Western Asset Investment Grade Opportunity Trust Inc.
Total Trades
2
Buys
2
Sells
0
Largest Trade
$15K–$50K
Insiders
2
Institutional Funds
17
Inst. Value
$1M+
Activist Filings
26
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| GRILLO ANTHONY | Director | BUY | $1K–$15K | 700 | $16.30 | May 28, 2025 |
| KAMERICK EILEEN A | Director | BUY | $15K–$50K | 1K | $16.51 | Dec 21, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 17 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 768K | $1M+ | SH |
| UBS Group AG | 308K | $1M+ | SH |
| MORGAN STANLEY | 118K | $1M+ | SH |
| RAYMOND JAMES FINANCIAL INC | 62K | $1M+ | SH |
| WOLVERINE ASSET MANAGEMENT LLC | 54K | $500K+ | SH |
| Hennion & Walsh Asset Management, Inc. | 37K | $500K+ | SH |
| Janney Montgomery Scott LLC | 30K | $500K+ | SH |
| STIFEL FINANCIAL CORP | 17K | $100K–$500K | SH |
| MELFA WEALTH MANAGEMENT, INC. | 10K | $100K–$500K | SH |
| Arax Advisory Partners | 2K | $15K–$50K | SH |
| WELLS FARGO & COMPANY/MN | 2K | $15K–$50K | SH |
| Olistico Wealth, LLC | 1K | $15K–$50K | SH |
| Noble Wealth Management PBC | 1K | $15K–$50K | SH |
| Steward Partners Investment Advisory, LLC | 799 | $1K–$15K | SH |
| AdvisorNet Financial, Inc | 708 | $1K–$15K | SH |
| GUGGENHEIM CAPITAL LLC | 257 | $1K–$15K | SH |
| CITIGROUP INC | 1 | <$1K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Jan 30, 2026
4.9%
293K shares
Sit Investment Associates, Inc.
SC 13G/A · Jan 6, 2026
12.8%
768K shares
SC 13G · Nov 14, 2025
5.4%
325K shares
SC 13G/A · Oct 17, 2025
9.7%
578K shares
SC 13G/A · Jul 28, 2025
13.3%
796K shares
Sit Investment Associates, Inc.
SC 13G · Jul 7, 2025
5.6%
333K shares
SC 13G · Apr 30, 2025
5.8%
345K shares
SC 13G/A · Apr 16, 2025
14.4%
863K shares
SC 13G/A · Feb 13, 2025
1.6%
93K shares
Sit Investment Associates, Inc.
SC 13G/A · Jan 3, 2025
2.7%
165K shares
(S) Karpus Investment Management
SC 13G/A · Dec 6, 2024
0.0%
0 shares
SC 13G/A · Nov 14, 2024
5.3%
571K shares
(S) Karpus Investment Management
SC 13G · Nov 13, 2024
5.4%
583K shares
SC 13G/A · Nov 7, 2024
15.9%
951K shares
Allspring Global Investments Holdings, LLC (b) Tax ID 36-4863445
SC 13G/A · Nov 5, 2024
0.0%
0 shares
Allspring Global Investments Holdings, LLC (b) Tax ID 36-4863445
SC 13G · Oct 7, 2024
5.2%
559K shares
SC 13G/A · Mar 11, 2024
5.4%
584K shares
SC 13G/A · Jan 10, 2024
5.4%
589K shares
SC 13G/A · Oct 10, 2023
5.4%
583K shares
SC 13G/A · Feb 14, 2023
11.8%
1.3M shares
Sit Investment Associates, Inc. 41-1404829
SC 13G · Feb 13, 2023
5.2%
560K shares
SC 13G/A · Jan 27, 2023
10.8%
1.2M shares
SC 13G/A · Sep 9, 2022
13.8%
1.5M shares
SC 13G · Aug 11, 2022
10.1%
1.1M shares
UBS Group AG directly and on behalf of certain subsidiaries
SC 13G/A · Jan 28, 2022
5.7%
615K shares
SC 13G/A · Jan 24, 2022
19.1%
2.1M shares