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 | $4.5M | 12% | Sep 2024 |
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| Morgan Stanley | 294k | $3.5M | -13% | Jun 2024 |
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| Guggenheim Capital, LLC Managers | 201k | $2.4M | 4% | Sep 2024 |
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| Envestnet Asset Management | 201k | $2.4M | 8% | Sep 2024 |
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| Consolidated Portfolio Review Corp | 188k | $2.2M | -23% | Jun 2024 |
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| Thomas J. Herzfeld Advisors | 124k | $1.5M | 5% | Sep 2024 |
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| Mml Investors Services | 114k | $1.4M | 1% | Sep 2024 |
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| Riverbrige Partners | 83k | $997k | 2% | Sep 2024 |
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| LPL Financial | 83k | $989k | -1% | Sep 2024 |
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| Park Avenue Securities | 75k | $895k | -4% | Sep 2024 |
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| Venture Visionary Partners | 70k | $835k | 0% | Sep 2024 |
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| Goss Wealth Management | 63k | $751k | -3% | Jun 2024 |
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| Robinson Capital Management | 37k | $446k | 0% | Sep 2024 |
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| Advisor Group Holdings | 32k | $384k | -36% | Sep 2024 |
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| Bessemer | 29k | $341k | 100% | Sep 2024 |
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| SeaCrest Wealth Management | 27k | $325k | 21% | Sep 2024 |
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| Moors & Cabot | 24k | $289k | 0% | Sep 2024 |
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| Rsm Us Wealth Management | 24k | $285k | 8% | Sep 2024 |
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| Aviance Capital Partners | 23k | $273k | -21% | Sep 2024 |
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| Cambridge Investment Research Advisors | 22k | $257k | 4% | Sep 2024 |
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| Commonwealth Equity Services | 19k | $222k | -15% | Sep 2024 |
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| Raymond James Financial Services Advisors | 16k | $194k | 0% | Sep 2024 |
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| Integrated Capital Management | 16k | $186k | 0% | Sep 2024 |
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| Oppenheimer & Co | 16k | $186k | 0% | Sep 2024 |
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| SFI Advisors | 13k | $155k | 0% | Sep 2024 |
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| Journey Strategic Wealth | 12k | $138k | 100% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 11k | $127k | -5% | Sep 2024 |
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| CoreCap Advisors | 5.8k | $69k | 0% | Sep 2024 |
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| Financial Network Wealth Advisors | 5.6k | $67k | 0% | Sep 2024 |
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| Bank of America Corporation | 4.3k | $51k | -11% | Sep 2024 |
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| Wells Fargo & Company | 2.9k | $34k | -40% | Sep 2024 |
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| Gilliland Jeter Wealth Management | 1.6k | $19k | -3% | Sep 2024 |
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| Clear Point Advisors | 1.5k | $18k | 3% | Sep 2024 |
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| Steward Partners Investment Advisory | 1.0k | $12k | 0% | Jun 2024 |
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| Proequities | 650.00 | $7.9M | 0% | Sep 2024 |
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| Pin Oak Investment Advisors | 450.00 | $5.0k | 0% | Jun 2024 |
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| CWM | 378.00 | $5.0k | 0% | Sep 2024 |
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| Brian McDonald | 330.00 | $3.9k | -8% | Sep 2024 |
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| Principal Securities | 293.00 | $3.5k | -45% | Sep 2024 |
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| Citigroup | 4.00 | $48.000000 | 0% | Sep 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 |
|---|---|---|---|
| PFG Investments | Mar 2024 | 250k | $2.9M |
| Pathstone Holdings | Jun 2024 | 187k | $2.2M |
| Regal Investment Advisors | Jun 2024 | 17k | $201k |
| Citadel Advisors | Jun 2024 | 15k | $178k |
| Nelson, Van Denburg & Campbell Wealth Management | Jun 2024 | 1.3k | $15k |
| Wetzel Investment Advisors | Jun 2024 | 600.00 | $7.0k |