Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
97.7K+ 59.36% |
$1.59M - $1.65M
|
262K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
44.1K+ 47.47% |
$717K - $743K
|
137K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
43.5K+ 79.06% |
$707K - $732K
|
98.4K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10KNew |
$163K - $169K
|
10K
$163K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.25K+ 12.96% |
$134K - $139K
|
71.9K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1KNew |
$16.3K - $16.9K
|
1K
$16.2K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
933+ 9.31% |
$15.2K - $15.7K
|
11K
$178K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
719New |
$11.7K - $12.1K
|
719
$11.7K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
700+ 58.33% |
$11.4K - $11.8K
|
1.9K
$30.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
500+ 0.59% |
$8.13K - $8.43K
|
85.7K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$4.88K - $5.06K
|
300
$4.87K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 0.87% |
$146 - $152
|
1.04K
$16.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29- 12.03% |
$472 - $489
|
212
$3.44K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-86- 0.7% |
$1.4K - $1.45K
|
12.2K
$198K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-159- 7.4% |
$2.59K - $2.68K
|
1.99K
$32.3K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-216- 2.98% |
$3.51K - $3.64K
|
7.03K
$114K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-544- 3.17% |
$8.85K - $9.17K
|
16.6K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.6K- 5.31% |
$26K - $26.9K
|
28.5K
$462K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.93K- 1.83% |
$31.4K - $32.5K
|
104K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.13K- 0.9% |
$50.8K - $52.7K
|
345K
$5.61M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.53K- 3.5% |
$73.7K - $76.4K
|
125K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-4.75K- 24.38% |
$77.3K - $80.1K
|
14.7K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28.1K- 33.93% |
$457K - $473K
|
54.7K
$888K
|