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Get Institutions for : 
Western Asset Mortgage Defined Opportunity Fund Inc. (DMO)  
$11.24 0.08 (0.71%) as of 4:30 Fri 4/26


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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 : 
 $10.69  
Last Quarter's Ending Price : 
 $11.17  
Last Quarter's Average Price : 
 $10.70  
Change from last quarter's     
avg. price to the last closing  : 
0.54 (5.05%)  




 
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: 3-31-2022 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 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
   ENVESTNET ASSET MANAGEMENT INC 2185 - 2023-12-31 281,397 $3,143,000 29,692
   ROYAL BANK OF CANADA 2248 - 2023-12-31 269,874 $3,014,000 47,882
   Consolidated Portfolio Review Corp 38 - 2023-12-31 248,402 $2,775,000 14,378
   GUGGENHEIM CAPITAL LLC 827 - 2023-12-31 186,439 $2,083,000 2,597
   MML INVESTORS SERVICES LLC 1176 - 2023-12-31 124,899 $1,395,000 14,580
   Goss Wealth Management LLC 985 - 2023-12-31 78,721 $876,000 9,400
   Moors & Cabot Inc. 326 - 2023-12-31 71,400 $798,000 3,800
   LPL FINANCIAL CORP 3292 - 2023-12-31 65,043 $727,000 2,549
   Baird Financial Group Inc. 1434 - 2023-12-31 35,351 $395,000 16,361
   ROBERTS GLORE & CO INC /IL/ 143 - 2023-12-31 30,968 $346,000 1,300
   UBS Group AG 4205 - 2023-12-31 30,942 $346,000 4,637
   SeaCrest Wealth Management LLC 501 - 2024-03-31 21,249 $249,000 1,626
   COMMONWEALTH EQUITY SERVICES LLC. 3297 - 2023-12-31 21,192 $237,000 207
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4788 - 2023-12-31 19,458 $217,000 6,715
   OPPENHEIMER & CO INC 1289 - 2023-12-31 17,300 $193,000 1,500
   Integrated Capital Management Inc. 70 - 2024-03-31 14,109 $165,000 343
   BANK OF AMERICA CORP /DE/ 5212 - 2023-12-31 10,783 $120,000 2,436
   J P MORGAN CHASE & CO 4868 - 2023-12-31 2,627 $29,000 2,532
  18 Records found
  1    
  Page 1 of 1
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