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

Western Asset Investment Grade Defined Opportunity Trust logo
$15.81 +0.06 (+0.38%)
As of 02:25 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)
12
Total
Institutional Inflows
(last 12 months)
$15.91M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.90M
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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
7/9/2026 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%
2/11/2026 Janney Montgomery Scott LLC30,485$503K0.0%+3.4%0.000%
2/2/2026Wolverine Asset Management LLC54,363$897K0.0%-6.7%0.000%
1/29/2026UBS 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%
11/13/2025UBS Group AG327,440$5.47M0.0%+7.6%0.000%
10/28/2025Wolverine 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%
8/4/2025Wolverine 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%
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%
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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%
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%
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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%
4/14/2023Raymond James & Associates64,952$1.10M0.0%+1.4%0.000%
4/13/2023Allspring Global Investments Holdings LLC257,393$4.36M0.0%+687.5%0.000%
2/15/2023Almitas Capital LLC10,700$174K0.1%N/A0.000%


IGI Institutional Ownership - Frequently Asked Questions

During the previous two years, 26 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), Allspring Global Investments Holdings LLC ($10.06M), 1607 Capital Partners LLC ($6.27M), UBS Group AG ($5.08M), Jane Street Group LLC ($3.77M), Almitas Capital LLC ($3.58M), and Guggenheim Capital LLC ($2.12M).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), Almitas Capital LLC ($209.34K), Jane Street Group LLC ($95.94K), Hennion & Walsh Asset Management Inc. ($87.09K), and Wolverine Asset Management LLC ($71.86K).

Institutional investors have bought a total of 963,021 shares in the last 24 months. This purchase volume represents approximately $15.91M in transactions.

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: Hennion & Walsh Asset Management Inc. ($48.83K), UBS Group AG ($19.60K), Raymond James Financial Inc. ($12.97K), Rockefeller Capital Management L.P. ($10.82K), Wolverine Asset Management LLC ($7.60K), Bank of America Corp DE ($7.55K), and Guggenheim Capital LLC ($5.63K).

Institutional investors have sold a total of 115,202 shares in the last 24 months. This volume of shares sold represents approximately $1.90M in transactions.


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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 7/9/2026. New 13F filings are added each quarter as they're published.
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