We are live on ! Find out more
IGI icon

Western Asset Investment Grade Defined Opportunity Trust

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$15.2M +$3.19M +153,391 +26%
Bank of America
2
Bank of America
North Carolina
$3.93M +$221K +10,652 +6%
First Manhattan
3
First Manhattan
New York
$2.59M -$4.79M -230,287 -64%
Morgan Stanley
4
Morgan Stanley
New York
$2.5M +$188K +9,054 +8%
Invesco
5
Invesco
Georgia
$1.7M -$103K -4,972 -6%
Cetera Advisor Networks
6
Cetera Advisor Networks
California
$1.05M -$658K -31,639 -38%
Doliver Advisors
7
Doliver Advisors
Texas
$730K +$744K +35,795 New
LPL Financial
8
LPL Financial
California
$636K +$133K +6,389 +26%
Guggenheim Capital
9
Guggenheim Capital
Illinois
$504K -$205K -9,845 -29%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$473K +$2.26K +109 +0.5%
Raymond James & Associates
11
Raymond James & Associates
Florida
$311K -$66.7K -3,209 -17%
StrategIQ Financial Group
12
StrategIQ Financial Group
Indiana
$306K – – –
SG Americas Securities
13
SG Americas Securities
New York
$296K +$301K +14,498 New
Ameriprise
14
Ameriprise
Minnesota
$230K -$38.1K -1,834 -14%
AGM
15
Alpine Global Management
New York
$224K +$229K +10,998 New
Citigroup
16
Citigroup
New York
$223K +$21.2K +1,018 +10%
Raymond James Financial Services Advisors
17
Raymond James Financial Services Advisors
Florida
$207K +$1.08K +52 +0.5%
Wells Fargo
18
Wells Fargo
California
$85K -$18.9K -908 -18%
MSI Financial Services
19
MSI Financial Services
Massachusetts
$70K +$831 +40 +1%
Ladenburg Thalmann Financial Services
20
Ladenburg Thalmann Financial Services
Florida
$56K +$19.6K +944 +54%
Royal Fund Management
21
Royal Fund Management
Florida
$16K +$17.1K +824 New
Focused Wealth Management
22
Focused Wealth Management
New York
$15K – – –
Penserra Capital Management
23
Penserra Capital Management
California
$3K -$811 -39 -18%
Next Financial Group
24
Next Financial Group
Texas
$3K – – –
Advocacy Wealth Management Services
25
Advocacy Wealth Management Services
Georgia
– -$473K -20,942 Closed