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Western Asset Mortgage Opportunity Fund (DMO) Institutional Ownership

Western Asset Mortgage Opportunity Fund logo
$11.94 +0.07 (+0.59%)
As of 06/30/2025 03:59 PM Eastern
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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)
$6.88M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.72M
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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
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%
5/13/2025SFI 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%
4/29/2025Envestnet Asset Management Inc.221,660$2.62M0.0%+7.9%0.000%
4/29/2025Aviance Capital Partners LLC32,343$382K0.1%+26.0%0.000%
4/23/2025Consolidated Portfolio Review Corp173,198$2.05M0.3%+4.7%0.000%
4/21/2025Riverbridge Partners LLC42,968$508K0.0%+10.1%0.000%
4/14/2025Park Avenue Securities LLC79,423$939K0.0%-2.6%0.000%
4/11/2025SeaCrest 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%
1/14/2025Park Avenue Securities LLC81,582$963K0.0%+9.1%0.000%
1/14/2025SeaCrest Wealth Management LLC33,023$390K0.0%+21.6%0.000%
1/14/2025Integrated 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%
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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%
10/16/2024SeaCrest Wealth Management LLC27,164$325K0.0%+21.0%0.000%
10/3/2024Park 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%
7/22/2024SeaCrest Wealth Management LLC22,458$268K0.0%+5.7%0.000%
7/12/2024Integrated Capital Management Inc.15,490$185K0.1%+9.8%0.000%
7/9/2024Park Avenue Securities LLC77,660$926K0.0%-1.2%0.000%
5/14/2024Robinson Capital Management LLC37,051$423K0.2%N/A0.000%
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%
4/18/2024SeaCrest Wealth Management LLC21,249$249K0.0%+8.3%0.000%
4/10/2024Park 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%
10/12/2023SeaCrest 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%
7/13/2023Mid 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%
5/12/2023SeaCrest 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%
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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%
4/18/2023Park 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%
(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 Royal Bank of Canada ($4.59M), PFG Investments LLC ($2.93M), Guggenheim Capital LLC ($2.69M), Envestnet Asset Management Inc. ($2.62M), Baird Financial Group Inc. ($2.38M), LPL Financial LLC ($2.20M), and Consolidated Portfolio Review Corp ($2.05M).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 31 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 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 582,237 shares in the last 24 months. This purchase volume represents approximately $6.88M in transactions.

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

Of the 15 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: Consolidated Portfolio Review Corp ($80.45K), Riverbridge Partners LLC ($44.25K), Moors & Cabot Inc. ($38.50K), Envestnet Asset Management Inc. ($36.64K), Sit Investment Associates Inc. ($35.28K), SFI Advisors LLC ($23.53K), and Walleye Capital LLC ($10.38K).

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

Institutional investors have sold a total of 313,276 shares in the last 24 months. This volume of shares sold represents approximately $3.72M in transactions.


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This page (NYSE:DMO) was last updated on 7/1/2025 by MarketBeat.com Staff
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