Latest Institutional Purchases of Western Asset Mortgage Opportunity Fund Inc. (DMO)
This list provides information on the latest institutional transactions involving Western Asset Mortgage Opportunity Fund Inc. (DMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.2K+ 11.96% |
$477K - $493K
|
376K
$4.49M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28.5KNew |
$338K - $350K
|
28.5K
$340K
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.4KNew |
$242K - $250K
|
20.4K
$243K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.7K+ 8.46% |
$186K - $192K
|
201K
$2.4M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.5KNew |
$136K - $141K
|
11.5K
$137K
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.24K+ 3.73% |
$85.8K - $88.8K
|
201K
$2.4M
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5.78K+ 4.91% |
$68.5K - $70.9K
|
123K
$1.47M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.71K+ 20.95% |
$55.8K - $57.7K
|
27.2K
$324K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.3K+ 2.28% |
$27.3K - $28.2K
|
103K
$1.24M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.72K+ 7.78% |
$20.4K - $21.1K
|
23.8K
$284K
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
1.64K+ 2.01% |
$19.4K - $20.1K
|
83.3K
$995K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.4K+ 1.25% |
$16.6K - $17.2K
|
113K
$1.35M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
802+ 3.88% |
$9.51K - $9.84K
|
21.5K
$257K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
107+ 6.69% |
$1.27K - $1.31K
|
1.71K
$20.4K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
47+ 3.25% |
$557 - $577
|
1.49K
$17.8K
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
28+ 0.18% |
$332 - $344
|
15.5K
$185K
|
|
Q2 2024 | |||||||
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
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.62KNew |
$63.1K - $67.9K
|
5.62K
$67.1K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
600New |
$6.73K - $7.24K
|
600
$7.16K
|
|
Q1 2024 | |||||||
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
250KNew |
$2.74M - $2.93M
|
250K
$2.99M
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
69.8KNew |
$765K - $818K
|
69.8K
$833K
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
37.1KNew |
$406K - $434K
|
37.1K
$442K
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$2.19K - $2.34K
|
200
$2.39K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.53KNew |
$76.2K - $84.7K
|
7.53K
$89.9K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.72K+ 52.7% |
$67.9K - $75.5K
|
19.5K
$232K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.53K+ 2665.26% |
$25.6K - $28.5K
|
2.63K
$31.4K
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.3K+ 4.38% |
$13.1K - $14.6K
|
31K
$370K
|
|
Q3 2023 | |||||||
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
103KNew |
$1.06M - $1.15M
|
103K
$1.22M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$107K - $116K
|
10.3K
$124K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
89.4KNew |
$910K - $966K
|
89.4K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.8KNew |
$171K - $182K
|
16.8K
$201K
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
13KNew |
$132K - $140K
|
13K
$155K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.59K+ 22.36% |
$87.3K - $92.7K
|
47K
$561K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
96+ 34.04% |
$976 - $1.04K
|
378
$4.51K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
24.5KNew |
$251K - $282K
|
24.5K
$292K
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
13KNew |
$133K - $149K
|
13K
$155K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12.1KNew |
$127K - $139K
|
12.1K
$144K
|
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
1.03KNew |
$10.8K - $11.8K
|
1.03K
$12.3K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
700New |
$7.33K - $8.04K
|
700
$8.36K
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
450New |
$4.71K - $5.17K
|
450
$5.37K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 73.91% |
$178 - $195
|
40
$478
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.71K+ 5.2% |
$18.7K - $21.9K
|
34.6K
$413K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
650New |
$7.41K - $8.74K
|
650
$7.76K
|
|
Q4 2021 | |||||||
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
925New |
$14K - $14.9K
|
925
$11K
|
|
Q3 2021 | |||||||
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
4New |
$61.3 - $65
|
4
$47.8
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
28+ 3.29% |
$304 - $412
|
878
$10.5K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
14.4KNew |
$312K - $336K
|
14.4K
$172K
|
|
Q2 2017 | |||||||
Aug 14, 2017
Q2 2017
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$126K
|