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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.3K+ 16.45% |
$242K - $268K
|
158K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
104+ 0.38% |
$1.13K - $1.25K
|
27.8K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
7.62K+ 16.54% |
$82.7K - $91.3K
|
53.7K
$639K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
300+ 0.59% |
$3.26K - $3.59K
|
50.7K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-35.6K- 74.22% |
$387K - $427K
|
12.4K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-90Closed |
$977 - $1.08K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.42K+ 18.55% |
$26.3K - $29K
|
15.5K
$184K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
499+ 0.13% |
$5.41K - $5.98K
|
389K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-18.6K- 19.16% |
$202K - $223K
|
78.6K
$936K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-780- 1.43% |
$8.46K - $9.34K
|
53.7K
$639K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.81K- 28.59% |
$30.5K - $33.7K
|
7.03K
$83.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-61.4K- 34.03% |
$666K - $735K
|
119K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.4K+ 8.63% |
$189K - $208K
|
219K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.02K- 0.73% |
$11.1K - $12.3K
|
140K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-20.5K- 60.56% |
$222K - $246K
|
13.4K
$159K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.7K+ 11.1% |
$224K - $247K
|
207K
$2.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.9K- 42.51% |
$151K - $167K
|
18.9K
$225K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.6K+ 66.5% |
$159K - $175K
|
36.6K
$436K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.8K+ 17.93% |
$62.9K - $69.5K
|
38.1K
$454K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.79K+ 3.97% |
$95.4K - $105K
|
230K
$2.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.6K+ 90.47% |
$201K - $222K
|
39.1K
$465K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$2.17K - $2.4K
|
200
$2.38K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
905+ 5.54% |
$9.82K - $10.8K
|
17.2K
$205K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-316- 49.92% |
$3.43K - $3.79K
|
317
$3.78K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.92K+ 5.73% |
$108K - $119K
|
183K
$2.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
44+ 0.04% |
$477 - $527
|
125K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
1.7K+ 3.95% |
$18.4K - $20.3K
|
44.7K
$532K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-714- 0.9% |
$7.75K - $8.55K
|
78.7K
$937K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.26K- 3.59% |
$13.6K - $15.1K
|
33.8K
$403K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-8.71K- 96.57% |
$99.3K - $105K
|
309
$3.68K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.05K+ 80.46% |
$91.9K - $97.1K
|
18.1K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-23.5K- 65.77% |
$268K - $284K
|
12.2K
$146K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
27.8K+ 452.78% |
$317K - $335K
|
33.9K
$404K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.3KNew |
$198K - $209K
|
17.3K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
600+ 10.34% |
$6.85K - $7.24K
|
6.4K
$76.2K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
683New |
$7.79K - $8.24K
|
683
$8.13K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
875New |
$9.98K - $10.6K
|
875
$10.4K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$158K - $165K
|
13.4K
$160K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28.5KNew |
$338K - $350K
|
28.5K
$339K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
47+ 3.25% |
$557 - $577
|
1.49K
$17.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-243- 45.34% |
$2.88K - $2.98K
|
293
$3.49K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
107+ 6.69% |
$1.27K - $1.31K
|
1.71K
$20.3K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-167K- 47.29% |
$1.88M - $2.02M
|
187K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.62KNew |
$63.1K - $67.9K
|
5.62K
$67K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9KNew |
$168K - $180K
|
14.9K
$178K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.59K- 33.76% |
$96.3K - $104K
|
16.8K
$201K
|
|
|
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
$15.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-38.5K- 61.5% |
$432K - $465K
|
24.1K
$287K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
600New |
$6.73K - $7.24K
|
600
$7.15K
|
|