Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-162K- 79.39% |
$2.75M - $2.95M
|
42.2K
$704K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-35.4K- 7.83% |
$599K - $643K
|
416K
$6.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30.6K- 30.15% |
$519K - $557K
|
71K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-24.6K- 4.06% |
$417K - $448K
|
583K
$9.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-24.1K- 33.77% |
$409K - $439K
|
47.3K
$791K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15K- 9.01% |
$254K - $273K
|
152K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.5K- 8.09% |
$212K - $228K
|
142K
$2.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.57K- 1.34% |
$128K - $138K
|
559K
$9.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.15K- 31.38% |
$87.2K - $93.6K
|
11.3K
$188K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.95K- 9.02% |
$50K - $53.7K
|
29.8K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.78K- 24.62% |
$47K - $50.4K
|
8.5K
$142K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-439- 99.77% |
$7.43K - $7.98K
|
1
$16.7
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-319- 56.96% |
$5.4K - $5.8K
|
241
$4.03K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-12.9K- 2.21% |
$214K - $222K
|
571K
$9.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.1K- 50.23% |
$200K - $208K
|
11.9K
$200K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.24K- 11.46% |
$86.8K - $90.3K
|
40.5K
$677K
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-1.67K- 1.62% |
$27.6K - $28.8K
|
101K
$1.7M
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.38K- 34.51% |
$108K - $112K
|
12.1K
$202K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.37K- 4.49% |
$39.9K - $41.4K
|
50.3K
$841K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.2K- 50.0% |
$20.2K - $21K
|
1.2K
$20.1K
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1K- 9.09% |
$15.2K - $17.6K
|
10K
$167K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-233- 68.33% |
$3.53K - $4.1K
|
108
$1.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.7K- 18.48% |
$27.7K - $29.6K
|
7.5K
$125K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-379- 2.3% |
$6.19K - $6.59K
|
16.1K
$269K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-66- 7.63% |
$1.01K - $1.11K
|
799
$13.4K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-37.2KClosed |
$612K - $694K
|
0
$0
|
|
| 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 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-588- 99.83% |
$12.5K - $13.5K
|
1
$16.7
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-120Closed |
$2.55K - $2.75K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-43Closed |
$912 - $987
|
0
$0
|
|
| Q3 2021 | |||||||
|
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 | |||||||
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-17.6KClosed |
$366K - $392K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-9.64KClosed |
$201K - $214K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-2KClosed |
$40.8K - $45.2K
|
0
$0
|
|
|
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 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
|
|
|
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-332Closed |
$6.54K - $6.93K
|
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
|
|