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Western Asset Mortgage Opportunity Fund (DMO) Institutional Ownership

Western Asset Mortgage Opportunity Fund logo
$10.71 +0.04 (+0.41%)
As of 11:21 AM 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)
15
Total
Institutional Inflows
(last 12 months)
$2.02M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.92M
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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
6/3/2026 NewEdge Advisors LLC45,921$494K0.0%-2.5%0.000%
5/18/2026 Royal Bank of Canada401,952$4.32M0.0%+2.7%0.000%
4/22/2026 Janney Montgomery Scott LLC10,578$114K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC60,339$667K0.0%-7.1%0.000%
2/17/2026 Osaic Holdings Inc.46,660$516K0.0%-9.6%0.000%
2/17/2026 Royal Bank of Canada391,231$4.33M0.0%+4.0%0.000%
2/13/2026 Thomas J. Herzfeld Advisors Inc.121,852$1.35M0.5%-11.4%0.000%
2/12/2026 Commonwealth Equity Services LLC35,897$397K0.0%+3.2%0.000%
2/12/2026 Marex Group plc17,100$189K0.0%N/A0.000%
2/11/2026 LPL Financial LLC251,590$2.78M0.0%+13.7%0.000%
2/6/2026 Aviance Capital Partners LLC40,548$448K0.1%+3.8%0.000%
1/23/2026 Choreo LLC16,058$178K0.0%-13.6%0.000%
1/12/2026 SeaCrest Wealth Management LLC32,372$356K0.0%-4.5%0.000%
1/5/2026 Noble Wealth Management PBC13,897$154K0.1%+351.9%0.000%
1/5/2026 Park Avenue Securities LLC77,644$859K0.0%-1.3%0.000%
11/17/2025 NewEdge Advisors LLC47,121$552K0.0%-7.1%0.000%
11/17/2025 Bank of America Corp DE16,442$193K0.0%+6.1%0.000%
11/14/2025 Raymond James Financial Inc.87,941$1.03M0.0%+11.9%0.000%
11/12/2025 Consolidated Portfolio Review Corp178,414$2.09M0.3%-2.6%0.000%
11/12/2025 Journey Strategic Wealth LLC23,850$280K0.0%+78.7%0.000%
11/5/2025 Envestnet Asset Management Inc.242,543$2.84M0.0%+5.2%0.000%
10/29/2025 Aviance Capital Partners LLC39,059$458K0.1%+2.4%0.000%
9/4/2025 Osaic Holdings Inc.50,818$607K0.0%-6.7%0.000%
8/15/2025 Bank of America Corp DE15,490$185K0.0%+18.6%0.000%
8/14/2025 Raymond James Financial Inc.78,591$938K0.0%-19.2%0.000%
8/13/2025 Thomas J. Herzfeld Advisors Inc.139,971$1.67M0.6%-0.7%0.000%
8/13/2025 Baird Financial Group Inc.218,782$2.61M0.0%+8.6%0.000%
8/13/2025 Guggenheim Capital LLC118,914$1.42M0.0%-34.0%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.7,025$84K0.0%-28.6%0.000%
8/13/2025 Choreo LLC18,854$225K0.0%-42.5%0.000%
8/12/2025 Journey 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%
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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%
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%
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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%


DMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of Western Asset Mortgage Opportunity Fund. The most heavily invested institutionals were Royal Bank of Canada ($4.32M), Envestnet Asset Management Inc. ($2.84M), LPL Financial LLC ($2.78M), Baird Financial Group Inc. ($2.61M), Consolidated Portfolio Review Corp ($2.09M), Thomas J. Herzfeld Advisors Inc. ($1.35M), and MML Investors Services LLC ($1.28M).Learn more on Western Asset Mortgage Opportunity Fund's institutional investors.

Of the 25 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: Raymond James Financial Inc. ($152.12K), LPL Financial LLC ($133.85K), Baird Financial Group Inc. ($115.32K), Envestnet Asset Management Inc. ($41.70K), Royal Bank of Canada ($35.79K), Journey Strategic Wealth LLC ($32.85K), and Walleye Capital LLC ($28.45K).

Institutional investors have bought a total of 177,873 shares in the last 24 months. This purchase volume represents approximately $2.02M in transactions.

Of the 11 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: Guggenheim Capital LLC ($65.93K), Journey Strategic Wealth LLC ($20.50K), Raymond James Financial Inc. ($18.63K), Thomas J. Herzfeld Advisors Inc. ($16.73K), Choreo LLC ($16.46K), Osaic Holdings Inc. ($8.58K), and NewEdge Advisors LLC ($4.80K).

Institutional investors have sold a total of 162,944 shares in the last 24 months. This volume of shares sold represents approximately $1.92M in transactions.


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This page (NYSE:DMO) was last updated on 6/22/2026 by MarketBeat.com Staff.
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