Free Trial
→ Musk’s AI Masterplan – Our #1 AI Stock to Buy Now (From Behind the Markets) (Ad) Buy DMO Stock  Free DMO Stock Alerts

Western Asset Mortgage Opportunity Fund (DMO) Institutional Ownership

Western Asset Mortgage Opportunity Fund logo
$11.32 +0.12 (+1.03%)
Closing price 04/17/2025 03:58 PM Eastern
Extended Trading
$11.33 +0.01 (+0.04%)
As of 04/17/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Western Asset Mortgage Opportunity Fund (NYSE:DMO)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$7.89M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.47M
Get DMO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Western Asset Mortgage Opportunity Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DMO Institutional Buying and Selling by Quarter

Western Asset Mortgage Opportunity Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 Park Avenue Securities LLC79,423$939K0.0%-2.6%0.000%
4/11/2025 SeaCrest Wealth Management LLC35,053$414K0.0%+6.1%0.000%
2/17/2025Baird Financial Group Inc.192,494$2.27M0.0%+86.0%0.000%
2/17/2025Bank of America Corp DE2,507$30K0.0%-41.3%0.000%
2/14/2025Comerica Bank9,015$106K0.0%+2,631.8%0.000%
2/14/2025MML Investors Services LLC108,059$1.28M0.0%-4.8%0.000%
2/13/2025NewEdge Advisors LLC52,421$619K0.0%-8.7%0.000%
2/13/2025Guggenheim Capital LLC228,165$2.69M0.0%+13.4%0.000%
2/13/2025Walleye Capital LLC10,010$118K0.0%-50.9%0.000%
2/13/2025Raymond James Financial Inc.71,386$842K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.205,413$2.42M0.0%+2.3%0.000%
2/13/2025Sit Investment Associates Inc.6,129$72K0.0%-85.2%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.134,792$1.59M0.5%+9.2%0.000%
2/11/2025LPL Financial LLC88,230$1.04M0.0%+6.8%0.000%
2/10/2025Commonwealth Equity Services LLC21,911$259K0.0%+18.3%0.000%
2/7/2025Aviance Capital Partners LLC25,678$303K0.0%+12.7%0.000%
2/6/2025Raymond James Financial Inc.71,386$842K0.0%N/A0.000%
1/27/2025Consolidated Portfolio Review Corp165,424$1.95M0.3%-7.8%0.000%
1/27/2025Choreo LLC30,895$365K0.0%+30.0%0.000%
1/24/2025Journey Strategic Wealth LLC12,850$152K0.0%+11.7%0.000%
1/17/2025Riverbridge Partners LLC39,041$461K0.0%-53.1%0.000%
1/14/2025 Park Avenue Securities LLC81,582$963K0.0%+9.1%0.000%
1/14/2025 SeaCrest Wealth Management LLC33,023$390K0.0%+21.6%0.000%
1/14/2025 Integrated Capital Management Inc.16,437$194K0.2%+5.9%0.000%
11/15/2024MML Investors Services LLC113,465$1.36M0.0%+1.3%0.000%
11/14/2024Walleye Capital LLC20,391$244K0.0%N/A0.000%
11/7/2024Aviance Capital Partners LLC22,777$273K0.0%-21.3%0.000%
10/24/2024Consolidated Portfolio Review Corp179,515$2.15M0.5%-4.7%0.000%
10/16/2024 SeaCrest Wealth Management LLC27,164$325K0.0%+21.0%0.000%
10/3/2024 Park Avenue Securities LLC74,760$895K0.0%-3.7%0.000%
8/16/2024Regal Investment Advisors LLC16,842$201K0.0%-33.8%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.11,096$132K0.0%-7.5%0.000%
8/9/2024Moors & Cabot Inc.24,100$288K0.0%-61.5%0.000%
8/8/2024Envestnet Asset Management Inc.185,171$2.21M0.0%-16.5%0.000%
8/7/2024Choreo LLC22,052$264K0.0%-27.7%0.000%
8/1/2024Consolidated Portfolio Review Corp188,428$2.25M0.5%-23.4%0.000%
7/22/2024 SeaCrest Wealth Management LLC22,458$268K0.0%+5.7%0.000%
7/12/2024 Integrated Capital Management Inc.15,490$185K0.1%+9.8%0.000%
7/9/2024 Park Avenue Securities LLC77,660$926K0.0%-1.2%0.000%
5/14/2024Robinson Capital Management LLC37,051$423K0.2%N/A0.000%
Can you still profit from AI this year? (Read this ASAP) (Ad)

AI isn’t dead — it’s just getting started. Weiss Ratings — ranked #1 by both the SEC and the Wall Street Journal — just issued 3 new “Buy” signals on under-the-radar AI stocks. See the names and ticker symbols now (for free).

Missed Nvidia? These 3 Weiss picks could lead the next AI rally
5/7/2024Oppenheimer & Co. Inc.15,500$182K0.0%-10.4%0.000%
5/2/2024Choreo LLC30,493$357K0.0%N/A0.000%
4/30/2024Consolidated Portfolio Review Corp245,875$2.88M0.8%-1.0%0.000%
4/26/2024Riverbridge Partners LLC131,154$1.54M0.0%+2.4%0.000%
4/22/2024PFG Investments LLC250,150$2.93M0.2%N/A0.000%
4/18/2024 SeaCrest Wealth Management LLC21,249$249K0.0%+8.3%0.000%
4/10/2024 Park Avenue Securities LLC78,598$920K0.0%-1.9%0.000%
2/6/2024Aviance Capital Partners LLC29,617$331K0.1%-7.1%0.000%
1/29/2024Consolidated Portfolio Review Corp248,402$2.78M0.6%+6.1%0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.356,340$3.82M1.5%+2.2%0.000%
11/13/2023Consolidated Portfolio Review Corp234,024$2.51M0.6%+0.9%0.000%
11/13/2023Regal Investment Advisors LLC31,492$337K0.0%-4.8%0.000%
11/8/2023Atria Wealth Solutions Inc.10,344$112K0.0%N/A0.000%
11/8/2023Moors & Cabot Inc.67,600$724K0.0%+14.4%0.000%
11/7/2023Aviance Capital Partners LLC31,891$342K0.1%N/A0.000%
10/26/2023Advisor Partners II LLC102,527$1.10M0.0%N/A0.000%
10/24/2023Raymond James Financial Services Advisors Inc.15,502$166K0.0%+13.0%0.000%
10/16/2023Riverbridge Partners LLC126,834$1.36M0.0%+14.2%0.000%
10/13/2023Matisse Capital93,538$1.00M0.7%-28.0%0.000%
10/12/2023 SeaCrest Wealth Management LLC19,470$209K0.0%-6.0%0.000%
8/24/2023Arlington Capital Management Inc.13,947$148K0.1%N/A0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.348,547$3.69M1.5%+20.9%0.000%
8/11/2023Landscape Capital Management L.L.C.12,971$137K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC134,497$1.42M0.0%-9.3%0.000%
8/10/2023Moors & Cabot Inc.59,100$625K0.0%+16.1%0.000%
7/31/2023LPL Financial LLC52,530$556K0.0%-2.6%0.000%
7/26/2023Riverbridge Partners LLC111,088$1.18M0.0%-7.2%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.13,716$145K0.0%-20.9%0.000%
7/13/2023 Mid American Wealth Advisory Group Inc.58,309$626K0.5%N/A0.000%
7/10/2023AE Wealth Management LLC46,980$497K0.0%+22.4%0.000%
5/12/2023 SeaCrest Wealth Management LLC19,847$207K0.0%+9.9%0.000%
5/11/2023Consolidated Portfolio Review Corp216,285$2.26M0.6%N/A0.000%
5/11/2023U.S. Capital Wealth Advisors LLC35,366$370K0.0%-49.9%0.000%
5/11/2023Guggenheim Capital LLC148,219$1.55M0.0%+15.3%0.000%
5/8/2023Roberts Glore & Co. Inc. IL32,968$345K0.1%+10.0%0.000%
5/5/2023Moors & Cabot Inc.50,900$532K0.0%+113.9%0.000%
5/3/2023Integrated Wealth Concepts LLC517,170$5.40M0.1%-2.1%0.000%
4/27/2023Matisse Capital130,000$1.36M0.9%-8.3%0.000%
4/21/2023Riverbridge Partners LLC119,767$1.25M0.0%+2.3%0.000%
4/18/2023 Park Avenue Securities LLC78,451$820K0.0%-5.3%0.000%
4/14/2023AE Wealth Management LLC38,395$401K0.0%N/A0.000%
4/14/2023Raymond James Financial Services Advisors Inc.17,351$181K0.0%-74.0%0.000%
3/6/2023Rockefeller Capital Management L.P.24,997$269K0.0%-10.5%0.000%
3/1/2023Regal Investment Advisors LLC34,568$372K0.0%-2.6%0.000%
2/13/2023Integrated Wealth Concepts LLC528,245$5.69M0.2%-6.5%0.000%
2/10/2023CoreCap Advisors LLC6,655$72K0.0%N/A0.000%
2/10/2023Sit Investment Associates Inc.419,546$4.52M0.1%-10.9%0.000%
2/10/2023Moors & Cabot Inc.23,800$256K0.0%N/A0.000%
2/8/2023Raymond James Financial Services Advisors Inc.66,760$719K0.0%+8.8%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.27,286$294K0.0%-4.0%0.000%
Can you still profit from AI this year? (Read this ASAP) (Ad)

AI isn’t dead — it’s just getting started. Weiss Ratings — ranked #1 by both the SEC and the Wall Street Journal — just issued 3 new “Buy” signals on under-the-radar AI stocks. See the names and ticker symbols now (for free).

Missed Nvidia? These 3 Weiss picks could lead the next AI rally
2/8/2023Oppenheimer & Co. Inc.17,281$186K0.0%-5.3%0.000%
2/8/2023 Stockman Wealth Management Inc.12,100$130K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC27,554$296K0.0%-4.4%0.000%
2/7/2023LPL Financial LLC51,252$552K0.0%-3.8%0.000%
2/7/2023Envestnet Asset Management Inc.251,283$2.71M0.0%+87.2%0.000%
1/24/2023Matisse Capital141,813$1.53M1.4%+9.1%0.000%
1/24/2023 Park Avenue Securities LLC82,818$892K0.0%+1.2%0.000%
1/20/2023Matisse Capital141,813$1.53M1.6%+9.1%0.000%
1/11/2023Riverbridge Partners LLC117,088$1.26M0.0%+4.7%0.000%
11/15/2022Regal Investment Advisors LLC35,480$394K0.0%-3.1%0.000%
(Data available from 1/1/2016 forward)

DMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DMO shares?

During the previous two years, 38 institutional investors and hedge funds held shares of Western Asset Mortgage Opportunity Fund. The most heavily invested institutionals were Integrated Wealth Concepts LLC ($5.40M), PFG Investments LLC ($2.93M), Guggenheim Capital LLC ($2.69M), Envestnet Asset Management Inc. ($2.42M), Baird Financial Group Inc. ($2.27M), Consolidated Portfolio Review Corp ($1.95M), and Thomas J. Herzfeld Advisors Inc. ($1.59M).Learn more on DMO's institutional investors.

Which institutional investors have been buying Western Asset Mortgage Opportunity Fund stock?

Of the 29 institutional investors that purchased Western Asset Mortgage Opportunity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PFG Investments LLC ($250.15K), Consolidated Portfolio Review Corp ($232.66K), Raymond James Financial Inc. ($142.77K), Advisor Partners II LLC ($102.53K), Baird Financial Group Inc. ($89.03K), Thomas J. Herzfeld Advisors Inc. ($79.32K), and Mid American Wealth Advisory Group Inc. ($58.31K).

How much institutional buying is happening at Western Asset Mortgage Opportunity Fund?

Institutional investors have bought a total of 1,298,676 shares in the last 24 months. This purchase volume represents approximately $14.53M in transactions.

Which Western Asset Mortgage Opportunity Fund major shareholders have been selling company stock?

Of the 22 institutional investors that sold Western Asset Mortgage Opportunity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Consolidated Portfolio Review Corp ($82.98K), Riverbridge Partners LLC ($52.93K), Matisse Capital ($48.28K), Moors & Cabot Inc. ($38.50K), Envestnet Asset Management Inc. ($36.64K), Sit Investment Associates Inc. ($35.28K), and U.S. Capital Wealth Advisors LLC ($35.27K).

How much institutional selling is happening at Western Asset Mortgage Opportunity Fund?

Institutional investors have sold a total of 425,102 shares in the last 24 months. This volume of shares sold represents approximately $4.88M in transactions.


Related Companies

This page (NYSE:DMO) was last updated on 4/18/2025 by MarketBeat.com Staff
From Our Partners
Elon Reveals Why There Soon Won’t Be Any Money For Social Security
Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a te...
Colonial Metals | Sponsored
Trump’s Secret Weapon
Have you looked at the stock market recently? Millions of investors are scrambling trying to figure out what's...
American Alternative | Sponsored
Trump’s Bitcoin Reserve is No Accident…
Bryce Paul believes this is the #1 coin to buy right now The catalyst behind this surge is a massive new b...
Crypto 101 Media | Sponsored
100-year-old investment secret predicts what?!
A 100-year-old indicator has quietly predicted nearly every major market meltdown — including the Dot-Com Bust...
Weiss Ratings | Sponsored
The first casualty of the 2025 trade war
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
Is it CRAZY to still want reliable profits, despite this market?
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored
How War with China Could Start in 128 Days
The clock is ticking. Those who aren't prepared could lose everything. I've identified 43 investments we...
Behind the Markets | Sponsored
My prediction is coming true
We've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by usi...
InvestorPlace | Sponsored