Western Asset Mortgage Opportunity Fund (DMO) Institutional Ownership

$12.11

+0.04 (+0.33%)

(As of 07/26/2024 ET)

Number of Institutional Buyers (last 12 months): 15
Total Institutional Inflows (last 12 months): $6.91M

Number of Institutional Sellers (last 12 months): 9
Total Institutional Outflows (last 12 months): $685.57K

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DMO Institutional Buying and Selling by Quarter

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Western Asset Mortgage Opportunity Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/22/2024	SeaCrest Wealth Management LLC	22,458	$268K	0.0%	+5.7%	0.000%
7/12/2024	Integrated Capital Management Inc.	15,490	$185K	0.1%	+9.8%	0.000%
7/9/2024	Park Avenue Securities LLC	77,660	$926K	0.0%	-1.2%	0.000%
5/14/2024	Robinson Capital Management LLC	37,051	$423K	0.2%	N/A	0.000%
5/7/2024	Oppenheimer & Co. Inc.	15,500	$182K	0.0%	-10.4%	0.000%
5/2/2024	Choreo LLC	30,493	$357K	0.0%	N/A	0.000%
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4/30/2024	Consolidated Portfolio Review Corp	245,875	$2.88M	0.8%	-1.0%	0.000%
4/26/2024	Riverbridge Partners LLC	131,154	$1.54M	0.0%	+2.4%	0.000%
4/22/2024	PFG Investments LLC	250,150	$2.93M	0.2%	N/A	0.000%
4/18/2024	SeaCrest Wealth Management LLC	21,249	$249K	0.0%	+8.3%	0.000%
4/10/2024	Park Avenue Securities LLC	78,598	$920K	0.0%	-1.9%	0.000%
2/6/2024	Aviance Capital Partners LLC	29,617	$331K	0.1%	-7.1%	0.000%
1/29/2024	Consolidated Portfolio Review Corp	248,402	$2.78M	0.6%	+6.1%	0.000%
11/14/2023	Thomas J. Herzfeld Advisors Inc.	356,340	$3.82M	1.5%	+2.2%	0.000%
11/13/2023	Consolidated Portfolio Review Corp	234,024	$2.51M	0.6%	+0.9%	0.000%
11/13/2023	Regal Investment Advisors LLC	31,492	$337K	0.0%	-4.8%	0.000%
11/8/2023	Atria Wealth Solutions Inc.	10,344	$112K	0.0%	N/A	0.000%
11/8/2023	Moors & Cabot Inc.	67,600	$724K	0.0%	+14.4%	0.000%
11/7/2023	Aviance Capital Partners LLC	31,891	$342K	0.1%	N/A	0.000%
10/26/2023	Advisor Partners II LLC	102,527	$1.10M	0.0%	N/A	0.000%
10/24/2023	Raymond James Financial Services Advisors Inc.	15,502	$166K	0.0%	+13.0%	0.000%
10/16/2023	Riverbridge Partners LLC	126,834	$1.36M	0.0%	+14.2%	0.000%
10/13/2023	Matisse Capital	93,538	$1.00M	0.7%	-28.0%	0.000%
10/12/2023	SeaCrest Wealth Management LLC	19,470	$209K	0.0%	-6.0%	0.000%
8/24/2023	Arlington Capital Management Inc.	13,947	$148K	0.1%	N/A	0.000%
8/16/2023	Thomas J. Herzfeld Advisors Inc.	348,547	$3.69M	1.5%	+20.9%	0.000%
8/11/2023	Landscape Capital Management L.L.C.	12,971	$137K	0.0%	N/A	0.000%
8/11/2023	Guggenheim Capital LLC	134,497	$1.42M	0.0%	-9.3%	0.000%
8/10/2023	Moors & Cabot Inc.	59,100	$625K	0.0%	+16.1%	0.000%
7/31/2023	LPL Financial LLC	52,530	$556K	0.0%	-2.6%	0.000%
7/26/2023	Riverbridge Partners LLC	111,088	$1.18M	0.0%	-7.2%	0.000%
7/25/2023	Raymond James Financial Services Advisors Inc.	13,716	$145K	0.0%	-20.9%	0.000%
7/13/2023	Mid American Wealth Advisory Group Inc.	58,309	$626K	0.5%	N/A	0.000%
7/10/2023	AE Wealth Management LLC	46,980	$497K	0.0%	+22.4%	0.000%
5/12/2023	SeaCrest Wealth Management LLC	19,847	$207K	0.0%	+9.9%	0.000%
5/11/2023	Consolidated Portfolio Review Corp	216,285	$2.26M	0.6%	N/A	0.000%
5/11/2023	U.S. Capital Wealth Advisors LLC	35,366	$370K	0.0%	-49.9%	0.000%
5/11/2023	Guggenheim Capital LLC	148,219	$1.55M	0.0%	+15.3%	0.000%
5/8/2023	Roberts Glore & Co. Inc. IL	32,968	$345K	0.1%	+10.0%	0.000%
5/5/2023	Moors & Cabot Inc.	50,900	$532K	0.0%	+113.9%	0.000%
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5/3/2023	Integrated Wealth Concepts LLC	517,170	$5.40M	0.1%	-2.1%	0.000%
4/27/2023	Matisse Capital	130,000	$1.36M	0.9%	-8.3%	0.000%
4/21/2023	Riverbridge Partners LLC	119,767	$1.25M	0.0%	+2.3%	0.000%
4/18/2023	Park Avenue Securities LLC	78,451	$820K	0.0%	-5.3%	0.000%
4/14/2023	AE Wealth Management LLC	38,395	$401K	0.0%	N/A	0.000%
4/14/2023	Raymond James Financial Services Advisors Inc.	17,351	$181K	0.0%	-74.0%	0.000%
3/6/2023	Rockefeller Capital Management L.P.	24,997	$269K	0.0%	-10.5%	0.000%
3/1/2023	Regal Investment Advisors LLC	34,568	$372K	0.0%	-2.6%	0.000%
2/13/2023	Integrated Wealth Concepts LLC	528,245	$5.69M	0.2%	-6.5%	0.000%
2/10/2023	CoreCap Advisors LLC	6,655	$72K	0.0%	N/A	0.000%
2/10/2023	Sit Investment Associates Inc.	419,546	$4.52M	0.1%	-10.9%	0.000%
2/10/2023	Moors & Cabot Inc.	23,800	$256K	0.0%	N/A	0.000%
2/8/2023	Raymond James Financial Services Advisors Inc.	66,760	$719K	0.0%	+8.8%	0.000%
2/8/2023	Cambridge Investment Research Advisors Inc.	27,286	$294K	0.0%	-4.0%	0.000%
2/8/2023	Oppenheimer & Co. Inc.	17,281	$186K	0.0%	-5.3%	0.000%
2/8/2023	Stockman Wealth Management Inc.	12,100	$130K	0.0%	N/A	0.000%
2/7/2023	Commonwealth Equity Services LLC	27,554	$296K	0.0%	-4.4%	0.000%
2/7/2023	LPL Financial LLC	51,252	$552K	0.0%	-3.8%	0.000%
2/7/2023	Envestnet Asset Management Inc.	251,283	$2.71M	0.0%	+87.2%	0.000%
1/24/2023	Matisse Capital	141,813	$1.53M	1.4%	+9.1%	0.000%
1/24/2023	Park Avenue Securities LLC	82,818	$892K	0.0%	+1.2%	0.000%
1/20/2023	Matisse Capital	141,813	$1.53M	1.6%	+9.1%	0.000%
1/11/2023	Riverbridge Partners LLC	117,088	$1.26M	0.0%	+4.7%	0.000%
11/15/2022	Regal Investment Advisors LLC	35,480	$394K	0.0%	-3.1%	0.000%
11/15/2022	Logan Stone Capital LLC	72,805	$809K	0.5%	-28.4%	0.000%
11/14/2022	Guggenheim Capital LLC	162,494	$1.81M	0.0%	-16.0%	0.000%
11/14/2022	Thomas J. Herzfeld Advisors Inc.	182,867	$2.03M	0.9%	+10.5%	0.000%
11/14/2022	MML Investors Services LLC	105,529	$1.17M	0.0%	+2.5%	0.000%
11/14/2022	Oppenheimer & Co. Inc.	18,254	$203K	0.0%	+28.2%	0.000%
11/8/2022	Matisse Capital	130,000	$1.44M	1.8%	+30.0%	0.000%
11/7/2022	Roberts Glore & Co. Inc. IL	28,768	$320K	0.1%	-5.6%	0.000%
11/2/2022	Landscape Capital Management L.L.C.	19,277	$214K	0.0%	-31.1%	0.000%
11/2/2022	Rockefeller Capital Management L.P.	27,921	$310K	0.0%	-17.7%	0.000%
10/26/2022	Riverbridge Partners LLC	111,796	$1.24M	0.0%	+2.4%	0.000%
10/25/2022	Raymond James & Associates	34,582	$384K	0.0%	+5.2%	0.000%
10/25/2022	Raymond James Financial Services Advisors Inc.	61,370	$682K	0.0%	-3.9%	0.000%
8/29/2022	Riverbridge Partners LLC	109,142	$1.28M	0.0%	N/A	0.000%
8/13/2022	NewEdge Advisors LLC	88,700	$1.04M	0.0%	-5.5%	0.000%
8/13/2022	Regal Investment Advisors LLC	36,628	$428K	0.0%	-12.7%	0.000%
8/12/2022	U.S. Capital Wealth Advisors LLC	70,638	$825K	0.0%	-32.1%	0.000%
8/12/2022	Roberts Glore & Co. Inc. IL	30,468	$356K	0.1%	+64.5%	0.000%
8/11/2022	CoreCap Advisors LLC	2,655	$31K	0.0%	N/A	0.000%
8/11/2022	Sit Investment Associates Inc.	457,438	$5.34M	0.2%	+18.2%	0.000%
8/10/2022	Thomas J. Herzfeld Advisors Inc.	165,498	$1.93M	0.8%	+9.7%	0.000%
8/9/2022	SeaCrest Wealth Management LLC	16,666	$195K	0.0%	-4.9%	0.000%
8/8/2022	Moors & Cabot Inc.	12,700	$148K	0.0%	+24.5%	0.000%
8/8/2022	Baird Financial Group Inc.	10,054	$117K	0.0%	N/A	0.000%
8/8/2022	Integrated Wealth Concepts LLC	509,554	$5.95M	0.2%	-1.7%	0.000%
8/5/2022	Landscape Capital Management L.L.C.	27,997	$327K	0.0%	+115.5%	0.000%
8/4/2022	Northwestern Mutual Wealth Management Co.	99,527	$1.16M	0.0%	+57.3%	0.000%
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8/3/2022	Envestnet Asset Management Inc.	128,971	$1.51M	0.0%	+3.5%	0.000%
8/2/2022	Centaurus Financial Inc.	84,695	$989K	0.1%	-46.1%	0.000%
7/28/2022	Matisse Capital	100,000	$1.17M	1.1%	N/A	0.000%
7/27/2022	Park Avenue Securities LLC	82,471	$963K	0.0%	+2.5%	0.000%
7/19/2022	Commonwealth Equity Services LLC	29,123	$340K	0.0%	-6.1%	0.000%
7/19/2022	Integrated Capital Management Inc.	12,988	$151K	0.1%	+8.9%	0.000%
5/31/2022	Mid American Wealth Advisory Group Inc.	91,984	$1.23M	1.0%	+808.1%	0.000%
5/17/2022	Family Management Corp	25,241	$337K	0.1%	-38.9%	0.000%
5/12/2022	Integrated Wealth Concepts LLC	518,215	$6.93M	0.2%	+3.6%	0.000%
5/12/2022	Sit Investment Associates Inc.	386,882	$5.17M	0.1%	-17.5%	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, 40 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 ($2.88M), Envestnet Asset Management Inc. ($2.71M), 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 30 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), Riverbridge Partners LLC ($138.65K), Envestnet Asset Management Inc. ($121.34K), Advisor Partners II LLC ($102.53K), and Thomas J. Herzfeld Advisors Inc. ($100.01K).
How much institutional buying is happening at Western Asset Mortgage Opportunity Fund?: Institutional investors have bought a total of 1,623,344 shares in the last 24 months. This purchase volume represents approximately $18.02M 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: 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), Sit Investment Associates Inc. ($51.16K), 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 490,454 shares in the last 24 months. This volume of shares sold represents approximately $5.39M in transactions.