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Western Asset Investment Grade Defined Opportunity Trust (IGI) Institutional Ownership

Western Asset Investment Grade Defined Opportunity Trust logo
$16.74 -0.11 (-0.68%)
As of 02/21/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Western Asset Investment Grade Defined Opportunity Trust (NYSE:IGI)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$22.20M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$26.24M
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IGI Institutional Buying and Selling by Quarter

Western Asset Investment Grade Defined Opportunity Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Bank of America Corp DE30,072$490K0.0%-80.2%0.000%
2/17/2025 Ameriprise Financial Inc.17,182$280K0.0%-70.0%0.000%
2/14/2025 Stifel Financial Corp10,024$163K0.0%N/A0.000%
2/14/2025 Shaker Financial Services LLC12,298$201K0.1%N/A0.000%
2/13/2025 1607 Capital Partners LLC92,900$1.52M0.1%-83.7%0.000%
2/13/2025 Guggenheim Capital LLC54,965$896K0.0%+16.1%0.000%
2/13/2025 Raymond James Financial Inc.105,563$1.72M0.0%N/A0.000%
2/13/2025 Sit Investment Associates Inc.164,657$2.69M0.1%-81.4%0.000%
2/13/2025 Wells Fargo & Company MN82,775$1.35M0.0%+16.6%0.000%
2/7/2025 Oak Harbor Wealth Partners LLC19,491$318K0.1%-7.2%0.000%
2/6/2025 Raymond James Financial Inc.105,563$1.72M0.0%N/A0.000%
2/6/2025 Jones Financial Companies Lllp2,150$35K0.0%+1,333.3%0.000%
2/3/2025 Wolverine Asset Management LLC63,612$1.04M0.0%N/A0.000%
1/17/2025 Melfa Wealth Management Inc.10,424$170K0.1%N/A0.000%
11/15/2024 Jane Street Group LLC209,405$3.77M0.0%+84.6%0.000%
11/15/2024 Quarry LP11,804$212K0.1%N/A0.000%
11/6/2024 Oak Harbor Wealth Partners LLC21,012$378K0.1%+24.3%0.000%
10/31/2024 Hara Capital LLC42,160$759K0.5%-79.4%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.85,524$1.54M0.1%+16.2%0.000%
10/19/2024 Allspring Global Investments Holdings LLC558,706$10.06M0.0%-1.3%0.000%
8/16/2024 Almitas Capital LLC209,335$3.58M1.5%N/A0.000%
8/6/2024 Private Management Group Inc.101,497$1.73M0.1%-1.6%0.000%
7/29/2024 Hara Capital LLC204,560$3.49M2.2%+20.4%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.73,607$1.26M0.1%+67.2%0.000%
7/19/2024Raymond James & Associates70,850$1.21M0.0%-1.6%0.000%
7/18/2024 Oak Harbor Wealth Partners LLC16,900$289K0.1%+4.6%0.000%
5/14/2024 Karpus Management Inc.560,906$9.70M0.3%+2,727.4%0.000%
5/9/2024 Private Management Group Inc.103,165$1.78M0.1%-33.7%0.000%
5/2/2024 Moloney Securities Asset Management LLC122,862$2.12M0.3%+7.6%0.000%
4/23/2024 Oak Harbor Wealth Partners LLC16,155$279K0.1%+8.6%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.44,022$761K0.0%+106.7%0.000%
2/13/2024 1607 Capital Partners LLC1,355,326$23.83M1.7%+2.7%0.000%
2/9/2024 Oak Harbor Wealth Partners LLC14,871$261K0.1%+5.3%0.000%
2/9/2024 City of London Investment Management Co. Ltd.87,736$1.54M0.1%+126.8%0.000%
2/9/2024 UBS Group AG421,277$7.41M0.0%-11.0%0.000%
2/2/2024 Private Management Group Inc.155,639$2.74M0.1%-1.8%0.000%
1/25/2024 Allspring Global Investments Holdings LLC566,271$9.96M0.0%+0.7%0.000%
1/16/2024Raymond James & Associates67,516$1.19M0.0%+1.8%0.000%
1/11/2024 Diligent Investors LLC10,000$176K0.0%-9.1%0.000%
11/21/2023 Almitas Capital LLC14,018$222K0.1%+6.9%0.000%
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11/15/2023 1607 Capital Partners LLC1,319,726$20.89M1.6%+1.6%0.000%
11/9/2023 UBS Group AG473,339$7.49M0.0%-3.2%0.000%
11/7/2023 Atlas Wealth LLC108,626$1.72M0.3%+114.2%0.000%
10/30/2023 Private Management Group Inc.158,436$2.51M0.1%-1.6%0.000%
10/27/2023 Allspring Global Investments Holdings LLC562,196$8.90M0.0%+25.3%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.32,947$522K0.0%-5.4%0.000%
10/19/2023 Oak Harbor Wealth Partners LLC14,117$223K0.1%+6.5%0.000%
8/11/2023 City of London Investment Management Co. Ltd.38,692$632K0.1%+76.9%0.000%
8/11/2023 Almitas Capital LLC13,118$217K0.1%N/A0.000%
8/11/2023 Guggenheim Capital LLC62,273$1.02M0.0%+19.2%0.000%
8/10/2023 Sit Investment Associates Inc.630,002$10.28M0.3%-0.8%0.000%
7/31/2023 Moloney Securities Asset Management LLC94,130$1.54M0.3%+17.7%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.34,835$569K0.0%-2.0%0.000%
7/25/2023Raymond James & Associates65,689$1.07M0.0%+1.1%0.000%
7/24/2023 Allspring Global Investments Holdings LLC448,836$7.33M0.0%+74.4%0.000%
7/18/2023 Allspring Global Investments Holdings LLC448,836$7.33M0.0%+74.4%0.000%
5/12/2023 Moloney Securities Asset Management LLC79,988$1.35M0.3%+1.0%0.000%
5/11/2023 Guggenheim Capital LLC52,244$884K0.0%+9.1%0.000%
5/9/2023 Atlas Wealth LLC21,139$358K0.1%N/A0.000%
5/9/2023 Clearstead Advisors LLC2,350$40K0.0%N/A0.000%
4/24/2023 Oak Harbor Wealth Partners LLC13,133$222K0.1%N/A0.000%
4/14/2023Raymond James Financial Services Advisors Inc.35,542$602K0.0%+16.7%0.000%
4/14/2023Raymond James & Associates64,952$1.10M0.0%+1.4%0.000%
4/13/2023 Allspring Global Investments Holdings LLC257,393$4.36M0.0%+687.5%0.000%
2/15/2023 Almitas Capital LLC10,700$174K0.1%N/A0.000%
2/10/2023 Sit Investment Associates Inc.559,891$9.12M0.3%+171.8%0.000%
2/8/2023 UBS Group AG438,761$7.14M0.0%-6.4%0.000%
2/3/2023 Private Management Group Inc.163,697$2.67M0.1%+155.5%0.000%
1/30/2023 Moloney Securities Asset Management LLC79,206$1.29M0.3%+77.3%0.000%
1/30/2023 PFG Advisors11,471$187K0.0%N/A0.000%
1/23/2023 Allspring Global Investments Holdings LLC32,684$532K0.0%N/A0.000%
11/15/2022 First Manhattan Co.9,200$140K0.0%-87.7%0.000%
11/15/2022 1607 Capital Partners LLC1,142,362$17.48M1.4%+6.7%0.000%
11/14/2022 Guggenheim Capital LLC48,138$737K0.0%-3.6%0.000%
11/10/2022 UBS Group AG468,958$7.18M0.0%-1.6%0.000%
11/8/2022 Private Management Group Inc.64,066$980K0.0%N/A0.000%
10/31/2022 Moloney Securities Asset Management LLC44,662$683K0.2%N/A0.000%
10/25/2022Raymond James & Associates63,781$976K0.0%+5.3%0.000%
10/25/2022Raymond James Financial Services Advisors Inc.30,399$465K0.0%+3.9%0.000%
8/16/2022 Collaborative Wealth Managment Inc.16,492$278K0.2%N/A0.000%
8/15/2022 Karpus Management Inc.20,363$344K0.0%+101.6%0.000%
8/11/2022Cetera Advisor Networks LLC15,333$259K0.0%-91.8%0.000%
8/11/2022 UBS Group AG476,757$8.04M0.0%-6.2%0.000%
8/11/2022 Sit Investment Associates Inc.15,052$254K0.0%-66.6%0.000%
7/13/2022 Diligent Investors LLC11,500$194K0.1%N/A0.000%
5/17/2022 1607 Capital Partners LLC699,462$13.09M0.8%N/A0.000%
5/12/2022 Sit Investment Associates Inc.45,065$844K0.0%-85.5%0.000%
5/12/2022Cetera Advisor Networks LLC185,912$3.48M0.0%-2.4%0.000%
5/4/2022 Wolverine Asset Management LLC37,239$697K0.0%N/A0.000%
2/17/2022 Oak Harbor Wealth Partners LLC10,135$222K0.1%N/A0.000%
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2/14/2022 Guggenheim Capital LLC66,900$1.46M0.0%-2.2%0.000%
2/8/2022Raymond James Financial Services Advisors Inc.27,275$596K0.0%+2.3%0.000%
2/8/2022Raymond James & Associates57,973$1.27M0.0%+29.3%0.000%
1/18/2022 Lindbrook Capital LLC5,000$109K0.0%N/A0.000%
11/16/2021Cetera Advisor Networks LLC178,467$3.94M0.1%+14.6%0.000%
11/16/2021 UBS Group AG719,524$15.89M0.0%-1.1%0.000%
11/15/2021 Guggenheim Capital LLC68,430$1.51M0.0%-2.9%0.000%
11/15/2021 Invesco Ltd.117,976$2.61M0.0%-4.2%0.000%
11/12/2021 Sit Investment Associates Inc.269,341$5.95M0.2%+14.3%0.000%
11/2/2021Raymond James Financial Services Advisors Inc.26,650$589K0.0%+3.1%0.000%
(Data available from 1/1/2016 forward)

IGI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGI shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Western Asset Investment Grade Defined Opportunity Trust. The most heavily invested institutionals were Allspring Global Investments Holdings LLC ($10.06M), Karpus Management Inc. ($9.70M), UBS Group AG ($7.41M), Jane Street Group LLC ($3.77M), Almitas Capital LLC ($3.58M), Sit Investment Associates Inc. ($2.69M), and Moloney Securities Asset Management LLC ($2.12M).Learn more on IGI's institutional investors.

Which institutional investors have been buying Western Asset Investment Grade Defined Opportunity Trust stock?

Of the 23 institutional investors that purchased Western Asset Investment Grade Defined Opportunity Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($725.03K), Karpus Management Inc. ($541.07K), Almitas Capital LLC ($223.35K), Raymond James Financial Inc. ($211.13K), Jane Street Group LLC ($95.94K), Atlas Wealth LLC ($79.05K), and City of London Investment Management Co. Ltd. ($65.86K).

How much institutional buying is happening at Western Asset Investment Grade Defined Opportunity Trust?

Institutional investors have bought a total of 2,295,883 shares in the last 24 months. This purchase volume represents approximately $38.61M in transactions.

Which Western Asset Investment Grade Defined Opportunity Trust major shareholders have been selling company stock?

Of the 12 institutional investors that sold Western Asset Investment Grade Defined Opportunity Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($726.67K), 1607 Capital Partners LLC ($477.96K), Hara Capital LLC ($162.40K), Bank of America Corp DE ($121.62K), UBS Group AG ($67.78K), Private Management Group Inc. ($59.57K), and Ameriprise Financial Inc. ($40.12K).

How much institutional selling is happening at Western Asset Investment Grade Defined Opportunity Trust?

Institutional investors have sold a total of 1,669,940 shares in the last 24 months. This volume of shares sold represents approximately $27.64M in transactions.


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This page (NYSE:IGI) was last updated on 2/22/2025 by MarketBeat.com Staff
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