Western Asset Investment Grade Opportunity Trust Inc. (IGI)
The Western Asset Investment Grade Defined Opportunity Trust Inc. operates as a closed-end mutual fund concentrating on fixed income, initially established and overseen by Legg Mason Partners Fund Advisor, LLC. Its management is shared among several entities, including Western Asset Management Company, Western Asset Management Company Pte. Ltd, Western Asset Management Company Ltd., and Western Asset Management Company Limited. This U.S.-domiciled trust, formed on June 26, 2009, allocates its capital specifically within the fixed income markets of the United States. Its investment objective is to acquire securities from companies spanning a broad range of diversified sectors, with a primary focus on investment-grade corporate debt instruments possessing various maturity dates. All investment decisions are informed by the fund's proprietary in-house research. The trust is scheduled to liquidate on or around December 2, 2024.
Industry: Asset Management
Western Asset Investment Grade Defined Opportunity Trust Inc.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
based on 5.99M shares outstanding
USThe Western Asset Investment Grade Defined Opportunity Trust Inc. operates as a closed-end mutual fund concentrating on fixed income, initially established and overseen by Legg Mason Partners Fund Advisor, LLC.
Its management is shared among several entities, including Western Asset Management Company, Western Asset Management Company Pte. Ltd, Western Asset Management Company Ltd., and Western Asset Management Company Limited. This U.S.-domiciled trust, formed on June 26, 2009, allocates its capital specifically within the fixed income markets of the United States.
Its investment objective is to acquire securities from companies spanning a broad range of diversified sectors, with a primary focus on investment-grade corporate debt instruments possessing various maturity dates. All investment decisions are informed by the fund's proprietary in-house research. The trust is scheduled to liquidate on or around December 2, 2024.
Leadership
Anthony Grillo
Director
Carol L. Colman
Director
Christopher Berarducci
Treasurer and Principal Financial Officer
Eileen A. Kamerick
Chief Executive Officer
Employees
--
Country
US
Sector
Financial Services
Website
individualinvestor.myleggmason.com
| Insider | Title | Type | Shares | Value | Date |
|---|---|---|---|---|---|
 GRILLO ANTHONY | Director | Purchase | 700 | $11.4K | May 27, 2025 |
| Name | Shares | % | Source |
|---|---|---|---|
SIT INVESTMENT ASSOCIATES INC | 909.3K | 15.2% | 13F |
Karpus Management, Inc. | 529.0K | 8.8% | 13F |
1607 Capital Partners, LLC · also on 13F· joint filing· may incl. warrants· filed May 2026 | 406.8K | 6.8% | 13G |
1607 Capital Partners, LLC | 331.6K | 5.5% | 13F |
UBS Group AG | 288.7K | 4.8% | 13F |
Hennion & Walsh Asset Management, Inc. | 176.0K | 2.9% | 13F |
MORGAN STANLEY | 107.1K | 1.8% | 13F |
RAYMOND JAMES FINANCIAL INC | 85.0K | 1.4% | 13F |
WELLS FARGO & COMPANY/MN | 76.0K | 1.3% | 13F |
Janney Montgomery Scott LLC | 28.8K | 0.5% | 13F |
based on 5.99M shares outstanding
US30d Avg
11.36K
60d Avg
17.00K
90d Avg
14.56K