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 1.51 Million shares, which have been reported (via 13F filing form) to have a value of $24.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
345,414
shares
|
$5.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
262,404
shares
|
$4.32 Million
0.1% of portfolio
|
Q1 2025
Added 59.36%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
137,000
shares
|
$2.26 Million
0.18% of portfolio
|
Q1 2025
Added 47.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
125,085
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
103,634
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
98,420
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
Added 79.06%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
85,667
shares
|
$1.41 Million
0.07% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
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
|
May 12, 2025 Q1 2025 |
71,859
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2025
Added 12.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
54,692
shares
|
$900,230
0.0% of portfolio
|
Q1 2025
Reduced 33.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,787
shares
|
$490,294
0.0% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
28,475
shares
|
$468,698
0.0% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
16,638
shares
|
$273,861
0.0% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
14,740
shares
|
$242,620
0.07% of portfolio
|
Q1 2025
Reduced 24.38%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
12,212
shares
|
$201,009
0.08% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
10,957
shares
|
$180,352
0.0% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
10,424
shares
|
$171,579
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
10,019
shares
|
$164,912
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
7,028
shares
|
$115,680
0.0% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,900
shares
|
$31,274
0.0% of portfolio
|
Q1 2025
Added 58.33%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,633
shares
|
$26,879
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,468
shares
|
$24,163
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,150
shares
|
$18,929
0.0% of portfolio
|
Q1 2025
Reduced 42.24%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,058
shares
|
$17,414
0.0% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$16,460
0.01% of portfolio
|
Q1 2025
New holding
|