IGIWESTERN ASSET INVT GRADE OPP
CUSIP 95790A101 · Yahoo Finance ↗ · Google Finance ↗
Western Asset Invt Grade Opp (IGI) has 25 institutional holders in Filings Flow’s 13F database, together reporting 2.60M shares worth $28M as of Q1 2026. The largest reported holders are 1607 Capital Partners, LLC, Karpus Management, Inc., and Ubs Group AG.
Institutional Holders
25
Q1 2026
Reported Value
$28M
Ticker
IGI
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Whipplewood Advisors, LLC$193M AUM | 0.51% | $985,255 | 61.2K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.47% | $7M | 406.8K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.19% | $6M | 383.3K | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.15% | $446,229 | 26.6K | Q3 2025OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.10% | $167,729 | 10.4K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.05% | $2M | 108.4K | Q2 2026 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $1M | 62.7K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 67.6K | Q1 2026OLDER |
| Olistico Wealth, LLC$234M AUM | 0.01% | $17,023 | 1.1K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $16,110 | 1.0K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $37,983 | 2.3K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 296.2K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $3,338 | 200 | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $11,399 | 708 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 92.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $361,090 | 22.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 76.5K | Q2 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $31,711 | 1.9K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 117.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $49,163 | 3.0K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $144,349 | 9.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $294,222 | 18.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $12,856 | 799 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $35,591 | 2.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $363,795 | 22.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $347,631 | 21.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $100,000 | 6.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $3,755 | 225 | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $16 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.