Latest Institutional Transactions on Western Asset Investment Grade Defined Opportunity Trust Inc. (IGI)
This table provides information on the latest institutional transactions involving Western Asset Investment Grade Defined Opportunity Trust Inc. (IGI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.94K- 1.55% |
$30.6K - $32.2K
|
123K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
71K+ 27.04% |
$1.12M - $1.18M
|
333K
$5.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-41.2K- 11.93% |
$652K - $686K
|
304K
$5.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.62K- 6.62% |
$57.3K - $60.3K
|
51.1K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-298- 1.79% |
$4.71K - $4.96K
|
16.3K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
92+ 0.84% |
$1.46K - $1.53K
|
11K
$183K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.73K+ 9.59% |
$43.2K - $45.5K
|
31.2K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19+ 0.27% |
$301 - $316
|
7.05K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
65.1K+ 47.52% |
$1.03M - $1.08M
|
202K
$3.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.69K- 5.49% |
$89.9K - $94.7K
|
97.9K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.38K+ 206.52% |
$37.6K - $39.5K
|
3.53K
$58.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
37.3K+ 37.89% |
$590K - $621K
|
136K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25+ 0.25% |
$396 - $416
|
10K
$166K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.8KNew |
$361K - $380K
|
22.8K
$378K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-253- 0.3% |
$4K - $4.21K
|
85.4K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
14.4K+ 118.01% |
$228K - $240K
|
26.6K
$440K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-9.89K- 13.77% |
$157K - $165K
|
62K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
59.5KNew |
$942K - $991K
|
59.5K
$984K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.47KNew |
$23.2K - $24.4K
|
1.47K
$24.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 1.34% |
$221 - $233
|
1.06K
$17.5K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-145- 20.17% |
$2.29K - $2.41K
|
574
$9.49K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
700+ 58.33% |
$11.4K - $11.8K
|
1.9K
$31.4K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29- 12.03% |
$472 - $489
|
212
$3.51K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-4.75K- 24.38% |
$77.3K - $80.1K
|
14.7K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$4.88K - $5.06K
|
300
$4.96K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1KNew |
$16.3K - $16.9K
|
1K
$16.5K
|
|
| Q4 2024 | |||||||
|
Mar 14, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.71KNew |
$27.8K - $30.7K
|
1.71K
$28.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$191K - $211K
|
11.8K
$195K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
10.4KNew |
$169K - $187K
|
10.4K
$172K
|
|
| Q3 2024 | |||||||
|
Jan 30, 2025
Q3 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
30.5KNew |
$516K - $554K
|
30.5K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.9K+ 84.56% |
$1.62M - $1.74M
|
209K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
130K+ 61.87% |
$2.19M - $2.35M
|
339K
$5.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
11.8KNew |
$200K - $215K
|
11.8K
$195K
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-24.6K- 4.06% |
$417K - $448K
|
583K
$9.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
32.6KNew |
$552K - $593K
|
32.6K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
77.2KNew |
$1.31M - $1.4M
|
77.2K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-439- 99.77% |
$7.43K - $7.98K
|
1
$16.5
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6KNew |
$179K - $192K
|
10.6K
$175K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.98K+ 4.21% |
$50.5K - $54.2K
|
73.8K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.95K- 9.02% |
$50K - $53.7K
|
29.8K
$493K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.57K- 1.34% |
$128K - $138K
|
559K
$9.24M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.1K- 50.23% |
$200K - $208K
|
11.9K
$198K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.61K+ 32.71% |
$59.7K - $62.2K
|
14.6K
$242K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
600New |
$9.94K - $10.3K
|
600
$9.92K
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-1.67K- 1.62% |
$27.6K - $28.8K
|
101K
$1.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
133KNew |
$2.2M - $2.29M
|
133K
$2.19M
|
|
| Q1 2024 | |||||||
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4KNew |
$226K - $234K
|
13.4K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
752+ 6.01% |
$12.7K - $13.2K
|
13.3K
$219K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.38K- 34.51% |
$108K - $112K
|
12.1K
$200K
|
|