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 33 institutions that hold shares in the stock, with a total of 1.71 Million shares, which have been reported (via 13F filing form) to have a value of $28.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
333,360
shares
|
$5.51 Million
0.12% of portfolio
|
Q2 2025
Added 27.04%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
304,203
shares
|
$5.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.93%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
202,100
shares
|
$3.34 Million
0.27% of portfolio
|
Q2 2025
Added 47.52%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
135,712
shares
|
$2.24 Million
0.02% of portfolio
|
Q2 2025
Added 37.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
125,085
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
97,949
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
85,414
shares
|
$1.41 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,832
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
61,965
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.77%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
59,514
shares
|
$984,361
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
51,072
shares
|
$844,730
0.0% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
31,205
shares
|
$516,130
0.0% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,787
shares
|
$492,676
0.0% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
26,623
shares
|
$440,344
0.16% of portfolio
|
Q2 2025
Added 118.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
22,837
shares
|
$377,723
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
16,340
shares
|
$270,263
0.0% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
11,049
shares
|
$182,750
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
10,424
shares
|
$172,412
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
10,044
shares
|
$166,127
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,047
shares
|
$116,557
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,525
shares
|
$58,303
0.0% of portfolio
|
Q2 2025
Added 206.52%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,900
shares
|
$31,426
0.0% of portfolio
|
Q1 2025
Added 58.33%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,468
shares
|
$24,280
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,058
shares
|
$17,499
0.0% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$16,540
0.01% of portfolio
|
Q1 2025
New holding
|