Parisi Gray Wealth Management Western Asset Mortgage Opportunity Fund Inc. Transaction History

Parisi Gray Wealth Management

$310 Million
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 14, 2018	SELL	$21.66 - $23.38 $30,324 - $32,732	-1,400 Closed	0 $0
Q2 2018 Aug 13, 2018	SELL	$23.04 - $25.89 $41,472 - $46,602	-1,800 Reduced 56.25%	1,400 $32,000
Q1 2018 May 11, 2018	BUY	$24.02 - $26.64 $55,246 - $61,272	2,300 Added 255.56%	3,200 $78,000
Q4 2017 Feb 13, 2018	BUY	$23.22 - $26.42 $20,898 - $23,778	900	900 $22,000

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

$4.39 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

201K
Shares

$2.35 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...

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