Institutional Ownership Western Asset Mortgage Opportunity Fund Inc. (DMO)
This table provides information about the institutional ownership of Western Asset Mortgage Opportunity Fund Inc. (DMO). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 2.66 Million shares, which have been reported (via 13F filing form) to have a value of $31.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
388,487
shares
|
$4.64 Million
0.0% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
221,660
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
201,408
shares
|
$2.41 Million
0.0% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
186,055
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Added 110.87%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
180,268
shares
|
$2.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.99%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
173,198
shares
|
$2.07 Million
0.33% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
140,994
shares
|
$1.68 Million
0.57% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
135,740
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
124,765
shares
|
$1.49 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
102,527
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
97,216
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 36.18%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
78,709
shares
|
$940,572
0.01% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
54,456
shares
|
$650,749
0.0% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
50,421
shares
|
$602,530
0.0% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
48,000
shares
|
$573,600
0.0% of portfolio
|
Q1 2025
Reduced 55.58%
|
|
|
Robinson Capital Management, LLC
|
May 13, 2025 Q1 2025 |
46,067
shares
|
$550,500
0.23% of portfolio
|
Q1 2025
Added 24.33%
|
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
42,968
shares
|
$513,467
0.01% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
33,880
shares
|
$404,866
0.01% of portfolio
|
Q1 2025
Added 452.78%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
33,850
shares
|
$404,507
0.01% of portfolio
|
Q1 2025
Added 163.42%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
33,796
shares
|
$403,862
0.05% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
32,797
shares
|
$391,924
0.01% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
32,343
shares
|
$386,498
0.06% of portfolio
|
Q1 2025
Added 25.96%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
27,723
shares
|
$331,289
0.0% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
24,100
shares
|
$287,995
0.01% of portfolio
|
Q2 2024
Reduced 61.5%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
21,984
shares
|
$262,708
0.0% of portfolio
|
Q1 2025
Added 0.33%
|