IGINYSEFiscal year ends November 30
Western Asset Investment Grade Opportunity Trust Inc.
$15.31−0.04 (-0.26%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
3M
Shares held, 13F filers
Institutional holders
29
5 new, 1 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| First Trust Portfolios L.P. | 862,847 | 14.40% | 13G (passive) amendment | Mar 31, 2025 |
| The Charger Corporation | 795,809 | 13.28% | 13G (passive) amendment | Jun 30, 2025 |
| Sit Investment Associates, Inc. | 767,986 | 12.80% | 13G (passive) amendment | Dec 31, 2025 |
| Karpus Management, Inc. | 529,003 | 8.83% | 13G (passive) amendment | Jun 30, 2026 |
| Sit Fixed Income Advisors II, LLC | 333,360 | 5.60% | 13G (passive) | Jun 30, 2025 |
| 1607 Capital Partners, LLC | 331,558 | 5.53% | 13G (passive) amendment | Jun 30, 2026 |
| UBS Group AG | – | – | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IGI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 909,296 | – | $14.65K | +53,497 | 0.28% |
| Karpus Management, Inc. | 529,003 | – | $8.52M | +145,661 | 0.25% |
| 1607 Capital Partners, LLC | 331,558 | – | $5.34M | −75,196 | 0.47% |
| UBS Group AG | 288,723 | – | $4.65M | −7,469 | 0.00% |
| Hennion & Walsh Asset Management, Inc. | 108,376 | – | $1.75M | +75,169 | 0.05% |
| Morgan Stanley | 107,106 | – | $1.73M | −4,980 | 0.00% |
| Raymond James Financial Inc | 85,050 | – | $1.37M | −7,040 | 0.00% |
| Wells Fargo & Company/Mn | 75,980 | – | $1.22M | −498 | 0.00% |
| Whipplewood Advisors, LLC | 58,440 | – | $941.47K | −2,794 | 0.63% |
| Janney Montgomery Scott LLC | 28,800 | – | $464 | −1,683 | 0.00% |
| Stifel Financial Corp | 23,441 | – | $377.62K | +999 | 0.00% |
| Ameriprise Financial Inc | 17,466 | – | $281.38K | −820 | 0.00% |
| Susquehanna International Group, Llp | 16,176 | – | $260.60K | −6,434 | 0.00% |
| Bank Of America Corp /De/ | 15,101 | – | $243.28K | −6,504 | 0.00% |
| Jones Financial Companies Lllp | 14,951 | – | $240.11K | +5,815 | 0.00% |
| Guggenheim Capital LLC | 13,117 | – | $211.32K | −54,514 | 0.00% |
| Uhlmann Price Securities, LLC | 12,127 | – | $195.37K | New | 0.01% |
| Melfa Wealth Management, LLC | 10,424 | – | $167.94K | – | 0.09% |
| Wolverine Asset Management LLC | 6,267 | – | $100.96K | −56,424 | 0.00% |
| Royal Bank of Canada | 6,103 | – | $98.00K | −110 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 3M | 5 / 5 | 13 / 1 | 0M | 0M |
| Q1 2026 | 25 | 3M | 1 / 11 | 8 / 2 | 0M | 0M |
| Q4 2025 | 26 | 2M | 3 / 10 | 7 / 5 | 0M | 0M |
| Q3 2025 | 28 | 2M | 3 / 5 | 10 / 4 | 0M | 0M |
| Q2 2025 | 29 | 2M | 3 / 11 | 8 / 3 | 0M | 0M |
| Q1 2025 | 30 | 1M | 4 / 8 | 10 / 2 | 0M | 0M |
| Q4 2024 | 28 | 1M | 7 / 4 | 10 / 13 | 0M | 3M |
| Q3 2024 | 36 | 4M | 8 / 7 | 12 / 9 | 1M | 1M |
| Q2 2024 | 37 | 5M | 5 / 10 | 12 / 7 | 1M | 1M |
| Q1 2024 | 39 | 5M | 3 / 12 | 15 / 5 | 1M | 1M |
| Q4 2023 | 41 | 5M | 6 / 16 | 11 / 2 | 0M | 0M |
| Q3 2023 | 37 | 4M | 3 / 18 | 6 / 1 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IGI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Multi-Hedge Strategies Fund | 229 | – | $3.69K | 0.01% | Jun 30, 2026 |
| Guggenheim Multi-Hedge Strategies Fund | 81 | – | $1.30K | 0.01% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Anthony Grillo | Director | 700 | May 28, 2025 |
| Peter Daniel Charles Mason | Director | 0 | Nov 22, 2024 |
| Hillary A. Sale | Director | 0 | Nov 21, 2024 |
| Brett Michael Mossman | – | – | Sep 11, 2026 |
| Ann Elizabeth Doyle | – | – | Sep 10, 2026 |
| Kim Stout | – | – | Apr 7, 2026 |
| Jeffrey Masom | – | – | Aug 28, 2025 |
| Thomas Gahan | – | – | Dec 11, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Anthony Grillo Director | May 27, 2025 | Buy | +700 | $16.30 | $11.41K | 700 |
| Eileen A. Kamerick Director | Dec 20, 2022 | Buy | +1,210 | $16.51 | $19.98K | 1,210 |
| Daniel P. Cronin Director | Dec 10, 2020 | Sale | −1,614 | $21.60 | $34.86K | 0 |
| Stephen A. Walsh – | Jun 3, 2011 | Buy | +500 | $21.14 | $10.57K | 900 |
| Stephen A. Walsh – | Oct 29, 2009 | Buy | +200 | $18.81 | $3.76K | 400 |
| Stephen A. Walsh – | Oct 29, 2009 | Buy | +200 | $18.81 | $3.76K | 200 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.