Pathstone Holdings, LLC - WESTERN ASSET MTG DEF OPPTY ownership

WESTERN ASSET MTG DEF OPPTY's ticker is DMO and the CUSIP is 95790B109. A total of 47 filers reported holding WESTERN ASSET MTG DEF OPPTY in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Pathstone Holdings, LLC ownership history of WESTERN ASSET MTG DEF OPPTY
ValueSharesWeighting
Q2 2024$2,224,952
-46.3%
186,500
-47.3%
0.01%
-47.4%
Q1 2024$4,143,455
+2.9%
353,839
-1.9%
0.02%
-13.6%
Q4 2023$4,028,526360,6560.02%
Other shareholders
WESTERN ASSET MTG DEF OPPTY shareholders Q1 2024
NameSharesValueWeighting ↓
Thomas J. Herzfeld Advisors, Inc. 74,829$988,0000.66%
CENTAURUS FINANCIAL, INC. 292,072$3,832,0000.53%
Quad-Cities Investment Group, LLC 38,182$501,0000.48%
Samalin Investment Counsel, LLC 39,772$522,0000.47%
Family Management Corp 76,551$1,004,0000.44%
Founders Financial Alliance, LLC 53,881$713,0000.43%
KESTRA PRIVATE WEALTH SERVICES, LLC 134,768$1,768,000,0000.15%
ROBERTS GLORE & CO INC /IL/ 15,668$205,0000.07%
SIT INVESTMENT ASSOCIATES INC 362,842$4,760,0000.07%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 52,102$701,0000.06%
View complete list of WESTERN ASSET MTG DEF OPPTY shareholders