Who owns Western Asset Invest. Grade Defined Opp?
- Ticker: IGI
- CUSIP Number: 95790A101
Tip: Access positions for across all investors
Analyze quarterly positions in Western Asset Invest. Grade Defined Opp with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Western Asset Invest. Grade Defined Opp stock
Who bought or sold Western Asset Invest. Grade Defined Opp this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Sit Investment Associates | 471k | $7.9M | 41% | Sep 2025 |
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| UBS Group | 327k | $5.5M | 8% | Sep 2025 |
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| 1607 Capital Partners | 325k | $5.4M | 61% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 134k | $2.2M | -1% | Sep 2025 |
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| Morgan Stanley | 123k | $2.0M | 100% | Jun 2025 |
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| Raymond James Financial | 91k | $1.5M | -7% | Sep 2025 |
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| Hennion & Walsh Asset Management | 85k | $1.4M | -1% | Sep 2025 |
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| Whipplewood Advisors | 60k | $998k | 0% | Sep 2025 |
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| Wolverine Asset Management | 58k | $972k | -6% | Sep 2025 |
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| Wells Fargo & Company | 58k | $963k | 13% | Sep 2025 |
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| Janney Montgomery Scott | 30k | $492k | 100% | Sep 2025 |
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| Shaker Financial Services | 27k | $446k | 0% | Sep 2025 |
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| Ameriprise Financial | 15k | $251k | -8% | Sep 2025 |
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| Rockefeller Capital Management | 14k | $230k | -40% | Sep 2025 |
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| Melfa Wealth Management | 10k | $174k | 0% | Sep 2025 |
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| Stifel Financial | 10k | $171k | -8% | Sep 2025 |
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| Royal Bank of Canada | 7.2k | $120k | 2% | Sep 2025 |
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| Jones Financial Companies, L.L | 3.5k | $58k | 0% | Sep 2025 |
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| Brian McDonald | 1.9k | $32k | 0% | Sep 2025 |
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| Advisor Group Holdings | 1.2k | $20k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 799.00 | $13k | 0% | Sep 2025 |
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| AdvisorNet Financial | 708.00 | $12k | 0% | Sep 2025 |
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| FNY Investment Advisers | 300.00 | $5.0k | 0% | Sep 2025 |
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| Goss Wealth Management | 225.00 | $3.8k | 0% | Sep 2025 |
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| White Bay PT | 200.00 | $3.3k | 100% | Sep 2025 |
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Who sold out of Western Asset Invest. Grade Defined Opp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| LPL Financial | Jun 2025 | 10k | $167k |
| Olistico Wealth | Jun 2025 | 1.5k | $24k |
| Sound Income Strategies | Jun 2025 | 1.1k | $18k |
| American National Bank | Jun 2025 | 574.00 | $9.5k |