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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
$5.73M -$51.8K -3,126 -0.9%
SIA
2
Sit Investment Associates
Minnesota
$4.35M +$1.62M +97,747 +59%
1CP
3
1607 Capital Partners
Virginia
$2.27M +$730K +44,100 +47%
Morgan Stanley
4
Morgan Stanley
New York
$2.07M -$75K -4,532 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$1.72M -$31.9K -1,929 -2%
GC
6
Guggenheim Capital
Illinois
$1.63M +$719K +43,455 +79%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$1.42M +$8.28K +500 +0.6%
WAM
8
Wolverine Asset Management
Illinois
$1.19M +$137K +8,247 +13%
Wells Fargo
9
Wells Fargo
California
$907K -$465K -28,083 -34%
Bank of America
10
Bank of America
North Carolina
$472K -$26.4K -1,597 -5%
Ameriprise
11
Ameriprise
Minnesota
$276K -$9.01K -544 -3%
OHWP
12
Oak Harbor Wealth Partners
North Carolina
$244K -$78.7K -4,751 -24%
SFS
13
Shaker Financial Services
Virginia
$203K -$1.42K -86 -0.7%
Stifel Financial
14
Stifel Financial
Missouri
$182K +$15.4K +933 +9%
MWM
15
Melfa Wealth Management
Massachusetts
$173K
LPL Financial
16
LPL Financial
California
$166K +$166K +10,019 New
DI
17
Diligent Investors
California
$166K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$117K -$3.58K -216 -3%
Comerica Bank
19
Comerica Bank
Texas
$31.5K +$11.6K +700 +58%
HCP
20
Hexagon Capital Partners
Arkansas
$27.1K
Jones Financial Companies
21
Jones Financial Companies
Missouri
$19K -$16.6K -1,000 -47%
SIS
22
Sound Income Strategies
Florida
$17.3K +$149 +9 +0.9%
NWMP
23
Noble Wealth Management PBC
Colorado
$16.6K +$16.6K +1,000 New
SPIA
24
Steward Partners Investment Advisory
New York
$13.2K
ANBT
25
American National Bank & Trust
Texas
$11.9K +$11.9K +719 New