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 37 institutions that hold shares in the stock, with a total of 4.46 Million shares, which have been reported (via 13F filing form) to have a value of $74.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,633
shares
|
$27,205
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$19,992
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,018
shares
|
$16,959
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
799
shares
|
$13,311
0.0% of portfolio
|
Q4 2022
Reduced 7.63%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
708
shares
|
$11,795
0.0% of portfolio
|
Q1 2024
Added 1.14%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
300
shares
|
$4,998
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
241
shares
|
$4,015
0.0% of portfolio
|
Q3 2024
Reduced 56.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
225
shares
|
$3,748
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
150
shares
|
$2,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1
shares
|
$16
0.0% of portfolio
|
Q3 2024
Reduced 99.77%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1
shares
|
$16
0.0% of portfolio
|
Q4 2021
Reduced 99.83%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|