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 42 institutions that hold shares in the stock, with a total of 2.57 Million shares, which have been reported (via 13F filing form) to have a value of $30.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
388,986
shares
|
$4.63 Million
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
230,453
shares
|
$2.74 Million
0.0% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
218,782
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
206,710
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
183,114
shares
|
$2.18 Million
0.3% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
158,071
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
139,971
shares
|
$1.66 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
124,809
shares
|
$1.48 Million
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
118,914
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.03%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
102,527
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
78,709
shares
|
$935,850
0.01% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
78,591
shares
|
$934,446
0.0% of portfolio
|
Q2 2025
Reduced 19.16%
|
|
|
Robinson Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
53,687
shares
|
$638,338
0.28% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
50,818
shares
|
$604,226
0.0% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
50,721
shares
|
$603,072
0.0% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
44,664
shares
|
$531,054
0.01% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
39,062
shares
|
$464,447
0.0% of portfolio
|
Q2 2025
Added 90.47%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
38,143
shares
|
$453,520
0.06% of portfolio
|
Q2 2025
Added 17.93%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
36,603
shares
|
$435,209
0.0% of portfolio
|
Q2 2025
Added 66.5%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
33,880
shares
|
$402,833
0.01% of portfolio
|
Q1 2025
Added 452.78%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
33,796
shares
|
$401,834
0.05% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
27,827
shares
|
$330,863
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
18,854
shares
|
$224,174
0.0% of portfolio
|
Q2 2025
Reduced 42.51%
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
17,244
shares
|
$205,031
0.17% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,167
shares
|
$192,225
0.0% of portfolio
|
Q2 2024
Reduced 8.57%
|