IGI institutional holders

WESTERN ASSET INVT GRADE OPP · 13F, 2026Q2

Managers holding29
Shares held2,666,579
Reported value$43.0m
Quarter flows5 new, 5 added, 13 trimmed, 1 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SIT INVESTMENT ASSOCIATES INC909,296$14.6m0.3%
Karpus Management, Inc.529,003$8.5m0.2%
1607 Capital Partners, LLC331,558$5.3m0.5%
UBS Group AG288,723$4.7m0.0%
Hennion & Walsh Asset Management, Inc.108,376$1.7m0.0%
MORGAN STANLEY107,106$1.7m0.0%
RAYMOND JAMES FINANCIAL INC85,050$1.4m0.0%
WELLS FARGO & COMPANY/MN75,980$1.2m0.0%
Whipplewood Advisors, LLC58,440$941,4680.6%
Janney Montgomery Scott LLC28,800$464,0000.0%
STIFEL FINANCIAL CORP23,441$377,6220.0%
AMERIPRISE FINANCIAL INC17,466$281,3780.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP16,176$260,5950.0%
BANK OF AMERICA CORP /DE/15,101$243,2840.0%
JONES FINANCIAL COMPANIES LLLP14,951$240,1130.0%
GUGGENHEIM CAPITAL LLC13,117$211,3150.0%
UHLMANN PRICE SECURITIES, LLC12,127$195,3700.0%
MELFA WEALTH MANAGEMENT, INC.10,424$167,9380.1%
WOLVERINE ASSET MANAGEMENT LLC6,267$100,9610.0%
ROYAL BANK OF CANADA6,103$98,0000.0%
OSAIC HOLDINGS, INC.2,212$35,6350.0%
Institute for Wealth Management, LLC.1,625$26,1790.0%
Integrated Wealth Concepts LLC1,540$24,8020.0%
Noble Wealth Management PBC1,000$16,1100.0%
Arax Advisory Partners900$14,4990.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IGI"). IGI price history · All 13F data

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