Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of Western Asset Investment Grade Defined Opportunity Trust Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
699KNew |
$12.8M - $15.2M
|
699K
$11.4M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
132K+ 81.87% |
$2.41M - $2.86M
|
292K
$4.77M
|
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
37.2KNew |
$681K - $808K
|
37.2K
$608K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.37K+ 4.09% |
$43.4K - $51.5K
|
60.3K
$985K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.83K+ 19.4% |
$33.4K - $39.7K
|
11.2K
$184K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.47K+ 5.4% |
$26.9K - $32K
|
28.7K
$469K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.36K+ 1.15% |
$24.9K - $29.6K
|
120K
$1.97M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
700New |
$12.8K - $15.2K
|
700
$11.4K
|
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
200+ 2.02% |
$3.66K - $4.34K
|
10.1K
$165K
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$3.66K - $4.34K
|
200
$3.27K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
11+ 0.07% |
$201 - $239
|
15.8K
$258K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.25K- 11.82% |
$41.1K - $48.8K
|
16.8K
$274K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.83K- 13.68% |
$51.7K - $61.4K
|
17.8K
$291K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.53K- 2.38% |
$82.9K - $98.4K
|
186K
$3.04M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.58K- 82.73% |
$83.6K - $99.3K
|
955
$15.6K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5KClosed |
$91.4K - $109K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.62K- 8.4% |
$103K - $122K
|
61.3K
$1M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.3K- 13.26% |
$115K - $137K
|
41.2K
$673K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-10.1KClosed |
$185K - $220K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.2KClosed |
$187K - $222K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11KClosed |
$201K - $239K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.7K- 38.62% |
$470K - $558K
|
40.8K
$667K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-107K- 17.37% |
$1.95M - $2.32M
|
508K
$8.3M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-179K- 37.93% |
$3.27M - $3.88M
|
292K
$4.77M
|
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-265K- 85.48% |
$4.85M - $5.76M
|
45.1K
$736K
|