Western Asset Investment Grade Opportunity Trust Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 767.99 K | $12.67 M | 63.19% | 12.81% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 380.26 K | $6.27 M | 16.87% | 6.34% |
| UBS GROUP AG | 01/29/2026 | 307.84 K | $5.08 M | -5.98% | 5.14% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 128.52 K | $2.12 M | -4.20% | 2.14% |
| MORGAN STANLEY | 02/13/2026 | 117.58 K | $1.94 M | 0.16% | 1.96% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 109.93 K | $1.81 M | 100.00% | 1.83% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 91.82 K | $1.52 M | 1.27% | 1.53% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 75.89 K | $1.25 M | 31.56% | 1.27% |
| WHIPPLEWOOD ADVISORS, LLC | 02/17/2026 | 60.19 K | $993.10 K | 0.69% | 1.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 54.36 K | $896.99 K | -6.69% | 0.91% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 36.58 K | $603.60 K | -56.80% | 0.61% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 30.49 K | $503.00 K | 3.39% | 0.51% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 24.91 K | $410.94 K | -7.60% | 0.42% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 17.02 K | $280.77 K | 13.02% | 0.28% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 16.53 K | $272.76 K | 61.77% | 0.28% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 10.42 K | $172.00 K | 0.00% | 0.17% |
| ROYAL BANK OF CANADA | 02/17/2026 | 7.13 K | $118.00 K | -0.54% | 0.12% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 3.76 K | $62.02 K | 6.64% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 2.98 K | $49.16 K | -78.41% | 0.05% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 2.30 K | $37.98 K | 100.00% | 0.04% |
| OLISTICO WEALTH, LLC | 01/13/2026 | 1.47 K | $24.22 K | 100.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.21 K | $20.00 K | 0.00% | 0.02% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 1.00 K | $16.50 K | 0.00% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 799 | $13.18 K | 0.00% | 0.01% |
| ADVISORNET FINANCIAL, INC | 01/20/2026 | 708 | $11.69 K | 0.00% | 0.01% |
| CITIGROUP INC | 02/13/2026 | 1 | $17 | 0.00% | 0.00% |
| COMERICA BANK | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
| CLEAR STREET MARKETS LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 0 | $0 | -100.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 01/16/2026 | 0 | $0 | -100.00% | 0.00% |
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Western Asset Investment Grade Opportunity Trust Inc. institutional Ownership - FAQ's
During the previous two years, 40 institutional investors and hedge funds held shares of Western Asset Investment Grade Opportunity Trust Inc.. The most heavily invested institutionals were:
UBS Group AG: 296,192
WOLVERINE ASSET MANAGEMENT LLC: 62,691
Whipplewood Advisors, LLC: 61,234
Janney Montgomery Scott LLC: 30,483
MELFA WEALTH MANAGEMENT, LLC: 10,424
Olistico Wealth, LLC: 1,058
37.57% of Western Asset Investment Grade Opportunity Trust Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.05 M shares in the last 24 months. This purchase volume represents approximately $49.41 M in transactions.