IGI Western Asset Investment Grade Opportunity Trust Inc.: institutional ownership and insider trading
26 funds reported holding $43.0M of Western Asset Investment Grade Opportunity Trust Inc. in their latest 13F filings; in Q2 2026 funds net bought $1.14M, with 4 new positions and 1 funds selling out; over the last 12 months insiders bought $0 and sold $0 on the open market.
Largest institutional holders of IGI
- SIT INVESTMENT ASSOCIATES INC — $14.6M
- Karpus Management, Inc. — $8.52M
- 1607 Capital Partners, LLC — $5.34M
- UBS Group AG (UBS) — $4.65M
- Hennion & Walsh Asset Management, Inc. — $2.79M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $1.73M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $1.37M
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $1.22M
- Janney Montgomery Scott LLC — $464K
- STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) — $378K
Recent IGI insider trades
- May 27, 2025: Grillo Anthony bought 700 shares ($11.4K)
5%+ owners
- KARPUS MANAGEMENT, INC.: 8.8% (Schedule 13G/A, filed Aug 14, 2026)
- 1607 Capital Partners, LLC: 5.5% (Schedule 13G/A, filed Aug 14, 2026)
- UBS Group AG: 0.0% (Schedule 13G/A, filed May 7, 2026)