Institutional Ownership
Western Asset Mtg Defined Op
CUSIP 95790B109COMDMOQ1 2026
Institutional Holders
43
13F filers
Shares Held
2.43M
Aggregate institutional
Institutional Value
$23.30M
Q1 2026
Net New Holders
+1
8 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased13
Decreased12
Sold out7
Institutional Holders
43 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 402.0K | $4.32M | +10.7K | Added |
| 2 | Lpl Financial LLC | 284.6K | $3.06M | +33.0K | Added |
| 3 | Envestnet Asset Management Inc | 226.5K | $2.44M | −35.8K | Reduced |
| 4 | Morgan Stanley | 194.9K | $2.10M | +25.0K | Added |
| 5 | Raymond James Financial Inc | 148.0K | $1.59M | +37.1K | Added |
| 6 | Guggenheim Capital LLC | 134.6K | $1.45M | +74.2K | Added |
| 7 | Baird Financial Group, Inc. | 134.4K | $1.44M | +7.8K | Added |
| 8 | Venture Visionary Partners LLC | 125.0K | $1.34M | +50 | Added |
| 9 | Thomas J. Herzfeld Advisors, Inc. | 114.9K | $1.24M | −7.0K | Reduced |
| 10 | Robinson Capital Management, LLC | 53.7K | $595.4K | 0 | Held |
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