IGI: Western Asset Investment Grade Opportunity Trust Inc. insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-08-14 | 13G amendment | KARPUS MANAGEMENT, INC. | 8.83% | SEC | |
| 2026-08-14 | 13G amendment | 1607 Capital Partners, LLC | 5.53% | SEC |
Institutional ownership (Q2 2026)
28 institutions reported holding $27.84M of Western Asset Investment Grade Opportunity Trust Inc. on Form 13F (25 the quarter before). 4 opened a new position and 1 sold out. Shares held by institutions: +3%.
| Largest holders | Shares | Value |
|---|---|---|
| Karpus Management, Inc. | 529,003 | $8.52M |
| 1607 Capital Partners, LLC | 331,558 | $5.34M |
| UBS Group AG | 288,723 | $4.65M |
| Hennion & Walsh Asset Management, Inc. | 108,376 | $1.75M |
| MORGAN STANLEY | 107,106 | $1.73M |
| RAYMOND JAMES FINANCIAL INC | 85,050 | $1.37M |
| WELLS FARGO & COMPANY/MN | 75,980 | $1.22M |
| Whipplewood Advisors, LLC | 58,440 | $941K |
| STIFEL FINANCIAL CORP | 23,441 | $378K |
| AMERIPRISE FINANCIAL INC | 17,466 | $281K |
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