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Disclosery

DMO WESTERN ASSET MTG DEFINED OP

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COM (fund), issuer CIK 1478102

43 managers (43 13F filers) reported a position in DMO shares at 2025-03-31, 2,546,564 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
43
13F filers
43
New
4
Added
21
Reduced
11
Sold out
1
Shares held by filers
2,546,564

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA388,487$4.59M<0.01%+10,11613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC221,660$2.62M<0.01%+16,24713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.201,408$2.38M<0.01%+8,91413F-HRTimelineGroup
LPL Financial LLC186,055$2.2M<0.01%+97,82513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC180,268$2.13M0.02%-47,89713F-HRTimelineGroup
Consolidated Portfolio Review Corp173,198$2.05M0.33%+7,77413F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.140,994$1.67M0.57%+6,20213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY135,740$1.6M<0.01%-16,62513F-HRTimelineGroup
Venture Visionary Partners LLC124,765$1.47M0.06%+1413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC97,216$1.15M<0.01%+25,83013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC79,423$939K0.01%-2,15913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,456$644K<0.01%+43913F-HRTimelineGroup
NewEdge Advisors, LLC50,421$596K<0.01%-2,00013F-HRTimeline
MML INVESTORS SERVICES, LLC48,000$567K<0.01%-60,05913F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC46,067$545K0.22%+9,01613F-HRTimeline
RIVERBRIDGE PARTNERS LLC42,968$508K0.01%+3,92713F-HRTimeline
SeaCrest Wealth Management, LLC35,053$414K0.05%+2,03013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC33,850$400K0.01%+21,00013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC33,880$400K0.01%+27,75113F-HRTimelineGroup
CHOREO, LLC32,797$388K0.01%+1,90213F-HRTimeline
Aviance Capital Partners, LLC32,343$382K0.05%+6,66513F-HRTimeline
UBS Group AGin group UBS Group AG27,723$328K<0.01%-45613F-HRTimelineGroup
Moors & Cabot, Inc.24,100$285K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,984$260K<0.01%+7313F-HRTimeline
Cambridge Investment Research Advisors,…20,508$242K<0.01%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC18,064$214K<0.01%+8,05413F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC17,326$205K0.01%new13F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.16,339$193K0.15%-9813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,500$183K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,066$154K<0.01%+10,55913F-HRTimelineGroup
SFI Advisors, LLC12,245$145K0.11%-23,52513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,838$116K<0.01%+14213F-HRTimelineGroup
CoreCap Advisors, LLC6,400$75.6K<0.01%+60013F-HRTimeline
Steward Partners Investment Advisory, L…1,000$11.8K<0.01%013F-HRTimeline
Noble Wealth Management PBC875$10.3K0.01%new13F-HRTimeline
Glassman Wealth Services683$8.07K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\633$7.48K<0.01%new13F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC450$5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC378$4K<0.01%013F-HRTimelineGroup
COMERICA BANK309$3.65K<0.01%-8,70613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN90$1.06K<0.01%-113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4$47<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-65013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.