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 |
|---|---|---|---|---|---|
| Pathstone Holdings | 361k | $4.0M | 100% | Dec 2023 |
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| Thomas J. Herzfeld Advisors | 311k | $3.5M | -13% | Dec 2023 |
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| Royal Bank of Canada | 270k | $3.0M | 22% | Dec 2023 |
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| PFG Investments | 250k | $2.9M | 100% | Mar 2024 |
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| Consolidated Portfolio Review Corp | 248k | $2.8M | 6% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 186k | $2.1M | 1% | Dec 2023 |
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| Riverbrige Partners | 128k | $1.4M | 1% | Dec 2023 |
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| Park Avenue Securities | 79k | $920k | -2% | Mar 2024 |
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| Moors & Cabot | 71k | $798k | 6% | Dec 2023 |
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| Advisor Group Holdings | 35k | $395k | -45% | Dec 2023 |
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| Baird Financial | 35k | $395k | 86% | Dec 2023 |
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| Roberts Glore & Co | 31k | $346k | 4% | Dec 2023 |
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| UBS Group | 31k | $346k | 18% | Dec 2023 |
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| Aviance Capital Partners | 29k | $340k | -2% | Mar 2024 |
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| Captrust Financial Advisors | 24k | $269k | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 24k | $265k | -8% | Dec 2023 |
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| SeaCrest Wealth Management | 21k | $249k | 8% | Mar 2024 |
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| Commonwealth Equity Services | 21k | $237k | 1% | Dec 2023 |
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| Raymond James Financial Services Advisors | 18k | $207k | 17% | Mar 2024 |
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| Integrated Capital Management | 14k | $165k | 2% | Mar 2024 |
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| SFI Advisors | 13k | $150k | 0% | Dec 2023 |
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| Bank of America Corporation | 11k | $120k | 29% | Dec 2023 |
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| Advisory Services Network | 7.5k | $84k | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 2.6k | $29k | 2665% | Dec 2023 |
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| Steward Partners Investment Advisory | 1.0k | $11k | 0% | Dec 2023 |
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| Principal Securities | 775.00 | $8.7k | 100% | Dec 2023 |
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| Proequities | 650.00 | $7.3M | 0% | Dec 2023 |
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| Pin Oak Investment Advisors | 450.00 | $5.0k | 0% | Dec 2023 |
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| CWM | 378.00 | $4.0k | 0% | Mar 2024 |
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| Citigroup | 4.00 | $45.000000 | 0% | Dec 2023 |
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| Wells Fargo & Company | 1.00 | $16.000000 | -50% | Dec 2023 |
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Who sold out of Western Asset Mrtg Defined Oppn Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Deschutes Portfolio Strategy | Sep 2023 | 94k | $1.0M |
| Rockefeller Capital Management | Sep 2023 | 21k | $229k |
| Arlington Capital Management | Sep 2023 | 14k | $148k |
| Atria Wealth Solutions | Sep 2023 | 10k | $112k |
| FNY Investment Advisers | Sep 2023 | 200.00 | $2.0k |