Institutional Ownership Western Asset Investment Grade Defined Opportunity Trust Inc. (IGI)
This table provides information about the institutional ownership of Western Asset Investment Grade Defined Opportunity Trust Inc. (IGI). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 1.37 Million shares, which have been reported (via 13F filing form) to have a value of $22.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
348,540
shares
|
$5.81 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.29%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
164,657
shares
|
$2.74 Million
0.06% of portfolio
|
Q4 2024
Reduced 81.42%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
129,617
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
105,563
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
92,900
shares
|
$1.55 Million
0.12% of portfolio
|
Q4 2024
Reduced 83.73%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
85,167
shares
|
$1.42 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
82,775
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,832
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
63,612
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
54,965
shares
|
$916,266
0.01% of portfolio
|
Q4 2024
Added 16.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
30,072
shares
|
$501,300
0.0% of portfolio
|
Q4 2024
Reduced 80.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,787
shares
|
$496,549
0.0% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
19,491
shares
|
$324,914
0.09% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
17,182
shares
|
$286,423
0.0% of portfolio
|
Q4 2024
Reduced 70.02%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
12,298
shares
|
$205,007
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
11,774
shares
|
$196,272
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
10,424
shares
|
$173,768
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
10,024
shares
|
$167,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$166,700
0.04% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
7,244
shares
|
$120,757
0.0% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,150
shares
|
$35,840
0.0% of portfolio
|
Q4 2024
Added 1333.33%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,633
shares
|
$27,222
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$20,004
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,035
shares
|
$17,253
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
799
shares
|
$13,319
0.0% of portfolio
|
Q4 2022
Reduced 7.63%
|