Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
106KNew |
$1.71M - $1.89M
|
106K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
63.6KNew |
$1.03M - $1.14M
|
63.6K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
10.4KNew |
$169K - $187K
|
10.4K
$174K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2K+ 1333.33% |
$32.4K - $35.9K
|
2.15K
$35.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
17+ 1.67% |
$275 - $305
|
1.04K
$17.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-357- 0.42% |
$5.78K - $6.4K
|
85.2K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.52K- 7.24% |
$24.6K - $27.3K
|
19.5K
$325K
|