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icono de IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Sit Investment Associates
1
Sit Investment Associates
Minnesota
USD 14.6 M +USD 862 k +53,497 +6%
Karpus Investment Management
2
Karpus Investment Management
New York
USD 8.52 M +USD 2.35 M +145,661 +38%
1607 Capital Partners
3
1607 Capital Partners
Virginia
USD 5.34 M -USD 1.21 M -75,196 -18%
UBS Group
4
UBS Group
Switzerland
USD 4.65 M -USD 120 k -7,469 -3%
Hennion & Walsh Asset Management
5
Hennion & Walsh Asset Management
New Jersey
USD 1.75 M +USD 1.21 M +75,169 +226%
Morgan Stanley
6
Morgan Stanley
New York
USD 1.73 M -USD 80.3 k -4,980 -4%
Raymond James Financial
7
Raymond James Financial
Florida
USD 1.37 M -USD 113 k -7,040 -8%
Wells Fargo
8
Wells Fargo
California
USD 1.22 M -USD 8.03 k -498 -0.7%
WA
9
Whipplewood Advisors
Colorado
USD 941 k -USD 45 k -2,794 -5%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
USD 464 k -USD 27.1 k -1,683 -6%
Stifel Financial
11
Stifel Financial
Missouri
USD 378 k +USD 16.1 k +999 +4%
Ameriprise
12
Ameriprise
Minnesota
USD 281 k -USD 13.2 k -820 -4%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
USD 261 k -USD 104 k -6,434 -28%
Bank of America
14
Bank of America
North Carolina
USD 243 k -USD 105 k -6,504 -30%
Jones Financial Companies
15
Jones Financial Companies
Missouri
USD 240 k +USD 93.7 k +5,815 +64%
Guggenheim Capital
16
Guggenheim Capital
Illinois
USD 211 k -USD 879 k -54,514 -81%
UHLMANN PRICE SECURITIES
17
UHLMANN PRICE SECURITIES
Illinois
USD 195 k +USD 195 k +12,127 Nuevas
MWM
18
Melfa Wealth Management
Massachusetts
USD 168 k – – –
Wolverine Asset Management
19
Wolverine Asset Management
Illinois
USD 101 k -USD 909 k -56,424 -90%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 98 k -USD 1.77 k -110 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
USD 35.6 k – – –
Institute for Wealth Management
22
Institute for Wealth Management
Colorado
USD 26.2 k +USD 26.2 k +1,625 Nuevas
NWMP
23
Noble Wealth Management PBC
Colorado
USD 16.1 k – – –
Arax Advisory Partners
24
Arax Advisory Partners
Colorado
USD 14.5 k +USD 14.5 k +900 Nuevas
Steward Partners Investment Advisory
25
Steward Partners Investment Advisory
New York
USD 12.9 k – – –
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