Institutional Ownership
Western Asset Invt Grade Opp
CUSIP 95790A101COMIGIQ1 2026
13D / 13G Filings
35
Schedule 13D/13G on record
Beneficial Filers
8
Distinct reporting persons
Largest Stake
22.1%
Max % of class reported
Institutional Holders
25
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
35 filings · latest Jan 30, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 30, 2026 | First Trust Portfolios L.P. | 13G/A | 4.9% | 292.9K | SEC |
| 2 | Jan 6, 2026 | Sit Investment Associates, Inc. | 13G/A | 12.8% | 768.0K | SEC |
| 3 | Nov 14, 2025 | 1607 Capital Partners, LLC | 13G | 5.4% | 325.4K | SEC |
| 4 | Oct 17, 2025 | First Trust Portfolios L.P. | 13G/A | 9.7% | 578.1K | SEC |
| 5 | Jul 28, 2025 | First Trust Portfolios L.P. | 13G/A | 13.3% | 795.8K | SEC |
| 6 | Jul 7, 2025 | Sit Investment Associates, Inc. | 13G | 11.0% | 333.4K | SEC |
| 7 | Apr 30, 2025 | Ubs Group AG | 13G | 5.8% | 345.4K | SEC |
| 8 | Apr 16, 2025 | First Trust Portfolios L.P. | 13G/A | 14.4% | 862.8K | SEC |
| 9 | Feb 13, 2025 | 1607 Capital Partners, LLC | 13G/A | 1.6% | 92.9K | SEC |
| 10 | Jan 3, 2025 | Sit Investment Associates, Inc. | 13G/A | 2.7% | 164.7K | SEC |
25 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Western Asset Invt Grade Opp.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 406.8K | $6.54M |
| 2 | Karpus Management, Inc. | 383.3K | $6.17M |
| 3 | Ubs Group AG | 296.2K | $4.77M |
| 4 | Morgan Stanley | 112.1K | $1.80M |
| 5 | Raymond James Financial Inc | 92.1K | $1.48M |
| 6 | Wells Fargo & Company/Mn | 76.5K | $1.23M |
| 7 | Guggenheim Capital LLC | 67.6K | $1.09M |
| 8 | Wolverine Asset Management LLC | 62.7K | $1.01M |
| 9 | Whipplewood Advisors, LLC | 61.2K | $985.3K |
| 10 | Hennion & Walsh Asset Management, Inc. | 33.2K | $534.3K |