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 | 398k | $4.3M | -1% | Jun 2026 |
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| LPL Financial | 280k | $3.0M | -2% | Jun 2026 |
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| Morgan Stanley | 195k | $2.1M | 15% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 185k | $2.0M | 38% | Jun 2026 |
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| Baird Financial | 182k | $2.0M | 36% | Jun 2026 |
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| Envestnet Asset Management | 168k | $1.8M | -26% | Jun 2026 |
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| Raymond James Financial | 161k | $1.7M | 9% | Jun 2026 |
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| Advisors Asset Management | 151k | $1.6M | 100% | Jun 2026 |
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| Venture Visionary Partners | 125k | $1.3M | 0% | Jun 2026 |
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| Park Avenue Securities | 84k | $898k | 2% | Jun 2026 |
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| Sit Investment Associates | 67k | $712k | -26% | Jun 2026 |
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| Riverbrige Partners | 64k | $690k | 100% | Jun 2026 |
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| Thomas J. Herzfeld Advisors | 63k | $671k | -45% | Jun 2026 |
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| Robinson Capital Management | 54k | $575k | 0% | Jun 2026 |
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| Goss Wealth Management | 44k | $466k | -5% | Jun 2026 |
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| Aviance Capital Partners | 42k | $452k | 2% | Jun 2026 |
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| Noble Wealth Management PBC | 40k | $427k | 14% | Jun 2026 |
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| Advisor Group Holdings | 37k | $399k | -10% | Jun 2026 |
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| Cambridge Investment Research Advisors | 36k | $390k | 0% | Jun 2026 |
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| Commonwealth Equity Services | 31k | $334k | -8% | Jun 2026 |
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| Journey Strategic Wealth | 29k | $310k | 116% | Mar 2026 |
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| HighTower Advisors | 29k | $307k | 100% | Jun 2026 |
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| Citadel Advisors | 28k | $304k | 100% | Jun 2026 |
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| SeaCrest Wealth Management | 26k | $277k | -17% | Jun 2026 |
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| CoreCap Advisors | 17k | $186k | 172% | Jun 2026 |
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| Susquehanna International | 17k | $186k | 22% | Jun 2026 |
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| Equitable Holdings | 17k | $186k | 49% | Jun 2026 |
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| Bank of America Corporation | 16k | $175k | -4% | Jun 2026 |
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| Integrated Capital Management | 16k | $174k | -8% | Jun 2026 |
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| Oppenheimer & Co | 16k | $166k | 0% | Jun 2026 |
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| UBS Group | 13k | $144k | -4% | Jun 2026 |
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| Mml Investors Services | 13k | $141k | 24% | Jun 2026 |
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| Janney Montgomery Scott | 11k | $113k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 5.2k | $56k | -7% | Jun 2026 |
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| Integrated Wealth Concepts | 2.9k | $32k | 100% | Jun 2026 |
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| Highline Wealth Partners | 1.2k | $13k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 1.0k | $11k | 0% | Jun 2026 |
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| Pin Oak Investment Advisors | 590.00 | $6.0k | 0% | Jun 2026 |
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| Key FInancial | 500.00 | $5.4k | 100% | Jun 2026 |
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| Rockefeller Capital Management | 314.00 | $3.4k | -48% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 307.00 | $3.3k | -3% | Jun 2026 |
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| JFS Wealth Advisors | 32.00 | $343.001600 | 100% | Jun 2026 |
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| Fifth Third Bancorp | 7.00 | $75.000100 | -97% | Jun 2026 |
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| Citigroup | 4.00 | $43.000000 | 100% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $8.000000 | 0% | Jun 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 |
|---|---|---|---|
| Cohen & Steers Capital Management | Mar 2026 | 40k | $430k |
| Rsm Us Wealth Management | Mar 2026 | 16k | $167k |
| MAI Wealth Advisors | Mar 2026 | 1.7k | $18k |
| Osbon Capital Management | Mar 2026 | 1.4k | $16k |
| Us Bancorp | Dec 2025 | 317.00 | $3.5k |
| Advisory Services Network | Mar 2026 | 166.00 | $1.8k |