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
$13.3M +$1.27M +65,251 +11%
Bank of America
2
Bank of America
North Carolina
$3.66M -$36.5K -1,885 -1%
UR
3
USCA RIA
Texas
$3.35M +$244K +12,565 +8%
Morgan Stanley
4
Morgan Stanley
New York
$2.52M +$18.2K +940 +0.8%
First Manhattan
5
First Manhattan
New York
$1.86M
Invesco
6
Invesco
Georgia
$1.84M +$286K +14,734 +19%
GC
7
Guggenheim Capital
Illinois
$1.02M +$131K +6,738 +15%
SIA
8
Sit Investment Associates
Minnesota
$890K +$137K +7,068 +19%
CAN
9
Cetera Advisor Networks
California
$878K -$53K -2,731 -6%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$489K -$13.2K -680 -3%
RJA
11
Raymond James & Associates
Florida
$421K -$39.7K -2,050 -9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$315K -$5.33K -275 -2%
DAS
13
Dynamic Advisor Solutions
Arizona
$294K +$1.22K +63 +0.4%
1CP
14
1607 Capital Partners
Virginia
$287K -$2.29M -117,900 -89%
COLIM
15
City of London Investment Management
United Kingdom
$270K +$8.47K +437 +3%
Wells Fargo
16
Wells Fargo
California
$263K -$388 -20 -0.2%
Citigroup
17
Citigroup
New York
$198K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$180K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$20K +$252 +13 +1%
VFA
20
Valeo Financial Advisors
Indiana
$14K
FCMT
21
Founders Capital Management (Texas)
Texas
$10K
AG
22
Advisor Group
Arizona
$4K
FIA
23
FNY Investment Advisers
New York
$2K +$2.75K +142 New
WAM
24
Wolverine Asset Management
Illinois
-$1.02M -55,194 Closed
BOPW
25
Brandywine Oak Private Wealth
Pennsylvania
-$94K -5,113 Closed