IGI on NYSE

Western Asset Investment Grade Opportunity Trust Inc.

Fund registered in the United States, based in New York, active since 2009.

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Last updated Oct 18, 2026.

Overview

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TickerIGI on NYSE
HeadquartersNew York, United States
Incorporated inMD²
Business address620 Eighth Avenue, 47Th Floor, New York, Ny 10018²

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Leadership

Who has led Western Asset Investment Grade Opportunity Trust Inc., and when. Pick a name to see everywhere that person has worked.

Chief executive

Chair

Kenneth Fuller2013

Chief financial officer

Kaprel Ozsolak2009

2010201520202025

Chief executive officerKenneth Fuller Jun 5, 2013 to Jun 5, 2013³
Chief executive officerR. Jay Gerken Jun 12, 2009 to Jun 12, 2009⁴
ChairKenneth Fuller Jun 5, 2013 to Jun 5, 2013³
Chief financial officerKaprel Ozsolak Jun 12, 2009 to Jun 12, 2009⁵

Board members and other officers (21)

Secretary and Ch Lgl OfficerGeorge P. Hoyt Aug 19, 2020 to Aug 19, 2020⁶
Treas/Principal Finan OfficerChristopher Berarducci Sep 30, 2019 to Sep 30, 2019⁷
TreasurerJennifer S. Berg Jan 10, 2018 to Jan 10, 2018⁸
Chief Compliance OfficerTodd F. Kuehl May 16, 2017 to May 16, 2017⁹
Principal Financial OfficerRichard Sennett Dec 2, 2011 to Dec 2, 2011¹⁰
Assistant SecretaryWilliam J. Renahan Jun 12, 2009 to Jun 12, 2009¹¹
Board memberAnthony Grillo Nov 21, 2024 to now¹²
Board memberHillary A. Sale Nov 21, 2024 to Nov 21, 2024¹³
Board memberPeter Daniel Charles Mason Nov 22, 2024 to Nov 22, 2024¹⁴
Board memberNisha Kumar Jan 9, 2019 to Jan 9, 2019¹⁵
Board memberRobert D. Agdern Jan 9, 2015 to Jan 9, 2015¹⁶
Board memberEileen A. Kamerick Feb 7, 2013 to Dec 21, 2022¹⁷
Board memberCarol L. Colman Jun 12, 2009 to Jun 12, 2009¹⁸
Board memberDaniel P. Cronin Jun 12, 2009 to Dec 11, 2020¹⁹
Board memberJeswald W. Salacuse Jun 12, 2009 to Jun 12, 2009²⁰
Board memberLeslie H. Gelb Jun 12, 2009 to Jun 12, 2009²¹
Board memberPaolo M. Cucchi Jun 12, 2009 to Jun 12, 2009²²
Board memberR. Jay Gerken Jun 12, 2009 to Jun 12, 2009⁴
Board memberRiordan Roett Jun 12, 2009 to Jun 12, 2009²³
General counselOliveira Marc De Sep 13, 2023 to Sep 13, 2023²⁴
General counselRobert I. Frenkel Jun 12, 2009 to Jun 12, 2009²⁵

Former names

Western Asset Investment Grade Defined Opportunity Trust Inc.Apr 24, 2009 to Oct 28, 2024²

Timeline

Jun 5, 2013New chief executive Kenneth Fuller becomes CEO³
Jun 12, 2009New chief executive R. Jay Gerken becomes CEO⁴
Apr 24, 2009Founded Western Asset Investment Grade Opportunity Trust Inc. is founded²⁶

Filings

101 filings to the SEC since October 2021: 1 major events, 14 insider forms, 32 large holders, 54 other. The latest 20:

Sep 11, 20263 EDGAR
Sep 10, 20263 EDGAR
Aug 14, 2026N-PX EDGAR
Aug 14, 2026SCHEDULE 13G/A EDGAR
Aug 14, 2026SCHEDULE 13G/A EDGAR
Jul 30, 2026N-CSRS WESTERN ASSET INVESTMENT GRADE OPPORTUNITY TRUST INC - N-CSRS EDGAR
Jul 22, 2026NPORT-P EDGAR
May 15, 2026SCHEDULE 13G/A EDGAR
May 14, 2026SCHEDULE 13G EDGAR
May 7, 2026SCHEDULE 13G/A EDGAR
Apr 24, 2026NPORT-P EDGAR
Apr 7, 20263 EDGAR
Mar 9, 2026DEF 14A EDGAR
Feb 11, 2026N-CEN EDGAR
Jan 30, 2026SCHEDULE 13G/A EDGAR
Jan 28, 2026N-CSR WESTERN ASSET INVESTMENT GRADE OPPORTUNITY TRUST INC. - N-CSR EDGAR
Jan 23, 2026NPORT-P EDGAR
Jan 6, 2026SCHEDULE 13G/A EDGAR
Nov 14, 2025SCHEDULE 13G EDGAR
Oct 23, 2025NPORT-P EDGAR

The 101 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 32 such filings since October 2021, the latest 10:

From Forms 4 and Schedules 13D and 13G filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 29. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Karpus Management, Inc.	529,003	$8.5M	0.2%	+145,661
1607 Capital Partners, LLC	331,558	$5.3M	0.5%	−75,196
UBS Group AG	288,723	$4.7M	0.0%	−7,469
Hennion & Walsh Asset Management, Inc.	108,376	$1.7M	0.0%	+75,169
Morgan Stanley	107,106	$1.7M	0.0%	−4,980
Raymond James Financial Inc	85,050	$1.4M	0.0%	−7,040
Wells Fargo & Company/mn	75,980	$1.2M	0.0%	−498
Whipplewood Advisors, LLC	58,440	$941.5K	0.6%	−2,794
Stifel Financial Corp	23,441	$377.6K	0.0%	+999
Ameriprise Financial Inc	17,466	$281.4K	0.0%	−820
Susquehanna International Group, Llp	16,176	$260.6K	0.0%	−6,434
Bank Of America Corp /de/	15,101	$243.3K	0.0%	−6,504
Jones Financial Companies Lllp	14,951	$240.1K	0.0%	+5,815
Guggenheim Capital LLC	13,117	$211.3K	0.0%	−54,514
Uhlmann Price Securities, LLC	12,127	$195.4K	0.0%	New
Melfa Wealth Management, Inc.	10,424	$167.9K	0.1%	No change
Wolverine Asset Management LLC	6,267	$101.0K	0.0%	−56,424
Royal Bank Of Canada	6,103	$98.0K	0.0%	−110
Osaic Holdings, Inc.	2,212	$35.6K	0.0%	No change
Institute for Wealth Management, LLC.	1,625	$26.2K	0.0%	New
Integrated Wealth Concepts LLC	1,540	$24.8K	0.0%	New
Noble Wealth Management PBC	1,000	$16.1K	0.0%	No change
Sit Investment Associates Inc	909,296	$14.6K	0.3%	+53,497
Arax Advisory Partners	900	$14.5K	0.0%	New
Steward Partners Investment Advisory, LLC	799	$12.9K	0.0%	No change

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARWestern Asset Investment Grade Opportunity Trust Inc. filings on SEC EDGAR
2
SEC EDGARWestern Asset Investment Grade Opportunity Trust Inc. filings on SEC EDGAR
3
SEC EDGARKenneth Fuller, Chief executive officer
4
SEC EDGARR. Jay Gerken, Chief executive officer
5
SEC EDGARKaprel Ozsolak, Chief financial officer
6
SEC EDGARGeorge P. Hoyt, Secretary and Ch Lgl Officer
7
SEC EDGARChristopher Berarducci, Treas/Principal Finan Officer
8
SEC EDGARJennifer S. Berg, Treasurer
9
SEC EDGARTodd F. Kuehl, Chief Compliance Officer
10
SEC EDGARRichard Sennett, Principal Financial Officer
11
SEC EDGARWilliam J. Renahan, Assistant Secretary
12
SEC EDGARAnthony Grillo, Board member
13
SEC EDGARHillary A. Sale, Board member
14
SEC EDGARPeter Daniel Charles Mason, Board member
15
SEC EDGARNisha Kumar, Board member
16
SEC EDGARRobert D. Agdern, Board member
17
SEC EDGAREileen A. Kamerick, Board member
18
SEC EDGARCarol L. Colman, Board member
19
SEC EDGARDaniel P. Cronin, Board member
20
SEC EDGARJeswald W. Salacuse, Board member
21
SEC EDGARLeslie H. Gelb, Board member
22
SEC EDGARPaolo M. Cucchi, Board member
23
SEC EDGARRiordan Roett, Board member
24
SEC EDGAROliveira Marc De, General counsel
25
SEC EDGARRobert I. Frenkel, General counsel
26
gleifWestern Asset Investment Grade Opportunity Trust Inc. is founded