Purchases and Sales Made in Q3 2025 in Western Asset Investment Grade Defined Opportunity Trust Inc. (IGI)
This table provides information about the institutional ownership of Western Asset Investment Grade Defined Opportunity Trust Inc. (IGI) during Q3 2025. The information is specifically focused on institutions that hold shares of Western Asset Investment Grade Defined Opportunity Trust Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
137K+ 41.18% |
$2.24M - $2.33M
|
471K
$7.73M
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
123K+ 60.99% |
$2.02M - $2.1M
|
325K
$5.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.5KNew |
$482K - $502K
|
29.5K
$484K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
23.2K+ 7.64% |
$380K - $395K
|
327K
$5.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.61K+ 12.95% |
$108K - $113K
|
57.7K
$947K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
260+ 0.44% |
$4.25K - $4.42K
|
59.8K
$981K
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
200New |
$3.27K - $3.4K
|
200
$3.28K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
125+ 1.77% |
$2.04K - $2.13K
|
7.17K
$118K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-724- 0.85% |
$11.8K - $12.3K
|
84.7K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-831- 7.52% |
$13.6K - $14.1K
|
10.2K
$168K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.28K- 7.86% |
$21K - $21.8K
|
15.1K
$247K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.56K- 1.15% |
$25.6K - $26.6K
|
134K
$2.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-3.7K- 5.98% |
$60.6K - $63K
|
58.3K
$957K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.25K- 13.63% |
$69.5K - $72.3K
|
27K
$443K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.76K- 4.68% |
$94.2K - $98K
|
117K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.28K- 7.43% |
$119K - $124K
|
90.7K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.04K- 39.58% |
$148K - $154K
|
13.8K
$227K
|
|