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 31 institutions that hold shares in the stock, with a total of 1.98 Million shares, which have been reported (via 13F filing form) to have a value of $32.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
470,621
shares
|
$7.73 Million
0.16% of portfolio
|
Q3 2025
Added 41.18%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
327,440
shares
|
$5.38 Million
0.0% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
325,361
shares
|
$5.34 Million
0.41% of portfolio
|
Q3 2025
Added 60.99%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
134,148
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
117,390
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
90,667
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
84,690
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,832
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
59,774
shares
|
$981,489
0.66% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
58,261
shares
|
$956,645
0.02% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
57,686
shares
|
$947,204
0.0% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,787
shares
|
$489,102
0.0% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
29,485
shares
|
$484,143
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
26,952
shares
|
$442,551
0.0% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
26,623
shares
|
$437,149
0.16% of portfolio
|
Q2 2025
Added 118.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
15,056
shares
|
$247,219
0.0% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,798
shares
|
$226,563
0.0% of portfolio
|
Q3 2025
Reduced 39.58%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
10,424
shares
|
$171,162
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
10,218
shares
|
$167,779
0.0% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,172
shares
|
$117,764
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,525
shares
|
$57,880
0.0% of portfolio
|
Q2 2025
Added 206.52%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,900
shares
|
$31,198
0.0% of portfolio
|
Q1 2025
Added 58.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,212
shares
|
$19,901
0.0% of portfolio
|
Q2 2025
Added 471.7%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$16,420
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
799
shares
|
$13,119
0.0% of portfolio
|
Q4 2022
Reduced 7.63%
|
|