Cornerstone Wealth Management, LLC Western Asset Mortgage Opportunity Fund Inc. Transaction History

Cornerstone Wealth Management, LLC

$1.44 Billion
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 13, 2019	SELL	$20.39 - $23.1 $1.43 Million - $1.62 Million	-70,173 Closed	0 $0
Q3 2018 Oct 19, 2018	SELL	$21.66 - $23.38 $149,648 - $161,532	-6,909 Reduced 8.96%	70,173 $2.7 Million
Q2 2018 Jul 20, 2018	BUY	$23.04 - $25.89 $1.78 Million - $2 Million	77,082 New	77,082 $3.38 Million

Others Institutions Holding DMO

# of Institutions

47

Shares Held

2.36M

Call Options Held

0

Put Options Held

0

Royal Bank Of Canada Toronto, A6

376K
Shares

$4.38 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

201K
Shares

$2.34 Million
0.02% of portfolio
Envestnet Asset Management Inc

201K
Shares

$2.34 Million
0.0% of portfolio
Consolidated Portfolio Review Corp Woodbury, NY

180K
Shares

$2.09 Million
0.48% of portfolio
Morgan Stanley New York, NY

174K
Shares

$2.03 Million
0.0% of portfolio

About Western Asset Mortgage Opportunity Fund Inc.

Ticker DMO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Western Asset Mortgage Opportunity Fund Inc. is a closed ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. The fund is co-managed Western Asset Management Company and Western Asset Management Company Limited. It invests in the fixed income markets of the United States. The fund invests primarily in mor...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.