NEW YORK, NY
WESTERN ASSET INVESTMENT GRADE OPPORTUNITY TRUST INC.IGI— Latest position per institution from SEC 13F filings
15
Institutional holders
4.20M
Total shares held
55.94M
Estimated value
209.92K
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
909.30K
Value
14.65K
Filed
Jun 30, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
558.71K
Value
10.06M
Filed
Sep 30, 2024
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
529K
Value
8.52M
Filed
Jun 30, 2026
ALMITAS CAPITAL LLC
CIK 1596468
Shares
338.86K
Value
6.10M
Filed
Sep 30, 2024
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
331.56K
Value
5.34M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
288.72K
Value
4.65M
Filed
Jun 30, 2026
JANE STREET GROUP, LLC
CIK 1595888
Shares
209.41K
Value
3.77M
Filed
Sep 30, 2024
ATLAS WEALTH LLC
CIK 1964106
Shares
132.58K
Value
2.27M
Filed
Jun 30, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
108.38K
Value
1.75M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
107.11K
Value
1.73M
Filed
Jun 30, 2026
PRIVATE MANAGEMENT GROUP INC
CIK 1142031
Shares
101.50K
Value
1.73M
Filed
Jun 30, 2024
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 1034546
Shares
87.74K
Value
1.54M
Filed
Dec 31, 2023
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
85.05K
Value
1.37M
Filed
Jun 30, 2026
ICON ADVISERS INC/CO
CIK 1058470
Shares
77.23K
Value
1.39M
Filed
Sep 30, 2024
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
75.98K
Value
1.22M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
73.83K
Value
1.33M
Filed
Sep 30, 2024
WHIPPLEWOOD ADVISORS, LLC
CIK 2052510
Shares
58.44K
Value
941.47K
Filed
Jun 30, 2026
RELATIVE VALUE PARTNERS GROUP, LLC
CIK 1649910
Shares
50.34K
Value
871.85K
Filed
Mar 31, 2024
HARA CAPITAL LLC
CIK 2010015
Shares
42.16K
Value
758.88K
Filed
Sep 30, 2024
YAKIRA CAPITAL MANAGEMENT, INC.
CIK 1584639
Shares
32.62K
Value
587.07K
Filed
Sep 30, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 909.30K | 14.65K | Jun 30, 2026 |
| 2 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 558.71K | 10.06M | Sep 30, 2024 |
| 3 | KARPUS MANAGEMENT, INC. | 1048703 | 529K | 8.52M | Jun 30, 2026 |
| 4 | ALMITAS CAPITAL LLC | 1596468 | 338.86K | 6.10M | Sep 30, 2024 |
| 5 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 331.56K | 5.34M | Jun 30, 2026 |
| 6 | UBS GROUP AG | 1610520 | 288.72K | 4.65M | Jun 30, 2026 |
| 7 | JANE STREET GROUP, LLC | 1595888 | 209.41K | 3.77M | Sep 30, 2024 |
| 8 | ATLAS WEALTH LLC | 1964106 | 132.58K | 2.27M | Jun 30, 2024 |
| 9 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 108.38K | 1.75M | Jun 30, 2026 |
| 10 | MORGAN STANLEY | 895421 | 107.11K | 1.73M | Jun 30, 2026 |
| 11 | PRIVATE MANAGEMENT GROUP INC | 1142031 | 101.50K | 1.73M | Jun 30, 2024 |
| 12 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1034546 | 87.74K | 1.54M | Dec 31, 2023 |
| 13 | RAYMOND JAMES FINANCIAL INC | 720005 | 85.05K | 1.37M | Jun 30, 2026 |
| 14 | ICON ADVISERS INC/CO | 1058470 | 77.23K | 1.39M | Sep 30, 2024 |
| 15 | WELLS FARGO & COMPANY/MN | 72971 | 75.98K | 1.22M | Jun 30, 2026 |
| 16 | RAYMOND JAMES & ASSOCIATES | 1084208 | 73.83K | 1.33M | Sep 30, 2024 |
| 17 | WHIPPLEWOOD ADVISORS, LLC | 2052510 | 58.44K | 941.47K | Jun 30, 2026 |
| 18 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 50.34K | 871.85K | Mar 31, 2024 |
| 19 | HARA CAPITAL LLC | 2010015 | 42.16K | 758.88K | Sep 30, 2024 |
| 20 | YAKIRA CAPITAL MANAGEMENT, INC. | 1584639 | 32.62K | 587.07K | Sep 30, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.