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Get Institutions for : 
Western Asset Mortgage Defined Opportunity Fund Inc. (DMO)  
$12.06 0.01 (0.08%) as of 4:30 Tue 6/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 44    5
Total shares held : 
3,363,505  
% of shares held : 
32.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
-433,853  
% of shares held change : 
  -4.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$11.19  
Last Quarter's Ending Price : 
$11.71  
Last Quarter's Average Price
$11.38  
Change from last quarter's     
avg. price to the last closing  : 
0.68 (5.98%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 7,533
 0.22%
 
Increased Positions :
18
 163,168
 4.85%
 
Unchanged Positions :
11
 549,471
 16.34%
 
Decreased Positions :
14
-452,606
-13.46%
 
Closed Positions :
6
-151,948
-4.52%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   PFG Investments LLC 119 *New 2024-03-31 250,150 $2,929,000 250,150
   ADVISOR PARTNERS II LLC 455 *New 2023-09-30 102,527 $1,098,000 102,527
   Venture Visionary Partners LLC 295 *New 2024-03-31 69,778 $817,000 69,778
   ROBINSON CAPITAL MANAGEMENT LLC 87 *New 2024-03-31 37,051 $423,000 37,051
   RSM US WEALTH MANAGEMENT LLC 487 *New 2024-03-31 30,493 $357,000 30,493
   Nelson Van Denburg & Campbell Wealth Management Gr 1366 *New 2024-03-31 2,974 $35,000 2,974
   Gilliland Jeter Wealth Management LLC 375 *New 2024-03-31 1,599 $19,000 1,599
   Clear Point Advisors Inc. 290 *New 2024-03-31 1,400 $16,000 1,400

  8 Records found
  1    
  Page 1 of 1
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