Skip to content

IGI WESTERN ASSET INVT GRADE OPP

Follow

COM (common), issuer CIK 1462586

29 managers (29 13F filers) reported a position in IGI shares at 2026-06-30, 2,666,579 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
29
13F filers
29
New
5
Added
5
Reduced
13
Sold out
1
Shares held by filers
2,666,579

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC909,296$14.6M0.28%+53,49713F-HRTimelineGroup
Karpus Management, Inc.529,003$8.52M0.25%+145,66113F-HRTimeline
1607 Capital Partners, LLC331,558$5.34M0.47%-75,19613F-HRTimeline
UBS Group AGin group UBS Group AG288,723$4.65M<0.01%-7,46913F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.108,376$1.75M0.05%+75,16913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY107,106$1.73M<0.01%-4,98013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC85,050$1.37M<0.01%-7,04013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN75,980$1.22M<0.01%-49813F-HRTimelineGroup
Whipplewood Advisors, LLC58,440$941K0.63%-2,79413F-HRTimeline
Janney Montgomery Scott LLC28,800$464K<0.01%-1,68313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,441$378K<0.01%+99913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,466$281K<0.01%-82013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,176$261K<0.01%-6,43413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,101$243K<0.01%-6,50413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,951$240K<0.01%+5,81513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC13,117$211K<0.01%-54,51413F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC12,127$195K0.01%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.10,424$168K0.09%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC6,267$101K<0.01%-56,42413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,103$98K<0.01%-11013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,212$35.6K<0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.1,625$26.2K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC1,540$24.8K<0.01%new13F-HRTimeline
Noble Wealth Management PBC1,000$16.1K0.01%013F-HRTimeline
Arax Advisory Partners900$14.5K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…799$12.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc708$11.4K<0.01%013F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.289$4.66K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$16<0.01%013F-HRTimelineGroup