As of November 6, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of Western Asset Investment Grade Opportunity Trust Inc. The largest reported stake is Sit Investment Associates, Inc.'s, at 12.8%. 11 filings are on record since July 7, 2025 (Schedule 13G/A, January 6, 2026).
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Key facts
- · Reporting person: Karpus Management, Inc. · Sole voting: 529,003 · Shared voting: 0 · Sole dispositive: 529,003 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-14
- · Reporting person: 1607 Capital Partners, LLC · Sole voting: 331,558 · Shared voting: 0 · Sole dispositive: 331,558 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-14
- · Holder: 1607 Capital Partners, LLC · Percent: 6.79% · SCHEDULE 13G/A
- · Holder: Karpus Management, Inc. · Percent: 6.4% · SCHEDULE 13G
- · Holder: UBS Group AG · SCHEDULE 13G/A
Western Asset Investment Grade Opportunity Trust Inc. has 11 Schedule 13D or 13G filings on record since 2025-07-07. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Sit Investment Associates, Inc. | 12.8% | 767,986 | SCHEDULE 13G/A, 2026-01-06 | 2025-12-31 |
| Karpus Management, Inc. | 8.83% | 529,003 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| 1607 Capital Partners, LLC | 5.53% | 331,558 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| First Trust Portfolios L.P. | 4.89% | 292,860 | SCHEDULE 13G/A, 2026-01-30 | 2025-12-31 |
| UBS Group AG | SCHEDULE 13G/A, 2026-05-07 | 2026-03-31 |
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More on Western Asset Investment Grade Opportunity Trust Inc. and the records around it.
Western Asset Investment Grade Opportunity Trust Inc. elsewhere on the record
Companies that share a holder
- UBS Group AG also filed stake reports on 13 other companies: Freight Technologies, Inc. (Nov 2026), Rising Dragon Acquisition Corp. (Nov 2026), Starlink AI Acquisition Corp (Nov 2026)
- 1607 Capital Partners, LLC also filed stake reports on 20 other companies: ABERDEEN INTERMEDIATE INCOME FUND (Aug 2026), iShares, Inc. (Aug 2026), Japan Smaller Capitalization Fund, Inc. (Aug 2026)
- Sit Investment Associates, Inc. also filed stake reports on 67 other companies: TCW STRATEGIC INCOME FUND INC (Nov 2026), Western Asset Premier Bond Fund (Nov 2026), Blackstone Long-Short Credit Income Fund (Oct 2026)
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What the Full Report on Western Asset Investment Grade Opportunity Trust Inc. covers
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 529,003 | 0 | 529,003 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| 1607 Capital Partners, LLC | 331,558 | 0 | 331,558 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| Asset Management Committee of Dominion Energy, Inc. | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
The latest filing identifies Western Asset Investment Grade Opportunity Trust Inc. by CUSIP 95790A101 and gives its principal executive office as One Madison Avenue, 17th Floor, New York, NY 10010 (SCHEDULE 13G/A, 2026-08-14).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-07 | Sit Investment Associates, Inc. | 5.6% | SCHEDULE 13G |
| 2025-07-28 | First Trust Portfolios L.P. | 13.28% | SCHEDULE 13G/A |
| 2025-10-17 | First Trust Portfolios L.P. | 9.65% | SCHEDULE 13G/A |
| 2025-11-14 | 1607 Capital Partners, LLC | 5.43% | SCHEDULE 13G |
| 2026-01-06 | Sit Investment Associates, Inc. | 12.8% | SCHEDULE 13G/A |
| 2026-01-30 | First Trust Portfolios L.P. | 4.89% | SCHEDULE 13G/A |
| 2026-05-07 | UBS Group AG | SCHEDULE 13G/A | |
| 2026-05-14 | Karpus Management, Inc. | 6.4% | SCHEDULE 13G |
| 2026-05-15 | 1607 Capital Partners, LLC | 6.79% | SCHEDULE 13G/A |
| 2026-08-14 | Karpus Management, Inc. | 8.83% | SCHEDULE 13G/A |
| 2026-08-14 | 1607 Capital Partners, LLC | 5.53% | SCHEDULE 13G/A |
Questions about who owns Western Asset Investment Grade Opportunity Trust Inc.
Who owns Western Asset Investment Grade Opportunity Trust Inc.?
On this page, 3 holders' latest ownership filings report 5% or more of Western Asset Investment Grade Opportunity Trust Inc.: Sit Investment Associates, Inc. (12.8%, Schedule 13G/A, filed 2026-01-06), Karpus Management, Inc. (8.83%, Schedule 13G/A, filed 2026-08-14) and 1607 Capital Partners, LLC (5.53%, Schedule 13G/A, filed 2026-08-14).
Who are the largest shareholders of Western Asset Investment Grade Opportunity Trust Inc.?
By the share each holder's latest filing reports, the largest holders of Western Asset Investment Grade Opportunity Trust Inc. on this page are Sit Investment Associates, Inc. (12.8%), Karpus Management, Inc. (8.83%) and 1607 Capital Partners, LLC (5.53%).
When did Sit Investment Associates, Inc. buy into Western Asset Investment Grade Opportunity Trust Inc.?
The filings give report dates, not purchase dates. The earliest filing from Sit Investment Associates, Inc. on this page is the Schedule 13G, filed 2025-07-07, reporting 5.6%; its latest, Schedule 13G/A filed 2026-01-06, reports 12.8%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 11 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.