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
$13.4M -$2.28M -104,289 -14%
SIA
2
Sit Investment Associates
Minnesota
$6.79M +$900K +41,095 +15%
CAN
3
Cetera Advisor Networks
California
$4.16M +$262K +11,978 +7%
Morgan Stanley
4
Morgan Stanley
New York
$3.51M -$211K -9,650 -6%
Invesco
5
Invesco
Georgia
$2.6M +$23K +1,048 +0.9%
First Manhattan
6
First Manhattan
New York
$1.64M
GC
7
Guggenheim Capital
Illinois
$1.46M -$33.5K -1,530 -2%
Wells Fargo
8
Wells Fargo
California
$1.45M -$109K -4,976 -7%
RJA
9
Raymond James & Associates
Florida
$1.27M +$288K +13,132 +29%
Bank of America
10
Bank of America
North Carolina
$1.04M -$13.7K -624 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$596K +$13.7K +625 +2%
Stifel Financial
12
Stifel Financial
Missouri
$451K +$63.9K +2,916 +16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$416K +$65K +2,967 +18%
CWM
14
Collaborative Wealth Management
Florida
$361K +$361K +16,492 New
FAG
15
Fortitude Advisory Group
Washington
$345K +$345K +15,769 New
LPL Financial
16
LPL Financial
California
$224K +$224K +10,228 New
OHWP
17
Oak Harbor Wealth Partners
North Carolina
$222K +$222K +10,135 New
KIM
18
Karpus Investment Management
New York
$216K
Ameriprise
19
Ameriprise
Minnesota
$206K -$15K -683 -7%
SPIA
20
Steward Partners Investment Advisory
New York
$121K
LC
21
Lindbrook Capital
California
$109K +$110K +5,000 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$83K
HCP
23
Hexagon Capital Partners
Arkansas
$36K
Osaic Holdings
24
Osaic Holdings
Arizona
$5K
Citigroup
25
Citigroup
New York
-$12.9K -588 -100%