Western Asset Investment Grade Opportunity Trust Inc. (IGI) — Institutional Holders, Q2 2026
29 institutional investment managers reported a IGI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $43.0M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IGI in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Karpus ManagementAdded · +145,661 sh+$2.3M
- Hennion & Walsh Asset ManagementAdded · +75,169 sh+$1.2M
- SIT INVESTMENT ASSOCIATESAdded · +53,497 sh+$861.8K
- UHLMANN PRICE SECURITIESNew · +12,127 sh+$195.4K
- JONES FINANCIAL COMPANIES LLLPAdded · +5,815 sh+$93.7K
Biggest sellers
- 1607 Capital PartnersTrimmed · -75,196 sh-$1.2M
- WOLVERINE ASSET MANAGEMENTTrimmed · -56,424 sh-$909.0K
- GUGGENHEIM CAPITALTrimmed · -54,514 sh-$878.2K
- UBS Group AGTrimmed · -7,469 sh-$120.3K
- RAYMOND JAMES FINANCIALTrimmed · -7,040 sh-$113.4K
IGI 13F holders ranked 1–29 of 29
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES#1 · 909,296 sh | 909,296 | $14.6M | 0.28% | +6.3% |
| 2 | Karpus Management#2 · 529,003 sh | 529,003 | $8.5M | 0.25% | +38.0% |
| 3 | 1607 Capital Partners#3 · 331,558 sh | 331,558 | $5.3M | 0.47% | -18.5% |
| 4 | UBS Group AG#4 · 288,723 sh | 288,723 | $4.7M | <0.01% | -2.5% |
| 5 | Hennion & Walsh Asset Management#5 · 108,376 sh | 108,376 | $1.7M | — | +226.4% |
| 6 | MORGAN STANLEY#6 · 107,106 sh | 107,106 | $1.7M | <0.01% | -4.4% |
| 7 | RAYMOND JAMES FINANCIAL#7 · 85,050 sh | 85,050 | $1.4M | <0.01% | -7.6% |
| 8 | WELLS FARGO & COMPANY#8 · 75,980 sh | 75,980 | $1.2M | <0.01% | -0.7% |
| 9 | Whipplewood Advisors#9 · 58,440 sh | 58,440 | $941.5K | — | -4.6% |
| 10 | Janney Montgomery Scott#10 · 28,800 sh | 28,800 | $464.0K | <0.01% | -5.5% |
| 11 | STIFEL FINANCIAL#11 · 23,441 sh | 23,441 | $377.6K | <0.01% | +4.5% |
| 12 | AMERIPRISE FINANCIAL#12 · 17,466 sh | 17,466 | $281.4K | <0.01% | -4.5% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#13 · 16,176 sh | 16,176 | $260.6K | 0.00% | -28.5% |
| 14 | BANK OF AMERICA#14 · 15,101 sh | 15,101 | $243.3K | 0.00% | -30.1% |
| 15 | JONES FINANCIAL COMPANIES LLLP#15 · 14,951 sh | 14,951 | $240.1K | <0.01% | +63.6% |
| 16 | GUGGENHEIM CAPITAL#16 · 13,117 sh | 13,117 | $211.3K | <0.01% | -80.6% |
| 17 | UHLMANN PRICE SECURITIES#17 · 12,127 sh | 12,127 | $195.4K | <0.01% | New |
| 18 | MELFA WEALTH MANAGEMENT#18 · 10,424 sh | 10,424 | $167.9K | 0.09% | 0.0% |
| 19 | WOLVERINE ASSET MANAGEMENT#19 · 6,267 sh | 6,267 | $101.0K | <0.01% | -90.0% |
| 20 | ROYAL BANK OF CANADA#20 · 6,103 sh | 6,103 | $98.0K | 0.00% | -1.8% |
| 21 | OSAIC#21 · 2,212 sh | 2,212 | $35.6K | 0.00% | 0.0% |
| 22 | Institute for Wealth Management#22 · 1,625 sh | 1,625 | $26.2K | <0.01% | New |
| 23 | Integrated Wealth Concepts#23 · 1,540 sh | 1,540 | $24.8K | <0.01% | New |
| 24 | Noble Wealth Management PBC#24 · 1,000 sh | 1,000 | $16.1K | — | 0.0% |
| 25 | SRS Capital Advisors#25 · 900 sh | 900 | $14.5K | <0.01% | New |
| 26 | Steward Partners Investment Advisory#26 · 799 sh | 799 | $12.9K | <0.01% | 0.0% |
| 27 | AdvisorNet Financial#27 · 708 sh | 708 | $11.4K | — | 0.0% |
| 28 | Clear Street Group#28 · 289 sh | 289 | $4.7K | 0.00% | New |
| 29 | CITIGROUP#29 · 1 sh | 1 | $16.00 | 0.00% | 0.0% |
Funds that sold out of IGI in Q2 2026 (1)
Held IGI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Olistico Wealth1,058 sh | 1,058 | $17.0K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.