Institutional shares held 1.37 Million
0 calls
0 puts
Total value of holdings $22.3M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 33


Latest Institutional Activity in IGI

Top Purchases

Q1 2025
Noble Wealth Management Pbc Shares Held: 1K ($16.3K)
Q1 2025
American National Bank Shares Held: 719 ($11.7K)
Q1 2025
Hennion & Walsh Asset Management, Inc. Shares Held: 85.7K ($1.4M)
Q1 2025
Fny Investment Advisers, LLC Shares Held: 300 ($4.89K)
Q1 2025
Sound Income Strategies, LLC Shares Held: 1.04K ($17K)

Top Sells

Q4 2024
Sit Investment Associates Inc Shares Held: 165K ($2.68M)
Q4 2024
1607 Capital Partners, LLC Shares Held: 92.9K ($1.51M)
Q4 2024
Bank Of America Corp Shares Held: 30.1K ($490K)
Q4 2024
Ubs Group Ag Shares Held: 349K ($5.68M)
Q4 2024
Ameriprise Financial Inc Shares Held: 17.2K ($280K)

About IGI

Western Asset Investment Grade Defined Opportunity Trust Inc. is a close-ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. It is co-managed by Western Asset Management Company, Western Asset Management Company Pte. Ltd, Western Asset Management Company Ltd., and Western Asset Management Company Limited. The fund invests in fixed income markets of the United States. It seeks to invest in securities of companies operating across diversified sectors. The fund primarily invests in investment-grade corporate debt securities with varied maturities. It will liquidate on or about December 2, 2024. The fund conducts in-house research to make its investments. Western Asset Investment Grade Defined Opportunity Trust Inc. was formed on June 26, 2009 and is domiciled in the United States.


Insider Transactions at IGI

Insider Transaction List

View all
Date Insider Transaction Ownership Type Shares Traded Value / Price
View All Transactions

Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

Track Institutional and Insider Activities on IGI

Follow Western Asset Investment Grade Defined Opportunity Trust Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IGI shares.

Notify only if
Any

Insider Trading

Get notified when an Western Asset Investment Grade Defined Opportunity Trust Inc. insider buys or sells IGI shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to Western Asset Investment Grade Defined Opportunity Trust Inc.

Track Activities on IGI