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IGI WESTERN ASSET INVT GRADE OPP

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COM (common), issuer CIK 1462586

26 managers (26 13F filers) reported a position in IGI shares at 2025-12-31, 2,251,688 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
26
13F filers
26
New
3
Added
10
Reduced
7
Sold out
5
Shares held by filers
2,251,688

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC767,986$12.7M0.25%+297,36513F-HRTimelineGroup
1607 Capital Partners, LLC380,260$6.27M0.43%+54,89913F-HRTimeline
UBS Group AGin group UBS Group AG307,844$5.08M<0.01%-19,59613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC128,519$2.12M0.02%-5,62913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY117,579$1.94M<0.01%+18913F-HR/ATimelineGroup
Karpus Management, Inc.109,933$1.81M0.06%new13F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,821$1.52M<0.01%+1,15413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN75,892$1.25M<0.01%+18,20613F-HRTimelineGroup
Whipplewood Advisors, LLC60,188$993K0.64%+41413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC54,363$897K0.01%-3,89813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.36,582$604K0.02%-48,10813F-HRTimeline
Janney Montgomery Scott LLC30,485$503K<0.01%+1,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,905$411K<0.01%-2,04713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,016$281K<0.01%+1,96013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,530$273K<0.01%+6,31213F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.10,424$172K0.1%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,133$118K<0.01%-3913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,759$62K<0.01%+23413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,979$49.2K<0.01%-10,81913F-HR/ATimelineGroup
Arax Advisory Partners2,302$38K<0.01%new13F-HRTimeline
Olistico Wealth, LLC1,468$24.2K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,212$20K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC1,000$16.5K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…799$13.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc708$11.7K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$17<0.01%013F-HRTimelineGroup