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 |
---|---|---|---|---|---|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
16,842
shares
|
$201,935
0.01% of portfolio
|
Q2 2024
Reduced 33.76%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
16,167
shares
|
$193,842
0.0% of portfolio
|
Q2 2024
Reduced 8.57%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
15,500
shares
|
$185,845
0.0% of portfolio
|
Q1 2024
Reduced 10.4%
|
|
Integrated Capital Management, Inc.
|
Jul 12, 2024 Q2 2024 |
15,490
shares
|
$185,725
0.15% of portfolio
|
Q2 2024
Added 9.79%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
14,938
shares
|
$179,106
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 14, 2024 Q2 2024 |
12,928
shares
|
$155,006
0.12% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
12,616
shares
|
$151,265
0.0% of portfolio
|
Q4 2019
Reduced 2.11%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
11,096
shares
|
$133,041
0.0% of portfolio
|
Q2 2024
Reduced 7.5%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
5,800
shares
|
$69,542
0.01% of portfolio
|
Q1 2024
Reduced 85.78%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
5,623
shares
|
$67,419
0.05% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
4,832
shares
|
$57,935
0.0% of portfolio
|
Q2 2024
Added 46.29%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
4,820
shares
|
$57,791
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2024 Q2 2024 |
1,652
shares
|
$19,807
0.01% of portfolio
|
Q2 2024
Added 3.31%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
1,446
shares
|
$17,337
0.01% of portfolio
|
Q2 2024
Added 3.29%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
1,269
shares
|
$15,215
0.0% of portfolio
|
Q2 2024
Reduced 57.33%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,213
shares
|
$14,543
0.0% of portfolio
|
Q2 2020
Added 3.29%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
1,000
shares
|
$11,990
0.0% of portfolio
|
Q4 2020
Reduced 53.49%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
650
shares
|
$7,793
0.0% of portfolio
|
Q2 2022
New holding
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
600
shares
|
$7,194
0.0% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
536
shares
|
$6,426
0.0% of portfolio
|
Q2 2024
Reduced 30.84%
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
450
shares
|
$5,395
0.0% of portfolio
|
Q4 2022
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
378
shares
|
$4,532
0.0% of portfolio
|
Q2 2023
Added 34.04%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
360
shares
|
$4,316
0.0% of portfolio
|
Q2 2024
Reduced 22.08%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
4
shares
|
$47
0.0% of portfolio
|
Q3 2021
New holding
|