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IGI WESTERN ASSET INVT GRADE OPP

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COM (common), issuer CIK 1462586

28 managers (28 13F filers) reported a position in IGI shares at 2025-09-30, 1,875,636 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
28
13F filers
28
New
2
Added
6
Reduced
9
Sold out
4
Shares held by filers
1,875,636

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC470,621$7.86M0.16%+137,26113F-HRTimelineGroup
UBS Group AGin group UBS Group AG327,440$5.46M<0.01%+23,23713F-HRTimelineGroup
1607 Capital Partners, LLC325,361$5.43M0.41%+123,26113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC134,148$2.24M0.02%-1,56413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY117,390$1.96M<0.01%-5,75913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC90,667$1.51M<0.01%-7,28213F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.84,690$1.41M0.05%-72413F-HRTimeline
Whipplewood Advisors, LLC59,774$998K0.66%+26013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC58,261$972K0.01%-3,70413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN57,686$963K<0.01%+6,61413F-HRTimelineGroup
Janney Montgomery Scott LLC29,485$492K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,952$450K<0.01%-4,25313F-HR/ATimelineGroup
Shaker Financial Services, LLC26,623$446K0.15%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,056$251K<0.01%-1,28413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,798$230K<0.01%-9,03913F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.10,424$174K0.1%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,218$171K<0.01%-83113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,172$120K<0.01%+12513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,525$58.4K<0.01%013F-HRTimelineGroup
COMERICA BANK1,900$31.7K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,212$20.2K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC1,000$16.7K0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…799$13.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc708$11.8K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC300$5K<0.01%013F-HRTimeline
NewEdge Advisors, LLC225$3.75K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC200$3.34K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$17<0.01%013F-HRTimelineGroup