Who Owns WESTERN ASSET INV GRA DEF OP (IGI)? -- Institutional Holders (2026-06-30)

29 institutions reported holding $42.9M of WESTERN ASSET INV GRA DEF OP (IGI) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($14.6M), Karpus Management, Inc. ($8.5M), 1607 Capital Partners, LLC ($5.3M), UBS Group AG ($4.7M), Hennion & Walsh Asset Management, Inc. ($1.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	SIT INVESTMENT ASSOCIATES INC	$14.6M	909,296	Added
2	Karpus Management, Inc.	$8.5M	529,003	Added
3	1607 Capital Partners, LLC	$5.3M	331,558	Trimmed
4	UBS Group AG	$4.7M	288,723	Trimmed
5	Hennion & Walsh Asset Management, Inc.	$1.7M	108,376	Added
6	MORGAN STANLEY	$1.7M	107,106	Trimmed
7	RAYMOND JAMES FINANCIAL INC	$1.4M	85,050	Trimmed
8	WELLS FARGO & COMPANY/MN	$1.2M	75,980	Trimmed
9	Whipplewood Advisors, LLC	$941,468	58,440	Trimmed
10	Janney Montgomery Scott LLC	$464,000	28,800	Trimmed
11	STIFEL FINANCIAL CORP	$377,622	23,441	Added
12	AMERIPRISE FINANCIAL INC	$281,378	17,466	Trimmed
13	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$260,595	16,176	Trimmed
14	BANK OF AMERICA CORP /DE/	$243,284	15,101	Trimmed
15	JONES FINANCIAL COMPANIES LLLP	$240,113	14,951	Added
16	GUGGENHEIM CAPITAL LLC	$211,315	13,117	Trimmed
17	UHLMANN PRICE SECURITIES, LLC	$195,370	12,127	New
18	MELFA WEALTH MANAGEMENT, INC.	$167,938	10,424	Hold
19	WOLVERINE ASSET MANAGEMENT LLC	$100,961	6,267	Trimmed
20	Royal Bank of Canada	$98,000	6,103	Trimmed
21	OSAIC HOLDINGS, INC.	$35,635	2,212	Hold
22	Institute for Wealth Management, LLC.	$26,179	1,625	New
23	Noble Wealth Management PBC	$16,110	1,000	Hold
24	Arax Advisory Partners	$14,499	900	New
25	Steward Partners Investment Advisory, LLC	$12,872	799	Hold

Source: SEC Form 13F filings · as of 2026-06-30