Who owns Western Asset Invest. Grade Defined Opp?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 909k $15M 6% Jun 2026
 View chart
Karpus Investment Management 529k $8.5M 38% Jun 2026
 View chart
1607 Capital Partners 332k $5.3M -18% Jun 2026
 View chart
UBS Group 289k $4.7M -3% Jun 2026
 View chart
Morgan Stanley 112k $1.8M -5% Mar 2026
 View chart
Hennion & Walsh Asset Management 108k $1.7M 226% Jun 2026
 View chart
Raymond James Financial 85k $1.4M -8% Jun 2026
 View chart
Wells Fargo & Company 76k $1.2M -1% Jun 2026
 View chart
Whipplewood Advisors 58k $942k -5% Jun 2026
 View chart
Janney Montgomery Scott 29k $464k -6% Jun 2026
 View chart
Stifel Financial 23k $378k 4% Jun 2026
 View chart
Ameriprise Financial 18k $281k -4% Jun 2026
 View chart
Susquehanna International 16k $261k -28% Jun 2026
 View chart
Bank of America Corporation 15k $243k -30% Jun 2026
 View chart
Jones Financial Companies, L.L 15k $240k 64% Jun 2026
 View chart
Guggenheim Capital, LLC Managers 13k $211k -81% Jun 2026
 View chart
Uhlmann Price Securities 12k $195k 100% Jun 2026
 View chart
Melfa Wealth Management 10k $168k 0% Jun 2026
 View chart
Wolverine Asset Management 6.3k $101k -90% Jun 2026
 View chart
Royal Bank of Canada 6.1k $98k -2% Jun 2026
 View chart
Advisor Group Holdings 2.2k $36k 0% Jun 2026
 View chart
Institute For Wealth Management 1.6k $26k 100% Jun 2026
 View chart
Noble Wealth Management PBC 1.0k $16k 0% Jun 2026
 View chart
SRS Capital Advisors 900.00 $15k 100% Jun 2026
 View chart
Steward Partners Investment Advisory 799.00 $13k 0% Jun 2026
 View chart
AdvisorNet Financial 708.00 $11k 0% Jun 2026
 View chart
Clear Street Group 289.00 $4.7k 100% Jun 2026
 View chart
Citigroup 1.00 $16.000000 100% Mar 2026
 View chart

Who sold out of Western Asset Invest. Grade Defined Opp?

Fund or Company Name Date Sold Shares Held Valued At
Olistico Wealth Mar 2026 1.1k $17k