Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.3K+ 16.45% |
$242K - $268K
|
158K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.7K+ 11.1% |
$224K - $247K
|
207K
$2.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.6K+ 90.47% |
$201K - $222K
|
39.1K
$464K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.4K+ 8.63% |
$189K - $208K
|
219K
$2.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.6K+ 66.5% |
$159K - $175K
|
36.6K
$435K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.92K+ 5.73% |
$108K - $119K
|
183K
$2.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.79K+ 3.97% |
$95.4K - $105K
|
230K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
7.62K+ 16.54% |
$82.7K - $91.3K
|
53.7K
$638K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.8K+ 17.93% |
$62.9K - $69.5K
|
38.1K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.42K+ 18.55% |
$26.3K - $29K
|
15.5K
$184K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
1.7K+ 3.95% |
$18.4K - $20.3K
|
44.7K
$531K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
905+ 5.54% |
$9.82K - $10.8K
|
17.2K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
499+ 0.13% |
$5.41K - $5.98K
|
389K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
300+ 0.59% |
$3.26K - $3.59K
|
50.7K
$603K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$2.17K - $2.4K
|
200
$2.38K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
104+ 0.38% |
$1.13K - $1.25K
|
27.8K
$331K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
44+ 0.04% |
$477 - $527
|
125K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-90Closed |
$977 - $1.08K
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-316- 49.92% |
$3.43K - $3.79K
|
317
$3.77K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-714- 0.9% |
$7.75K - $8.55K
|
78.7K
$936K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-780- 1.43% |
$8.46K - $9.34K
|
53.7K
$638K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.02K- 0.73% |
$11.1K - $12.3K
|
140K
$1.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.26K- 3.59% |
$13.6K - $15.1K
|
33.8K
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.81K- 28.59% |
$30.5K - $33.7K
|
7.03K
$83.5K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.86K- 5.32% |
$31K - $34.2K
|
50.8K
$604K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.9K- 42.51% |
$151K - $167K
|
18.9K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-18.6K- 19.16% |
$202K - $223K
|
78.6K
$934K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-20.5K- 60.56% |
$222K - $246K
|
13.4K
$159K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-35.6K- 74.22% |
$387K - $427K
|
12.4K
$147K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-61.4K- 34.03% |
$666K - $735K
|
119K
$1.41M
|