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 | 05/13/2026 | 855.80 K | $13.77 M | 11.43% | 14.28% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 406.75 K | $6.54 M | 6.97% | 6.79% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 383.34 K | $6.17 M | 248.71% | 6.40% |
| UBS GROUP AG | 05/05/2026 | 296.19 K | $4.77 M | -3.79% | 4.94% |
| MORGAN STANLEY | 05/15/2026 | 112.09 K | $1.80 M | -4.67% | 1.87% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 92.09 K | $1.48 M | 0.29% | 1.54% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 76.48 K | $1.23 M | 0.77% | 1.28% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 67.63 K | $1.09 M | -47.38% | 1.13% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 62.69 K | $1.01 M | 15.32% | 1.05% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 61.23 K | $985.26 K | 1.74% | 1.02% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 33.21 K | $534.30 K | -9.23% | 0.55% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 30.48 K | $490.00 K | -0.01% | 0.51% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 22.61 K | $363.80 K | 100.00% | 0.38% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 22.44 K | $361.09 K | 35.77% | 0.37% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 21.61 K | $347.63 K | -13.25% | 0.36% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 18.29 K | $294.22 K | 7.46% | 0.31% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 10.42 K | $167.73 K | 0.00% | 0.17% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 9.14 K | $144.35 K | 143.04% | 0.15% |
| ROYAL BANK OF CANADA | 05/15/2026 | 6.21 K | $100.00 K | -12.90% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 2.21 K | $35.59 K | 82.51% | 0.04% |
| OLISTICO WEALTH, LLC | 04/09/2026 | 1.06 K | $17.02 K | -27.93% | 0.02% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 1.00 K | $16.09 K | 0.00% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 799 | $12.86 K | 0.00% | 0.01% |
| ADVISORNET FINANCIAL, INC | 04/17/2026 | 708 | $11.40 K | 0.00% | 0.01% |
| CITIGROUP INC | 05/11/2026 | 1 | $16 | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 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, 39 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: 855,799
1607 Capital Partners, LLC: 406,754
Karpus Management, Inc.: 383,342
UBS Group AG: 296,192
MORGAN STANLEY: 112,086
RAYMOND JAMES FINANCIAL INC: 92,090
43.29% of Western Asset Investment Grade Opportunity Trust Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.40 M shares in the last 24 months. This purchase volume represents approximately $55.00 M in transactions.