Institutional Ownership
Western Asset Invt Grade Opp
CUSIP 95790A101COMIGIQ1 2026
Institutional Holders
25
13F filers
Shares Held
2.59M
Aggregate institutional
Institutional Value
$27.50M
Q1 2026
Net New Holders
+0
2 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased10
Decreased8
Sold out2
Institutional Holders
25 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 406.8K | $6.54M | +26.5K | Added |
| 2 | Karpus Management, Inc. | 383.3K | $6.17M | +273.4K | Added |
| 3 | Ubs Group AG | 296.2K | $4.77M | −11.7K | Reduced |
| 4 | Morgan Stanley | 112.1K | $1.80M | −5.5K | Reduced |
| 5 | Raymond James Financial Inc | 92.1K | $1.48M | +269 | Added |
| 6 | Wells Fargo & Company/Mn | 76.5K | $1.23M | +586 | Added |
| 7 | Guggenheim Capital LLC | 67.6K | $1.09M | −60.9K | Reduced |
| 8 | Wolverine Asset Management LLC | 62.7K | $1.01M | +8.3K | Added |
| 9 | Whipplewood Advisors, LLC | 61.2K | $985.3K | +1.0K | Added |
| 10 | Hennion & Walsh Asset Management, Inc. | 33.2K | $534.3K | −3.4K | Reduced |
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