Latest Institutional Transactions on Western Asset Mortgage Opportunity Fund Inc. (DMO)
This table provides information on the latest institutional transactions involving Western Asset Mortgage Opportunity Fund Inc. (DMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.13K+ 29.99% |
$84.1K - $87.6K
|
30.9K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-14.1K- 7.85% |
$166K - $173K
|
165K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.35K+ 11.74% |
$15.9K - $16.6K
|
12.9K
$151K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-44.3K- 53.13% |
$522K - $544K
|
39K
$460K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.82K+ 9.13% |
$80.5K - $83.8K
|
81.6K
$961K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.86K+ 21.57% |
$69.1K - $72K
|
33K
$389K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
919+ 5.92% |
$10.8K - $11.3K
|
16.4K
$194K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.4K+ 1.25% |
$16.6K - $17.2K
|
113K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.5K- 8.74% |
$65.2K - $67.5K
|
57.4K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.08K- 20.31% |
$83.9K - $86.8K
|
27.8K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.4KNew |
$242K - $250K
|
20.4K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-551- 11.43% |
$6.53K - $6.76K
|
4.27K
$50.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-120K- 40.78% |
$1.42M - $1.47M
|
174K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-30- 8.33% |
$356 - $368
|
330
$3.89K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.2K+ 11.96% |
$477K - $493K
|
376K
$4.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-39K- 48.53% |
$463K - $479K
|
41.4K
$488K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.95K- 40.44% |
$23.2K - $24K
|
2.88K
$33.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.77K- 7.95% |
$32.9K - $34K
|
32.1K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.24K+ 3.73% |
$85.8K - $88.8K
|
201K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.3K+ 2.28% |
$27.3K - $28.2K
|
103K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-500- 4.51% |
$5.93K - $6.14K
|
10.6K
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28.5KNew |
$338K - $350K
|
28.5K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5.78K+ 4.91% |
$68.5K - $70.9K
|
123K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
47+ 3.25% |
$557 - $577
|
1.49K
$17.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-534- 0.64% |
$6.33K - $6.55K
|
82.6K
$973K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-6.15K- 21.27% |
$73K - $75.5K
|
22.8K
$268K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.7K+ 8.46% |
$186K - $192K
|
201K
$2.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-243- 45.34% |
$2.88K - $2.98K
|
293
$3.45K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
802+ 3.88% |
$9.51K - $9.84K
|
21.5K
$253K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.15K- 14.52% |
$37.3K - $38.6K
|
18.5K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
107+ 6.69% |
$1.27K - $1.31K
|
1.71K
$20.1K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.59K- 33.76% |
$96.3K - $104K
|
16.8K
$198K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9KNew |
$168K - $180K
|
14.9K
$176K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.62KNew |
$63.1K - $67.9K
|
5.62K
$66.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-167K- 47.29% |
$1.88M - $2.02M
|
187K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-500- 3.72% |
$5.61K - $6.04K
|
12.9K
$152K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.71K- 57.33% |
$19.1K - $20.6K
|
1.27K
$14.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-38.5K- 61.5% |
$432K - $465K
|
24.1K
$284K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
600New |
$6.73K - $7.24K
|
600
$7.07K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.52K- 8.57% |
$17K - $18.3K
|
16.2K
$190K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.98K- 85.78% |
$54.6K - $58.3K
|
825
$9.72K
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
37.1KNew |
$406K - $434K
|
37.1K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
69.8KNew |
$765K - $818K
|
69.8K
$822K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.8K- 10.4% |
$19.7K - $21.1K
|
15.5K
$183K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$2.19K - $2.34K
|
200
$2.36K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
250KNew |
$2.74M - $2.93M
|
250K
$2.95M
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.63KNew |
$26.6K - $29.5K
|
2.63K
$30.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11- 0.05% |
$111 - $124
|
24.1K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.72K+ 52.7% |
$67.9K - $75.5K
|
19.5K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.98K- 14.18% |
$20K - $22.2K
|
12K
$141K
|
|