Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
71K+ 27.04% |
$1.12M - $1.18M
|
333K
$5.51M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
65.1K+ 47.52% |
$1.03M - $1.08M
|
202K
$3.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
59.5KNew |
$942K - $991K
|
59.5K
$984K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
37.3K+ 37.89% |
$590K - $621K
|
136K
$2.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.8KNew |
$361K - $380K
|
22.8K
$378K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
14.4K+ 118.01% |
$228K - $240K
|
26.6K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.73K+ 9.59% |
$43.2K - $45.5K
|
31.2K
$516K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.38K+ 206.52% |
$37.6K - $39.5K
|
3.53K
$58.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.47KNew |
$23.2K - $24.4K
|
1.47K
$24.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
92+ 0.84% |
$1.46K - $1.53K
|
11K
$183K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25+ 0.25% |
$396 - $416
|
10K
$166K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19+ 0.27% |
$301 - $316
|
7.05K
$117K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 1.34% |
$221 - $233
|
1.06K
$17.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-145- 20.17% |
$2.29K - $2.41K
|
574
$9.49K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-253- 0.3% |
$4K - $4.21K
|
85.4K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-298- 1.79% |
$4.71K - $4.96K
|
16.3K
$270K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.94K- 1.55% |
$30.6K - $32.2K
|
123K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.62K- 6.62% |
$57.3K - $60.3K
|
51.1K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.69K- 5.49% |
$89.9K - $94.7K
|
97.9K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-9.89K- 13.77% |
$157K - $165K
|
62K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-41.2K- 11.93% |
$652K - $686K
|
304K
$5.03M
|