Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
241K+ 55.4% |
$2.45M - $2.61M
|
677K
$8.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
89.4KNew |
$910K - $966K
|
89.4K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
60.2K+ 20.88% |
$612K - $650K
|
349K
$4.2M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.8KNew |
$171K - $182K
|
16.8K
$203K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15.7K+ 7.28% |
$160K - $170K
|
232K
$2.8M
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
13.9KNew |
$142K - $151K
|
13.9K
$168K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
13KNew |
$132K - $140K
|
13K
$156K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.59K+ 22.36% |
$87.3K - $92.7K
|
47K
$566K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.2K+ 16.11% |
$83.4K - $88.6K
|
59.1K
$712K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.52K+ 2.2% |
$46K - $48.8K
|
210K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.57K+ 3.16% |
$26.1K - $27.7K
|
83.9K
$1.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
863+ 4.35% |
$8.78K - $9.32K
|
20.7K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
681+ 3.82% |
$6.93K - $7.35K
|
18.5K
$223K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
363New |
$3.69K - $3.92K
|
363
$4.37K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
301+ 0.83% |
$3.06K - $3.25K
|
36.5K
$440K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
252+ 1.2% |
$2.56K - $2.72K
|
21.3K
$256K
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
146+ 1.04% |
$1.48K - $1.58K
|
14.2K
$171K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
96+ 34.04% |
$976 - $1.04K
|
378
$4.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
43+ 0.18% |
$437 - $464
|
24.1K
$290K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$10.2 - $10.8
|
1
$12.1
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-72- 0.54% |
$732 - $778
|
13.3K
$161K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-253- 0.32% |
$2.57K - $2.73K
|
78.2K
$942K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-335- 1.25% |
$3.41K - $3.62K
|
26.5K
$319K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-403- 0.17% |
$4.1K - $4.35K
|
244K
$2.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-659- 89.3% |
$6.7K - $7.12K
|
79
$952
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-793- 0.68% |
$8.06K - $8.56K
|
116K
$1.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-815- 4.86% |
$8.29K - $8.8K
|
15.9K
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.12K- 6.9% |
$11.4K - $12.1K
|
15.1K
$182K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.41K- 2.61% |
$14.3K - $15.2K
|
52.5K
$633K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.64K- 20.95% |
$37K - $39.3K
|
13.7K
$165K
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-8.68K- 7.25% |
$88.3K - $93.7K
|
111K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.32K- 18.78% |
$94.8K - $101K
|
40.3K
$486K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13.7K- 9.26% |
$140K - $148K
|
134K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.1K- 19.16% |
$184K - $196K
|
76.5K
$922K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-23.1K- 30.27% |
$234K - $249K
|
53.1K
$640K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-33.7K- 36.61% |
$342K - $364K
|
58.3K
$703K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-503K- 97.3% |
$5.12M - $5.43M
|
13.9K
$168K
|