IGI

Western Asset Investment Grade Defined Opportunity Trust Inc. IGI

Individual Beneficiary

Name of reporting person Citizenship or organization Sole voting power Shared voting power Sole dispositive power Shared dispositive power Amount beneficially owned Percent of class Accepted date
Karpus Investment Management New York 0 0 0 0 0 0 % 06/12/2024
1607 Capital Partners, LLC Delaware, United States 570855 0 570855 0 0 5.26 % 14/11/2024
The Walt Disney Company Retirement Plan Master Trust United States 0 0 0 0 0 0 % 14/11/2024
Karpus Investment Management New York 582641 0 582641 0 582641 5.37 % 13/11/2024
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 950569 950569 15.86 % 07/11/2024
Global Investments, LLC Delaware 0 0 0 0 0 0 % 05/11/2024
Funds Management, LLC Delaware 0 0 0 0 0 0 % 05/11/2024
Global Investments Holdings, LLC Delaware 0 0 0 0 0 0 % 05/11/2024
Global Investments, LLC Delaware 351476 0 558706 0 558706 0 % 07/10/2024
Funds Management, LLC Delaware 0 0 0 0 0 0 % 07/10/2024
Global Investments Holdings, LLC Delaware 351476 0 558706 0 558706 0 % 07/10/2024
1607 Capital Partners, LLC Delaware, United States 1355326 0 1355326 0 0 12.5 % 08/02/2024
The Walt Disney Company Retirement Plan Master Trust Delaware, United States 771571 0 771571 0 0 7.1 % 08/02/2024
1607 Capital Partners, LLC Delaware, United States 1355326 0 1355326 0 0 12.5 % 08/02/2024
The Walt Disney Company Retirement Plan Master Trust Delaware, United States 771571 0 771571 0 0 7.1 % 08/02/2024
Sit Investment Associates, Inc. State of Minnesota 715159 0 715159 0 715159 6.59 % 07/02/2024
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 570467 588964 5.43 % 10/01/2024
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 570467 588964 5.43 % 10/01/2024
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 563206 583068 5.37 % 10/10/2023
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 563206 583068 5.37 % 10/10/2023
UBS Group AG directly and on behalf of certain subsidiaries Switzerland 0 0 0 0 % 08/02/2023
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1168897 1168897 10.78 % 27/01/2023
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1493195 1493195 13.76 % 09/09/2022
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1493195 1493195 13.76 % 09/09/2022
1607 Capital Partners, LLC Delaware, United States 1096062 0 1096062 0 0 10.1 % 11/08/2022
1607 Capital Partners, LLC Delaware, United States 1096062 0 1096062 0 0 10.1 % 11/08/2022
UBS Group AG directly and on behalf of certain subsidiaries Switzerland 0 445 0 615351 615351 5.67 % 28/01/2022
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 2073153 2073153 19.11 % 24/01/2022
UBS Group AG directly and on behalf of certain subsidiaries Switzerland 2094 738314 738314 6.81 % 08/02/2021
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 1795351 1795351 16.56 % 03/02/2021
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1784731 1784731 16.46 % 10/12/2020
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1784731 1784731 16.46 % 10/12/2020
Ft Trust Portfolios L.P.: Ft Trust Advisors L.P.: The Charger Corporation: Illinois USA 0 0 0 2396801 2396801 22.12 % 14/02/2020
UBS Group AG directly and on behalf of certain subsidiaries Switzerland 668735 668735 668735 6.17 % 11/02/2020
Ft Trust Portfolios L.P.: Ft Trust Advisors L.P.: The Charger Corporation: Illinois USA 0 0 0 2100722 2100722 19.45 % 11/02/2019
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1696463 1696463 15.71 % 16/01/2018
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1696463 1696463 15.71 % 16/01/2018
UBS Group AG directly and on behalf of certain subsidiaries Switzerland 0 746445 0 746445 746445 6.91 % 07/02/2017
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1297029 1297029 12.01 % 17/01/2017
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1297029 1297029 12.01 % 17/01/2017
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1634565 1634565 15.18 % 14/01/2016
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1634565 1634565 15.18 % 14/01/2016
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1474215 1474215 13.7 % 03/02/2015
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1474215 1474215 13.7 % 03/02/2015
UBS Group AG directly and on behalf of certain subsidiaries Switzerland 794273 0 794273 0 794273 7.38 % 21/01/2015
Ft Trust Portfolios L.P.: Ft Trust Advisors L.P.: The Charger Corporation: Illinois USA 0 0 0 1543058 1543117 14.35 % 11/02/2014
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1632682 1635788 15.22 % 08/11/2013
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1632682 1635788 15.22 % 08/11/2013
Ft Trust Portfolios L.P.: Ft Trust Advisors L.P.: The Charger Corporation: Illinois USA 0 0 0 2297456 2302686 21.48 % 11/02/2013
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 2134514 2134514 20.1 % 17/01/2012
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 2134514 2134514 20.1 % 17/01/2012
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 2060718 2063838 19.4 % 10/11/2011
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 2060718 2063838 19.4 % 10/11/2011
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 1499725 1499725 14.2 % 27/01/2011
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 1499725 1499725 14.2 % 27/01/2011
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1245641 1245641 11.8 % 07/10/2010
First Trust Advisors L.P. The Charger Corporation Illinois, U.S.A. 0 0 0 1245641 1245641 11.8 % 07/10/2010

Senat trading

Bureau Date de la transaction Date de réception Type Amount Commentaire

Senat Divulgation

Représentant Date de la transaction Date de divulgation Type Amount District