Who owns Western Asset Investment Grade Defined Opportunity Trust Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IGI from SEC Form 13F filings across 29 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 29 institutions disclosed 2.7M shares of Western Asset Investment Grade Defined Opportunity Trust Inc. worth $27.9M — about 44.5% of shares outstanding; the largest disclosed holder is SIT INVESTMENT ASSOCIATES INC. Source: SEC Form 13F filings, parsed by EvidInvest.
29
13F holders
$27.9M
value, 2026 filers
44.5%
of shares outstanding (2.7M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IGI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 909,296 | $14,649 | 0.3% | 15.2% | +6.3% |
| 2 | Karpus Management, Inc. | 529,003 | $8.5M | 0.2% | 8.8% | +38.0% |
| 3 | 1607 Capital Partners, LLC | 331,558 | $5.3M | 0.5% | 5.5% | -18.5% |
| 4 | UBS Group AG | 288,723 | $4.7M | 0.0% | 4.8% | -2.5% |
| 5 | Hennion & Walsh Asset Management, Inc. | 108,376 | $1.7M | 0.0% | 1.8% | +226.4% |
| 6 | MORGAN STANLEY | 107,106 | $1.7M | 0.0% | 1.8% | -4.4% |
| 7 | RAYMOND JAMES FINANCIAL INC | 85,050 | $1.4M | 0.0% | 1.4% | -7.6% |
| 8 | WELLS FARGO & COMPANY/MN | 75,980 | $1.2M | 0.0% | 1.3% | -0.7% |
| 9 | Whipplewood Advisors, LLC | 58,440 | $941,468 | 0.6% | 1% | -4.6% |
| 10 | Janney Montgomery Scott LLC | 28,800 | $464 | 0.0% | 0.5% | -5.5% |
| 11 | STIFEL FINANCIAL CORP | 23,441 | $377,622 | 0.0% | 0.4% | +4.5% |
| 12 | AMERIPRISE FINANCIAL INC | 17,466 | $281,378 | 0.0% | 0.3% | -4.5% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,176 | $260,595 | 0.0% | 0.3% | -28.5% |
| 14 | BANK OF AMERICA CORP /DE/ | 15,101 | $243,284 | 0.0% | 0.3% | -30.1% |
| 15 | JONES FINANCIAL COMPANIES LLLP | 14,951 | $240,113 | 0.0% | 0.2% | +63.6% |
| 16 | GUGGENHEIM CAPITAL LLC | 13,117 | $211,315 | 0.0% | 0.2% | -80.6% |
| 17 | UHLMANN PRICE SECURITIES, LLCNEW | 12,127 | $195,370 | 0.0% | 0.2% | new |
| 18 | MELFA WEALTH MANAGEMENT, INC. | 10,424 | $167,938 | 0.1% | 0.2% | 0.0% |
| 19 | WOLVERINE ASSET MANAGEMENT LLC | 6,267 | $100,961 | 0.0% | 0.1% | -90.0% |
| 20 | ROYAL BANK OF CANADA | 6,103 | $98,000 | 0.0% | 0.1% | -1.8% |
| 21 | OSAIC HOLDINGS, INC. | 2,212 | $35,635 | 0.0% | 0% | 0.0% |
| 22 | Institute for Wealth Management, LLC.NEW | 1,625 | $26,179 | 0.0% | 0% | new |
| 23 | Integrated Wealth Concepts LLCNEW | 1,540 | $24,802 | 0.0% | 0% | new |
| 24 | Noble Wealth Management PBC | 1,000 | $16,110 | 0.0% | 0% | 0.0% |
| 25 | Arax Advisory PartnersNEW | 900 | $14,499 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.