How many institutions own IGI stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own IGI shares is 32, representing 40.02% of the company's common stock.

Who are the major shareholders selling Western Asset Investment Grade Defined Opportunity Trust Inc. stock?

COMERICA BANK, in the last quarter, reduced its stake in IGI by -100% restricting it's holding to 0 shares of worth nearly -. SHAKER FINANCIAL SERVICES, LLC also lessened -100% of the IGI shares from its portfolio, reducing its holding to 0 shares of worth -. CLEAR STREET MARKETS LLC also shunned IGI shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying IGI stock?

As per its latest 13F filing, SIT INVESTMENT ASSOCIATES INC increased its stake in IGI by 63.19% in the last quarter. The institutional holder raised its holding to 767.99 thousand shares having worth more than $12.67M. JONES FINANCIAL COMPANIES LLLP also added 6.64% more shares of IGI to its portfolio, raising its holding to 3.76 thousand shares of worth $62.02K. OLISTICO WEALTH, LLC also increased its IGI shares holding by 100% which brought its holding to 1.47 thousand shares worth $24.22K.

IGI's major insiders: who are they?

The insider with the most stakes in IGI is GERARDI FRANK , 10 percent owner at the company. Additionally, IGI stock is highly held by director KAMERICK EILEEN A and WALSH STEPHEN A among others.

Did an insider recently sell IGI stock?

Company executives, directors, and other insiders own 12.88% percent of Western Asset Investment Grade Defined Opportunity Trust Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which IGI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include CRONIN DANIEL P.

Which insider recently purchased IGI stock?

There have been 0 transaction(s) during the past 6-months in which Western Asset Investment Grade Defined Opportunity Trust Inc. insiders have bought stock, totalling 0 shares

How much of IGI does insiders own?

Around 0 Western Asset Investment Grade Defined Opportunity Trust Inc. shares are held by insiders, which represents about 12.88% of IGI stock.

Who is the insider with the largest stake?

IGI 10 percent owner, GERARDI FRANK holds the largest portfolio of the company's shares. IGI shares owned by GERARDI total nearly 2.22 million.

Which institution holds the most shares in IGI?

SIT INVESTMENT ASSOCIATES INC is the largest institutional owner in IGI which holds 767.99 thousand shares worth $12.67M or 12.81% of the total IGI shares outstanding followed by COMERICA BANK with ownership of 0 shares representing 0% of the IGI ownership. CITIGROUP INC is the third largest stakeholder with 1 shares or 0% of the ownership worth more than $17.00.

Is there a short position on IGI's shares?

Number of IGI shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding IGI shares are there?

As of today, null shares of IGI are outstanding.

Is there many float in IGI stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, IGI has null shares in float.

IGI short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for IGI is null.

Western Asset Investment Grade Defined Opportunity Trust (IGI) insider trading activity: Get Latest News Today

Q: Is Western Asset Investment Grade Defined Opportunity Trust Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the IGI is concerned, it is a stock which is not optionable.

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

12.88% Percentage of Shares held by All Insiders

40.02% Percentage of Shares held by All Institutions

45.94% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 40.02% of IGI shares are held by financial institutions. SIT INVESTMENT ASSOCIATES INC is the top corporate investor, holding 767.99K shares valued at $12.67M. A 12.81% stake in Western Asset Investment Grade Defined Opportunity Trust Inc. is owned by the company. COMERICA BANK owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	12.81%	767.99K	12.67M	297.37K	+63.19%
Dec 31, 2025	COMERICA BANK	0%	0	-	-1.9K	-100.00%
Dec 31, 2025	CITIGROUP INC	0%	1	17	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	3.76K	62.02K	234	+6.64%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0%	0	-	-26.62K	-100.00%
Dec 31, 2025	CLEAR STREET MARKETS LLC	0%	0	-	-200	-100.00%
Dec 31, 2025	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-300	-100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.12%	7.13K	118K	-39	-0.54%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0%	0	-	-225	-100.00%
Dec 31, 2025	ADVISORNET FINANCIAL, INC	0.01%	708	11.69K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	799	13.18K	0	0
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.02%	1K	16.5K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.21K	20K	0	0
Dec 31, 2025	OLISTICO WEALTH, LLC	0.02%	1.47K	24.22K	1.47K	+100.00%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.04%	2.3K	37.98K	2.3K	+100.00%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.17%	10.42K	172K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.28%	16.53K	272.76K	6.31K	+61.77%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.42%	24.91K	410.94M	-2.05K	-7.60%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.51%	30.49K	503K	1K	+3.39%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.61%	36.58K	603.6K	-48.11K	-56.80%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.91%	54.36K	896.99K	-3.9K	-6.69%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.27%	75.89K	1.25M	18.21K	+31.56%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.53%	91.82K	1.52M	1.15K	+1.27%
Dec 31, 2025	MORGAN STANLEY	1.96%	117.58K	1.94M	189	+0.16%
Dec 31, 2025	UBS GROUP AG	5.14%	307.84K	5.08M	-19.6K	-5.98%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.21K	20.21K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.25%	15.06K	251.29K	-1.28K	-7.86%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.44%	26.62K	446.23K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.45%	26.95K	449.83K	-4.25K	-13.63%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.49%	29.49K	492K	29.49K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.96%	57.69K	962.77K	6.61K	+12.95%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	0	-	-1.06K	-100.00%
Sep 30, 2025	CLEAR STREET MARKETS LLC	0%	200	3.34K	200	+100.00%
Sep 30, 2025	COMERICA BANK	0.03%	1.9K	31.71K	0	0
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	5.43%	325.36K	5.43M	123.26K	+60.99%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	2.24%	134.15K	2.24M	-1.56K	-1.15%
Sep 30, 2025	MORGAN STANLEY	1.96%	117.39K	1.96M	-5.76K	-4.68%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.02%	1K	16.69K	1K	+100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.97%	58.26K	972.38K	-3.7K	-5.98%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	1%	59.77K	997.63K	260	+0.44%
Sep 30, 2025	UBS GROUP AG	5.46%	327.44K	5.46M	23.24K	+7.64%
Sep 30, 2025	LPL FINANCIAL LLC	0%	0	-	-10.04K	-100.00%
Sep 30, 2025	AMERICAN NATIONAL BANK	0%	0	-	-574	-100.00%
Sep 30, 2025	CITIGROUP INC	0%	1	17	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	799	13.34K	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	3.53K	58.45K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.17%	10.22K	170.54K	-831	-7.52%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.41%	84.69K	1.41M	-724	-0.85%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	7.85%	470.62K	7.86M	137.26K	+41.17%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0.01%	708	11.82K	0	0
Sep 30, 2025	OLISTICO WEALTH, LLC	0%	0	-	-1.47K	-100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0%	225	3.76K	0	0
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.17%	10.42K	173.98K	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	13.8K	230.29K	-9.04K	-39.58%
Sep 30, 2025	FNY INVESTMENT ADVISERS, LLC	0.01%	300	5K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.12%	7.17K	120K	125	+1.77%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.51%	90.67K	1.51M	-7.28K	-7.43%
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.01%	708	11.75K	0	0
Jun 30, 2025	COMERICA BANK	0.03%	1.9K	31.5K	0	0
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	5.56%	333.36K	5.53M	70.96K	+27.04%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	3.53K	58.45K	2.38K	+206.52%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.17%	10.42K	172.84K	0	0
Jun 30, 2025	STIFEL FINANCIAL CORP	0.18%	11.05K	183.19K	92	+0.84%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	1.03%	61.97K	1.03M	-9.89K	-13.77%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	3.37%	202.1K	3.35M	65.1K	+47.52%
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0.01%	300	4K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.85%	51.07K	846.78K	-3.62K	-6.62%
Jun 30, 2025	OLISTICO WEALTH, LLC	0.02%	1.47K	24.34K	1.47K	+100.00%
Jun 30, 2025	DILIGENT INVESTORS, LLC	0%	0	-	-10K	-100.00%
Jun 30, 2025	AMERICAN NATIONAL BANK	0.01%	574	9.52K	-145	-20.17%
Jun 30, 2025	OAK HARBOR WEALTH PARTNERS, LLC	0%	0	-	-14.74K	-100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.21K	20.09K	1K	+471.70%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	799	13.25K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.12%	7.05K	117K	19	+0.27%
Jun 30, 2025	LPL FINANCIAL LLC	0.17%	10.04K	166.52K	25	+0.25%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.27%	16.34K	270.92K	-298	-1.79%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.38%	22.84K	378.64K	22.84K	+100.00%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.44%	26.62K	442.79K	14.41K	+118.01%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.63%	97.95K	1.62M	-5.69K	-5.49%
Jun 30, 2025	MORGAN STANLEY	2.05%	123.15K	2.04M	-1.94K	-1.55%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.43%	85.41K	1.42M	-253	-0.30%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	2.26%	135.71K	2.25M	37.29K	+37.89%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	225	3.73K	0	0
Jun 30, 2025	CITIGROUP INC	0%	1	17	0	0
Jun 30, 2025	UBS GROUP AG	5.08%	304.2K	5.04M	-41.21K	-11.93%
Jun 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.99%	59.51K	986.74K	59.51K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.52%	31.21K	517.38K	2.73K	+9.59%
Jun 30, 2025		0.99%	59.51K	986.74K	59.51K	+100.00%
Jun 30, 2025	HEXAGON CAPITAL PARTNERS LLC	0%	0	-	-1.63K	-100.00%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0.02%	1.06K	17.54K	14	+1.34%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.64%	98.42K	1.63M	43.46K	+79.06%
Mar 31, 2025	DILIGENT INVESTORS, LLC	0.17%	10K	165.8K	0	0
Mar 31, 2025	COMERICA BANK	0.03%	1.9K	31.5K	700	+58.33%
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	0.02%	1.04K	17.32K	9	+0.87%
Mar 31, 2025	LPL FINANCIAL LLC	0.17%	10.02K	166.12K	10.02K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.12%	7.03K	117K	-216	-2.98%
Mar 31, 2025	HEXAGON CAPITAL PARTNERS LLC	0.03%	1.63K	27.08K	0	0
Mar 31, 2025	UBS GROUP AG	5.76%	345.41K	5.73M	-3.13K	-0.90%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	4.38%	262.4K	4.35M	97.75K	+59.36%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	2.29%	137K	2.27M	44.1K	+47.47%
Mar 31, 2025	MORGAN STANLEY	2.09%	125.09K	2.07M	-4.53K	-3.50%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.73%	103.63K	1.72M	-1.93K	-1.83%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.43%	85.67K	1.42M	500	+0.59%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.91%	54.69K	906.8K	-28.08K	-33.93%
Mar 31, 2025		0.02%	1K	16.58K	1K	+100.00%
Mar 31, 2025	OAK HARBOR WEALTH PARTNERS, LLC	0.25%	14.74K	244.39K	-4.75K	-24.38%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.2%	12.21K	203.34K	-86	-0.70%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.18%	10.96K	181.67K	933	+9.31%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.17%	10.42K	172.84K	0	0
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	1.15K	19.03K	-1K	-46.51%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	799	13.25K	0	0
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	1.2%	71.86K	1.19M	8.25K	+12.96%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.48%	28.48K	472.12K	-1.6K	-5.31%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.28%	16.64K	275.86K	-544	-3.17%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0%	225	3.73K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	212	3.51K	0	0
Mar 31, 2025	CITIGROUP INC	0%	1	17	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-11.77K	-100.00%
Mar 31, 2025	AMERICAN NATIONAL BANK	0.01%	719	11.92K	719	+100.00%
Mar 31, 2025	ADVISORNET FINANCIAL, INC	0.01%	708	11.75K	0	0
Mar 31, 2025	FNY INVESTMENT ADVISERS, LLC	0.01%	300	4K	300	+100.00%
Mar 31, 2025	HARA CAPITAL LLC	0%	0	-	-1.71K	-100.00%
Mar 31, 2024	DILIGENT INVESTORS, LLC	0.09%	10K	172.9K	0	0
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.83%	89.79K	1.55M	9.01K	+11.16%
Mar 31, 2024	PRIVATE MANAGEMENT GROUP INC	0.95%	103.17K	1.78M	-52.47K	-33.72%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.07%	115.56K	2M	-243	-0.21%
Mar 31, 2024	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	1.13%	122.86K	2.12M	8.66K	+7.58%
Mar 31, 2024	ALMITAS CAPITAL LLC	0%	0	-	-23.58K	-100.00%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-2.1K	-100.00%
Mar 31, 2024	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0%	0	-	-87.74K	-100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-108	-100.00%
Mar 31, 2024	CITIGROUP INC	0%	1	18	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0%	225	3.89K	0	0
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0%	300	5K	300	+100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	436	7.54K	-564	-56.40%
Mar 31, 2024	ADVISORNET FINANCIAL, INC	0.01%	708	12.25K	8	+1.14%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	799	13.82K	0	0
Mar 31, 2024	COMERICA BANK	0.01%	1.2K	20.75K	-1.2K	-50.00%
Mar 31, 2024	HEXAGON CAPITAL PARTNERS LLC	0.02%	1.63K	28.24K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.02%	2.56K	44.26K	-69	-2.62%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.1%	10.89K	188.21K	-112	-1.02%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.1%	11.02K	190.54K	-165	-1.48%
Mar 31, 2024	WAVERLY ADVISORS, LLC	0.1%	11.13K	192.46K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.1%	11.34K	196K	-380	-3.24%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.11%	12.11K	209.44K	-6.38K	-34.51%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.12%	13.26K	229.32K	752	+6.01%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.12%	13.4K	231.6K	13.4K	+100.00%
Mar 31, 2024	FORTITUDE ADVISORY GROUP L.L.C.	0.14%	15.46K	267.36K	0	0
Mar 31, 2024	OAK HARBOR WEALTH PARTNERS, LLC	0.15%	16.16K	279.32K	1.28K	+8.63%
Mar 31, 2024	LPL FINANCIAL LLC	0.15%	16.25K	280.93K	12	+0.07%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.17%	18.81K	325K	0	0
Mar 31, 2024	JANE STREET GROUP, LLC	0.21%	23.29K	402.72K	23.29K	+100.00%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.41%	44.02K	761.14K	22.72K	+106.68%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.42%	45.74K	790.89K	-15.62K	-25.45%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	0.46%	50.34K	871.85K	-2.37K	-4.49%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.66%	72K	1.24M	4.48K	+6.64%
Mar 31, 2024	MORGAN STANLEY	1.52%	164.77K	2.85M	-10.7K	-6.10%
Mar 31, 2024	UBS GROUP AG	4.13%	448.45K	7.75M	27.18K	+6.45%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	5.17%	560.91K	9.7M	541.07K	+2,727.43%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	5.22%	566.27K	9.79M	0	0
Mar 31, 2024	INVESCO LTD.	0.22%	24K	415K	-148	-0.61%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.3%	32.13K	555.46K	-546	-1.67%
Mar 31, 2024	HARA CAPITAL LLC	1.57%	169.9K	2.94M	50.04K	+41.76%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.61%	174.32K	3.01M	-2.61K	-1.48%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	5.38%	583.76K	10.09M	-771.57K	-56.93%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	8.34%	904.74K	15.64M	193.57K	+27.22%
Dec 31, 2023	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	1.05%	114.2K	2.01M	12.99K	+12.83%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.07%	115.81K	2.04M	-3.87K	-3.23%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.57%	61.36K	1.08M	1.87K	+3.15%
Dec 31, 2023	PRIVATE MANAGEMENT GROUP INC	1.44%	155.64K	2.74M	-2.8K	-1.77%
Dec 31, 2023	MORGAN STANLEY	1.62%	175.46K	3.08M	-13.05K	-6.92%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.63%	176.94K	3.11M	14.45K	+8.90%
Dec 31, 2023	UBS GROUP AG	3.89%	421.28K	7.41M	-52.06K	-11.00%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	5.23%	566.27K	9.96M	4.08K	+0.72%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	6.56%	711.17K	12.5M	-8.13K	-1.13%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	12.51%	1.36M	23.83M	35.6K	+2.70%
Dec 31, 2023	ATLAS WEALTH LLC	0%	0	-	-108.63K	-100.00%
Dec 31, 2023	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-300	-100.00%
Dec 31, 2023	CITIGROUP INC	0%	1	18	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0%	108	1.9K	-233	-68.33%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0%	225	3.96K	0	0
Dec 31, 2023	ADVISORNET FINANCIAL, INC	0.01%	700	12.31K	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	799	14.05K	0	0
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1K	17.58K	1K	+100.00%
Dec 31, 2023	HEXAGON CAPITAL PARTNERS LLC	0.02%	1.63K	28.71K	0	0
Dec 31, 2023	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.81%	87.74K	1.54M	49.04K	+126.75%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	2.1K	36.94K	2.1K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.62%	67.52K	1.19M	1.19K	+1.79%
Dec 31, 2023	COMERICA BANK	0.02%	2.4K	42.19K	1.2K	+100.00%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.75%	80.78K	1.42M	7.33K	+9.97%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.02%	2.63K	46.22K	-687	-20.72%
Dec 31, 2023	DILIGENT INVESTORS, LLC	0.09%	10K	175.8K	-1K	-9.09%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.1%	11K	193.33K	-7.14K	-39.37%
Dec 31, 2023	WAVERLY ADVISORS, LLC	0.1%	11.13K	195.68K	0	0
Dec 31, 2023		1.11%	119.85K	2.11M	119.85K	+100.00%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.1%	11.19K	196.63K	11.19K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.11%	11.72K	206K	-93	-0.79%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.12%	12.51K	219.94K	763	+6.49%
Dec 31, 2023	OAK HARBOR WEALTH PARTNERS, LLC	0.14%	14.87K	261.43K	754	+5.34%
Dec 31, 2023	FORTITUDE ADVISORY GROUP L.L.C.	0.14%	15.46K	271.85K	5	+0.03%
Dec 31, 2023	LPL FINANCIAL LLC	0.15%	16.24K	285.42K	16.24K	+100.00%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.17%	18.5K	325.18K	-1.37K	-6.87%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.17%	18.81K	331K	0	0
Dec 31, 2023	KARPUS MANAGEMENT, INC.	0.18%	19.84K	348.75K	0	0
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.2%	21.3K	374.45K	21.3K	+100.00%
Dec 31, 2023	ALMITAS CAPITAL LLC	0.22%	23.58K	414.52K	9.56K	+68.21%
Dec 31, 2023	INVESCO LTD.	0.22%	24.15K	424.56K	217	+0.91%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.3%	32.67K	574.38K	-275	-0.83%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	0.49%	52.7K	926.53K	390	+0.75%

Insiders

Among the IGI insiders holding of 12.88% of the stake in company, GERARDI FRANK, 10 percent owner, holds the largest shares of 2.22M. KAMERICK EILEEN A, director, is the second largest IGI insider with ownership of 1.21K shares. WALSH STEPHEN A, , stands third with possession of 900 shares of that stake.

Insiders	Designation	Shares Held
GERARDI FRANK	10 percent owner	2.22M
KAMERICK EILEEN A	director	1.21K
WALSH STEPHEN A		900
GRILLO ANTHONY	director	700
CRONIN DANIEL P	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 27, 2025	GRILLO ANTHONY	PURCHASE	16.30	700	11.41K	700
Dec 20, 2022	KAMERICK EILEEN A	PURCHASE	16.51	1.21K	19.97K	1.21K
Dec 10, 2020	CRONIN DANIEL P	SALE	21.60	1.61K	34.86K	0
Jun 03, 2011	WALSH STEPHEN A	PURCHASE	21.14	500	10.57K	900
May 19, 2010	GERARDI FRANK	PURCHASE	1.03	300	309	2.22M
May 18, 2010	GERARDI FRANK	PURCHASE	1.00	3.36K	3.36K	2.22M
Apr 13, 2010	GERARDI FRANK	PURCHASE	0.71	300	213	2.21M
Apr 12, 2010	GERARDI FRANK	PURCHASE	0.74	100	74	2.21M
Dec 29, 2009	GERARDI FRANK	PURCHASE	0.81	500	405	2.34M
Oct 29, 2009	WALSH STEPHEN A	PURCHASE	18.81	200	3.76K	200
Aug 03, 2009	GERARDI FRANK	PURCHASE	1.22	300	366	2.22M

Frequently Asked Questions