Western Asset Investment Grade Opportunity Trust INC Schedule 13G passive stakes

Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.

NYSE
Karpus Management, Inc. has filed an amended Schedule 13G, confirming beneficial ownership of 529,003 shares, representing 8.83% of Western Asset Investment Grade Opportunity Trust Inc.
NYSE
1607 Capital Partners and Dominion Energy's Asset Management Committee have jointly filed a Schedule 13G, reporting their beneficial ownership of Western Asset Investment Grade Opportunity Trust Inc. common stock.
NYSE
1607 Capital Partners and Dominion Energy's Asset Management Committee have filed a Schedule 13G reporting significant beneficial ownership in Western Asset Investment Grade Opportunity Trust Inc.
NYSE
Karpus Management, Inc. has filed a Schedule 13G, reporting beneficial ownership of 383,342 shares, representing 6.40% of the outstanding common stock of Western Asset Investment Grade Opportunity Trust Inc.
NYSE
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have reduced their beneficial ownership in Western Asset Investment Grade Opportunity Trust Inc. to 4.89%.
NYSE
Sit Investment Associates and its subsidiary Sit Fixed Income Advisors II have reported a 12.8% beneficial ownership stake in Western Asset Investment Grade Opportunity Trust Inc. as of December 31, 2025.
NYSE
1607 Capital Partners, LLC has reported a beneficial ownership of 5.43% in Western Asset Investment Grade Opportunity Trust Inc. common stock.
NYSE
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation jointly filed an amendment to their Schedule 13G, disclosing continued beneficial ownership of 9.65% in Western Asset Investment Grade Opportunity Trust Inc.
NYSE
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation jointly report a 13.28% beneficial ownership stake in Western Asset Investment Grade Opportunity Trust Inc.
NYSE
Sit Investment Associates, Inc. and its subsidiary Sit Fixed Income Advisors II, LLC have disclosed a 5.6% beneficial ownership stake in Western Asset Investment Grade Opportunity Trust Inc., holding 333,360 shares of common stock.
NYSE
UBS Group AG has reported a beneficial ownership of 5.8% in Western Asset Investment Grade Opportunity Trust Inc., holding 345,414 shares as of March 31, 2025.
NYSE
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have jointly filed an amended Schedule 13G, disclosing a shared dispositive beneficial ownership of 14.40% in Western Asset Investment Grade Opportunity Trust Inc. as of March 31, 2025.
NYSE
1607 Capital Partners, LLC has filed an amended Schedule 13G, reporting a 1.55% beneficial ownership stake in Western Asset Investment Grade Defined Opportunity Trust Inc. as of December 31, 2024.
NYSE
Sit Investment Associates, Inc. has filed an amended Schedule 13G, reporting a 2.7% beneficial ownership stake in Western Asset Investment Grade Defined Opportunity Trust Inc. as of December 31, 2024.