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Western Asset Mortgage Opportunity Fund (DMO) Institutional Ownership

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$11.32
-0.03 (-0.26%)
(As of 04/25/2024 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)
16
Total
Institutional Inflows
(last 12 months)
$9.56M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.36M
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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
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%
1/29/2024Consolidated 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%
11/7/2023 Aviance Capital Partners LLC31,891$342K0.1%N/A0.000%
10/26/2023Advisor Partners II LLC102,527$1.10M0.0%N/A0.000%
10/24/2023 Raymond 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%
8/24/2023 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%
8/10/2023Moors & 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%
7/25/2023 Raymond 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%
4/14/2023 Raymond 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%
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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%
2/8/2023 Raymond 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%
2/8/2023Oppenheimer & 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%
11/15/2022Logan Stone Capital LLC72,805$809K0.5%-28.4%0.000%
11/14/2022Guggenheim Capital LLC162,494$1.81M0.0%-16.0%0.000%
11/14/2022Thomas J. Herzfeld Advisors Inc.182,867$2.03M0.9%+10.5%0.000%
11/14/2022MML Investors Services LLC105,529$1.17M0.0%+2.5%0.000%
11/14/2022Oppenheimer & Co. Inc.18,254$203K0.0%+28.2%0.000%
11/8/2022Matisse Capital130,000$1.44M1.8%+30.0%0.000%
11/7/2022Roberts Glore & Co. Inc. IL28,768$320K0.1%-5.6%0.000%
11/2/2022Landscape Capital Management L.L.C.19,277$214K0.0%-31.1%0.000%
11/2/2022Rockefeller Capital Management L.P.27,921$310K0.0%-17.7%0.000%
10/26/2022Riverbridge Partners LLC111,796$1.24M0.0%+2.4%0.000%
10/25/2022 Raymond James & Associates34,582$384K0.0%+5.2%0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.61,370$682K0.0%-3.9%0.000%
8/29/2022Riverbridge Partners LLC109,142$1.28M0.0%N/A0.000%
8/13/2022NewEdge Advisors LLC88,700$1.04M0.0%-5.5%0.000%
8/13/2022Regal Investment Advisors LLC36,628$428K0.0%-12.7%0.000%
8/12/2022U.S. Capital Wealth Advisors LLC70,638$825K0.0%-32.1%0.000%
8/12/2022Roberts Glore & Co. Inc. IL30,468$356K0.1%+64.5%0.000%
8/11/2022CoreCap Advisors LLC2,655$31K0.0%N/A0.000%
8/11/2022Sit Investment Associates Inc.457,438$5.34M0.2%+18.2%0.000%
8/10/2022Thomas 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%
8/8/2022Moors & Cabot Inc.12,700$148K0.0%+24.5%0.000%
8/8/2022Baird Financial Group Inc.10,054$117K0.0%N/A0.000%
8/8/2022Integrated Wealth Concepts LLC509,554$5.95M0.2%-1.7%0.000%
8/5/2022Landscape Capital Management L.L.C.27,997$327K0.0%+115.5%0.000%
8/4/2022Northwestern Mutual Wealth Management Co.99,527$1.16M0.0%+57.3%0.000%
8/3/2022Envestnet Asset Management Inc.128,971$1.51M0.0%+3.5%0.000%
8/2/2022Centaurus Financial Inc.84,695$989K0.1%-46.1%0.000%
7/28/2022Matisse Capital100,000$1.17M1.1%N/A0.000%
7/27/2022 Park Avenue Securities LLC82,471$963K0.0%+2.5%0.000%
7/19/2022Commonwealth Equity Services LLC29,123$340K0.0%-6.1%0.000%
7/19/2022 Integrated Capital Management Inc.12,988$151K0.1%+8.9%0.000%
5/31/2022 Mid American Wealth Advisory Group Inc.91,984$1.23M1.0%+808.1%0.000%
5/17/2022Family Management Corp25,241$337K0.1%-38.9%0.000%
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5/12/2022Integrated Wealth Concepts LLC518,215$6.93M0.2%+3.6%0.000%
5/12/2022Sit Investment Associates Inc.386,882$5.17M0.1%-17.5%0.000%
5/12/2022Cetera Advisor Networks LLC103,605$1.39M0.0%-5.5%0.000%
5/11/2022Landscape Capital Management L.L.C.12,991$174K0.0%N/A0.000%
5/9/2022Northwestern Mutual Wealth Management Co.63,292$845K0.0%+45.4%0.000%
5/4/2022Advisor Group Holdings Inc.39,324$526K0.0%-11.2%0.000%
5/4/2022Envestnet Asset Management Inc.124,666$1.67M0.0%+7.4%0.000%
4/29/2022 Park Avenue Securities LLC80,489$1.08M0.0%+4.2%0.000%
2/16/2022 Mid American Wealth Advisory Group Inc.10,129$154K0.1%N/A0.000%
2/15/2022Integrated Wealth Concepts LLC500,257$7.61M0.2%+13.1%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, 41 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), Consolidated Portfolio Review Corp ($2.78M), Envestnet Asset Management Inc. ($2.71M), and Guggenheim Capital LLC ($1.42M).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), Matisse Capital ($153.63K), Mid American Wealth Advisory Group Inc. ($140.16K), Riverbridge Partners LLC ($135.51K), Envestnet Asset Management Inc. ($129.93K), and Advisor Partners II LLC ($102.53K).

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

Institutional investors have bought a total of 1,695,524 shares in the last 24 months. This purchase volume represents approximately $19.10M in transactions.

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

Of the 24 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: Sit Investment Associates Inc. ($133.17K), Centaurus Financial Inc. ($72.45K), U.S. Capital Wealth Advisors LLC ($68.62K), Integrated Wealth Concepts LLC ($56.37K), Raymond James Financial Services Advisors Inc. ($55.51K), Matisse Capital ($48.28K), and Guggenheim Capital LLC ($44.63K).

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

Institutional investors have sold a total of 596,131 shares in the last 24 months. This volume of shares sold represents approximately $6.81M in transactions.


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This page (NYSE:DMO) was last updated on 4/25/2024 by MarketBeat.com Staff

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