Who owns Western Asset Mrtg Defined Oppn Fund?
- Ticker: DMO
- CUSIP Number: 95790B109
Tip: Access positions for across all investors
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 | 378k | $0 | 1% | Dec 2024 |
|
| Guggenheim Capital, LLC Managers | 228k | $2.7M | 13% | Dec 2024 |
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| Envestnet Asset Management | 205k | $2.4M | 2% | Dec 2024 |
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| Baird Financial | 193k | $2.3M | 86% | Dec 2024 |
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| Consolidated Portfolio Review Corp | 165k | $2.0M | -8% | Dec 2024 |
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| Morgan Stanley | 152k | $1.8M | -12% | Dec 2024 |
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| Thomas J. Herzfeld Advisors | 135k | $1.6M | 9% | Dec 2024 |
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| Venture Visionary Partners | 125k | $1.5M | 79% | Dec 2024 |
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| Mml Investors Services | 108k | $1.3M | -5% | Dec 2024 |
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| LPL Financial | 88k | $1.0M | 7% | Dec 2024 |
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| Park Avenue Securities | 79k | $939k | -3% | Mar 2025 |
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| Raymond James Financial | 71k | $842k | 100% | Dec 2024 |
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| Goss Wealth Management | 52k | $619k | -9% | Dec 2024 |
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| Riverbrige Partners | 39k | $461k | -53% | Dec 2024 |
|
| Robinson Capital Management | 37k | $437k | 0% | Dec 2024 |
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| SFI Advisors | 36k | $422k | 177% | Dec 2024 |
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| SeaCrest Wealth Management | 35k | $414k | 6% | Mar 2025 |
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| Advisor Group Holdings | 32k | $380k | -1% | Dec 2024 |
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| Rsm Us Wealth Management | 31k | $365k | 30% | Dec 2024 |
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| UBS Group | 28k | $333k | 2% | Dec 2024 |
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| Aviance Capital Partners | 26k | $303k | 13% | Dec 2024 |
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| Moors & Cabot | 24k | $284k | 0% | Dec 2024 |
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| Commonwealth Equity Services | 22k | $259k | 18% | Dec 2024 |
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| Cambridge Investment Research Advisors | 21k | $242k | -5% | Dec 2024 |
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| Integrated Capital Management | 16k | $193k | -1% | Mar 2025 |
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| Oppenheimer & Co | 16k | $183k | 0% | Dec 2024 |
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| Susquehanna International | 13k | $158k | 100% | Dec 2024 |
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| Journey Strategic Wealth | 13k | $152k | 12% | Dec 2024 |
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| Walleye Trading Advisors | 10k | $118k | -51% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 9.7k | $114k | -8% | Dec 2024 |
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| Brian McDonald | 9.0k | $102k | 2632% | Dec 2024 |
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| Sit Investment Associates | 6.1k | $72k | -85% | Dec 2024 |
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| CoreCap Advisors | 5.8k | $68k | 0% | Dec 2024 |
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| Bank of America Corporation | 2.5k | $30k | -41% | Dec 2024 |
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| Steward Partners Investment Advisory | 1.0k | $12k | 0% | Dec 2024 |
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| Noble Wealth Management PBC | 875.00 | $10k | 100% | Mar 2025 |
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| Proequities | 650.00 | $7.6M | 0% | Dec 2024 |
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| Pin Oak Investment Advisors | 450.00 | $5.0k | 0% | Dec 2024 |
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| CWM | 378.00 | $4.0k | 0% | Dec 2024 |
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| Wells Fargo & Company | 91.00 | $1.1k | -97% | Dec 2024 |
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| Citigroup | 4.00 | $47.000000 | 0% | Dec 2024 |
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Who sold out of Western Asset Mrtg Defined Oppn Fund?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Bessemer | Sep 2024 | 29k | $341k |
| Ameriprise Financial | Sep 2024 | 13k | $151k |
| Financial Network Wealth Advisors | Sep 2024 | 5.6k | $67k |
| Gilliland Jeter Wealth Management | Sep 2024 | 1.6k | $19k |
| Clear Point Advisors | Sep 2024 | 1.5k | $18k |
| Principal Securities | Sep 2024 | 293.00 | $3.5k |