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WESTERN ASSET MTG DEFINED OP · 13F 机构持仓分析
期权收益计算器 机构排行
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WESTERN ASSET MTG DEFINED OP

DMO
持有机构数
44
机构合计市值 (Q2 2026)
$2,782.5万
机构合计股数 (Q2 2026)
259.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+42.9万股
20 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-25.1万股
24 · 7 清仓 · ≈
⚖️ 净额
+17.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2,782.5万
持有机构数
44
新买入
7
加仓
13
减仓
17
清仓
7
持股不变
7
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#23$426.1万39.8万股$432.1万40.2万股-4,140股-1.03%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#22$299.5万28.0万股$305.9万28.5万股-4,965股-1.74%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.01%0.01%#11$198.3万18.5万股$144.7万13.5万股+5.1万股+37.56%加仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#15$195.3万18.2万股$144.5万13.4万股+4.8万股+35.64%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#26$179.4万16.8万股$243.5万22.7万股-5.9万股-26.06%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#25$172.1万16.1万股$159.1万14.8万股+1.3万股+8.55%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#32$165.8万15.5万股$167.5万14.3万股+1.2万股+8.32%加仓
顾问资产管理Advisors Asset Management, Inc.
0.02%#8$161.9万15.1万股$00股+15.1万股新买入
Venture Visionary 合伙人Venture Visionary Partners LLC
0.04%0.04%#6$133.9万12.5万股$134.3万12.5万股+51股+0.04%加仓
PARK AVENUE SECURITIES LLC
0.01%0.01%#12$89.8万8.4万股$88.8万8.3万股+1,287股+1.56%加仓
SIT INVESTMENT ASSOCIATES INC
0.01%0.02%#10$71.2万6.7万股$97.1万9.0万股-2.4万股-26.32%减仓
RIVERBRIDGE 合伙人RIVERBRIDGE PARTNERS LLC
0.02%#9$69.0万6.4万股$00股+6.4万股新买入
Thomas J. Herzfeld Advisors, Inc.
0.21%0.42%#2$67.1万6.3万股$123.5万11.5万股-5.2万股-45.46%减仓
ROBINSON CAPITAL MANAGEMENT, LLC
0.25%0.25%#1$57.5万5.4万股$59.5万5.4万股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#18$46.6万4.4万股$49.4万4.6万股-2,400股-5.23%减仓
Aviance Capital Partners, LLC
0.05%0.05%#5$45.2万4.2万股$44.3万4.1万股+1,014股+2.46%加仓
Noble Wealth Management PBC
0.19%0.19%#3$42.7万4.0万股$37.4万3.5万股+5,040股+14.48%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#24$39.9万3.7万股$44.7万4.2万股-4,351股-10.46%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#20$39.0万3.6万股$39.0万3.6万股+93股+0.26%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#27$33.4万3.1万股$36.5万3.4万股-2,765股-8.14%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%#28$30.7万2.9万股$00股+2.9万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%#34$30.4万2.8万股$00股+2.8万股新买入
SeaCrest Wealth Management, LLC
0.03%0.04%#7$27.7万2.6万股$33.6万3.1万股-5,393股-17.24%减仓
CoreCap 顾问CoreCap Advisors, LLC
0.01%<0.01%#13$18.6万1.7万股$6.9万6,400股+1.1万股+171.88%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#38$18.6万1.7万股$15.3万1.4万股+3,169股+22.29%加仓
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#19$18.6万1.7万股$12.8万1.2万股+5,729股+49.32%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#39$17.5万1.6万股$18.4万1.7万股-761股-4.45%减仓
INTEGRATED CAPITAL MANAGEMENT, INC.
0.12%0.13%#4$17.4万1.6万股$18.9万1.8万股-1,349股-7.68%减仓
奥本海默公司OPPENHEIMER & CO INC
<0.01%<0.01%#17$16.6万1.6万股$16.7万1.6万股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#36$14.4万1.3万股$15.0万1.4万股-500股-3.59%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#29$14.1万1.3万股$11.4万1.1万股+2,532股+23.79%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#30$11.3万1.1万股$11.4万1.1万股-27股-0.26%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#35$5.6万5,200股$6.0万5,600股-400股-7.14%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#31$3.2万2,948股$00股+2,948股新买入
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#16$1.3万1,230股$1.3万1,230股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#33$1.1万1,000股$1.1万1,000股00.00%持仓不变
PIN OAK INVESTMENT ADVISORS INC
<0.01%<0.01%#14$6,319590股$6,000590股00.00%持仓不变
Key FInancial Inc
<0.01%#21$5,355500股$00股+500股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#40$3,369314股$6,487603股-289股-47.93%减仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#41$3,288307股$3,397316股-9股-2.85%减仓
JFS WEALTH ADVISORS, LLC
<0.01%#37$34332股$00股+32股新买入
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#42$757股$2,494232股-225股-96.98%减仓
花旗集团CITIGROUP INC
<0.01%<0.01%#43$434股$434股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#44$81股$161股00.00%持仓不变

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