Western Asset Mortgage Opportunity Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 02/17/2026 | 391.23 K | $4.33 M | 3.97% | 3.44% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 262.33 K | $2.90 M | 8.16% | 2.30% |
| LPL FINANCIAL LLC | 02/11/2026 | 251.59 K | $2.78 M | 13.74% | 2.21% |
| MORGAN STANLEY | 02/13/2026 | 169.92 K | $1.88 M | 18.90% | 1.49% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 126.66 K | $1.40 M | -43.38% | 1.11% |
| VENTURE VISIONARY PARTNERS LLC | 02/13/2026 | 124.92 K | $1.38 M | 0.05% | 1.10% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 121.85 K | $1.35 M | -11.42% | 1.07% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 110.96 K | $1.23 M | 26.17% | 0.97% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 77.64 K | $859.00 K | -1.29% | 0.68% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 60.34 K | $667.35 K | -7.05% | 0.53% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 53.69 K | $593.78 K | 0.00% | 0.47% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 47.12 K | $521.16 K | 0.00% | 0.41% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 46.66 K | $516.09 K | -9.58% | 0.41% |
| AVIANCE CAPITAL PARTNERS, LLC | 02/06/2026 | 40.55 K | $448.46 K | 3.81% | 0.36% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 37.31 K | $413.00 K | -0.46% | 0.33% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 35.90 K | $397.02 K | 3.15% | 0.32% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 33.39 K | $369.32 K | 100.00% | 0.29% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/12/2026 | 32.37 K | $356.09 K | -4.51% | 0.28% |
| UBS GROUP AG | 01/29/2026 | 26.80 K | $296.45 K | -2.67% | 0.24% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 01/08/2026 | 17.67 K | $195.48 K | 3.96% | 0.16% |
| MAREX GROUP PLC | 02/12/2026 | 17.10 K | $189.13 K | 100.00% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 17.04 K | $188.45 K | 3.63% | 0.15% |
| CHOREO, LLC | 01/23/2026 | 16.06 K | $177.82 K | -13.55% | 0.14% |
| OPPENHEIMER & CO INC | 02/02/2026 | 15.50 K | $171.43 K | 0.00% | 0.14% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 13.90 K | $153.70 K | 351.94% | 0.12% |
| TWO SIGMA SECURITIES, LLC | 02/17/2026 | 13.63 K | $150.79 K | 100.00% | 0.12% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 13.47 K | $148.92 K | 5.86% | 0.12% |
| JOURNEY STRATEGIC WEALTH LLC | 02/13/2026 | 13.35 K | $147.65 K | -44.03% | 0.12% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 6.40 K | $70.78 K | 0.00% | 0.06% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 6.40 K | $70.78 K | 0.00% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 2.19 K | $24.19 K | 100.00% | 0.02% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 1.69 K | $18.74 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 1.23 K | $13.60 K | 0.00% | 0.01% |
| KILTER GROUP LLC | 02/13/2026 | 1.18 K | $13.01 K | 4.53% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 1.00 K | $11.06 K | 0.00% | 0.01% |
| PIN OAK INVESTMENT ADVISORS INC | 02/13/2026 | 590 | $7.00 K | 31.11% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 323 | $3.58 K | 1.57% | 0.00% |
| US BANCORP \DE\ | 01/30/2026 | 317 | $3.51 K | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 316 | $3.50 K | -43.06% | 0.00% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 285 | $3.15 K | 0.00% | 0.00% |
| COMERICA BANK | 01/29/2026 | 232 | $2.57 K | -24.92% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 4 | $44 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2 | $18 | -77.78% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 01/16/2026 | 0 | $0 | -100.00% | 0.00% |
| PACIFICA PARTNERS INC. | 01/09/2026 | 0 | $0 | -100.00% | 0.00% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
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Western Asset Mortgage Opportunity Fund Inc institutional Ownership - FAQ's
During the previous two years, 60 institutional investors and hedge funds held shares of Western Asset Mortgage Opportunity Fund Inc. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 226,534
PARK AVENUE SECURITIES LLC: 82,596
Cambridge Investment Research Advisors, Inc.: 36,301
Noble Wealth Management PBC: 34,797
COMMONWEALTH EQUITY SERVICES, LLC: 33,988
SeaCrest Wealth Management, LLC: 31,280
19.42% of Western Asset Mortgage Opportunity Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 2.90 M shares in the last 24 months. This purchase volume represents approximately $31.09 M in transactions.