion & Walsh Asset Management Inc. ($75.17K), Wolverine Asset Management LLC ($71.86K), and Whipplewood Advisors LLC ($60.56K).

Institutional investors have bought a total of 907,354 shares in the last 24 months. This purchase volume represents approximately $14.98M in transactions.

Of the 10 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: Hennion & Walsh Asset Management Inc. ($48.11K), UBS Group AG ($19.60K), Rockefeller Capital Management L.P. ($10.82K), Bank of America Corp DE ($7.55K), Raymond James Financial Inc. ($7.28K), Susquehanna International Group LLP ($6.43K), and Guggenheim Capital LLC ($5.63K).

Institutional investors have sold a total of 111,523 shares in the last 24 months. This volume of shares sold represents approximately $1.84M in transactions.


Related Companies

Institutional ownership data for NYSE:IGI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Watch This Now
Jensen Huang, the man who launched the AI boom, just called what Elon Musk is chasing "the final frontier of A...
StocksToTrade | Sponsoredtc pixel
Why I'm selling my Snapback Indicator for just $7
For Black Friday, Base Camp Trading's Thomas Wood is offering lifetime access to his proprietary Snapback Indi...
Base Camp Trading | Sponsoredtc pixel
Every Starlink dish pays this stock
There's a chip inside every Tesla and Starlink dish that Elon doesn't own. He pays royalties to use it. Now...
Behind the Markets | Sponsoredtc pixel
My public warning after 55 years of watching the markets
Dr. Martin D. Weiss has publicly predicted six major American market crashes over his 55-year career, each war...
Weiss Ratings | Sponsoredtc pixel
Your free book is about to disappear
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
URGENT: If you own a home, please review the map below.
More than 1,300 red dots are scattered across the country, and 2,800 more are already on the way. Jim Rickards...
Paradigm Press | Sponsoredtc pixel
Many investors are about to lose everything
Twenty five years ago, this analyst predicted the fiber optic boom and called Amazon before it became a househ...
Porter & Company | Sponsoredtc pixel
This 10.3% war bond closed once. It's finally open again.
Todd Phillips has spent 30 years studying safe-money income. His test for real retirement income: can it promi...
Eagle Publishing | Sponsoredtc pixel