Welcome to our dedicated page for Western Asset IG Opp SEC filings (Ticker: IGI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
legg mason and franklin templeton are now one firm. on friday, august 14th, this legg mason page will become inactive. please follow the @franklintempleton company page to continue to receive updates and insights: https://www.linkedin.com/company/franklin-templetonWestern Asset Investment Grade Opportunity Trust Inc. received an updated ownership disclosure showing that Sit Investment Associates, Inc. and its subsidiary Sit Fixed Income Advisors II, LLC report beneficial ownership of 767,986 shares of common stock, representing 12.8% of the class. This ownership is based on 5,993,650 common shares outstanding as of May 31, 2025.
The Sit entities report shared power to vote and dispose of these shares through client accounts they manage and state that all reported securities are held in those accounts. They certify that the position is held in the ordinary course of business and not for the purpose of changing or influencing control of the trust, and they disclaim beneficial ownership of the shares under applicable rules.
1607 Capital Partners, LLC filed a Schedule 13G reporting beneficial ownership of 325,361 shares of Western Asset Investment Grade Opportunity Trust Inc. common stock, representing 5.43% of the class as of 09/30/2025.
The filer, classified as an investment adviser (IA), reports sole voting and sole dispositive power over 325,361 shares, with no shared power. The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed an amended Schedule 13G reporting beneficial ownership of 578,105 shares of Western Asset Investment Grade Opportunity Trust Inc. (IGI), representing 9.65% of the common shares, as of the event date 09/30/2025.
The reporting persons disclose no sole or shared voting power (0) and shared dispositive power over 578,105 shares. The shares are held primarily by unit investment trusts sponsored by First Trust Portfolios L.P.; the trustee votes those shares to mirror outside holders, and no single trust holds more than 3% of any registered investment company’s shares. The filers state the holdings were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.
Jeffrey Masom, identified as a Director and Officer (Director-Subadviser) of Western Asset Investment Grade Opportunity Trust Inc. (IGI), filed an initial Form 3 covering the reporting event dated 04/29/2025. The filing states no securities are beneficially owned by the reporting person. The document is an initial ownership disclosure required under Section 16 and lists the reporting person’s business address in Baltimore, MD.
On 28 Jul 2025 First Trust Portfolios L.P., First Trust Advisors L.P. and their general partner, The Charger Corporation, filed Amendment 22 to Schedule 13G on Western Asset Investment Grade Opportunity Trust Inc. (IGI). The group reports beneficial ownership of 795,809 common shares, equal to 13.28 % of the outstanding class as of the event date 30 Jun 2025.
The stake is held primarily through unit investment trusts (UITs) sponsored by First Trust Portfolios; First Trust Advisors acts as portfolio supervisor. No individual UIT holds more than 3 % of IGI. The reporting persons disclaim beneficial ownership and retain shared dispositive power over all 795,809 shares but zero voting power; voting rights rest with the UIT trustees to mirror external shareholders. Entity classifications: First Trust Portfolios = broker-dealer (BD), First Trust Advisors = investment adviser (IA), The Charger Corporation = holding company (HC).
The certification states the securities were acquired in the ordinary course and not for the purpose of influencing control of IGI. No other material transactions, financial results or strategic intentions are disclosed.
FAQ
What is the current stock price of Western Asset IG Opp (IGI)?
What is the market cap of Western Asset IG Opp (IGI)?
