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 |
|---|---|---|---|---|---|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
16,437
shares
|
$195,929
0.16% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,167
shares
|
$192,710
0.0% of portfolio
|
Q2 2024
Reduced 8.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
15,500
shares
|
$184,760
0.0% of portfolio
|
Q1 2024
Reduced 10.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,422
shares
|
$159,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
12,850
shares
|
$153,172
0.01% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
10,010
shares
|
$119,319
0.0% of portfolio
|
Q4 2024
Reduced 50.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
9,696
shares
|
$115,576
0.0% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,015
shares
|
$107,458
0.0% of portfolio
|
Q4 2024
Added 2631.82%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
6,129
shares
|
$73,057
0.0% of portfolio
|
Q4 2024
Reduced 85.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,800
shares
|
$69,136
0.0% of portfolio
|
Q1 2024
Reduced 85.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,507
shares
|
$29,883
0.0% of portfolio
|
Q4 2024
Reduced 41.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,213
shares
|
$14,458
0.0% of portfolio
|
Q2 2020
Added 3.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,000
shares
|
$11,920
0.0% of portfolio
|
Q4 2020
Reduced 53.49%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
650
shares
|
$7,748
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
450
shares
|
$5,364
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
378
shares
|
$4,505
0.0% of portfolio
|
Q2 2023
Added 34.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
91
shares
|
$1,084
0.0% of portfolio
|
Q4 2024
Reduced 96.84%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
4
shares
|
$47
0.0% of portfolio
|
Q3 2021
New holding
|