Institutional Ownership Western Asset Mortgage Opportunity Fund Inc. (DMO)
This table provides information about the institutional ownership of Western Asset Mortgage Opportunity Fund Inc. (DMO). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 2.54 Million shares, which have been reported (via 13F filing form) to have a value of $30 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
378,371
shares
|
$4.51 Million
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
228,165
shares
|
$2.72 Million
0.02% of portfolio
|
Q4 2024
Added 13.44%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
205,413
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
192,494
shares
|
$2.29 Million
0.0% of portfolio
|
Q4 2024
Added 86.05%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
165,424
shares
|
$1.97 Million
0.31% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
152,365
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
134,792
shares
|
$1.61 Million
0.51% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
124,751
shares
|
$1.49 Million
0.05% of portfolio
|
Q4 2024
Added 78.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
108,059
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
102,527
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
88,230
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
81,582
shares
|
$972,457
0.01% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
71,386
shares
|
$850,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
52,421
shares
|
$624,858
0.0% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
39,041
shares
|
$465,368
0.01% of portfolio
|
Q4 2024
Reduced 53.13%
|
|
|
Robinson Capital Management, LLC
|
Jan 31, 2025 Q4 2024 |
37,051
shares
|
$441,647
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
35,770
shares
|
$426,378
0.3% of portfolio
|
Q4 2024
Added 176.69%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
33,023
shares
|
$393,634
0.04% of portfolio
|
Q4 2024
Added 21.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
31,759
shares
|
$378,567
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
30,895
shares
|
$368,268
0.01% of portfolio
|
Q4 2024
Added 29.99%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
28,179
shares
|
$335,893
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
25,678
shares
|
$306,081
0.04% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
24,100
shares
|
$287,272
0.01% of portfolio
|
Q2 2024
Reduced 61.5%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
21,911
shares
|
$261,179
0.0% of portfolio
|
Q4 2024
Added 18.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
20,508
shares
|
$244,455
0.0% of portfolio
|
Q4 2024
Reduced 4.59%
|