Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Western Asset Mortgage Opportunity Fund Inc. termasuk MAI Capital Management, dan Noble Wealth Management PBC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
