We are live on ! Find out more
IGI

Western Asset Investment Grade Defined Opportunity Trust

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$15.1M -$53.4K -2,506 -0.4%
Bank of America
2
Bank of America
North Carolina
$4.33M -$105K -4,917 -2%
First Manhattan
3
First Manhattan
New York
$2.84M
Morgan Stanley
4
Morgan Stanley
New York
$2.73M +$45.4K +2,130 +2%
Invesco
5
Invesco
Georgia
$1.55M +$191K +8,964 +14%
LF
6
Lee Financial
Texas
$1.16M +$1.16M +54,302 New
GC
7
Guggenheim Capital
Illinois
$839K +$17.9K +841 +2%
RJA
8
Raymond James & Associates
Florida
$542K +$115K +5,418 +27%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$528K -$49K -2,300 -9%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$334K +$85 +4 +0%
DAS
11
Dynamic Advisor Solutions
Arizona
$298K +$297K +13,930 New
LPL Financial
12
LPL Financial
California
$267K +$266K +12,502 New
Wells Fargo
13
Wells Fargo
California
$213K -$1.38K -65 -0.6%
Citigroup
14
Citigroup
New York
$211K
DMC
15
Drexel Morgan & Co
Pennsylvania
$205K
RJFSA
16
Raymond James Financial Services Advisors
Florida
$204K +$12.9K +604 +7%
AWM
17
Aevitas Wealth Management
Massachusetts
$131K +$1.06K +50 +0.8%
VFA
18
Valeo Financial Advisors
Indiana
$30K
PWM
19
Perigon Wealth Management
California
$23K +$85 +4 +0.4%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$20K
FWM
21
Focused Wealth Management
New York
$16K
IA
22
IFP Advisors
Florida
$15K
FCMT
23
Founders Capital Management (Texas)
Texas
$11K
AG
24
Advisor Group
Arizona
$5K
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$4K +$3.53K +166 New