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 | 768k | $13M | 63% | Dec 2025 |
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| 1607 Capital Partners | 380k | $6.3M | 17% | Dec 2025 |
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| UBS Group | 308k | $5.1M | -6% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 129k | $2.1M | -4% | Dec 2025 |
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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 | 76k | $1.3M | 32% | Dec 2025 |
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| Whipplewood Advisors | 60k | $993k | 1% | Dec 2025 |
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| Wolverine Asset Management | 54k | $897k | -7% | Dec 2025 |
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| Hennion & Walsh Asset Management | 37k | $604k | -57% | Dec 2025 |
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| Janney Montgomery Scott | 31k | $490k | 0% | Mar 2026 |
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| Ameriprise Financial | 17k | $281k | 13% | Dec 2025 |
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| Stifel Financial | 17k | $273k | 62% | Dec 2025 |
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| Melfa Wealth Management | 10k | $168k | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 3.8k | $62k | 7% | Dec 2025 |
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| Rockefeller Capital Management | 3.0k | $49k | -78% | Dec 2025 |
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| SRS Capital Advisors | 2.3k | $38k | 100% | 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% | Dec 2025 |
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| AdvisorNet Financial | 708.00 | $11k | 0% | 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 |
|---|---|---|---|
| Shaker Financial Services | Sep 2025 | 27k | $446k |
| Brian McDonald | Sep 2025 | 1.9k | $32k |