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 | 05/15/2026 | 401.95 K | $4.32 M | 2.74% | 3.52% |
| LPL FINANCIAL LLC | 05/06/2026 | 284.57 K | $3.06 M | 13.11% | 2.49% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 226.53 K | $2.44 M | -13.64% | 1.98% |
| MORGAN STANLEY | 05/15/2026 | 194.91 K | $2.10 M | 14.71% | 1.71% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 148.04 K | $1.59 M | 33.42% | 1.30% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 134.57 K | $1.45 M | 123.03% | 1.18% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 134.41 K | $1.44 M | 6.12% | 1.18% |
| VENTURE VISIONARY PARTNERS LLC | 05/14/2026 | 124.97 K | $1.34 M | 0.04% | 1.09% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 114.89 K | $1.24 M | -5.72% | 1.01% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 90.28 K | $971.00 K | 100.00% | 0.79% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 82.60 K | $888.00 K | 6.38% | 0.72% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 53.69 K | $595.39 K | 0.00% | 0.47% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 45.92 K | $493.65 K | -2.55% | 0.40% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 41.59 K | $447.06 K | -10.88% | 0.36% |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 41.17 K | $442.62 K | 1.54% | 0.36% |
| COHEN & STEERS, INC. | 05/15/2026 | 40.00 K | $430.00 K | 100.00% | 0.35% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 36.30 K | $390.00 K | -2.70% | 0.32% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 34.80 K | $374.07 K | 150.39% | 0.30% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 33.99 K | $365.37 K | -5.32% | 0.30% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 31.28 K | $336.26 K | -3.37% | 0.27% |
| JOURNEY STRATEGIC WEALTH LLC | 04/15/2026 | 28.85 K | $310.14 K | 116.10% | 0.25% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 05/07/2026 | 17.57 K | $188.83 K | -0.61% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 17.11 K | $183.93 K | 0.41% | 0.15% |
| OPPENHEIMER & CO INC | 04/24/2026 | 15.50 K | $166.63 K | 0.00% | 0.14% |
| CHOREO, LLC | 05/13/2026 | 15.50 K | $166.60 K | -3.49% | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 14.22 K | $152.87 K | 100.00% | 0.12% |
| UBS GROUP AG | 05/05/2026 | 13.93 K | $149.74 K | -48.03% | 0.12% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 11.62 K | $128.46 K | 100.00% | 0.10% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 10.64 K | $114.39 K | -20.97% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 10.58 K | $114.00 K | 100.00% | 0.09% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 6.40 K | $68.80 K | 0.00% | 0.06% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 5.60 K | $60.20 K | -12.50% | 0.05% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 1.69 K | $18.21 K | 0.00% | 0.01% |
| OSBON CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.45 K | $15.58 K | 100.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 1.23 K | $13.22 K | 0.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 1.00 K | $10.75 K | 0.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 603 | $6.49 K | 86.69% | 0.01% |
| PIN OAK INVESTMENT ADVISORS INC | 05/15/2026 | 590 | $6.00 K | 0.00% | 0.01% |
| US BANCORP \DE\ | 05/15/2026 | 317 | $3.41 K | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 316 | $3.40 K | 0.00% | 0.00% |
| FIFTH THIRD BANCORP | 05/01/2026 | 232 | $2.49 K | 100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 166 | $1.79 K | 100.00% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 4 | $43 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1 | $16 | -50.00% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 0 | $0 | -100.00% | 0.00% |
| MAREX GROUP PLC | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| KILTER GROUP LLC | 05/14/2026 | 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, 65 institutional investors and hedge funds held shares of Western Asset Mortgage Opportunity Fund Inc. The most heavily invested institutionals were:
ROYAL BANK OF CANADA: 401,952
LPL Financial LLC: 284,570
ENVESTNET ASSET MANAGEMENT INC: 226,534
MORGAN STANLEY: 194,911
RAYMOND JAMES FINANCIAL INC: 148,042
GUGGENHEIM CAPITAL LLC: 134,573
21.63% of Western Asset Mortgage Opportunity Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.16 M shares in the last 24 months. This purchase volume represents approximately $33.96 M in transactions.