As of November 6, 2026, Western Asset Investment Grade Opportunity Trust Inc. is a publicly traded company (NYSE: IGI); its largest reported holder is Sit Investment Associates, Inc., with 12.8% on Schedule 13G/A of January 6, 2026, then Karpus Management, Inc. (8.83%). The largest insider holding is Anthony Grillo, a director, with 700 shares, per Form 4 of May 28, 2025 (Schedule 13G/A, January 6, 2026).
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Is Western Asset Investment Grade Opportunity Trust Inc. a real, registered company?
- Western Asset Investment Grade Opportunity Trust Inc. files with the SEC under CIK 1462586 (its SEC filings).
- Its shares are listed under the ticker IGI on NYSE (SEC company record).
- Incorporated in Maryland; business address in New York, New York, as its SEC filings state.
- Court and bankruptcy records: see Before you sign or pay below.
Before you sign or pay
- Court and bankruptcy: No federal court case or bankruptcy filing found under Western Asset Investment Grade Opportunity Trust Inc. in our court records and SEC 8-K records (as of 2026-11-06).
- Ownership: 5%+ holders are reported on Schedule 13D or 13G; the latest names Karpus Management, Inc. (filed 2026-08-14).
Who are Western Asset Investment Grade Opportunity Trust Inc.'s owners and officers?
Western Asset Investment Grade Opportunity Trust Inc.: incorporated in Maryland; business address in New York, New York (Schedule 13G/A, 2026-08-14).
| Report | Holder | Share |
|---|---|---|
| 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, 2026-05-15 | 1607 Capital Partners, LLC | 6.79% |
| Schedule 13G, 2026-05-14 | Karpus Management, Inc. | 6.4% |
| Schedule 13G/A, 2026-05-07 | Ubs Group Ag | — |
| Schedule 13G/A, 2026-01-30 | First Trust Portfolios L.P. | 4.89% |
| Schedule 13G/A, 2026-01-06 | Sit Investment Associates, Inc. | 12.8% |
| Schedule 13G, 2025-11-14 | 1607 Capital Partners, LLC | 5.43% |
| Schedule 13G/A, 2025-10-17 | First Trust Portfolios L.P. | 9.65% |
| Schedule 13G/A, 2025-07-28 | First Trust Portfolios L.P. | 13.28% |
| Schedule 13G, 2025-07-07 | Sit Investment Associates, Inc. | 5.6% |
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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What the Full Report on Western Asset Investment Grade Opportunity Trust Inc. covers
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Which insiders own Western Asset Investment Grade Opportunity Trust Inc. shares?
Directors, officers and holders of 10% or more report their shares on Forms 3, 4 and 5. Each line is the latest such report, largest holding first.
- , a director: 700 shares (Form 4, 2025-05-28).
Shares only: the company's cover page does not give one share count for a single class, so no percentage is worked out.
How much has Western Asset Investment Grade Opportunity Trust Inc. raised?
No fundraising or offering filing from Western Asset Investment Grade Opportunity Trust Inc. is on file with us.
Keep reading
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
- 5%+ stake filings Aug 2026
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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