Western Asst INV GR Oppor TR (IGI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Hennion & Walsh Asset Management, Inc.

INCREASED

Shares175,969 from 108,376

Change+67,593 (+62%)

Value$2.8M (+$1.0M)

Filed 2026-10-13

Uhlmann Price Securities, LLC

INCREASED

Shares12,676 from 12,127

Change+549 (+5%)

Value$200.9K (+$5.5K)

Filed 2026-11-03

Melfa Wealth Management, Inc.

UNCHANGED

Shares10,424 from 10,424

Change0 (0%)

Value$165.2K (-$2.7K)

Filed 2026-11-06

Bessemer Group Inc

NEW

Shares5,652

Change+5,652

Value$90

Filed 2026-11-09

Noble Wealth Management PBC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$15.9K (-$260)

Filed 2026-10-01

Citigroup Inc

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$16 ($0)

Filed 2026-11-04

Whipplewood Advisors, LLC

CLOSED

Shares0 from 58,440

Change-58,440 (-100%)

Value$0 (-$941.5K)

Filed 2026-10-20

Wolverine Asset Management LLC

CLOSED

Shares0 from 6,267

Change-6,267 (-100%)

Value$0 (-$101.0K)

Filed 2026-11-02

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 1,625

Change-1,625 (-100%)

Value$0 (-$26.2K)

Filed 2026-11-06

AdvisorNet Financial, Inc

CLOSED

Shares0 from 708

Change-708 (-100%)

Value$0 (-$11.4K)

Filed 2026-10-15

SIT Investment Associates Inc

N/A

Shares— from 909,296

Change-909,296 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 663,116

Change-663,116 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 529,003

Change-529,003 (-100%)

Value—

UBS Group AG

N/A

Shares— from 288,723

Change-288,723 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 107,106

Change-107,106 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 85,050

Change-85,050 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 75,980

Change-75,980 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 28,800

Change-28,800 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 23,441

Change-23,441 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 17,466

Change-17,466 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 16,176

Change-16,176 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 15,101

Change-15,101 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 14,951

Change-14,951 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 13,117

Change-13,117 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6,103

Change-6,103 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,212

Change-2,212 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 900

Change-900 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 799

Change-799 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 289

Change-289 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	INCREASED	175,969	108,376	+67,593	+62%	$1.7M	$2.8M	+$1.0M	2026-10-13
Uhlmann Price Securities, LLC	INCREASED	12,676	12,127	+549	+5%	$195.4K	$200.9K	+$5.5K	2026-11-03
Melfa Wealth Management, Inc.	UNCHANGED	10,424	10,424	0	0%	$167.9K	$165.2K	-$2.7K	2026-11-06
Bessemer Group Inc	NEW	5,652	—	+5,652	—	—	$90	—	2026-11-09
Noble Wealth Management PBC	UNCHANGED	1,000	1,000	0	0%	$16.1K	$15.9K	-$260	2026-10-01
Citigroup Inc	UNCHANGED	1	1	0	0%	$16	$16	$0	2026-11-04
Whipplewood Advisors, LLC	CLOSED	0	58,440	-58,440	-100%	$941.5K	$0	-$941.5K	2026-10-20
Wolverine Asset Management LLC	CLOSED	0	6,267	-6,267	-100%	$101.0K	$0	-$101.0K	2026-11-02
Institute for Wealth Management, Llc.	CLOSED	0	1,625	-1,625	-100%	$26.2K	$0	-$26.2K	2026-11-06
AdvisorNet Financial, Inc	CLOSED	0	708	-708	-100%	$11.4K	$0	-$11.4K	2026-10-15
SIT Investment Associates Inc	N/A	—	909,296	-909,296	-100%	$14.6M	—	—	—
1607 Capital Partners, LLC	N/A	—	663,116	-663,116	-100%	$10.7M	—	—	—
Karpus Management, Inc.	N/A	—	529,003	-529,003	-100%	$8.5M	—	—	—
UBS Group AG	N/A	—	288,723	-288,723	-100%	$4.7M	—	—	—
Morgan Stanley	N/A	—	107,106	-107,106	-100%	$1.7M	—	—	—
Raymond James Financial Inc	N/A	—	85,050	-85,050	-100%	$1.4M	—	—	—
Wells Fargo & Company	N/A	—	75,980	-75,980	-100%	$1.2M	—	—	—
Janney Montgomery Scott LLC	N/A	—	28,800	-28,800	-100%	$464.0K	—	—	—
Stifel Financial Corp	N/A	—	23,441	-23,441	-100%	$377.6K	—	—	—
Ameriprise Financial Inc	N/A	—	17,466	-17,466	-100%	$281.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	16,176	-16,176	-100%	$260.6K	—	—	—
Bank of America Corp	N/A	—	15,101	-15,101	-100%	$243.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	14,951	-14,951	-100%	$240.1K	—	—	—
Guggenheim Capital LLC	N/A	—	13,117	-13,117	-100%	$211.3K	—	—	—
Royal Bank of Canada	N/A	—	6,103	-6,103	-100%	$98.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,212	-2,212	-100%	$35.6K	—	—	—
Arax Advisory Partners	N/A	—	900	-900	-100%	$14.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	799	-799	-100%	$12.9K	—	—	—
Clear Street Group Inc.	N/A	—	289	-289	-100%	$4.7K	—	—	—

Showing 29 of 29 institutions