DOSSIER · 13F Holders · Q1 2026
IGI

WESTERN ASSET INVT GRADE OPP

30 institutions still hold WESTERN ASSET INVT GRADE OPP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 95790A101·30 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$41M
visible holders
Holders
30
filers reporting
Concentration
33.74%
SIT INVESTMENT ASSOCIATES INC #1
top holder share
AI Holders Summary · Q1 2026

30 institutions reported IGI in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 33.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$14M856K0.28%Q1 2026
02
1607 Capital Partners, LLC
CIK 0001436866
$7M407K0.47%Q1 2026
03
Karpus Management, Inc.
CIK 0001048703
$6M383K0.19%Q1 2026
04
UBS Group AG
CIK 0001610520
$5M289K0.00%Q2 2026
05
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$2M108K0.05%Q2 2026
06
MORGAN STANLEY
CIK 0000895421
$2M107K0.00%Q2 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M85K0.00%Q2 2026
08
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1M76K0.00%Q2 2026
09
Whipplewood Advisors, LLC
CIK 0002052510
$941K58K0.63%Q2 2026
10
Janney Montgomery Scott LLC
CIK 0001329948
$490K30K0.00%Q1 2026
11
STIFEL FINANCIAL CORP
CIK 0000720672
$378K23K0.00%Q2 2026
12
AMERIPRISE FINANCIAL INC
CIK 0000820027
$281K17K0.00%Q2 2026
13
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$261K16K0.00%Q2 2026
14
BANK OF AMERICA CORP /DE/
CIK 0000070858
$243K15K0.00%Q2 2026
15
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$240K15K0.00%Q2 2026
16
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$211K13K0.00%Q2 2026
17
UHLMANN PRICE SECURITIES, LLC
CIK 0001035344
$195K12K0.01%Q2 2026
18
MELFA WEALTH MANAGEMENT, INC.
CIK 0001962465
$168K10K0.09%Q2 2026
19
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$101K6K0.00%Q2 2026
20
ROYAL BANK OF CANADA
CIK 0001000275
$98K6K0.00%Q2 2026
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Insiders at WESTERN ASSET INVT GRADE OPP
Grillo AnthonyKamerick Eileen ACronin Daniel PWalsh Stephen AGerardi Frank