IGI — WESTERN ASSET INVT GRADE OPP

Ownership history in SUMMIT SECURITIES GROUP LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in WESTERN ASSET INVT GRADE OPP (IGI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 200 — — 0.00% $3K $16.33
% of Fund (quarterly)    IGI price (monthly, adj. close)

Other funds also holding IGI

As of 2025 Q4 — sorted by position size

Whipplewood Advisors, LLC 0.64% 1607 Capital Partners, LLC 3Y 7Y 0.43% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.25% MELFA WEALTH MANAGEMENT, INC. 3Y 0.1% Hennion & Walsh Asset Management, Inc. 3Y 0.02% GUGGENHEIM CAPITAL LLC 3Y 7Y 0.02% Olistico Wealth, LLC 3Y 0.01% WOLVERINE ASSET MANAGEMENT LLC 3Y 7Y 0.01% Janney Montgomery Scott LLC 3Y 7Y 0.0% Arax Advisory Partners 3Y 7Y 0.0%
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