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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
708
shares
|
$11,625
0.0% of portfolio
|
Q1 2024
Added 1.14%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
300
shares
|
$4,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
225
shares
|
$3,694
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
200
shares
|
$3,284
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1
shares
|
$16
0.0% of portfolio
|
Q4 2021
Reduced 99.83%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|