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Get Institutions for : 
Western Asset Investment Grade Defined Opportunity Trust Inc (IGI)  
$17.01 0.03 (0.15%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 42    3
Total shares held : 
 4,546,596  
% of shares held : 
 42.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -8,372  
% of shares held change : 
   -0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $15.70  
Last Quarter's Ending Price : 
 $17.58  
Last Quarter's Average Price : 
 $16.19  
Change from last quarter's     
avg. price to the last closing  : 
0.81 (5.03%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 51,822
 1.14%
 
Increased Positions :
15
 139,434
 3.07%
 
Unchanged Positions :
10
 172,991
 3.8%
 
Decreased Positions :
12
-90,702
-1.99%
 
Closed Positions :
2
-108,926
-2.4%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   1607 CAPITAL PARTNERS, LLC 11 - 2023-12-31 1,355,326 $23,827,000 35,600
   BANK OF AMERICA CORP /DE/ 3195 - 2023-12-31 176,936 $3,111,000 14,454
   Hara Capital LLC 13 - 2024-03-31 169,895 $2,937,000 50,044
   Moloney Securities Asset Management LLC 78 - 2024-03-31 122,862 $2,124,000 8,658
   GUGGENHEIM CAPITAL LLC 986 - 2023-12-31 80,778 $1,420,000 7,325
   RAYMOND JAMES & ASSOCIATES 2444 - 2024-03-31 71,996 $1,245,000 4,480
   STIFEL FINANCIAL CORP 2089 - 2023-12-31 61,358 $1,079,000 1,871
   Relative Value Partners Group LLC 154 - 2023-12-31 52,704 $927,000 390
   Hennion & Walsh Asset Management Inc. 482 - 2024-03-31 44,022 $761,000 22,722
   INVESCO LTD 3193 - 2023-12-31 24,150 $425,000 217
   Almitas Capital LLC 84 - 2023-12-31 23,579 $415,000 9,561
   LPL FINANCIAL CORP 4158 - 2024-03-31 16,248 $281,000 12
   OAK HARBOR WEALTH PARTNERS LLC 139 - 2024-03-31 16,155 $279,000 1,284
   FINANCIAL NETWORK 2452 - 2023-12-31 12,511 $220,000 763
   COMERICA BANK 2752 - 2023-12-31 2,400 $42,000 1,200
   AdvisorNet Financial Inc 1230 - 2024-03-31 708 $12,000 8
   FNY Investment Advisers LLC 476 - 2024-03-31 300 $5,000 300
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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