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IGI WESTERN ASSET INVT GRADE OPP

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COM (common), issuer CIK 1462586

31 managers (31 13F filers) reported a position in IGI shares at 2025-03-31, 1,414,359 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
31
13F filers
31
New
4
Added
8
Reduced
10
Sold out
2
Shares held by filers
1,414,359

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
UBS Group AGin group UBS Group AG345,414$5.73M<0.01%-3,12613F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC262,404$4.35M0.1%+97,74713F-HRTimelineGroup
1607 Capital Partners, LLC137,000$2.27M0.18%+44,10013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY125,085$2.07M<0.01%-4,53213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC103,634$1.72M<0.01%-1,92913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC98,420$1.63M0.02%+43,45513F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.85,667$1.42M0.06%+50013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC71,859$1.19M0.02%+8,24713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN54,692$907K<0.01%-28,08313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,475$472K<0.01%-1,59713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC16,638$276K<0.01%-54413F-HRTimelineGroup
Cordgrass Capital Advisors, LLC14,740$244K0.07%-4,75113F-HRTimeline
Shaker Financial Services, LLC12,212$203K0.08%-8613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,957$182K<0.01%+93313F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.10,424$173K0.12%013F-HRTimeline
LPL Financial LLC10,019$166K<0.01%new13F-HRTimeline
Diligent Investors, LLC10,000$166K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,028$117K<0.01%-21613F-HR/ATimelineGroup
COMERICA BANK1,900$31.5K<0.01%+70013F-HRTimeline
Hexagon Capital Partners LLC1,633$27.1K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,150$19K<0.01%-1,00013F-HR/ATimelineGroup
Sound Income Strategies, LLC1,044$17.3K<0.01%+913F-HRTimeline
Noble Wealth Management PBC1,000$16.6K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…799$13.2K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST719$11.9K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc708$11.7K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC300$4K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC225$3.73K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.212$3.51K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$17<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.