Latest Institutional Transactions on Western Asset Investment Grade Defined Opportunity Trust Inc. (IGI)
This table provides information on the latest institutional transactions involving Western Asset Investment Grade Defined Opportunity Trust Inc. (IGI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
63.6KNew |
$1.03M - $1.14M
|
63.6K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
17+ 1.67% |
$275 - $305
|
1.04K
$17.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
10.4KNew |
$169K - $187K
|
10.4K
$172K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-357- 0.42% |
$5.78K - $6.4K
|
85.2K
$1.41M
|
|
| Q3 2024 | |||||||
|
Jan 30, 2025
Q3 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
30.5KNew |
$516K - $554K
|
30.5K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-35.4K- 7.83% |
$599K - $643K
|
416K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
57.3KNew |
$970K - $1.04M
|
57.3K
$945K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15K- 9.01% |
$254K - $273K
|
152K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.5K- 8.09% |
$212K - $228K
|
142K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
130K+ 61.87% |
$2.19M - $2.35M
|
339K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
11.8KNew |
$200K - $215K
|
11.8K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.9K+ 84.56% |
$1.62M - $1.74M
|
209K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.78K- 24.62% |
$47K - $50.4K
|
8.5K
$140K
|
|
|
Nov 13, 2024
Q3 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
32.6KNew |
$552K - $593K
|
32.6K
$538K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
90.7K+ 11.41% |
$1.54M - $1.65M
|
886K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30.6K- 30.15% |
$519K - $557K
|
71K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
77.2KNew |
$1.31M - $1.4M
|
77.2K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-24.6K- 4.06% |
$417K - $448K
|
583K
$9.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-24.1K- 33.77% |
$409K - $439K
|
47.3K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-319- 56.96% |
$5.4K - $5.8K
|
241
$3.98K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
150New |
$2.54K - $2.73K
|
150
$2.48K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-439- 99.77% |
$7.43K - $7.98K
|
1
$16.5
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.15K- 31.38% |
$87.2K - $93.6K
|
11.3K
$186K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.11K+ 24.33% |
$69.6K - $74.8K
|
21K
$347K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-162K- 79.39% |
$2.75M - $2.95M
|
42.2K
$696K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6KNew |
$179K - $192K
|
10.6K
$174K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.98K+ 4.21% |
$50.5K - $54.2K
|
73.8K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.95K- 9.02% |
$50K - $53.7K
|
29.8K
$491K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$5.08K - $5.45K
|
300
$4.95K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.57K- 1.34% |
$128K - $138K
|
559K
$9.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$225K - $234K
|
13.6K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.1K- 50.23% |
$200K - $208K
|
11.9K
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.24K- 11.46% |
$86.8K - $90.3K
|
40.5K
$668K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.61K+ 32.71% |
$59.7K - $62.2K
|
14.6K
$241K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-12.9K- 2.21% |
$214K - $222K
|
571K
$9.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
600New |
$9.94K - $10.3K
|
600
$9.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-1.67K- 1.62% |
$27.6K - $28.8K
|
101K
$1.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
133KNew |
$2.2M - $2.29M
|
133K
$2.19M
|
|
| Q1 2024 | |||||||
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4KNew |
$226K - $234K
|
13.4K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.2K- 50.0% |
$20.2K - $21K
|
1.2K
$19.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
752+ 6.01% |
$12.7K - $13.2K
|
13.3K
$219K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.38K- 34.51% |
$108K - $112K
|
12.1K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.37K- 4.49% |
$39.9K - $41.4K
|
50.3K
$831K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.66K+ 7.58% |
$146K - $152K
|
123K
$2.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.14% |
$135 - $140
|
708
$11.7K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
108New |
$1.64K - $1.9K
|
108
$1.78K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.1KNew |
$31.9K - $36.9K
|
2.1K
$34.7K
|
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
49K+ 126.75% |
$744K - $862K
|
87.7K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5+ 0.03% |
$75.8 - $87.9
|
15.5K
$255K
|
|