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 | 376k | $4.4M | -3% | Sep 2025 |
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| Envestnet Asset Management | 262k | $2.9M | 8% | Dec 2025 |
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| LPL Financial | 252k | $2.8M | 14% | Dec 2025 |
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| Baird Financial | 127k | $1.4M | -43% | Dec 2025 |
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| Venture Visionary Partners | 125k | $1.4M | 0% | Dec 2025 |
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| Thomas J. Herzfeld Advisors | 122k | $1.3M | -11% | Dec 2025 |
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| Raymond James Financial | 88k | $1.0M | 12% | Sep 2025 |
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| Park Avenue Securities | 78k | $859k | -1% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 60k | $667k | -7% | Dec 2025 |
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| Robinson Capital Management | 54k | $594k | 0% | Dec 2025 |
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| Goss Wealth Management | 47k | $521k | 0% | Dec 2025 |
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| Advisor Group Holdings | 47k | $516k | -10% | Dec 2025 |
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| Aviance Capital Partners | 41k | $449k | 4% | Dec 2025 |
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| Cambridge Investment Research Advisors | 37k | $413k | 0% | Dec 2025 |
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| Commonwealth Equity Services | 36k | $397k | 3% | Dec 2025 |
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| Logan Stone Capital | 33k | $369k | 100% | Dec 2025 |
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| SeaCrest Wealth Management | 32k | $356k | -5% | Dec 2025 |
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| UBS Group | 27k | $297k | -3% | Dec 2025 |
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| Integrated Capital Management | 18k | $196k | 4% | Dec 2025 |
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| Rsm Us Wealth Management | 16k | $178k | -14% | Dec 2025 |
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| Oppenheimer & Co | 16k | $171k | 0% | Dec 2025 |
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| Noble Wealth Management PBC | 14k | $154k | 352% | Dec 2025 |
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| Two Sigma Securities | 14k | $151k | 100% | Dec 2025 |
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| Mml Investors Services | 14k | $149k | 6% | Dec 2025 |
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| Journey Strategic Wealth | 13k | $148k | -44% | Dec 2025 |
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| CoreCap Advisors | 6.4k | $71k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 6.4k | $71k | 0% | Dec 2025 |
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| Kestra Advisory Services | 2.2k | $24k | 100% | Dec 2025 |
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| MAI Wealth Advisors | 1.7k | $19k | 0% | Dec 2025 |
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| Highline Wealth Partners | 1.2k | $14k | 0% | Dec 2025 |
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| Kilter Group | 1.2k | $13k | 5% | Dec 2025 |
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| Steward Partners Investment Advisory | 1.0k | $11k | 0% | Dec 2025 |
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| Pin Oak Investment Advisors | 590.00 | $7.0k | 31% | Dec 2025 |
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| Rockefeller Capital Management | 323.00 | $3.6k | 2% | Dec 2025 |
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| Us Bancorp | 317.00 | $3.5k | 0% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 316.00 | $3.5k | -43% | Dec 2025 |
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| Ronald Blue Trust | 285.00 | $3.2k | 0% | Dec 2025 |
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| Brian McDonald | 232.00 | $2.6k | -25% | Dec 2025 |
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| Wells Fargo & Company | 2.00 | $18.000000 | -78% | Dec 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 |
|---|---|---|---|
| Consolidated Portfolio Review Corp | Sep 2025 | 178k | $2.1M |
| Advisory Services Network | Sep 2025 | 1.6k | $19k |
| Pacifica Partners | Sep 2025 | 1.0k | $12k |
| FNY Investment Advisers | Sep 2025 | 200.00 | $2.0k |