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 | 402k | $4.3M | 7% | Mar 2026 |
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| LPL Financial | 285k | $3.1M | 13% | Mar 2026 |
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| Envestnet Asset Management | 227k | $2.4M | -14% | Mar 2026 |
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| Morgan Stanley | 195k | $2.1M | 15% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 135k | $1.4M | 123% | Mar 2026 |
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| Baird Financial | 127k | $1.4M | -43% | Dec 2025 |
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| Venture Visionary Partners | 125k | $1.3M | 0% | Mar 2026 |
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| Thomas J. Herzfeld Advisors | 115k | $1.2M | -6% | Mar 2026 |
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| Raymond James Financial | 111k | $1.2M | 26% | Dec 2025 |
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| Sit Investment Associates | 90k | $971k | 100% | Mar 2026 |
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| Park Avenue Securities | 83k | $888k | 6% | Mar 2026 |
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| Robinson Capital Management | 54k | $595k | 0% | Mar 2026 |
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| Advisor Group Holdings | 47k | $516k | -10% | Dec 2025 |
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| Aviance Capital Partners | 41k | $443k | 2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 36k | $390k | -3% | Mar 2026 |
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| Noble Wealth Management PBC | 35k | $374k | 150% | Mar 2026 |
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| Commonwealth Equity Services | 34k | $365k | -5% | Mar 2026 |
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| SeaCrest Wealth Management | 31k | $336k | -3% | Mar 2026 |
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| Journey Strategic Wealth | 29k | $310k | 116% | Mar 2026 |
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| Integrated Capital Management | 18k | $189k | -1% | Mar 2026 |
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| Bank of America Corporation | 17k | $184k | 100% | Mar 2026 |
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| Oppenheimer & Co | 16k | $167k | 0% | Mar 2026 |
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| Rsm Us Wealth Management | 16k | $167k | -3% | Mar 2026 |
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| UBS Group | 14k | $150k | -48% | Mar 2026 |
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| Equitable Holdings | 12k | $129k | 100% | Mar 2026 |
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| Mml Investors Services | 11k | $114k | -21% | Mar 2026 |
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| Janney Montgomery Scott | 11k | $114k | 100% | Mar 2026 |
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| CoreCap Advisors | 6.4k | $69k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 5.6k | $60k | -12% | Mar 2026 |
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| MAI Wealth Advisors | 1.7k | $18k | 0% | Mar 2026 |
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| Highline Wealth Partners | 1.2k | $13k | 0% | Mar 2026 |
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| Kilter Group | 1.2k | $13k | 5% | Dec 2025 |
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| Steward Partners Investment Advisory | 1.0k | $11k | 0% | Mar 2026 |
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| Rockefeller Capital Management | 603.00 | $6.5k | 87% | Mar 2026 |
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| Pin Oak Investment Advisors | 590.00 | $6.0k | 0% | Mar 2026 |
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| Us Bancorp | 317.00 | $3.5k | 0% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 316.00 | $3.4k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 232.00 | $2.5k | 100% | Mar 2026 |
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| Brian McDonald | 232.00 | $2.6k | -25% | Dec 2025 |
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| Citigroup | 4.00 | $43.000000 | 100% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $16.000000 | -50% | Mar 2026 |
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Who sold out of Western Asset Mrtg Defined Oppn Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goss Wealth Management | Dec 2025 | 47k | $521k |
| Logan Stone Capital | Dec 2025 | 33k | $369k |
| Marex Group | Dec 2025 | 17k | $189k |
| Two Sigma Securities | Dec 2025 | 14k | $151k |
| Kestra Advisory Services | Dec 2025 | 2.2k | $24k |
| Advisory Services Network | Sep 2025 | 1.6k | $19k |
| Ronald Blue Trust | Dec 2025 | 285.00 | $3.2k |