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 48 institutions that hold shares in the stock, with a total of 3.51 Million shares, which have been reported (via 13F filing form) to have a value of $42 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
353,839
shares
|
$4.24 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
339,363
shares
|
$4.06 Million
0.0% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
292,082
shares
|
$3.5 Million
0.0% of portfolio
|
Q1 2024
Added 8.23%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
250,150
shares
|
$2.99 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 30, 2024 Q1 2024 |
245,875
shares
|
$2.94 Million
0.75% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
221,810
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2024
Reduced 21.18%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 13, 2024 Q1 2024 |
219,941
shares
|
$2.63 Million
0.91% of portfolio
|
Q1 2024
Reduced 29.27%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 14, 2024 Q1 2024 |
198,264
shares
|
$2.37 Million
0.05% of portfolio
|
Q1 2024
Reduced 48.67%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
179,890
shares
|
$2.15 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Riverbridge Partners LLC
|
Apr 26, 2024 Q1 2024 |
131,154
shares
|
$1.57 Million
0.02% of portfolio
|
Q1 2024
Added 2.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
118,694
shares
|
$1.42 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.97%
|
|
|
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
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
99,623
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
Added 181.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
80,081
shares
|
$958,569
0.0% of portfolio
|
Q1 2024
Added 23.12%
|
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
78,598
shares
|
$940,818
0.01% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
|
Venture Visionary Partners LLC
|
May 13, 2024 Q1 2024 |
69,778
shares
|
$835,242
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
64,821
shares
|
$775,907
0.01% of portfolio
|
Q1 2024
Reduced 17.66%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2024 Q1 2024 |
62,600
shares
|
$749,322
0.04% of portfolio
|
Q1 2024
Reduced 12.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
50,348
shares
|
$602,665
0.0% of portfolio
|
Q1 2024
Added 42.23%
|
|
|
Robinson Capital Management, LLC
|
May 14, 2024 Q1 2024 |
37,051
shares
|
$443,500
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2024 Q1 2024 |
30,968
shares
|
$370,686
0.11% of portfolio
|
Q4 2023
Added 4.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
30,493
shares
|
$365,001
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
29,147
shares
|
$348,889
0.0% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 17, 2024 Q1 2024 |
29,054
shares
|
$347,776
0.05% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
25,427
shares
|
$304,361
0.02% of portfolio
|
Q1 2024
Reduced 19.26%
|
|