Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Western Asset Mortgage Opportunity Fund Inc. meliputi MAI Capital Management, dan Noble Wealth Management PBC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
