Who owns Western Asset Mrtg Defined Oppn Fund?
- Ticker: DMO
- CUSIP Number: 95790B109
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Analyze quarterly positions in Western Asset Mrtg Defined Oppn Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Western Asset Mrtg Defined Oppn Fund stock
Who bought or sold Western Asset Mrtg Defined Oppn Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Royal Bank of Canada | 376k | $4.4M | -3% | Sep 2025 |
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| Envestnet Asset Management | 243k | $2.8M | 5% | Sep 2025 |
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| Baird Financial | 224k | $2.6M | 2% | Sep 2025 |
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| LPL Financial | 221k | $2.6M | 7% | Sep 2025 |
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| Consolidated Portfolio Review Corp | 178k | $2.1M | -3% | Sep 2025 |
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| Morgan Stanley | 158k | $1.9M | 100% | Jun 2025 |
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| Thomas J. Herzfeld Advisors | 138k | $1.6M | -2% | Sep 2025 |
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| Venture Visionary Partners | 125k | $1.5M | 0% | Sep 2025 |
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| Raymond James Financial | 88k | $1.0M | 12% | Sep 2025 |
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| Park Avenue Securities | 79k | $922k | 0% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 65k | $761k | -45% | Sep 2025 |
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| Robinson Capital Management | 54k | $629k | 0% | Sep 2025 |
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| Advisor Group Holdings | 52k | $614k | 2% | Sep 2025 |
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| Goss Wealth Management | 47k | $552k | -7% | Sep 2025 |
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| Aviance Capital Partners | 39k | $458k | 2% | Sep 2025 |
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| Cambridge Investment Research Advisors | 38k | $439k | -4% | Sep 2025 |
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| Commonwealth Equity Services | 35k | $408k | -5% | Sep 2025 |
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| SeaCrest Wealth Management | 34k | $404k | 0% | Sep 2025 |
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| UBS Group | 28k | $323k | -1% | Sep 2025 |
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| Journey Strategic Wealth | 24k | $280k | 79% | Sep 2025 |
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| Rsm Us Wealth Management | 19k | $218k | -1% | Sep 2025 |
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| Integrated Capital Management | 17k | $199k | -1% | Sep 2025 |
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| Oppenheimer & Co | 16k | $182k | 0% | Sep 2025 |
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| Mml Investors Services | 13k | $149k | 3% | Sep 2025 |
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| CoreCap Advisors | 6.4k | $75k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 6.4k | $75k | -9% | Sep 2025 |
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| MAI Wealth Advisors | 1.7k | $20k | 0% | Sep 2025 |
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| Advisory Services Network | 1.6k | $19k | 100% | Sep 2025 |
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| Highline Wealth Partners | 1.2k | $14k | 100% | Sep 2025 |
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| Pacifica Partners | 1.0k | $12k | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 1.0k | $12k | 0% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 555.00 | $6.5k | 100% | Sep 2025 |
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| Pin Oak Investment Advisors | 450.00 | $5.3k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 318.00 | $3.7k | 100% | Sep 2025 |
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| Us Bancorp | 317.00 | $3.7k | 0% | Sep 2025 |
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| Brian McDonald | 309.00 | $3.6k | 0% | Sep 2025 |
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| Ronald Blue Trust | 285.00 | $3.3k | 100% | Sep 2025 |
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| FNY Investment Advisers | 200.00 | $2.0k | 100% | Jun 2025 |
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| Wells Fargo & Company | 9.00 | $108.000000 | 100% | Sep 2025 |
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Who sold out of Western Asset Mrtg Defined Oppn Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Riverbrige Partners | Jun 2025 | 45k | $533k |
| Sit Investment Associates | Jun 2025 | 34k | $405k |
| CWM | Jun 2025 | 378.00 | $5.0k |