Institutional Ownership
Western Asset Mtg Defined Op
CUSIP 95790B109COMDMOQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
13.3%
Max % of class reported
Institutional Holders
43
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Jan 12, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 12, 2024 | First Trust Portfolios LP | 13G/A | 6.8% | 769.5K | SEC |
| 2 | Jan 13, 2023 | First Trust Portfolios LP | 13G/A | 6.3% | 723.7K | SEC |
| 3 | Nov 10, 2022 | First Trust Portfolios LP | 13G/A | 6.9% | 789.5K | SEC |
| 4 | Jan 24, 2022 | First Trust Portfolios LP | 13G/A | 13.3% | 1.53M | SEC |
| 5 | Jul 8, 2021 | First Trust Portfolios LP | 13G/A | 10.2% | 1.13M | SEC |
| 6 | Jan 11, 2021 | First Trust Portfolios LP | 13G | 5.1% | 560.6K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Royal Bank Of Canada | 402.0K | $4.32M |
| 2 | Lpl Financial LLC | 284.6K | $3.06M |
| 3 | Envestnet Asset Management Inc | 226.5K | $2.44M |
| 4 | Morgan Stanley | 194.9K | $2.10M |
| 5 | Raymond James Financial Inc | 148.0K | $1.59M |
| 6 | Guggenheim Capital LLC | 134.6K | $1.45M |
| 7 | Baird Financial Group, Inc. | 134.4K | $1.44M |
| 8 | Venture Visionary Partners LLC | 125.0K | $1.34M |
| 9 | Thomas J. Herzfeld Advisors, Inc. | 114.9K | $1.24M |
| 10 | Robinson Capital Management, LLC | 53.7K | $595.4K |