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 49 institutions that hold shares in the stock, with a total of 2.67 Million shares, which have been reported (via 13F filing form) to have a value of $32 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
335,964
shares
|
$4.03 Million
0.0% of portfolio
|
Q2 2024
Added 15.02%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
293,730
shares
|
$3.52 Million
0.0% of portfolio
|
Q1 2024
Added 1.59%
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
193,895
shares
|
$2.32 Million
0.02% of portfolio
|
Q2 2024
Added 7.79%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 31, 2024 Q2 2024 |
188,428
shares
|
$2.26 Million
0.52% of portfolio
|
Q2 2024
Reduced 23.36%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
186,500
shares
|
$2.24 Million
0.01% of portfolio
|
Q2 2024
Reduced 47.29%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
185,171
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.52%
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2024 Q2 2024 |
117,691
shares
|
$1.41 Million
0.49% of portfolio
|
Q2 2024
Reduced 46.49%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
112,062
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.59%
|
|
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 |
Aug 13, 2024 Q2 2024 |
101,162
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2024
Added 1.54%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
83,137
shares
|
$996,812
0.0% of portfolio
|
Q2 2024
Added 3.82%
|
|
Riverbridge Partners LLC
|
Jul 17, 2024 Q2 2024 |
81,655
shares
|
$979,043
0.01% of portfolio
|
Q2 2024
Reduced 37.74%
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
80,451
shares
|
$964,607
0.02% of portfolio
|
Q2 2024
Reduced 59.42%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
77,660
shares
|
$931,143
0.01% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
Venture Visionary Partners LLC
|
Aug 13, 2024 Q2 2024 |
69,778
shares
|
$836,638
0.04% of portfolio
|
Q1 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
62,921
shares
|
$754,422
0.01% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
Robinson Capital Management, LLC
|
Aug 14, 2024 Q2 2024 |
37,051
shares
|
$444,241
0.17% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
34,869
shares
|
$418,079
0.0% of portfolio
|
Q2 2024
Reduced 30.74%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
34,828
shares
|
$417,587
0.0% of portfolio
|
Q2 2024
Added 19.49%
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 09, 2024 Q2 2024 |
28,931
shares
|
$346,882
0.05% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
24,100
shares
|
$288,959
0.02% of portfolio
|
Q2 2024
Reduced 61.5%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 19, 2024 Q2 2024 |
22,458
shares
|
$269,271
0.03% of portfolio
|
Q2 2024
Added 5.69%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
22,052
shares
|
$264,403
0.0% of portfolio
|
Q2 2024
Reduced 27.68%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
21,665
shares
|
$259,763
0.0% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
20,692
shares
|
$248,097
0.0% of portfolio
|
Q2 2024
Reduced 0.94%
|