Western Asset Investment Grade Defined Opportunity Trust Inc.

NYSE:IGI Stock Report

Market Cap: US$180.4m

Western Asset Investment Grade Defined Opportunity Trust Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of IGI?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders00%
Institutions5,194,55547.9%
General Public5,647,96552.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 46.87% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.12%
The Walt Disney Company Retirement Plan Master Trust
771,571US$12.8m0%33.82%
6.56%
Sit Investment Associates, Inc
711,169US$11.8m-1.13%0.27%
5.38%
1607 Capital Partners, LLC
583,755US$9.7m-56.9%0.29%
5.26%
First Trust Portfolios L.P.
570,467US$9.5m0%1.31%
5.22%
Allspring Global Investments, LLC
566,271US$9.4m0%0.01%
3.89%
UBS Asset Management AG
421,277US$7.0m-11%no data
1.62%
Morgan Stanley, Investment Banking and Brokerage Investments
175,464US$2.9m-6.92%no data
1.61%
Merrill Lynch & Co. Inc., Banking Investments
175,036US$2.9m9%no data
1.57%
Hara Capital LLC
169,895US$2.8m41.8%1.71%
1.44%
Private Management Group Inc
155,639US$2.6m-1.77%0.1%
1.07%
Wells Fargo & Company, Securities and Brokerage Investments
115,805US$1.9m-3.23%no data
1.05%
Moloney Securities Asset Management LLC
114,204US$1.9m12.8%0.3%
0.81%
City of London Investment Management Company Limited
87,736US$1.5m127%0.03%
0.75%
Guggenheim Partners, LLC
80,778US$1.3m9.97%0.02%
0.66%
Raymond James Financial Inc., Asset Management Arm
71,996US$1.2m6.64%no data
0.57%
Stifel Asset Management Corp.
61,358US$1.0m3.15%no data
0.49%
Relative Value Partners Group, LLC
52,704US$877.0k0.75%0.05%
0.41%
Hennion & Walsh Asset Management, Inc.
44,022US$732.5k107%0.04%
0.3%
Raymond James Financial Services Advisors, Inc.
32,126US$534.6k-1.67%no data
0.22%
Invesco Ltd.
24,150US$401.8k0.91%no data
0.22%
Almitas Capital LLC
23,579US$392.4k68.2%0.1%
0.18%
Karpus Management Inc
19,838US$330.1k0%0.01%
0.17%
Thrivent Trust Company, Asset Management Arm
18,813US$313.0k0%0.01%
0.17%
First Trust Advisors LP
18,497US$307.8k-6.87%no data
0.15%
LPL Financial Corporation, Asset Management Arm
16,236US$270.2k0%no data
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