Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.2K+ 11.96% |
$477K - $493K
|
376K
$4.43M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28.5KNew |
$338K - $350K
|
28.5K
$336K
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.4KNew |
$242K - $250K
|
20.4K
$240K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.7K+ 8.46% |
$186K - $192K
|
201K
$2.37M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.5KNew |
$136K - $141K
|
11.5K
$135K
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.24K+ 3.73% |
$85.8K - $88.8K
|
201K
$2.37M
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5.78K+ 4.91% |
$68.5K - $70.9K
|
123K
$1.45M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.71K+ 20.95% |
$55.8K - $57.7K
|
27.2K
$320K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.3K+ 2.28% |
$27.3K - $28.2K
|
103K
$1.22M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.72K+ 7.78% |
$20.4K - $21.1K
|
23.8K
$280K
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
1.64K+ 2.01% |
$19.4K - $20.1K
|
83.3K
$981K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.4K+ 1.25% |
$16.6K - $17.2K
|
113K
$1.34M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
802+ 3.88% |
$9.51K - $9.84K
|
21.5K
$253K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
107+ 6.69% |
$1.27K - $1.31K
|
1.71K
$20.1K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
47+ 3.25% |
$557 - $577
|
1.49K
$17.6K
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
28+ 0.18% |
$332 - $344
|
15.5K
$183K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-30- 8.33% |
$356 - $368
|
330
$3.89K
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-53- 3.21% |
$629 - $650
|
1.6K
$18.8K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-243- 45.34% |
$2.88K - $2.98K
|
293
$3.45K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-500- 4.51% |
$5.93K - $6.14K
|
10.6K
$125K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-534- 0.64% |
$6.33K - $6.55K
|
82.6K
$973K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-551- 11.43% |
$6.53K - $6.76K
|
4.27K
$50.3K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.95K- 40.44% |
$23.2K - $24K
|
2.88K
$33.9K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.77K- 7.95% |
$32.9K - $34K
|
32.1K
$378K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.9K- 3.73% |
$34.4K - $35.6K
|
74.8K
$881K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.15K- 14.52% |
$37.3K - $38.6K
|
18.5K
$218K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.5K- 8.74% |
$65.2K - $67.5K
|
57.4K
$676K
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-6.15K- 21.27% |
$73K - $75.5K
|
22.8K
$268K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.08K- 20.31% |
$83.9K - $86.8K
|
27.8K
$327K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-8.91K- 4.73% |
$106K - $109K
|
180K
$2.11M
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-39K- 48.53% |
$463K - $479K
|
41.4K
$488K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-120K- 40.78% |
$1.42M - $1.47M
|
174K
$2.05M
|