Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
354K+ 171.84% |
$5.42M - $5.97M
|
560K
$9.14M
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
138K+ 12.1% |
$2.12M - $2.33M
|
1.28M
$20.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
BUY
|
- |
99.6K+ 155.51% |
$1.53M - $1.68M
|
164K
$2.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
34.5K+ 77.35% |
$529K - $582K
|
79.2K
$1.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
32.7KNew |
$500K - $551K
|
32.7K
$534K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.7K+ 39.8% |
$455K - $502K
|
104K
$1.71M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
11.5KNew |
$176K - $193K
|
11.5K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
10.7KNew |
$164K - $180K
|
10.7K
$175K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.33K+ 21.81% |
$128K - $140K
|
46.5K
$760K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.9K+ 30.73% |
$121K - $133K
|
33.6K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.8K+ 12.76% |
$27.6K - $30.4K
|
15.9K
$260K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.01KNew |
$15.5K - $17.1K
|
1.01K
$16.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
525+ 3.4% |
$8.04K - $8.85K
|
16K
$261K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
300New |
$4.59K - $5.06K
|
300
$4.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
299+ 0.47% |
$4.58K - $5.04K
|
64.1K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
66+ 0.22% |
$1.01K - $1.11K
|
30.5K
$497K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
19+ 0.12% |
$291 - $320
|
15.8K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.02% |
$61.2 - $67.4
|
20.7K
$338K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-66- 7.63% |
$1.01K - $1.11K
|
799
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-259- 0.54% |
$3.97K - $4.37K
|
47.9K
$782K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.3K- 6.59% |
$403K - $444K
|
373K
$6.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-30.2K- 6.44% |
$462K - $509K
|
439K
$7.16M
|