Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.8K+ 110.87% |
$1.12M - $1.18M
|
186K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
27.8K+ 452.78% |
$317K - $335K
|
33.9K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.8K+ 36.18% |
$295K - $312K
|
97.2K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.7K+ 71.47% |
$259K - $274K
|
54.5K
$652K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
21K+ 163.42% |
$240K - $253K
|
33.9K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.3KNew |
$198K - $209K
|
17.3K
$208K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.2K+ 7.91% |
$185K - $196K
|
222K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.6K+ 421.18% |
$120K - $127K
|
13.1K
$157K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 2.67% |
$115K - $122K
|
388K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
9.02K+ 24.33% |
$103K - $109K
|
46.1K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.91K+ 4.63% |
$102K - $108K
|
201K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.05K+ 80.46% |
$91.9K - $97.1K
|
18.1K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.77K+ 4.7% |
$88.7K - $93.8K
|
173K
$2.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.67K+ 25.96% |
$76K - $80.4K
|
32.3K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6.2K+ 4.6% |
$70.8K - $74.8K
|
141K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.93K+ 10.06% |
$44.8K - $47.4K
|
43K
$515K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.03K+ 6.15% |
$23.2K - $24.5K
|
35.1K
$420K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.9K+ 6.16% |
$21.7K - $22.9K
|
32.8K
$393K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
875New |
$9.98K - $10.6K
|
875
$10.5K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
683New |
$7.79K - $8.24K
|
683
$8.18K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
633New |
$7.22K - $7.63K
|
633
$7.58K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
600+ 10.34% |
$6.85K - $7.24K
|
6.4K
$76.7K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
142+ 1.46% |
$1.62K - $1.71K
|
9.84K
$118K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73+ 0.33% |
$833 - $880
|
22K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
14+ 0.01% |
$160 - $169
|
125K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 1.1% |
$11.4 - $12.1
|
90
$1.08K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-98- 0.6% |
$1.12K - $1.18K
|
16.3K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-456- 1.62% |
$5.2K - $5.5K
|
27.7K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-650Closed |
$7.42K - $7.84K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2K- 3.82% |
$22.8K - $24.1K
|
50.4K
$604K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.16K- 2.65% |
$24.6K - $26K
|
79.4K
$951K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-8.71K- 96.57% |
$99.3K - $105K
|
309
$3.7K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.6K- 10.91% |
$190K - $200K
|
136K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-23.5K- 65.77% |
$268K - $284K
|
12.2K
$147K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-47.9K- 20.99% |
$547K - $578K
|
180K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-60.1K- 55.58% |
$685K - $724K
|
48K
$575K
|