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 |
---|---|---|---|---|---|---|---|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.9K- 3.73% |
$34.4K - $35.6K
|
74.8K
$902K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.9K- 2.93% |
$21.3K - $22.9K
|
62.9K
$759K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-900- 7.5% |
$10.1K - $10.9K
|
11.1K
$134K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-102- 22.08% |
$1.14K - $1.23K
|
360
$4.34K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62- 1.27% |
$696 - $748
|
4.82K
$58.1K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.62KNew |
$63.1K - $67.9K
|
5.62K
$67.8K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-167K- 47.29% |
$1.88M - $2.02M
|
187K
$2.25M
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-500- 3.72% |
$5.61K - $6.04K
|
12.9K
$156K
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-118K- 59.42% |
$1.32M - $1.42M
|
80.5K
$970K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.63K- 5.59% |
$74.4K - $80K
|
112K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.9K+ 15.02% |
$492K - $530K
|
336K
$4.05M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9KNew |
$168K - $180K
|
14.9K
$180K
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14K+ 7.79% |
$157K - $169K
|
194K
$2.34M
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
46+ 3.29% |
$516 - $555
|
1.45K
$17.4K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.59K- 33.76% |
$96.3K - $104K
|
16.8K
$203K
|
|
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
$15.3K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.53K+ 46.29% |
$17.2K - $18.5K
|
4.83K
$58.3K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-102K- 46.49% |
$1.15M - $1.23M
|
118K
$1.42M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
5.68K+ 19.49% |
$63.7K - $68.6K
|
34.8K
$420K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.54K+ 1.54% |
$17.3K - $18.6K
|
101K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.5K- 30.74% |
$174K - $187K
|
34.9K
$421K
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-123- 0.42% |
$1.38K - $1.48K
|
28.9K
$349K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-38.5K- 61.5% |
$432K - $465K
|
24.1K
$291K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.6K- 16.52% |
$411K - $442K
|
185K
$2.23M
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
600New |
$6.73K - $7.24K
|
600
$7.24K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.06K+ 3.82% |
$34.3K - $36.9K
|
83.1K
$1M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.44K- 27.68% |
$94.7K - $102K
|
22.1K
$266K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-239- 30.84% |
$2.68K - $2.88K
|
536
$6.46K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-57.4K- 23.36% |
$645K - $693K
|
188K
$2.27M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-302- 1.37% |
$3.39K - $3.65K
|
21.7K
$261K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-196- 0.94% |
$2.2K - $2.37K
|
20.7K
$250K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
53+ 3.31% |
$595 - $640
|
1.65K
$19.9K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.21K+ 5.69% |
$13.6K - $14.6K
|
22.5K
$271K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.52K- 8.57% |
$17K - $18.3K
|
16.2K
$195K
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-49.5K- 37.74% |
$555K - $597K
|
81.7K
$985K
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.38K+ 9.79% |
$15.5K - $16.7K
|
15.5K
$187K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.33K+ 1.59% |
$58.4K - $62.4K
|
339K
$4.09M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.98K- 85.78% |
$54.6K - $58.3K
|
825
$9.95K
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
37.1KNew |
$406K - $434K
|
37.1K
$447K
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
69.8KNew |
$765K - $818K
|
69.8K
$842K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.8K- 10.4% |
$19.7K - $21.1K
|
15.5K
$187K
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$2.19K - $2.34K
|
200
$2.41K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
250KNew |
$2.74M - $2.93M
|
250K
$3.02M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11- 0.05% |
$111 - $124
|
24.1K
$290K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.72K+ 52.7% |
$67.9K - $75.5K
|
19.5K
$235K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.98K- 14.18% |
$20K - $22.2K
|
12K
$144K
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-23.9K- 65.18% |
$242K - $269K
|
12.8K
$154K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.53K+ 2665.26% |
$25.6K - $28.5K
|
2.63K
$31.7K
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.3K+ 4.38% |
$13.1K - $14.6K
|
31K
$373K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.53KNew |
$76.2K - $84.7K
|
7.53K
$90.8K
|