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 | 856k | $14M | 11% | Mar 2026 |
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| 1607 Capital Partners | 407k | $6.5M | 7% | Mar 2026 |
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| UBS Group | 296k | $4.8M | -4% | Mar 2026 |
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| Morgan Stanley | 112k | $1.8M | -5% | Mar 2026 |
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| Karpus Investment Management | 110k | $1.8M | 100% | Dec 2025 |
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| Raymond James Financial | 92k | $1.5M | 1% | Dec 2025 |
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| Wells Fargo & Company | 77k | $1.2M | 1% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 68k | $1.1M | -47% | Mar 2026 |
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| Wolverine Asset Management | 63k | $1.0M | 15% | Mar 2026 |
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| Whipplewood Advisors | 61k | $985k | 2% | Mar 2026 |
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| Hennion & Walsh Asset Management | 33k | $534k | -9% | Mar 2026 |
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| Janney Montgomery Scott | 31k | $490k | 0% | Mar 2026 |
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| Stifel Financial | 22k | $361k | 36% | Mar 2026 |
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| Bank of America Corporation | 22k | $348k | 100% | Mar 2026 |
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| Ameriprise Financial | 18k | $294k | 7% | Mar 2026 |
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| Melfa Wealth Management | 10k | $168k | 0% | Mar 2026 |
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| Royal Bank of Canada | 6.2k | $100k | -13% | Mar 2026 |
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| Jones Financial Companies, L.L | 3.8k | $62k | 7% | Dec 2025 |
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| Advisor Group Holdings | 1.2k | $20k | 0% | Dec 2025 |
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| Olistico Wealth | 1.1k | $17k | -28% | Mar 2026 |
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| Noble Wealth Management PBC | 1.0k | $16k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 799.00 | $13k | 0% | Mar 2026 |
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| AdvisorNet Financial | 708.00 | $11k | 0% | Mar 2026 |
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| Citigroup | 1.00 | $16.000000 | 100% | Mar 2026 |
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Who sold out of Western Asset Invest. Grade Defined Opp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Rockefeller Capital Management | Dec 2025 | 3.0k | $49k |
| SRS Capital Advisors | Dec 2025 | 2.3k | $38k |
| Brian McDonald | Sep 2025 | 1.9k | $32k |