Latest Institutional Purchases of Western Asset Investment Grade Defined Opportunity Trust Inc. (IGI)
This list provides information on the latest institutional transactions involving Western Asset Investment Grade Defined Opportunity Trust Inc. (IGI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
10.4KNew |
$169K - $187K
|
10.4K
$171K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
17+ 1.67% |
$275 - $305
|
1.04K
$17K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
130K+ 61.87% |
$2.19M - $2.35M
|
339K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.9K+ 84.56% |
$1.62M - $1.74M
|
209K
$3.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
90.7K+ 11.41% |
$1.54M - $1.65M
|
886K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
77.2KNew |
$1.31M - $1.4M
|
77.2K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
57.3KNew |
$970K - $1.04M
|
57.3K
$941K
|
|
|
Nov 13, 2024
Q3 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
32.6KNew |
$552K - $593K
|
32.6K
$536K
|
|
|
Jan 30, 2025
Q3 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
30.5KNew |
$516K - $554K
|
30.5K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
11.8KNew |
$200K - $215K
|
11.8K
$194K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6KNew |
$179K - $192K
|
10.6K
$174K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.11K+ 24.33% |
$69.6K - $74.8K
|
21K
$345K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.98K+ 4.21% |
$50.5K - $54.2K
|
73.8K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$5.08K - $5.45K
|
300
$4.93K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
150New |
$2.54K - $2.73K
|
150
$2.46K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
133KNew |
$2.2M - $2.29M
|
133K
$2.18M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$225K - $234K
|
13.6K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.61K+ 32.71% |
$59.7K - $62.2K
|
14.6K
$240K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
600New |
$9.94K - $10.3K
|
600
$9.86K
|
|
| Q1 2024 | |||||||
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4KNew |
$226K - $234K
|
13.4K
$220K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.66K+ 7.58% |
$146K - $152K
|
123K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
752+ 6.01% |
$12.7K - $13.2K
|
13.3K
$218K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.14% |
$135 - $140
|
708
$11.6K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
49K+ 126.75% |
$744K - $862K
|
87.7K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.1KNew |
$31.9K - $36.9K
|
2.1K
$34.5K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
108New |
$1.64K - $1.9K
|
108
$1.77K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5+ 0.03% |
$75.8 - $87.9
|
15.5K
$254K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
225New |
$3.54K - $3.74K
|
225
$3.7K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.1KNew |
$182K - $194K
|
11.1K
$183K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.35KNew |
$38.4K - $40.9K
|
2.35K
$38.6K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
11.5KNew |
$176K - $193K
|
11.5K
$188K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.01KNew |
$15.5K - $17.1K
|
1.01K
$16.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
300New |
$4.59K - $5.06K
|
300
$4.93K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.8KNew |
$288K - $339K
|
18.8K
$309K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
18.3KNew |
$300K - $341K
|
18.3K
$300K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
600New |
$9.86K - $11.2K
|
600
$9.86K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.63KNew |
$35K - $38.4K
|
1.63K
$26.8K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.8KNew |
$77.6K - $85.8K
|
3.8K
$62.4K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
550New |
$10.8K - $11.5K
|
550
$9.04K
|
|