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 45 institutions that hold shares in the stock, with a total of 2.35 Million shares, which have been reported (via 13F filing form) to have a value of $27.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
376,157
shares
|
$4.43 Million
0.0% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
201,130
shares
|
$2.37 Million
0.02% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
200,840
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
173,951
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.78%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
165,424
shares
|
$1.95 Million
0.31% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
123,469
shares
|
$1.46 Million
0.49% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
113,465
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
103,464
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
102,527
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
82,603
shares
|
$973,889
0.0% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
81,582
shares
|
$961,851
0.01% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
69,778
shares
|
$822,682
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
57,421
shares
|
$676,993
0.0% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
41,412
shares
|
$488,247
0.01% of portfolio
|
Q3 2024
Reduced 48.53%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
39,041
shares
|
$460,293
0.01% of portfolio
|
Q4 2024
Reduced 53.13%
|
|
|
Robinson Capital Management, LLC
|
Jan 31, 2025 Q4 2024 |
37,051
shares
|
$436,831
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
33,023
shares
|
$389,341
0.04% of portfolio
|
Q4 2024
Added 21.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
32,096
shares
|
$378,411
0.0% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
30,895
shares
|
$364,252
0.01% of portfolio
|
Q4 2024
Added 29.99%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
28,500
shares
|
$336,015
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
27,753
shares
|
$327,207
0.0% of portfolio
|
Q3 2024
Reduced 20.31%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
24,100
shares
|
$284,139
0.01% of portfolio
|
Q2 2024
Reduced 61.5%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
22,777
shares
|
$268,540
0.04% of portfolio
|
Q3 2024
Reduced 21.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
21,494
shares
|
$253,414
0.0% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
20,391
shares
|
$240,409
0.0% of portfolio
|
Q3 2024
New holding
|