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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1K- 9.09% |
$15.2K - $17.6K
|
10K
$165K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
225New |
$3.54K - $3.74K
|
225
$3.71K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.7K- 18.48% |
$27.7K - $29.6K
|
7.5K
$124K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.1KNew |
$182K - $194K
|
11.1K
$184K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.35KNew |
$38.4K - $40.9K
|
2.35K
$38.8K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-379- 2.3% |
$6.19K - $6.59K
|
16.1K
$266K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-66- 7.63% |
$1.01K - $1.11K
|
799
$13.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.01KNew |
$15.5K - $17.1K
|
1.01K
$16.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
11.5KNew |
$176K - $193K
|
11.5K
$189K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
300New |
$4.59K - $5.06K
|
300
$4.95K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.8KNew |
$288K - $339K
|
18.8K
$310K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
18.3KNew |
$300K - $341K
|
18.3K
$301K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
600New |
$9.86K - $11.2K
|
600
$9.9K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11KClosed |
$201K - $239K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5KClosed |
$91.4K - $109K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-120Closed |
$2.55K - $2.75K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-588- 99.83% |
$12.5K - $13.5K
|
1
$16.5
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-43Closed |
$912 - $987
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.63KNew |
$35K - $38.4K
|
1.63K
$26.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
SELL
|
- |
-500Closed |
$10.7K - $11.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-9.62KClosed |
$203K - $219K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-691Closed |
$14.6K - $15.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-9.64KClosed |
$201K - $214K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-17.6KClosed |
$366K - $392K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-2KClosed |
$40.8K - $45.2K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.8KNew |
$77.6K - $85.8K
|
3.8K
$62.7K
|
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-21Closed |
$429 - $474
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-250Closed |
$5.19K - $5.9K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5.11KClosed |
$94K - $103K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-6.29KClosed |
$109K - $132K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Focused Wealth Management, Inc
|
SELL
|
- |
-478Closed |
$8.28K - $10.1K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-332Closed |
$6.54K - $6.93K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
550New |
$10.8K - $11.5K
|
550
$9.08K
|
|
|
Nov 07, 2018
Q3 2018
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-9.03KClosed |
$178K - $188K
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Ifp Advisors, Inc
|
SELL
|
- |
-645Closed |
$12.7K - $13.5K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 07, 2018
Q2 2018
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.09KClosed |
$21.9K - $24.1K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 08, 2018
Q1 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-12.6KClosed |
$253K - $286K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Robinson Capital Management, LLC
|
SELL
|
- |
-29.7KClosed |
$621K - $678K
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-24KClosed |
$503K - $549K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Oct 26, 2017
Q3 2017
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-167Closed |
$3.53K - $3.74K
|
0
$0
|
|
| Q2 2017 | |||||||
|
May 07, 2020
Q2 2017
|
Royal Fund Management, LLC
|
SELL
|
- |
-824Closed |
N/A
|
0
$0
|
|