Purchases and Sales Made in Q1 2024 in Western Asset Mortgage Opportunity Fund Inc. (DMO)
This table provides information about the institutional ownership of Western Asset Mortgage Opportunity Fund Inc. (DMO) during Q1 2024. The information is specifically focused on institutions that hold shares of Western Asset Mortgage Opportunity Fund Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
250KNew |
$2.74M - $2.93M
|
250K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
69.8KNew |
$765K - $818K
|
69.8K
$828K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
64.3K+ 181.81% |
$705K - $753K
|
99.6K
$1.18M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.6K+ 15.54% |
$501K - $535K
|
339K
$4.03M
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
37.1KNew |
$406K - $434K
|
37.1K
$440K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
30.5KNew |
$335K - $357K
|
30.5K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.2K+ 8.23% |
$244K - $260K
|
292K
$3.47M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15K+ 23.12% |
$165K - $176K
|
80.1K
$951K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15K+ 42.23% |
$164K - $175K
|
50.3K
$598K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.33K+ 1.59% |
$58.4K - $62.4K
|
339K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.33K+ 1.59% |
$58.4K - $62.4K
|
339K
$4.03M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.3K+ 330200.0% |
$36.2K - $38.7K
|
3.3K
$39.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
3.13K+ 2.45% |
$34.4K - $36.7K
|
131K
$1.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.97KNew |
$32.6K - $34.9K
|
2.97K
$35.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.55K+ 16.84% |
$28K - $29.9K
|
17.7K
$210K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.63K+ 8.29% |
$17.8K - $19.1K
|
21.2K
$252K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.6KNew |
$17.5K - $18.7K
|
1.6K
$19K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.4KNew |
$15.4K - $16.4K
|
1.4K
$16.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
775+ 3.66% |
$8.5K - $9.08K
|
22K
$261K
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
343+ 2.49% |
$3.76K - $4.02K
|
14.1K
$167K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$2.19K - $2.34K
|
200
$2.37K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
10+ 2.21% |
$110 - $117
|
462
$5.48K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-563- 1.9% |
$6.18K - $6.6K
|
29.1K
$345K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.49K- 1.86% |
$16.3K - $17.5K
|
78.6K
$933K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.78K- 12.89% |
$19.5K - $20.8K
|
12K
$142K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.8K- 5.8% |
$19.7K - $21K
|
29.1K
$346K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.8K- 10.4% |
$19.7K - $21.1K
|
15.5K
$184K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.53K- 1.02% |
$27.7K - $29.6K
|
246K
$2.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.88K- 12.1% |
$31.5K - $33.7K
|
20.9K
$248K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.98K- 85.78% |
$54.6K - $58.3K
|
825
$9.79K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.9K- 54.73% |
$64.7K - $69.2K
|
4.88K
$57.9K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.07K- 19.26% |
$66.5K - $71.1K
|
25.4K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.21K- 4.97% |
$68.1K - $72.7K
|
119K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.55K- 3.51% |
$71.8K - $76.8K
|
180K
$2.14M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.82K- 1.89% |
$74.8K - $79.9K
|
354K
$4.2M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-8.8K- 12.32% |
$96.5K - $103K
|
62.6K
$743K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.9K- 17.66% |
$152K - $163K
|
64.8K
$769K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43.9K- 13.06% |
$481K - $514K
|
292K
$3.47M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59.6K- 21.18% |
$654K - $698K
|
222K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-91K- 29.27% |
$998K - $1.07M
|
220K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-188K- 48.67% |
$2.06M - $2.2M
|
198K
$2.35M
|