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IGI

Western Asset Investment Grade Defined Opportunity Trust

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$16.2M -$12K -556 -0.1%
Bank of America
2
Bank of America
North Carolina
$4.75M +$113K +5,222 +3%
First Manhattan
3
First Manhattan
New York
$3.04M
Morgan Stanley
4
Morgan Stanley
New York
$2.87M +$120K +5,549 +5%
Invesco
5
Invesco
Georgia
$1.46M -$254K -11,760 -16%
CAN
6
Cetera Advisor Networks
California
$1.31M +$29.6K +1,369 +2%
GC
7
Guggenheim Capital
Illinois
$878K +$81.5K +3,773 +11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$617K +$18.4K +850 +3%
RJA
9
Raymond James & Associates
Florida
$457K -$5.4K -250 -1%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$357K +$173 +8 +0.1%
YP
11
Yellowstone Partners
Idaho
$324K +$453 +21 +0.1%
DA
12
Doliver Advisors
Texas
$288K -$338K -15,646 -55%
Wells Fargo
13
Wells Fargo
California
$229K +$13.7K +634 +7%
Citigroup
14
Citigroup
New York
$226K
DMC
15
Drexel Morgan & Co
Pennsylvania
$220K
RJFSA
16
Raymond James Financial Services Advisors
Florida
$205K +$193K +8,957 New
AWM
17
Aevitas Wealth Management
Massachusetts
$139K +$131K +6,089 New
VFA
18
Valeo Financial Advisors
Indiana
$32K
PWM
19
Perigon Wealth Management
California
$25K +$151 +7 +0.6%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$22K -$17.3K -800 -46%
FWM
21
Focused Wealth Management
New York
$17K
IA
22
IFP Advisors
Florida
$15K
FCMT
23
Founders Capital Management (Texas)
Texas
$11K
AG
24
Advisor Group
Arizona
$5K +$4.58K +212 New
SFSIG
25
San Francisco Sentry Investment Group
California
$3K