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 | 08/14/2026 | 397.81 K | $4.26 M | -1.03% | 3.48% |
| LPL FINANCIAL LLC | 08/07/2026 | 279.61 K | $2.99 M | -1.74% | 2.45% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 185.12 K | $1.98 M | 37.56% | 1.62% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 182.32 K | $1.95 M | 35.64% | 1.60% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 167.51 K | $1.79 M | -26.06% | 1.47% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 160.70 K | $1.72 M | 8.55% | 1.41% |
| MORGAN STANLEY | 08/13/2026 | 154.80 K | $1.66 M | -20.58% | 1.35% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 151.13 K | $1.62 M | 100.00% | 1.32% |
| VENTURE VISIONARY PARTNERS LLC | 07/27/2026 | 125.02 K | $1.34 M | 0.04% | 1.09% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 83.88 K | $898.00 K | 1.56% | 0.73% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 66.52 K | $712.00 K | -26.32% | 0.58% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 64.40 K | $689.70 K | 100.00% | 0.56% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 62.66 K | $671.06 K | -45.46% | 0.55% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 53.69 K | $574.99 K | 0.00% | 0.47% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 43.52 K | $466.11 K | -5.23% | 0.38% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 42.19 K | $451.83 K | 2.46% | 0.37% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 39.84 K | $426.65 K | 14.48% | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 37.23 K | $398.80 K | -10.46% | 0.33% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 36.39 K | $390.00 K | 0.26% | 0.32% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 31.22 K | $334.40 K | -8.14% | 0.27% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 28.70 K | $307.38 K | 100.00% | 0.25% |
| CITADEL ADVISORS LLC | 09/02/2026 | 28.37 K | $303.85 K | 100.00% | 0.25% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 25.89 K | $277.25 K | -17.24% | 0.23% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 17.40 K | $186.35 K | 171.88% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 17.39 K | $186.24 K | 22.29% | 0.15% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 17.34 K | $185.75 K | 49.32% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 16.35 K | $175.09 K | -4.45% | 0.14% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 07/07/2026 | 16.22 K | $173.69 K | -7.68% | 0.14% |
| OPPENHEIMER & CO INC | 08/03/2026 | 15.50 K | $166.01 K | 0.00% | 0.14% |
| UBS GROUP AG | 08/13/2026 | 13.43 K | $143.83 K | -3.59% | 0.12% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 13.17 K | $141.08 K | 23.79% | 0.12% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 10.55 K | $113.00 K | -0.26% | 0.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 5.20 K | $55.69 K | -7.14% | 0.05% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 2.95 K | $31.57 K | 100.00% | 0.03% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 1.23 K | $13.17 K | 0.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 1.00 K | $10.71 K | 0.00% | 0.01% |
| PIN OAK INVESTMENT ADVISORS INC | 08/18/2026 | 590 | $6.00 K | 0.00% | 0.01% |
| KEY FINANCIAL INC | 07/24/2026 | 500 | $5.36 K | 100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 314 | $3.37 K | -47.93% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 307 | $3.29 K | -2.85% | 0.00% |
| JFS WEALTH ADVISORS, LLC | 07/10/2026 | 32 | $343 | 100.00% | 0.00% |
| FIFTH THIRD BANCORP | 08/05/2026 | 7 | $75 | -96.98% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 4 | $43 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $8 | 0.00% | 0.00% |
| US BANCORP \DE\ | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| COHEN & STEERS, INC. | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| CHOREO, LLC | 08/04/2026 | 0 | $0 | -100.00% | 0.00% |
| OSBON CAPITAL MANAGEMENT LLC | 08/13/2026 | 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, 66 institutional investors and hedge funds held shares of Western Asset Mortgage Opportunity Fund Inc. The most heavily invested institutionals were:
ROYAL BANK OF CANADA: 397,812
LPL Financial LLC: 279,605
GUGGENHEIM CAPITAL LLC: 185,115
Baird Financial Group, Inc.: 182,317
ENVESTNET ASSET MANAGEMENT INC: 167,508
RAYMOND JAMES FINANCIAL INC: 160,702
22.74% of Western Asset Mortgage Opportunity Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.32 M shares in the last 24 months. This purchase volume represents approximately $35.62 M in transactions.