IGI Western Asset Investment Grade Opportunity Trust Inc. Common Stock
IGI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
IGI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| July 24, 2026 | $0.0710 |
| June 23, 2026 | $0.0710 |
| May 21, 2026 | $0.0710 |
| April 23, 2026 | $0.0710 |
| March 24, 2026 | $0.0710 |
| Feb. 20, 2026 | $0.0710 |
| Jan. 23, 2026 | $0.0710 |
| Dec. 23, 2025 | $0.0710 |
| Nov. 20, 2025 | $0.0710 |
| Oct. 24, 2025 | $0.0710 |
| Sept. 23, 2025 | $0.0710 |
| Aug. 22, 2025 | $0.0710 |
| July 24, 2025 | $0.0710 |
| June 23, 2025 | $0.0710 |
| May 22, 2025 | $0.0710 |
| April 23, 2025 | $0.0710 |
| March 24, 2025 | $0.0710 |
| Feb. 21, 2025 | $0.0710 |
| Jan. 24, 2025 | $0.0710 |
| Dec. 23, 2024 | $0.0710 |
IGI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 0 0.0%
- Buy 0 0.0%
- Hold 3 37.5%
- Sell 4 50.0%
- Strong Sell 1 12.5%
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Institutional owners (13F) 29 filers · $24.4M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 6 (+5 vs prior Q) | 1 (-2 vs prior Q) | 5 (-5 vs prior Q) | 10 (+4 vs prior Q) | +83K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Karpus Management, Inc. | $8,522,238 | 529,003 | 34.90% | Shares |
| 1607 Capital Partners, LLC | $5,341,399 | 331,558 | 21.87% | Shares |
| UBS Group AG | $4,641,388 | 288,106 | 19.01% | Shares |
| MORGAN STANLEY | $1,725,478 | 107,106 | 7.07% | Shares |
| Whipplewood Advisors, LLC | $941,468 | 58,440 | 3.86% | Shares |
| RAYMOND JAMES FINANCIAL INC | $883,037 | 54,813 | 3.62% | Shares |
| STIFEL FINANCIAL CORP | $377,622 | 23,441 | 1.55% | Shares |
| AMERIPRISE FINANCIAL INC | $281,378 | 17,466 | 1.15% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $260,595 | 16,176 | 1.07% | Shares |
| BANK OF AMERICA CORP /DE/ | $243,284 | 15,101 | 1.00% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $240,113 | 14,951 | 0.98% | Shares |
| GUGGENHEIM CAPITAL LLC | $206,321 | 12,807 | 0.84% | Shares |
| UHLMANN PRICE SECURITIES, LLC | $195,370 | 12,127 | 0.80% | Shares |
| MELFA WEALTH MANAGEMENT, INC. | $167,938 | 10,424 | 0.69% | Shares |
| WOLVERINE ASSET MANAGEMENT LLC | $100,961 | 6,267 | 0.41% | Shares |
| ROYAL BANK OF CANADA | $98,000 | 6,103 | 0.40% | Shares |
| OSAIC HOLDINGS, INC. | $35,635 | 2,212 | 0.15% | Shares |
| WELLS FARGO & COMPANY/MN | $30,609 | 1,900 | 0.13% | Shares |
| Institute for Wealth Management, LLC. | $26,179 | 1,625 | 0.11% | Shares |
| Integrated Wealth Concepts LLC | $24,802 | 1,540 | 0.10% | Shares |
| Noble Wealth Management PBC | $16,110 | 1,000 | 0.07% | Shares |
| SIT INVESTMENT ASSOCIATES INC | $14,649 | 909,296 | 0.06% | Shares |
| Arax Advisory Partners | $14,499 | 900 | 0.06% | Shares |
| Steward Partners Investment Advisory, LLC | $12,872 | 799 | 0.05% | Shares |
| AdvisorNet Financial, Inc | $11,413 | 708 | 0.05% | Shares |
| Clear Street Group Inc. | $4,656 | 289 | 0.02% | Shares |
| Janney Montgomery Scott LLC | $464 | 28,800 | 0.00% | Shares |
| HUNTINGTON NATIONAL BANK | $42 | 1 | 0.00% | Shares |
| CITIGROUP INC | $16 | 1 | 0.00% | Shares |
Company insiders 4 insiders · 0 officers · 3 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Anthony Grillo | Director | May 27, 2025 P | 700 | 0 | 0 | $0 |
| Eileen A Kamerick | Director | Dec. 20, 2022 P | 1,210 | 0 | 0 | $0 |
| CRONIN DANIEL P | Director | Dec. 10, 2020 S | 0 | 0 | 0 | $0 |
| Stephen A Walsh | — | June 3, 2011 P | 900 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only