Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
89K+ 86.05% |
$1.05M - $1.09M
|
192K
$2.28M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
71.4KNew |
$842K - $877K
|
71.4K
$846K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
55K+ 78.78% |
$649K - $676K
|
125K
$1.48M
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27K+ 13.44% |
$319K - $332K
|
228K
$2.7M
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
22.8K+ 176.69% |
$270K - $281K
|
35.8K
$424K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$158K - $165K
|
13.4K
$159K
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
11.3K+ 9.17% |
$134K - $139K
|
135K
$1.6M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
8.69K+ 2631.82% |
$102K - $107K
|
9.02K
$107K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.13K+ 29.99% |
$84.1K - $87.6K
|
30.9K
$366K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.82K+ 9.13% |
$80.5K - $83.8K
|
81.6K
$967K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.86K+ 21.57% |
$69.1K - $72K
|
33K
$391K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.63K+ 6.81% |
$66.4K - $69.2K
|
88.2K
$1.05M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.57K+ 2.28% |
$54K - $56.2K
|
205K
$2.43M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.39K+ 18.31% |
$40K - $41.7K
|
21.9K
$260K
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.9K+ 12.74% |
$34.2K - $35.7K
|
25.7K
$304K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.21K+ 0.59% |
$26.1K - $27.2K
|
378K
$4.48M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.35K+ 11.74% |
$15.9K - $16.6K
|
12.9K
$152K
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
919+ 5.92% |
$10.8K - $11.3K
|
16.4K
$195K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
426+ 1.53% |
$5.03K - $5.24K
|
28.2K
$334K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-337- 1.05% |
$3.98K - $4.14K
|
31.8K
$376K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-900- 8.49% |
$10.6K - $11.1K
|
9.7K
$115K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-986- 4.59% |
$11.6K - $12.1K
|
20.5K
$243K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.76K- 41.27% |
$20.8K - $21.7K
|
2.51K
$29.7K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.79K- 96.84% |
$32.9K - $34.3K
|
91
$1.08K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5K- 8.71% |
$59K - $61.4K
|
52.4K
$621K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.41K- 4.76% |
$63.8K - $66.4K
|
108K
$1.28M
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-10.4K- 50.91% |
$122K - $128K
|
10K
$119K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-14.1K- 7.85% |
$166K - $173K
|
165K
$1.96M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.6K- 12.41% |
$255K - $265K
|
152K
$1.81M
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-35.3K- 85.2% |
$416K - $434K
|
6.13K
$72.6K
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-44.3K- 53.13% |
$522K - $544K
|
39K
$463K
|