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Western Asset Mortgage Opportunity Fund (DMO) Institutional Ownership

Western Asset Mortgage Opportunity Fund logo
$11.94 -0.08 (-0.67%)
(As of 12/20/2024 05:30 PM ET)
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Institutional Ownership Changes (13F Filings) for Western Asset Mortgage Opportunity Fund (NYSE:DMO)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$4.28M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.12M
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DMO Institutional Buying and Selling by Quarter

Western Asset Mortgage Opportunity Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 MML Investors Services LLC113,465$1.36M0.0%+1.3%0.000%
11/14/2024 Walleye Capital LLC20,391$244K0.0%N/A0.000%
11/7/2024 Aviance Capital Partners LLC22,777$273K0.0%-21.3%0.000%
10/24/2024 Consolidated 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%
8/16/2024 Regal Investment Advisors LLC16,842$201K0.0%-33.8%0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.11,096$132K0.0%-7.5%0.000%
8/9/2024 Moors & Cabot Inc.24,100$288K0.0%-61.5%0.000%
8/8/2024 Envestnet Asset Management Inc.185,171$2.21M0.0%-16.5%0.000%
8/7/2024 Choreo LLC22,052$264K0.0%-27.7%0.000%
8/1/2024 Consolidated 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%
5/14/2024 Robinson Capital Management LLC37,051$423K0.2%N/A0.000%
5/7/2024 Oppenheimer & Co. Inc.15,500$182K0.0%-10.4%0.000%
5/2/2024 Choreo LLC30,493$357K0.0%N/A0.000%
4/30/2024 Consolidated Portfolio Review Corp245,875$2.88M0.8%-1.0%0.000%
4/26/2024 Riverbridge Partners LLC131,154$1.54M0.0%+2.4%0.000%
4/22/2024 PFG 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%
2/6/2024 Aviance Capital Partners LLC29,617$331K0.1%-7.1%0.000%
1/29/2024 Consolidated Portfolio Review Corp248,402$2.78M0.6%+6.1%0.000%
11/14/2023 Thomas J. Herzfeld Advisors Inc.356,340$3.82M1.5%+2.2%0.000%
11/13/2023 Consolidated Portfolio Review Corp234,024$2.51M0.6%+0.9%0.000%
11/13/2023 Regal Investment Advisors LLC31,492$337K0.0%-4.8%0.000%
11/8/2023 Atria Wealth Solutions Inc.10,344$112K0.0%N/A0.000%
11/8/2023 Moors & Cabot Inc.67,600$724K0.0%+14.4%0.000%
11/7/2023 Aviance 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%
10/16/2023 Riverbridge 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%
8/24/2023 Arlington Capital Management Inc.13,947$148K0.1%N/A0.000%
8/16/2023 Thomas J. Herzfeld Advisors Inc.348,547$3.69M1.5%+20.9%0.000%
8/11/2023 Landscape Capital Management L.L.C.12,971$137K0.0%N/A0.000%
8/11/2023 Guggenheim Capital LLC134,497$1.42M0.0%-9.3%0.000%
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8/10/2023 Moors & Cabot Inc.59,100$625K0.0%+16.1%0.000%
7/31/2023 LPL Financial LLC52,530$556K0.0%-2.6%0.000%
7/26/2023 Riverbridge 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%
7/10/2023 AE Wealth Management LLC46,980$497K0.0%+22.4%0.000%
5/12/2023 SeaCrest Wealth Management LLC19,847$207K0.0%+9.9%0.000%
5/11/2023 Consolidated Portfolio Review Corp216,285$2.26M0.6%N/A0.000%
5/11/2023 U.S. Capital Wealth Advisors LLC35,366$370K0.0%-49.9%0.000%
5/11/2023 Guggenheim Capital LLC148,219$1.55M0.0%+15.3%0.000%
5/8/2023 Roberts Glore & Co. Inc. IL32,968$345K0.1%+10.0%0.000%
5/5/2023 Moors & Cabot Inc.50,900$532K0.0%+113.9%0.000%
5/3/2023 Integrated Wealth Concepts LLC517,170$5.40M0.1%-2.1%0.000%
4/27/2023Matisse Capital130,000$1.36M0.9%-8.3%0.000%
4/21/2023 Riverbridge Partners LLC119,767$1.25M0.0%+2.3%0.000%
4/18/2023 Park Avenue Securities LLC78,451$820K0.0%-5.3%0.000%
4/14/2023 AE 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%
3/6/2023 Rockefeller Capital Management L.P.24,997$269K0.0%-10.5%0.000%
3/1/2023 Regal Investment Advisors LLC34,568$372K0.0%-2.6%0.000%
2/13/2023 Integrated Wealth Concepts LLC528,245$5.69M0.2%-6.5%0.000%
2/10/2023 CoreCap Advisors LLC6,655$72K0.0%N/A0.000%
2/10/2023 Sit Investment Associates Inc.419,546$4.52M0.1%-10.9%0.000%
2/10/2023 Moors & 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%
2/8/2023 Cambridge Investment Research Advisors Inc.27,286$294K0.0%-4.0%0.000%
2/8/2023 Oppenheimer & 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%
2/7/2023 LPL Financial LLC51,252$552K0.0%-3.8%0.000%
2/7/2023 Envestnet 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%
1/11/2023 Riverbridge Partners LLC117,088$1.26M0.0%+4.7%0.000%
11/15/2022 Regal Investment Advisors LLC35,480$394K0.0%-3.1%0.000%
11/15/2022 Logan Stone Capital LLC72,805$809K0.5%-28.4%0.000%
11/14/2022 Guggenheim Capital LLC162,494$1.81M0.0%-16.0%0.000%
11/14/2022 Thomas J. Herzfeld Advisors Inc.182,867$2.03M0.9%+10.5%0.000%
11/14/2022 MML Investors Services LLC105,529$1.17M0.0%+2.5%0.000%
11/14/2022 Oppenheimer & Co. Inc.18,254$203K0.0%+28.2%0.000%
11/8/2022Matisse Capital130,000$1.44M1.8%+30.0%0.000%
11/7/2022 Roberts Glore & Co. Inc. IL28,768$320K0.1%-5.6%0.000%
11/2/2022 Landscape Capital Management L.L.C.19,277$214K0.0%-31.1%0.000%
11/2/2022 Rockefeller Capital Management L.P.27,921$310K0.0%-17.7%0.000%
10/26/2022 Riverbridge Partners LLC111,796$1.24M0.0%+2.4%0.000%
10/25/2022Raymond James & Associates34,582$384K0.0%+5.2%0.000%
10/25/2022Raymond James Financial Services Advisors Inc.61,370$682K0.0%-3.9%0.000%
8/29/2022 Riverbridge Partners LLC109,142$1.28M0.0%N/A0.000%
8/13/2022 NewEdge Advisors LLC88,700$1.04M0.0%-5.5%0.000%
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8/13/2022 Regal Investment Advisors LLC36,628$428K0.0%-12.7%0.000%
8/12/2022 U.S. Capital Wealth Advisors LLC70,638$825K0.0%-32.1%0.000%
8/12/2022 Roberts Glore & Co. Inc. IL30,468$356K0.1%+64.5%0.000%
8/11/2022 CoreCap Advisors LLC2,655$31K0.0%N/A0.000%
8/11/2022 Sit Investment Associates Inc.457,438$5.34M0.2%+18.2%0.000%
8/10/2022 Thomas J. Herzfeld Advisors Inc.165,498$1.93M0.8%+9.7%0.000%
8/9/2022 SeaCrest Wealth Management LLC16,666$195K0.0%-4.9%0.000%
8/8/2022 Moors & Cabot Inc.12,700$148K0.0%+24.5%0.000%
8/8/2022 Baird Financial Group Inc.10,054$117K0.0%N/A0.000%
8/8/2022 Integrated Wealth Concepts LLC509,554$5.95M0.2%-1.7%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, 36 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), Sit Investment Associates Inc. ($4.52M), Thomas J. Herzfeld Advisors Inc. ($3.82M), PFG Investments LLC ($2.93M), Envestnet Asset Management Inc. ($2.21M), Consolidated Portfolio Review Corp ($2.15M), and Riverbridge Partners LLC ($1.54M).Learn more on DMO's institutional investors.

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

Of the 26 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), Envestnet Asset Management Inc. ($117.03K), Advisor Partners II LLC ($102.53K), Thomas J. Herzfeld Advisors Inc. ($68.00K), Moors & Cabot Inc. ($67.60K), 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 1,212,534 shares in the last 24 months. This purchase volume represents approximately $13.26M in transactions.

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

Of the 21 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 ($68.89K), Raymond James Financial Services Advisors Inc. ($53.04K), Sit Investment Associates Inc. ($51.16K), Matisse Capital ($48.28K), Integrated Wealth Concepts LLC ($47.71K), Moors & Cabot Inc. ($38.50K), and Envestnet Asset Management Inc. ($36.64K).

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

Institutional investors have sold a total of 453,208 shares in the last 24 months. This volume of shares sold represents approximately $5.04M in transactions.


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This page (NYSE:DMO) was last updated on 12/22/2024 by MarketBeat.com Staff
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