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 2.45 Million shares, which have been reported (via 13F filing form) to have a value of $29.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
376,283
shares
|
$4.5 Million
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
242,543
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
223,714
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
221,188
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
178,414
shares
|
$2.14 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
142,909
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
137,559
shares
|
$1.65 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
124,855
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
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 |
Nov 14, 2025 Q3 2025 |
87,941
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
78,662
shares
|
$941,584
0.01% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
64,917
shares
|
$777,056
0.01% of portfolio
|
Q3 2025
Reduced 45.41%
|
|
|
Robinson Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
53,687
shares
|
$642,633
0.35% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
51,603
shares
|
$617,687
0.0% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
47,121
shares
|
$564,038
0.0% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
39,059
shares
|
$467,536
0.06% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
37,481
shares
|
$448,647
0.0% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
34,800
shares
|
$416,556
0.0% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
33,900
shares
|
$405,783
0.05% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
27,540
shares
|
$329,653
0.0% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
23,850
shares
|
$285,484
0.01% of portfolio
|
Q3 2025
Added 78.65%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
18,575
shares
|
$222,342
0.0% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
17,001
shares
|
$203,501
0.15% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
16,442
shares
|
$196,810
0.0% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,167
shares
|
$193,518
0.0% of portfolio
|
Q2 2024
Reduced 8.57%
|
|