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Western Asset Mortgage Opportunity Fund (DMO) Institutional Ownership

Western Asset Mortgage Opportunity Fund logo
$11.92 +0.02 (+0.13%)
Closing price 08/12/2025 03:49 PM Eastern
Extended Trading
$11.92 0.00 (0.00%)
As of 08/12/2025 04:10 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.
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Institutional Ownership Changes (13F Filings) for Western Asset Mortgage Opportunity Fund (NYSE:DMO)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$7.18M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$2.29M
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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
8/12/2025Journey Strategic Wealth LLC13,350$159K0.0%-60.6%0.000%
8/5/2025 Aviance Capital Partners LLC38,143$455K0.1%+17.9%0.000%
8/1/2025 Envestnet Asset Management Inc.230,453$2.75M0.0%+4.0%0.000%
7/25/2025 Integrated Capital Management Inc.17,244$206K0.2%+5.5%0.000%
7/18/2025 Consolidated Portfolio Review Corp183,114$2.19M0.3%+5.7%0.000%
7/15/2025 Riverbridge Partners LLC44,664$533K0.0%+3.9%0.000%
7/11/2025 SeaCrest Wealth Management LLC33,796$404K0.0%-3.6%0.000%
5/16/2025NewEdge Advisors LLC50,421$596K0.0%-3.8%0.000%
5/15/2025Royal Bank of Canada388,487$4.59M0.0%+2.7%0.000%
5/15/2025Baird Financial Group Inc.201,408$2.38M0.0%+4.6%0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.140,994$1.67M0.6%+4.6%0.000%
5/14/2025Walleye Capital LLC18,064$214K0.0%+80.5%0.000%
5/13/2025 SFI Advisors LLC12,245$145K0.1%-65.8%0.000%
5/13/2025Sit Investment Associates Inc.33,880$400K0.0%+452.8%0.000%
5/12/2025Virtu Financial LLC17,326$205K0.0%N/A0.000%
5/7/2025LPL Financial LLC186,055$2.20M0.0%+110.9%0.000%
5/6/2025Journey Strategic Wealth LLC33,850$400K0.0%+163.4%0.000%
5/6/2025Choreo LLC32,797$388K0.0%+6.2%0.000%
4/29/2025 Envestnet Asset Management Inc.221,660$2.62M0.0%+7.9%0.000%
4/29/2025 Aviance Capital Partners LLC32,343$382K0.1%+26.0%0.000%
4/23/2025 Consolidated Portfolio Review Corp173,198$2.05M0.3%+4.7%0.000%
4/21/2025 Riverbridge Partners LLC42,968$508K0.0%+10.1%0.000%
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%
2/13/2025 Envestnet 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%
2/10/2025 Commonwealth Equity Services LLC21,911$259K0.0%+18.3%0.000%
2/7/2025 Aviance Capital Partners LLC25,678$303K0.0%+12.7%0.000%
2/6/2025Raymond James Financial Inc.71,386$842K0.0%N/A0.000%
1/27/2025 Consolidated Portfolio Review Corp165,424$1.95M0.3%-7.8%0.000%
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1/27/2025Choreo LLC30,895$365K0.0%+30.0%0.000%
1/24/2025Journey Strategic Wealth LLC12,850$152K0.0%+11.7%0.000%
1/17/2025 Riverbridge 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%
11/7/2024 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%
8/16/2024Northwestern 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%
8/7/2024Choreo 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%
5/14/2024Robinson Capital Management LLC37,051$423K0.2%N/A0.000%
5/7/2024 Oppenheimer & Co. Inc.15,500$182K0.0%-10.4%0.000%
5/2/2024Choreo 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%
11/14/2023Thomas 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%
10/13/2023 Matisse 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%
8/16/2023Thomas 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%
8/10/2023 Moors & Cabot Inc.59,100$625K0.0%+16.1%0.000%
7/31/2023LPL 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%
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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%
5/11/2023Guggenheim 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%
5/3/2023Integrated Wealth Concepts LLC517,170$5.40M0.1%-2.1%0.000%
4/27/2023 Matisse Capital130,000$1.36M0.9%-8.3%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, 35 institutional investors and hedge funds held shares of Western Asset Mortgage Opportunity Fund. The most heavily invested institutionals were Royal Bank of Canada ($4.59M), PFG Investments LLC ($2.93M), Envestnet Asset Management Inc. ($2.75M), Guggenheim Capital LLC ($2.69M), Baird Financial Group Inc. ($2.38M), LPL Financial LLC ($2.20M), and Consolidated Portfolio Review Corp ($2.19M).Learn more on Western Asset Mortgage Opportunity Fund's institutional investors.

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

Of the 28 institutional investors that purchased Western Asset Mortgage Opportunity Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PFG Investments LLC ($250.15K), Raymond James Financial Inc. ($142.77K), LPL Financial LLC ($103.45K), Advisor Partners II LLC ($102.53K), Baird Financial Group Inc. ($97.94K), Thomas J. Herzfeld Advisors Inc. ($85.52K), and Aviance Capital Partners LLC ($47.26K).

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

Institutional investors have bought a total of 606,757 shares in the last 24 months. This purchase volume represents approximately $7.18M in transactions.

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

Of the 14 institutional investors that sold Western Asset Mortgage Opportunity Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Riverbridge Partners LLC ($44.25K), Sit Investment Associates Inc. ($35.28K), SFI Advisors LLC ($23.53K), Consolidated Portfolio Review Corp ($23.00K), Journey Strategic Wealth LLC ($20.50K), Walleye Capital LLC ($10.38K), and Regal Investment Advisors LLC ($8.59K).

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

Institutional investors have sold a total of 193,068 shares in the last 24 months. This volume of shares sold represents approximately $2.29M in transactions.


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This page (NYSE:DMO) was last updated on 8/13/2025 by MarketBeat.com Staff
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