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 | 08/12/2026 | 909.30 K | $14.65 M | 6.25% | 15.17% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 529.00 K | $8.52 M | 38.00% | 8.83% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 331.56 K | $5.34 M | -18.49% | 5.53% |
| UBS GROUP AG | 08/13/2026 | 288.72 K | $4.65 M | -2.52% | 4.82% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 108.38 K | $1.75 M | 226.36% | 1.81% |
| MORGAN STANLEY | 08/13/2026 | 107.11 K | $1.73 M | -4.44% | 1.79% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 85.05 K | $1.37 M | -7.64% | 1.42% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 75.98 K | $1.22 M | -0.65% | 1.27% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 58.44 K | $941.47 K | -4.56% | 0.98% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 28.80 K | $464.00 K | -5.52% | 0.48% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 23.44 K | $377.62 K | 4.45% | 0.39% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 17.47 K | $281.38 K | -4.48% | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 16.18 K | $260.60 K | -28.46% | 0.27% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 15.10 K | $243.28 K | -30.10% | 0.25% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 14.95 K | $240.11 K | 63.65% | 0.25% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 13.12 K | $211.32 K | -80.61% | 0.22% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 12.13 K | $195.37 K | 100.00% | 0.20% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 10.42 K | $167.94 K | 0.00% | 0.17% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 6.27 K | $100.96 K | -90.00% | 0.10% |
| ROYAL BANK OF CANADA | 08/14/2026 | 6.10 K | $98.00 K | -1.77% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 2.21 K | $35.64 K | 0.00% | 0.04% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 1.63 K | $26.18 K | 100.00% | 0.03% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 1.54 K | $24.80 K | 100.00% | 0.03% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 1.00 K | $16.11 K | 0.00% | 0.02% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 900 | $14.50 K | 100.00% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 799 | $12.87 K | 0.00% | 0.01% |
| ADVISORNET FINANCIAL, INC | 07/23/2026 | 708 | $11.41 K | 0.00% | 0.01% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 289 | $4.66 K | 100.00% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 1 | $16 | 0.00% | 0.00% |
| OLISTICO WEALTH, LLC | 07/13/2026 | 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, 42 institutional investors and hedge funds held shares of Western Asset Investment Grade Opportunity Trust Inc.. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 909,296
Karpus Management, Inc.: 529,003
1607 Capital Partners, LLC: 331,558
UBS Group AG: 288,723
Hennion & Walsh Asset Management, Inc.: 108,376
MORGAN STANLEY: 107,106
44.49% of Western Asset Investment Grade Opportunity Trust Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.47 M shares in the last 24 months. This purchase volume represents approximately $56.17 M in transactions.