Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Western Asset Mortgage Opportunity Fund Inc. include MAI Capital Management, and Noble Wealth Management PBC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-15 | 13F | Noble Wealth Management PBC | 875 | 10 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 183,114 | 5.73 | 2,186 | 6.79 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 36,603 | 66.50 | 0 | |||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 200 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 15,490 | 18.55 | 185 | 19.48 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 124,809 | 0.04 | 1,490 | 1.09 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 38,143 | 17.93 | 455 | 19.11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 50,721 | 0.59 | 606 | 1.68 | ||||
| 2025-08-14 | 13F | UBS Group AG | 27,827 | 0.38 | 332 | 1.53 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 44,664 | 3.95 | 533 | 5.13 | ||||
| 2025-08-27 | NP | RBNAX - Robinson Opportunistic Income Fund Class A Shares | 53,392 | 16.34 | 638 | 17.53 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39,062 | 90.47 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 218,782 | 8.63 | 2,612 | 9.75 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 206,710 | 11.10 | 2,468 | 12.23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 388,986 | 0.13 | 4,644 | 1.13 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 17,244 | 5.54 | 206 | 6.22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 230,453 | 3.97 | 2,752 | 5.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,694 | 20 | ||||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 53,687 | 16.54 | 641 | 17.83 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 158,071 | 16.45 | 1,887 | 17.64 |
