WESTERN ASSET INVT GRADE OPP (IGI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
27
Reporting holders
$27.8M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Karpus Management, Inc. | $8.5M | 529,003 | 0.25% | 3q | +38.0%+$2.3M |
| 1607 Capital Partners, LLC | $5.3M | 331,558 | 0.47% | 18q | -18.5%-$1.2M |
| UBS Group AG | $4.7M | 288,723 | 0.00% | 31q | -2.5%-$120.3K |
| Hennion & Walsh Asset Management, Inc. | $1.7M | 108,376 | 0.05% | 11q | +226.4%+$1.2M |
| MORGAN STANLEY | $1.7M | 107,106 | 0.00% | 35q | -4.4%-$80.2K |
| RAYMOND JAMES FINANCIAL INC | $1.4M | 85,050 | 0.00% | 7q | -7.6%-$113.4K |
| WELLS FARGO & COMPANY/MN | $1.2M | 75,980 | 0.00% | 31q | -50.3%-$1.2M |
| Whipplewood Advisors, LLC | $941.5K | 58,440 | 0.63% | 5q | -4.6%-$45.0K |
| STIFEL FINANCIAL CORP | $377.6K | 23,441 | 0.00% | 7q | +4.5%+$16.1K |
| AMERIPRISE FINANCIAL INC | $281.4K | 17,466 | 0.00% | 8q | -52.2%-$307.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $260.6K | 16,176 | 0.00% | 2q | -28.5%-$103.7K |
| BANK OF AMERICA CORP /DE/ | $243.3K | 15,101 | 0.00% | 31q | -30.1%-$104.8K |
| JONES FINANCIAL COMPANIES LLLP | $240.1K | 14,951 | 0.00% | 8q | +63.6%+$93.4K |
| GUGGENHEIM CAPITAL LLC | $211.3K | 13,117 | 0.00% | 31q | -80.6%-$878.2K |
| UHLMANN PRICE SECURITIES, LLC | $195.4K | 12,127 | 0.01% | new | NEW |
| MELFA WEALTH MANAGEMENT, INC. | $167.9K | 10,424 | 0.09% | 7q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $101.0K | 6,267 | 0.00% | 7q | -90.0%-$909.0K |
| ROYAL BANK OF CANADA | $98.0K | 6,103 | 0.00% | 31q | -1.8%-$1.8K |
| OSAIC HOLDINGS, INC. | $35.6K | 2,212 | 0.00% | 26q | HELD |
| Institute for Wealth Management, LLC. | $26.2K | 1,625 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $24.8K | 1,540 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $16.1K | 1,000 | 0.01% | 5q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $14.6K | 909,296 | 0.28% | 27q | +6.3% |
| Arax Advisory Partners | $14.5K | 900 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $12.9K | 799 | 0.00% | 25q | HELD |
| AdvisorNet Financial, Inc | $11.4K | 708 | 0.00% | 18q | HELD |
| Clear Street Group Inc. | $4.7K | 289 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $464 | 28,800 | 0.00% | 4q | -5.5% |
| CITIGROUP INC | $16 | 1 | 0.00% | 15q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | KARPUS MANAGEMENT, INC. | 8.8% |
| 2026-08-14 | 13G/A | 1607 Capital Partners, LLCwith 1 co-filers | 5.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 27 | $27.8M | 1,728,483 | 5 | 4 | 12 | 0.0% |
| Q1 2026 | 23 | $29.0M | 1,802,963 | 1 | 9 | 7 | 0.0% |
| Q4 2025 | 24 | $24.0M | 1,453,217 | 3 | 7 | 7 | 0.0% |
| Q3 2025 | 25 | $23.0M | 1,375,230 | 1 | 3 | 10 | 0.0% |
| Q2 2025 | 27 | $21.5M | 1,298,001 | 3 | 9 | 7 | 0.0% |
| Q1 2025 | 28 | $19.1M | 1,151,655 | 3 | 7 | 10 | 0.0% |
| Q4 2024 | 27 | $18.0M | 1,101,325 | 6 | 4 | 8 | 0.0% |
| Q3 2024 | 33 | $64.0M | 3,555,490 | 6 | 5 | 12 | 0.0% |
| Q2 2024 | 36 | $64.9M | 3,798,279 | 5 | 10 | 11 | 0.0% |
| Q1 2024 | 36 | $66.7M | 3,856,122 | 2 | 10 | 14 | 0.0% |
| Q4 2023 | 39 | $70.2M | 3,992,186 | 5 | 15 | 10 | 0.0% |
| Q3 2023 | 34 | $58.5M | 3,696,702 | 3 | 15 | 6 | 0.0% |
| Q2 2023 | 32 | $57.4M | 3,516,523 | 2 | 15 | 7 | 0.0% |
| Q1 2023 | 36 | $53.9M | 3,181,950 | 8 | 11 | 8 | 0.0% |
| Q4 2022 | 30 | $46.4M | 2,850,102 | 6 | 8 | 4 | 0.0% |
| Q3 2022 | 29 | $42.5M | 2,776,762 | 3 | 11 | 5 | 0.0% |
| Q2 2022 | 27 | $43.6M | 2,581,877 | 3 | 5 | 10 | 0.0% |
| Q1 2022 | 24 | $42.6M | 2,275,325 | 4 | 6 | 9 | 0.0% |
| Q4 2021 | 25 | $41.3M | 1,875,715 | 2 | 8 | 6 | 0.0% |
| Q3 2021 | 21 | $41.0M | 1,855,796 | 3 | 7 | 8 | 0.0% |
| Q2 2021 | 23 | $40.5M | 1,838,019 | 3 | 11 | 4 | 0.0% |
| Q1 2021 | 23 | $36.9M | 1,724,770 | 1 | 7 | 10 | 0.0% |
| Q4 2020 | 25 | $39.5M | 1,765,538 | 5 | 11 | 4 | 0.0% |
| Q3 2020 | 23 | $34.3M | 1,654,722 | 3 | 6 | 10 | 0.0% |
| Q2 2020 | 23 | $37.7M | 1,745,080 | 4 | 8 | 7 | 0.0% |
| Q1 2020 | 24 | $33.9M | 1,808,115 | 5 | 9 | 5 | 0.0% |
| Q4 2019 | 22 | $36.8M | 1,604,953 | 1 | 10 | 4 | 0.0% |
| Q3 2019 | 22 | $33.7M | 1,571,201 | 1 | 10 | 3 | 0.0% |
| Q2 2019 | 22 | $33.0M | 1,574,652 | 1 | 7 | 7 | 0.0% |
| Q1 2019 | 23 | $32.1M | 1,600,419 | 1 | 8 | 6 | 0.0% |
| Q4 2018 | 25 | $31.2M | 1,679,325 | 0 | 1 | 0 | 0.0% |