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 |
|---|---|---|---|---|---|
| Pathstone Holdings | 354k | $4.1M | -2% | Mar 2024 |
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| Morgan Stanley | 339k | $4.0M | -48% | Mar 2024 |
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| Royal Bank of Canada | 292k | $3.4M | 8% | Mar 2024 |
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| PFG Investments | 250k | $2.9M | 100% | Mar 2024 |
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| Consolidated Portfolio Review Corp | 246k | $2.9M | -1% | Mar 2024 |
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| Envestnet Asset Management | 222k | $2.6M | -12% | Mar 2024 |
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| Thomas J. Herzfeld Advisors | 220k | $2.6M | -29% | Mar 2024 |
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| Sit Investment Associates | 198k | $2.3M | -52% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 186k | $2.1M | 1% | Dec 2023 |
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| Riverbrige Partners | 131k | $1.5M | 2% | Mar 2024 |
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| LPL Financial | 80k | $938k | 28% | Mar 2024 |
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| Park Avenue Securities | 79k | $920k | -2% | Mar 2024 |
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| Venture Visionary Partners | 70k | $817k | 100% | Mar 2024 |
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| Goss Wealth Management | 65k | $759k | -6% | Mar 2024 |
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| Moors & Cabot | 63k | $733k | -12% | Mar 2024 |
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| Advisor Group Holdings | 50k | $589k | 42% | Mar 2024 |
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| Baird Financial | 35k | $395k | 86% | Dec 2023 |
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| Roberts Glore & Co | 31k | $363k | 0% | Mar 2024 |
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| Rsm Us Wealth Management | 31k | $357k | 100% | Mar 2024 |
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| UBS Group | 29k | $341k | -6% | Mar 2024 |
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| Aviance Capital Partners | 29k | $340k | -2% | Mar 2024 |
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| Regal Investment Advisors | 25k | $298k | -19% | Mar 2024 |
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| Commonwealth Equity Services | 22k | $257k | 4% | Mar 2024 |
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| SeaCrest Wealth Management | 21k | $249k | 8% | Mar 2024 |
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| Cambridge Investment Research Advisors | 21k | $245k | -12% | Mar 2024 |
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| Raymond James Financial Services Advisors | 18k | $207k | 17% | Mar 2024 |
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| Oppenheimer & Co | 16k | $182k | -2% | Mar 2024 |
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| Integrated Capital Management | 14k | $165k | 2% | Mar 2024 |
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| SFI Advisors | 13k | $157k | 0% | Mar 2024 |
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| Ameriprise Financial | 13k | $148k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 12k | $141k | -21% | Mar 2024 |
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| Bank of America Corporation | 4.9k | $57k | -55% | Mar 2024 |
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| Wells Fargo & Company | 3.3k | $39k | 330200% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 3.0k | $35k | 100% | Mar 2024 |
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| Gilliland Jeter Wealth Management | 1.6k | $19k | 100% | Mar 2024 |
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| Clear Point Advisors | 1.4k | $16k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 1.0k | $12k | 0% | Mar 2024 |
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| Principal Securities | 775.00 | $9.1k | 0% | Mar 2024 |
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| Proequities | 650.00 | $7.7M | 0% | Mar 2024 |
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| Brian McDonald | 462.00 | $5.4k | -77% | Mar 2024 |
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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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| FNY Investment Advisers | 200.00 | $2.0k | 100% | Mar 2024 |
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| Citigroup | 4.00 | $47.000000 | 0% | Mar 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 |
|---|---|---|---|
| Captrust Financial Advisors | Dec 2023 | 24k | $269k |
| Rockefeller Capital Management | Sep 2023 | 21k | $229k |
| Integrated Wealth Concepts | Sep 2023 | 14k | $149k |
| Susquehanna International | Sep 2023 | 13k | $137k |
| Advisory Services Network | Dec 2023 | 7.5k | $84k |
| Jpmorgan Chase & Co | Dec 2023 | 2.6k | $29k |