Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.9K+ 15.02% |
$492K - $530K
|
336K
$4.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9KNew |
$168K - $180K
|
14.9K
$180K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14K+ 7.79% |
$157K - $169K
|
194K
$2.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.8KNew |
$65.1K - $70K
|
5.8K
$69.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
5.68K+ 19.49% |
$63.7K - $68.6K
|
34.8K
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.62KNew |
$63.1K - $67.9K
|
5.62K
$67.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.06K+ 3.82% |
$34.3K - $36.9K
|
83.1K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.54K+ 1.54% |
$17.3K - $18.6K
|
101K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.53K+ 46.29% |
$17.2K - $18.5K
|
4.83K
$58.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.38K+ 9.79% |
$15.5K - $16.7K
|
15.5K
$187K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.21K+ 5.69% |
$13.6K - $14.6K
|
22.5K
$271K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
600New |
$6.73K - $7.24K
|
600
$7.23K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
53+ 3.31% |
$595 - $640
|
1.65K
$19.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
46+ 3.29% |
$516 - $555
|
1.45K
$17.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62- 1.27% |
$696 - $748
|
4.82K
$58.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-102- 22.08% |
$1.14K - $1.23K
|
360
$4.34K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-123- 0.42% |
$1.38K - $1.48K
|
28.9K
$349K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-196- 0.94% |
$2.2K - $2.37K
|
20.7K
$249K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-239- 30.84% |
$2.68K - $2.88K
|
536
$6.46K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-302- 1.37% |
$3.39K - $3.65K
|
21.7K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-500- 3.72% |
$5.61K - $6.04K
|
12.9K
$156K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-900- 7.5% |
$10.1K - $10.9K
|
11.1K
$134K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-938- 1.19% |
$10.5K - $11.3K
|
77.7K
$936K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.52K- 8.57% |
$17K - $18.3K
|
16.2K
$195K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.71K- 57.33% |
$19.1K - $20.6K
|
1.27K
$15.3K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.9K- 2.93% |
$21.3K - $22.9K
|
62.9K
$758K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.63K- 5.59% |
$74.4K - $80K
|
112K
$1.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.44K- 27.68% |
$94.7K - $102K
|
22.1K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.59K- 33.76% |
$96.3K - $104K
|
16.8K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.5K- 30.74% |
$174K - $187K
|
34.9K
$420K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.6K- 16.52% |
$411K - $442K
|
185K
$2.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-38.5K- 61.5% |
$432K - $465K
|
24.1K
$290K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.6K- 13.45% |
$512K - $551K
|
294K
$3.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.6K- 13.45% |
$512K - $551K
|
294K
$3.54M
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-49.5K- 37.74% |
$555K - $597K
|
81.7K
$984K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-57.4K- 23.36% |
$645K - $693K
|
188K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-102K- 46.49% |
$1.15M - $1.23M
|
118K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-118K- 59.42% |
$1.32M - $1.42M
|
80.5K
$969K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-167K- 47.29% |
$1.88M - $2.02M
|
187K
$2.25M
|