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 | 11/13/2025 | 470.62 K | $7.86 M | 41.18% | 7.85% |
| UBS GROUP AG | 11/13/2025 | 327.44 K | $5.46 M | 7.64% | 5.46% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 325.36 K | $5.43 M | 60.99% | 5.43% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 134.15 K | $2.24 M | -1.15% | 2.24% |
| MORGAN STANLEY | 11/14/2025 | 117.39 K | $1.96 M | -4.68% | 1.96% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 90.67 K | $1.51 M | -7.43% | 1.51% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 84.69 K | $1.41 M | -0.85% | 1.41% |
| WHIPPLEWOOD ADVISORS, LLC | 11/06/2025 | 59.77 K | $997.63 K | 0.44% | 1.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 58.26 K | $972.38 K | -5.98% | 0.97% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 57.69 K | $962.77 K | 12.95% | 0.96% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 29.49 K | $492.00 K | 100.00% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 26.95 K | $449.83 K | -13.63% | 0.45% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 26.62 K | $446.23 K | 0.00% | 0.44% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 15.06 K | $251.29 K | -7.86% | 0.25% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 13.80 K | $230.29 K | -39.58% | 0.23% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 10.42 K | $173.98 K | 0.00% | 0.17% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 10.22 K | $170.54 K | -7.52% | 0.17% |
| ROYAL BANK OF CANADA | 11/14/2025 | 7.17 K | $120.00 K | 1.77% | 0.12% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 3.53 K | $58.45 K | 0.00% | 0.06% |
| COMERICA BANK | 11/14/2025 | 1.90 K | $31.71 K | 0.00% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 1.21 K | $20.21 K | 0.00% | 0.02% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 1.00 K | $16.69 K | 100.00% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 799 | $13.34 K | 0.00% | 0.01% |
| ADVISORNET FINANCIAL, INC | 10/09/2025 | 708 | $11.82 K | 0.00% | 0.01% |
| FNY INVESTMENT ADVISERS, LLC | 12/15/2025 | 300 | $5.00 K | 0.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 225 | $3.76 K | 0.00% | 0.00% |
| CLEAR STREET MARKETS LLC | 11/13/2025 | 200 | $3.34 K | 100.00% | 0.00% |
| CITIGROUP INC | 11/10/2025 | 1 | $17 | 0.00% | 0.00% |
| AMERICAN NATIONAL BANK | 10/21/2025 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 0 | $0 | -100.00% | 0.00% |
| OLISTICO WEALTH, LLC | 10/24/2025 | 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:
WOLVERINE ASSET MANAGEMENT LLC: 54,363
Hennion & Walsh Asset Management, Inc.: 36,582
MELFA WEALTH MANAGEMENT, LLC: 10,424
Noble Wealth Management PBC: 1,000
AdvisorNet Financial, Inc: 708
COMERICA BANK: 0
31.29% of Western Asset Investment Grade Opportunity Trust Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.27 M shares in the last 24 months. This purchase volume represents approximately $37.63 M in transactions.