Western Asset Investment Grade Defined Opportunity Trust Inc. (IGI)
NYSE: IGI · filing with the SEC since 2009
Who owns Western Asset Investment Grade Defined Opportunity Trust Inc.
As filed with the SECHolders of 5% or more
3
Sit Investment Associates, Inc. holds 12.8% of Common Stock, as its SCHEDULE 13G/A filed Jan 6, 2026 says.
Directors and officers
0
report now, of 12 people on the record since 2009. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Sit Investment Associates, Inc.
SCHEDULE 13G/A · filed Jan 6, 2026 · Common Stock · 5.6% in Jul 7, 2025
Karpus Management, Inc.
SCHEDULE 13G/A · filed Aug 14, 2026 · Common · 6.4% in May 14, 2026
1607 Capital Partners, LLC
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock · 6.79% in May 15, 2026
First Trust Portfolios L.P.
SCHEDULE 13G/A · filed Jan 30, 2026 · Common · reported falling below 5%, from 9.65% in Oct 17, 2025
UBS Group AG
SCHEDULE 13G/A · filed May 7, 2026 · Common Stock · reported falling below 5%, from 5.8% in Apr 30, 2025
What IGI reports owning in othersstakes of 5% or more, and other ties
Western Asset Investment Grade Defined Opportunity Trust Inc. reports no stake in another company in the record.
Insider tradesForm 4
0sales
0purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
No open-market trade is on the record for these years.
2025 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window
No one on the roster filed an open-market trade in the window.