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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.3K+ 16.45% |
$242K - $268K
|
158K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.7K+ 11.1% |
$224K - $247K
|
207K
$2.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.6K+ 90.47% |
$201K - $222K
|
39.1K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.4K+ 8.63% |
$189K - $208K
|
219K
$2.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.6K+ 66.5% |
$159K - $175K
|
36.6K
$436K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.92K+ 5.73% |
$108K - $119K
|
183K
$2.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.79K+ 3.97% |
$95.4K - $105K
|
230K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
7.62K+ 16.54% |
$82.7K - $91.3K
|
53.7K
$639K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.8K+ 17.93% |
$62.9K - $69.5K
|
38.1K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.42K+ 18.55% |
$26.3K - $29K
|
15.5K
$184K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
1.7K+ 3.95% |
$18.4K - $20.3K
|
44.7K
$532K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
905+ 5.54% |
$9.82K - $10.8K
|
17.2K
$205K
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
300+ 0.59% |
$3.26K - $3.59K
|
50.7K
$604K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$2.17K - $2.4K
|
200
$2.38K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
104+ 0.38% |
$1.13K - $1.25K
|
27.8K
$331K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
44+ 0.04% |
$477 - $527
|
125K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
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 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.05K+ 80.46% |
$91.9K - $97.1K
|
18.1K
$215K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
875New |
$9.98K - $10.6K
|
875
$10.4K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
683New |
$7.79K - $8.24K
|
683
$8.13K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
600+ 10.34% |
$6.85K - $7.24K
|
6.4K
$76.2K
|
|
| 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
|
|
|
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
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
47+ 3.25% |
$557 - $577
|
1.49K
$17.8K
|
|
| 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
$67K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
600New |
$6.73K - $7.24K
|
600
$7.15K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
250KNew |
$2.74M - $2.93M
|
250K
$2.98M
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.53KNew |
$76.2K - $84.7K
|
7.53K
$89.7K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.63KNew |
$26.6K - $29.5K
|
2.63K
$31.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.3K+ 4.38% |
$13.1K - $14.6K
|
31K
$369K
|
|
| 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
$123K
|
|
| 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
$200K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
13KNew |
$132K - $140K
|
13K
$154K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.59K+ 22.36% |
$87.3K - $92.7K
|
47K
$560K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
96+ 34.04% |
$976 - $1.04K
|
378
$4.5K
|
|
| 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
$154K
|
|
| 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
$8.34K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
450New |
$4.71K - $5.17K
|
450
$5.36K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 73.91% |
$178 - $195
|
40
$476
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.71K+ 5.2% |
$18.7K - $21.9K
|
34.6K
$412K
|
|