How many institutions own DMO stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own DMO shares is 41, representing 28.26% of the company's common stock.

Who are the major shareholders selling Western Asset Mortgage Opportunity Fund Inc. stock?

UBS GROUP AG, in the last quarter, reduced its stake in DMO by -2.67% restricting it's holding to 26.8 thousand shares of worth nearly $296.45K. SEACREST WEALTH MANAGEMENT, LLC also lessened -4.51% of the DMO shares from its portfolio, reducing its holding to 32.37 thousand shares of worth $356.09K. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also shunned DMO shares holding by -0.46% last quarter which brought its holding to 37.31 thousand shares worth $413.00K.

Investors who are buying DMO stock?

As per its latest 13F filing, ROYAL BANK OF CANADA increased its stake in DMO by 3.97% in the last quarter. The institutional holder raised its holding to 391.23 thousand shares having worth more than $4.33M. COMMONWEALTH EQUITY SERVICES, LLC also added 3.15% more shares of DMO to its portfolio, raising its holding to 35.9 thousand shares of worth $397.02K. AVIANCE CAPITAL PARTNERS, LLC also increased its DMO shares holding by 3.81% which brought its holding to 40.55 thousand shares worth $448.46K.

DMO's major insiders: who are they?

The insider with the most stakes in DMO is WALSH STEPHEN A , at the company. Additionally, DMO stock is highly held by director HUTCHINSON WILLIAM R and director CRONIN DANIEL P among others.

Did an insider recently sell DMO stock?

Company executives, directors, and other insiders own 0.02% percent of Western Asset Mortgage Opportunity Fund Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which DMO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include CRONIN DANIEL P, COLMAN CAROL L, and WALSH STEPHEN A.

Which insider recently purchased DMO stock?

There have been 0 transaction(s) during the past 6-months in which Western Asset Mortgage Opportunity Fund Inc. insiders have bought stock, totalling 0 shares

How much of DMO does insiders own?

Around 0 Western Asset Mortgage Opportunity Fund Inc. shares are held by insiders, which represents about 0.02% of DMO stock.

Who is the insider with the largest stake?

DMO , WALSH STEPHEN A holds the largest portfolio of the company's shares. DMO shares owned by WALSH total nearly 30.3 thousand.

Which institution holds the most shares in DMO?

ROYAL BANK OF CANADA is the largest institutional owner in DMO which holds 391.23 thousand shares worth $4.33M or 3.44% of the total DMO shares outstanding followed by UBS GROUP AG with ownership of 26.8 thousand shares representing 0.24% of the DMO ownership. SEACREST WEALTH MANAGEMENT, LLC is the third largest stakeholder with 32.37 thousand shares or 0.28% of the ownership worth more than $356.09K.

Is Western Asset Mortgage Opportunity Fund Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the DMO is concerned, it is a stock which is not optionable.

Is there a short position on DMO's shares?

Number of DMO shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding DMO shares are there?

As of today, null shares of DMO are outstanding.

Is there many float in DMO stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, DMO has null shares in float.

DMO short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for DMO is null.

Western Asset Mortgage Opportunity Fund (DMO) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.02% Percentage of Shares held by All Insiders

28.26% Percentage of Shares held by All Institutions

28.26% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 28.26% of DMO shares are held by financial institutions. ROYAL BANK OF CANADA is the top corporate investor, holding 391.23K shares valued at $4.33M. A 3.44% stake in Western Asset Mortgage Opportunity Fund Inc. is owned by the company. UBS GROUP AG owns 26.8K shares valued at $296.45K, which translates its holding of 0.24% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	ROYAL BANK OF CANADA	3.44%	391.23K	4.33M	14.95K	+3.97%
Dec 31, 2025	UBS GROUP AG	0.24%	26.8K	296.45K	-736	-2.67%
Dec 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.28%	32.37K	356.09K	-1.53K	-4.51%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	35.9K	397.02K	1.1K	+3.15%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	37.31K	413K	-174	-0.46%
Dec 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.36%	40.55K	448.46K	1.49K	+3.81%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.41%	46.66K	516.09K	-4.94K	-9.58%
Dec 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.47%	53.69K	593.78K	0	0
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.68%	77.64K	859K	-1.02K	-1.29%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.97%	110.96K	1.23M	23.02K	+26.17%
Dec 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	1.07%	121.85K	1.35M	-15.71K	-11.42%
Dec 31, 2025	VENTURE VISIONARY PARTNERS LLC	1.1%	124.92K	1.38M	63	+0.05%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	6.4K	70.78K	0	0
Dec 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.12%	13.35K	147.65K	-10.5K	-44.03%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.12%	13.47K	148.92K	745	+5.86%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.12%	13.9K	153.7K	10.82K	+351.94%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.11%	126.66K	1.4M	-97.06K	-43.38%
Dec 31, 2025	MORGAN STANLEY	1.49%	169.92K	1.88M	27.01K	+18.90%
Dec 31, 2025	LPL FINANCIAL LLC	2.21%	251.59K	2.78M	30.4K	+13.74%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.3%	262.33K	2.9M	19.79K	+8.16%
Dec 31, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0%	0	-	-178.41K	-100.00%
Dec 31, 2025	PACIFICA PARTNERS INC.	0%	0	-	-1.01K	-100.00%
Dec 31, 2025	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-200	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-1.59K	-100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	2	18	-7	-77.78%
Dec 31, 2025	CITIGROUP INC	0%	4	44	0	0
Dec 31, 2025	COMERICA BANK	0%	232	2.57K	-77	-24.92%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0%	285	3.15K	0	0
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	316	3.5K	-239	-43.06%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	2.19K	24.19K	2.19K	+100.00%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.06%	6.4K	70.78K	0	0
Dec 31, 2025	TWO SIGMA SECURITIES, LLC	0.12%	13.63K	150.79K	13.63K	+100.00%
Dec 31, 2025	OPPENHEIMER & CO INC	0.14%	15.5K	171.43K	0	0
Dec 31, 2025	CHOREO, LLC	0.14%	16.06K	177.82K	-2.52K	-13.55%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.15%	17.04K	188.45M	597	+3.63%
Dec 31, 2025	MAREX GROUP PLC	0.15%	17.1K	189.13K	17.1K	+100.00%
Dec 31, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.16%	17.67K	195.48K	673	+3.96%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.41%	47.12K	521.16K	0	0
Dec 31, 2025	US BANCORP \DE\	0%	317	3.51K	0	0
Dec 31, 2025	PIN OAK INVESTMENT ADVISORS INC	0.01%	590	7K	140	+31.11%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1K	11.06K	0	0
Dec 31, 2025	KILTER GROUP LLC	0.01%	1.18K	13.01K	51	+4.53%
Dec 31, 2025	HIGHLINE WEALTH PARTNERS LLC	0.01%	1.23K	13.6K	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	1.69K	18.74K	0	0
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.96%	223.71K	2.62M	4.93K	+2.25%
Sep 30, 2025	CWM, LLC	0%	0	-	-378	-100.00%
Sep 30, 2025	US BANCORP \DE\	0%	317	3.72K	0	0
Sep 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.47%	53.69K	629.21K	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.01%	1.59K	18.62K	1.59K	+100.00%
Sep 30, 2025	MORGAN STANLEY	1.25%	142.91K	1.67M	-15.16K	-9.59%
Sep 30, 2025	UBS GROUP AG	0.24%	27.54K	322.77K	-287	-1.03%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.03%	3.08K	36.04K	3.08K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	51.6K	613.53K	785	+1.54%
Sep 30, 2025	KILTER GROUP LLC	0.01%	1.13K	13.2K	1.13K	+100.00%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.57%	64.92K	760.83K	-54K	-45.41%
Sep 30, 2025	CITIGROUP INC	0%	4	47	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	9	106	9	+100.00%
Sep 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	200	2K	0	0
Sep 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.21%	23.85K	279.52K	10.5K	+78.65%
Sep 30, 2025	RONALD BLUE TRUST, INC.	0%	285	3.34K	285	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	37.48K	439K	-1.58K	-4.05%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	34.8K	408K	-1.8K	-4.93%
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.3%	33.9K	404.09K	104	+0.31%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	318	3.73K	318	+100.00%
Sep 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.34%	39.06K	457.77K	916	+2.40%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.41%	47.12K	552.26K	-3.6K	-7.10%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	6.4K	75.01K	-625	-8.90%
Sep 30, 2025	COMERICA BANK	0%	309	3.62K	0	0
Sep 30, 2025	PIN OAK INVESTMENT ADVISORS INC	0%	450	5.33K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	555	6.51K	555	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1K	11.72K	0	0
Sep 30, 2025	PACIFICA PARTNERS INC.	0.01%	1.01K	11.81K	1.01K	+100.00%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0.01%	1.23K	14.42K	1.23K	+100.00%
Sep 30, 2025	OPPENHEIMER & CO INC	0.14%	15.5K	181.66K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.14%	16.44K	192.71K	952	+6.15%
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	0%	0	-	-44.66K	-100.00%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	0%	0	-	-33.88K	-100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	1.69K	19.85K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0.06%	6.4K	75.01K	0	0
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.11%	12.72K	149.08K	347	+2.80%
Sep 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.15%	17K	199.25K	-243	-1.41%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.69%	78.66K	922K	-47	-0.06%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.77%	87.94K	1.03M	9.35K	+11.90%
Sep 30, 2025	VENTURE VISIONARY PARTNERS LLC	1.1%	124.86K	1.46M	46	+0.04%
Sep 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	1.21%	137.56K	1.61M	-2.41K	-1.72%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.13%	242.54K	2.84M	12.09K	+5.25%
Sep 30, 2025	ROYAL BANK OF CANADA	3.3%	376.28K	4.41M	-12.7K	-3.27%
Sep 30, 2025	CHOREO, LLC	0.16%	18.58K	217.7K	-279	-1.48%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	1.57%	178.41K	2.09M	-4.7K	-2.57%
Sep 30, 2025	LPL FINANCIAL LLC	1.94%	221.19K	2.59M	14.48K	+7.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1K	11.94K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-90	-100.00%
Jun 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	1.23%	139.97K	1.67M	-1.02K	-0.73%
Jun 30, 2025	VENTURE VISIONARY PARTNERS LLC	1.1%	124.81K	1.49M	44	+0.04%
Jun 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.15%	17.24K	205.89K	905	+5.54%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	7.03K	83.88K	-2.81K	-28.59%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.06%	6.4K	76.42K	0	0
Jun 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.12%	13.35K	159.4K	-20.5K	-60.56%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.11%	12.37K	148K	-35.63K	-74.22%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.14%	15.49K	184.95K	2.42K	+18.55%
Jun 30, 2025	SFI ADVISORS, LLC	0%	0	-	-12.25K	-100.00%
Jun 30, 2025	WALLEYE CAPITAL LLC	0%	0	-	-18.06K	-100.00%
Jun 30, 2025	GLASSMAN WEALTH SERVICES	0%	0	-	-683	-100.00%
Jun 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-17.33K	-100.00%
Jun 30, 2025	CITIGROUP INC	0%	4	48	0	0
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	200	2K	200	+100.00%
Jun 30, 2025	COMERICA BANK	0%	309	3.69K	0	0
Jun 30, 2025	US BANCORP \DE\	0%	317	3.79K	-316	-49.92%
Jun 30, 2025	CWM, LLC	0%	378	5K	0	0
Jun 30, 2025	PIN OAK INVESTMENT ADVISORS INC	0%	450	5K	0	0
Jun 30, 2025	MOORS & CABOT, INC.	0%	0	-	-24.1K	-100.00%
Jun 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	1.61%	183.11K	2.19M	9.92K	+5.73%
Jun 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.47%	53.69K	641.02K	7.62K	+16.54%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	50.82K	606.84K	-3.64K	-6.68%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.45%	50.72K	605.61K	300	+0.59%
Jun 30, 2025	RIVERBRIDGE PARTNERS LLC	0.39%	44.66K	533.29K	1.7K	+3.95%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	39.06K	466K	18.55K	+90.47%
Jun 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.34%	38.14K	455.42K	5.8K	+17.93%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	36.6K	437K	14.62K	+66.50%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.3%	33.88K	405K	0	0
Jun 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.3%	33.8K	403.52K	-1.26K	-3.59%
Jun 30, 2025	UBS GROUP AG	0.24%	27.83K	332.25K	104	+0.38%
Jun 30, 2025	CHOREO, LLC	0.17%	18.85K	225.12K	-13.94K	-42.51%
Jun 30, 2025	OPPENHEIMER & CO INC	0.14%	15.5K	185.07K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	3.42%	388.99K	4.64M	499	+0.13%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.02%	230.45K	2.75M	8.79K	+3.97%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.92%	218.78K	2.61M	17.37K	+8.63%
Jun 30, 2025	LPL FINANCIAL LLC	1.82%	206.71K	2.47M	20.66K	+11.10%
Jun 30, 2025	MORGAN STANLEY	1.39%	158.07K	1.89M	22.33K	+16.45%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.04%	118.91K	1.42M	-61.35K	-34.03%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.69%	78.71K	940K	-714	-0.90%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.69%	78.59K	938.38K	-18.63K	-19.16%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	1.69K	20.23K	1.69K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.85%	97.22K	1.15M	25.83K	+36.18%
Mar 31, 2025		0.01%	875	10.34K	875	+100.00%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	9.84K	116.29K	142	+1.46%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.06%	6.4K	75.65K	600	+10.34%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	90	1.07K	-1	-1.10%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	20.51K	242K	0	0
Mar 31, 2025	WALLEYE CAPITAL LLC	0.16%	18.06K	213.52K	8.05K	+80.46%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.7%	79.42K	939K	-2.16K	-2.65%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.48%	54.46K	643.71K	439	+0.81%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.44%	50.42K	595.98K	-2K	-3.82%
Mar 31, 2025	CHOREO, LLC	0.29%	32.8K	387.66K	1.9K	+6.16%
Mar 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.28%	32.34K	382.29K	6.67K	+25.96%
Mar 31, 2025	UBS GROUP AG	0.24%	27.72K	327.69K	-456	-1.62%
Mar 31, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.14%	16.34K	193.13K	-98	-0.60%
Mar 31, 2025	PIN OAK INVESTMENT ADVISORS INC	0%	450	5K	0	0
Mar 31, 2025	VIRTU FINANCIAL LLC	0.15%	17.33K	205K	17.33K	+100.00%
Mar 31, 2025	GLASSMAN WEALTH SERVICES	0.01%	683	8.07K	683	+100.00%
Mar 31, 2025	MORGAN STANLEY	1.19%	135.74K	1.6M	-16.63K	-10.91%
Mar 31, 2025	ROYAL BANK OF CANADA	3.41%	388.49K	4.59M	10.12K	+2.67%
Mar 31, 2025	VENTURE VISIONARY PARTNERS LLC	1.1%	124.77K	1.47M	14	+0.01%
Mar 31, 2025	US BANCORP \DE\	0.01%	633	7.48K	633	+100.00%
Mar 31, 2025	CWM, LLC	0%	378	4K	0	0
Mar 31, 2025	COMERICA BANK	0%	309	3.65K	-8.71K	-96.57%
Mar 31, 2025	CITIGROUP INC	0%	4	47	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.95%	221.66K	2.62M	16.25K	+7.91%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.77%	201.41K	2.38M	8.91K	+4.63%
Mar 31, 2025	LPL FINANCIAL LLC	1.63%	186.06K	2.2M	97.83K	+110.88%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.58%	180.27K	2.13M	-47.9K	-20.99%
Mar 31, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	1.52%	173.2K	2.05M	7.77K	+4.70%
Mar 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	1.24%	140.99K	1.67M	6.2K	+4.60%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.42%	48K	567K	-60.06K	-55.58%
Mar 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.4%	46.07K	544.51K	9.02K	+24.33%
Mar 31, 2025	RIVERBRIDGE PARTNERS LLC	0.38%	42.97K	507.88K	3.93K	+10.06%
Mar 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.31%	35.05K	414.33K	2.03K	+6.15%
Mar 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.3%	33.85K	400.11K	21K	+163.42%
Mar 31, 2025	MOORS & CABOT, INC.	0.21%	24.1K	284.86K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	21.98K	260K	73	+0.33%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.3%	33.88K	400K	27.75K	+452.78%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-13.42K	-100.00%
Mar 31, 2025	OPPENHEIMER & CO INC	0.14%	15.5K	183.21K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.11%	13.07K	154.44K	10.56K	+421.18%
Mar 31, 2025	SFI ADVISORS, LLC	0.11%	12.25K	144.74K	-23.53K	-65.77%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1K	11.82K	0	0
Mar 31, 2024		0.01%	1.4K	16.39M	1.4K	+100.00%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.03%	2.97K	34.83K	2.97K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	3.3K	38.68K	3.3K	+330,200.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.04%	4.88K	57.17K	-5.9K	-54.73%
Mar 31, 2024	RIVERBRIDGE PARTNERS LLC	1.15%	131.15K	1.54M	3.13K	+2.45%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.58%	179.89K	2.11M	-6.55K	-3.51%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	1.74%	198.26K	2.32M	-188.02K	-48.67%
Mar 31, 2024	THOMAS J. HERZFELD ADVISORS, INC.	1.93%	219.94K	2.58M	-91.01K	-29.27%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.95%	221.81K	2.6M	-59.59K	-21.18%
Mar 31, 2024	CONSOLIDATED PORTFOLIO REVIEW CORP	2.16%	245.88K	2.88M	-2.53K	-1.02%
Mar 31, 2024	PFG INVESTMENTS, LLC	2.2%	250.15K	2.93M	250.15K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	2.57%	292.08K	3.42M	22.21K	+8.23%
Mar 31, 2024	MORGAN STANLEY	2.98%	339.36K	3.97M	5.33K	+1.59%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	3.11%	353.84K	4.14M	-6.82K	-1.89%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.57%	64.82K	759.05K	-13.9K	-17.66%
Mar 31, 2024	VENTURE VISIONARY PARTNERS LLC	0.61%	69.78K	817.1K	69.78K	+100.00%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0%	0	-	-24.07K	-100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-19.46K	-100.00%
Mar 31, 2024	INVESCO LTD.	0%	0	-	-12.79K	-100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-2.63K	-100.00%
Mar 31, 2024	CITIGROUP INC	0%	4	47	0	0
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0%	200	2K	200	+100.00%
Mar 31, 2024	CWM, LLC	0%	378	4K	0	0
Mar 31, 2024	PIN OAK INVESTMENT ADVISORS INC	0%	450	5K	0	0
Mar 31, 2024	COMERICA BANK	0%	462	5.41K	10	+2.21%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.01%	650	7.69K	0	0
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.01%	775	9.08K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1K	11.71K	0	0
Mar 31, 2024	CLEAR POINT ADVISORS INC.	0.01%	1.4K	16.39M	1.4K	+100.00%
Mar 31, 2024	GILLILAND JETER WEALTH MANAGEMENT LLC	0.01%	1.6K	18.73K	1.6K	+100.00%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.11%	12K	140.47K	-1.78K	-12.89%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.11%	12.62K	147.73K	0	0
Mar 31, 2024	SFI ADVISORS, LLC	0.12%	13.43K	157.24K	0	0
Mar 31, 2024	INTEGRATED CAPITAL MANAGEMENT, INC.	0.12%	14.11K	165.22K	343	+2.49%
Mar 31, 2024	OPPENHEIMER & CO INC	0.14%	15.5K	181.51K	-1.8K	-10.40%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.16%	17.68K	207.06K	2.55K	+16.84%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	20.89K	245K	-2.88K	-12.10%
Mar 31, 2024	SEACREST WEALTH MANAGEMENT, LLC	0.19%	21.25K	248.83K	1.63K	+8.29%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	21.97K	257K	21.97K	+100.00%
Mar 31, 2024	REGAL INVESTMENT ADVISORS LLC	0.22%	25.43K	297.75K	-6.07K	-19.26%
Mar 31, 2024	AVIANCE CAPITAL PARTNERS, LLC	0.26%	29.05K	340.22K	-563	-1.90%
Mar 31, 2024	UBS GROUP AG	0.26%	29.15K	341.31K	-1.8K	-5.80%
Mar 31, 2024	CHOREO, LLC	0.27%	30.49K	357.07K	30.49K	+100.00%
Mar 31, 2024	ROBERTS GLORE & CO INC /IL/	0.27%	30.97K	362.64K	0	0
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	0.33%	37.05K	423.49K	37.05K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.44%	50.35K	589.42K	14.95K	+42.23%
Mar 31, 2024	MOORS & CABOT, INC.	0.55%	62.6K	733.05K	-8.8K	-12.32%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.69%	78.6K	920K	-1.49K	-1.86%
Mar 31, 2024	LPL FINANCIAL LLC	0.7%	80.08K	937.74K	15.04K	+23.12%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.88%	99.62K	1.17M	64.27K	+181.81%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	1.04%	118.69K	1.39M	-6.21K	-4.97%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-7.53K	-100.00%
Dec 31, 2023	REGAL INVESTMENT ADVISORS LLC	0.28%	31.49K	351.77K	0	0
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.31%	35.35K	394.87K	16.36K	+86.16%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.31%	35.4K	395.39K	-28.41K	-44.52%
Dec 31, 2023	LPL FINANCIAL LLC	0.57%	65.04K	726.53K	2.55K	+4.08%
Dec 31, 2023	MOORS & CABOT, INC.	0.62%	71.4K	797.54K	3.8K	+5.62%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.69%	78.72K	875.73K	9.4K	+13.56%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.7%	80.09K	895K	2.45K	+3.15%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	1.09%	124.9K	1.4M	14.58K	+13.22%
Dec 31, 2023	RIVERBRIDGE PARTNERS LLC	1.12%	128.02K	1.43M	1.19K	+0.94%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.63%	186.44K	2.08M	2.6K	+1.41%
Dec 31, 2023	CONSOLIDATED PORTFOLIO REVIEW CORP	2.17%	248.4K	2.77M	14.38K	+6.14%
Dec 31, 2023	ROYAL BANK OF CANADA	2.36%	269.87K	3.01M	47.88K	+21.57%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	2.46%	281.4K	3.14M	29.69K	+11.80%
Dec 31, 2023	THOMAS J. HERZFELD ADVISORS, INC.	2.71%	310.95K	3.47M	-45.39K	-12.74%
Dec 31, 2023	MORGAN STANLEY	2.92%	334.04K	3.73M	-314.07K	-48.46%
Dec 31, 2023		0.01%	775	8.66K	775	+100.00%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	3.37%	386.28K	4.32M	-30.78K	-7.38%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-10.34K	-100.00%
Dec 31, 2023	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-200	-100.00%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	0	-	-21.41K	-100.00%
Dec 31, 2023	MATISSE CAPITAL	0%	0	-	-93.54K	-100.00%
Dec 31, 2023	ARLINGTON CAPITAL MANAGEMENT, INC.	0%	0	-	-13.81K	-100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	1	16	-1	-50.00%
Dec 31, 2023	CITIGROUP INC	0%	4	45	0	0
Dec 31, 2023	CWM, LLC	0%	378	4K	0	0
Dec 31, 2023	PIN OAK INVESTMENT ADVISORS INC	0%	450	5K	0	0
Dec 31, 2023	COMERICA BANK	0%	452	5.05K	-1.53K	-77.21%
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.01%	650	7.26M	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1K	11.17K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.02%	2.63K	29.34K	2.53K	+2,665.26%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.07%	7.53K	84.14K	7.53K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.09%	10.78K	120.44K	2.44K	+29.18%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.1%	11.96K	133.64K	-1.98K	-14.18%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.11%	12.62K	140.92K	0	0
Dec 31, 2023	INVESCO LTD.	0.11%	12.79K	142.84K	-23.94K	-65.18%
Dec 31, 2023	SFI ADVISORS, LLC	0.12%	13.43K	149.99K	0	0
Dec 31, 2023	INTEGRATED CAPITAL MANAGEMENT, INC.	0.12%	13.77K	153.77K	-341	-2.42%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.12%	13.77K	153.82K	-1.37K	-9.03%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.13%	15.13K	169.04K	-369	-2.38%
Dec 31, 2023	OPPENHEIMER & CO INC	0.15%	17.3K	193.24K	1.5K	+9.49%
Dec 31, 2023	SEACREST WEALTH MANAGEMENT, LLC	0.17%	19.62K	216.64K	153	+0.79%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	23.76K	265K	-2.15K	-8.28%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.21%	24.07K	268.85K	-11	-0.05%
Dec 31, 2023	AVIANCE CAPITAL PARTNERS, LLC	0.26%	29.62K	330.83K	-2.27K	-7.13%
Dec 31, 2023	UBS GROUP AG	0.27%	30.94K	345.62K	4.64K	+17.63%
Dec 31, 2023	ROBERTS GLORE & CO INC /IL/	0.27%	30.97K	345.91K	1.3K	+4.38%

Insiders

Among the DMO insiders holding of 0.02% of the stake in company, WALSH STEPHEN A, , holds the largest shares of 30.3K. HUTCHINSON WILLIAM R, director, is the second largest DMO insider with ownership of 5.55K shares. CRONIN DANIEL P, director, stands third with possession of 2.8K shares of that stake.

Insiders	Designation	Shares Held
WALSH STEPHEN A		30.3K
HUTCHINSON WILLIAM R	director	5.55K
CRONIN DANIEL P	director	2.8K
AGDERN ROBERT D	director	2.41K
GERKEN R JAY	CEO & Pres.	2K
SALE HILLARY A	director	1.69K
COLMAN CAROL L	director	1.4K
GRILLO ANTHONY	director	1K
FULLER KENNETH	CEO, Pres & Chairman	919
HIRSCHMANN JAMES W III		22

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 02, 2025	SALE HILLARY A	PURCHASE	11.79	1.69K	19.98K	1.69K
May 27, 2025	GRILLO ANTHONY	PURCHASE	11.60	1K	11.6K	1K
Dec 19, 2019	AGDERN ROBERT D	PURCHASE	20.66	2.41K	49.85K	2.41K
Mar 07, 2019	CRONIN DANIEL P	SALE	20.86	1K	20.86K	2.8K
Jun 16, 2017	CRONIN DANIEL P	SALE	26.12	1K	26.12K	3.8K
Aug 19, 2016	CRONIN DANIEL P	SALE	24.19	2K	48.38K	4.8K
Jul 01, 2015	FULLER KENNETH	PURCHASE	23.90	100	2.39K	919
Jun 18, 2015	FULLER KENNETH	PURCHASE	24.46	419	10.25K	819
Jun 10, 2015	FULLER KENNETH	PURCHASE	24.40	400	9.76K	400
May 26, 2015	CRONIN DANIEL P	PURCHASE	24.77	2K	49.55K	5.71K
Sep 06, 2013	COLMAN CAROL L	SALE	21.91	1.5K	32.87K	1.4K
Jul 18, 2013	HIRSCHMANN JAMES W III	PURCHASE	21.97	22	483.34	22
Jul 08, 2013	WALSH STEPHEN A	PURCHASE	21.76	1K	21.76K	30.3K
Jul 05, 2013	WALSH STEPHEN A	PURCHASE	21.86	3K	65.58K	28.3K
Jul 03, 2013	WALSH STEPHEN A	PURCHASE	22.55	1K	22.55K	1.5K
Dec 31, 2012	WALSH STEPHEN A	PURCHASE	24.23	500	12.12K	500
Sep 18, 2012	WALSH STEPHEN A	SALE	26.44	1K	26.44K	21.3K
Sep 17, 2012	WALSH STEPHEN A	SALE	26.26	3K	78.78K	22.3K
Jul 18, 2012	WALSH STEPHEN A	PURCHASE	22.60	1K	22.6K	25.3K
Mar 12, 2012	COLMAN CAROL L	PURCHASE	21.68	1.5K	32.52K	2.9K
Apr 15, 2011	WALSH STEPHEN A	PURCHASE	21.97	1K	21.97K	24.3K
Feb 24, 2011	WALSH STEPHEN A	PURCHASE	21.91	1K	21.91K	21.1K
Dec 21, 2010	WALSH STEPHEN A	PURCHASE	21.03	1.9K	39.96K	18.1K
Dec 16, 2010	WALSH STEPHEN A	PURCHASE	21.05	1K	21.05K	16.2K
Oct 26, 2010	WALSH STEPHEN A	PURCHASE	21.00	1K	21K	13.1K
Oct 14, 2010	WALSH STEPHEN A	PURCHASE	21.08	1K	21.08K	10.1K
Aug 26, 2010	WALSH STEPHEN A	PURCHASE	19.87	900	17.88K	9.1K
Aug 26, 2010	COLMAN CAROL L	PURCHASE	20.04	1.4K	28.06K	1.4K
Aug 24, 2010	WALSH STEPHEN A	PURCHASE	20.04	500	10.02K	8.2K
Aug 23, 2010	WALSH STEPHEN A	PURCHASE	20.23	1K	20.23K	5.6K
Jul 23, 2010	WALSH STEPHEN A	PURCHASE	19.88	1K	19.88K	4.1K
Jul 22, 2010	WALSH STEPHEN A	PURCHASE	19.90	900	17.91K	2.9K
Jun 23, 2010	GERKEN R JAY	PURCHASE	19.57	2K	39.15K	2K
Apr 13, 2010	WALSH STEPHEN A	PURCHASE	19.67	1.9K	37.37K	2K
Apr 12, 2010	WALSH STEPHEN A	PURCHASE	19.67	100	1.97K	100
Apr 01, 2010	HUTCHINSON WILLIAM R	PURCHASE	20.02	1K	20.02K	5.55K
Mar 31, 2010	HUTCHINSON WILLIAM R	PURCHASE	20.01	4.5K	90.04K	4.5K

Frequently Asked Questions