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 46 institutions that hold shares in the stock, with a total of 2.35 Million shares, which have been reported (via 13F filing form) to have a value of $27.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
18,520
shares
|
$218,165
0.0% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
16,437
shares
|
$193,627
0.16% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,167
shares
|
$190,447
0.0% of portfolio
|
Q2 2024
Reduced 8.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
15,500
shares
|
$182,590
0.0% of portfolio
|
Q1 2024
Reduced 10.4%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
12,928
shares
|
$152,291
0.11% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
12,850
shares
|
$151,373
0.01% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
12,616
shares
|
$148,616
0.0% of portfolio
|
Q4 2019
Reduced 2.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
10,596
shares
|
$124,820
0.0% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,800
shares
|
$68,324
0.0% of portfolio
|
Q1 2024
Reduced 85.78%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
5,623
shares
|
$66,238
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,269
shares
|
$50,288
0.0% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,878
shares
|
$33,902
0.0% of portfolio
|
Q3 2024
Reduced 40.44%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,493
shares
|
$17,587
0.01% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,213
shares
|
$14,289
0.0% of portfolio
|
Q2 2020
Added 3.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$11,780
0.0% of portfolio
|
Q4 2020
Reduced 53.49%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
650
shares
|
$7,657
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
450
shares
|
$5,301
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
378
shares
|
$4,452
0.0% of portfolio
|
Q2 2023
Added 34.04%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
330
shares
|
$3,887
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
293
shares
|
$3,451
0.0% of portfolio
|
Q3 2024
Reduced 45.34%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
4
shares
|
$47
0.0% of portfolio
|
Q3 2021
New holding
|