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 1.52 Million shares, which have been reported (via 13F filing form) to have a value of $25 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
799
shares
|
$13,151
0.0% of portfolio
|
Q4 2022
Reduced 7.63%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
708
shares
|
$11,653
0.0% of portfolio
|
Q1 2024
Added 1.14%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
574
shares
|
$9,448
0.0% of portfolio
|
Q2 2025
Reduced 20.17%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
300
shares
|
$4,938
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
225
shares
|
$3,703
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
212
shares
|
$3,489
0.0% of portfolio
|
Q1 2025
Reduced 12.03%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1
shares
|
$16
0.0% of portfolio
|
Q4 2021
Reduced 99.83%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|