DMO
WESTERN ASSET MTG DEFINED OP
Institutional Ownership · Q4 2025
Filing: Q4 2025WESTERN ASSET MTG DEFINED OP (DMO) is held by 41 institutional investors with combined holdings of $23M. Major holders include ROYAL BANK OF CANADA (RY, ENVESTNET ASSET MANAGEMEN, LPL Financial LLC.
Institutional Holders
41
Total Value
$22.8M
Ownership %
18.1%
🏦 Top Institutional Holders
ROYAL BANK OF CANADA (RY, RYLBF)
391.2K shares
$4.3M
3.42% ownership
ENVESTNET ASSET MANAGEMENT INC
262.3K shares
$2.9M
2.30% ownership
LPL Financial LLC
251.6K shares
$2.8M
2.20% ownership
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
169.9K shares
$1.9M
1.49% ownership
Baird Financial Group, Inc.
126.7K shares
$1.4M
1.11% ownership