Western Asset Mortgage Opportunity Fund Inc.
DMO- Exchange
- NYSE
- SEC CIK
- 0001478102
No open-market purchases or sales by Western Asset Mortgage Opportunity Fund Inc. insiders were filed in the last 90 days; 43 institutions reported holding it in 13F filings for Q2 2026, worth $28.2M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 43
- 0 vs. Q1 2026
- Shares held
- 2.63M
- +188.7K (+7.7%) vs. Q1 2026
- Total value
- $28.2M
- +$1.90M (+7.2%) vs. Q1 2026
- New holders
- 6
- 12 more added
- Sold out
- 6
- 18 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DMO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 43 | $28.2M |
| Q1 2026 | 44 | $26.6M |
| Q4 2025 | 43 | $24.5M |
| Q3 2025 | 43 | $27.4M |
| Q2 2025 | 38 | $33.9M |
| Q1 2025 | 42 | $30.1M |
| Q4 2024 | 40 | $28.8M |
| Q3 2024 | 45 | $27.4M |
| Q2 2024 | 47 | $30.6M |
| Q1 2024 | 47 | $47.8M |
| Q4 2023 | 44 | $41.3M |
| Q3 2023 | 48 | $37.9M |
| Q2 2023 | 49 | $38.7M |
| Q1 2023 | 49 | $39.7M |
| Q4 2022 | 48 | $39.5M |
| Q3 2022 | 45 | $38.7M |
| Q2 2022 | 52 | $39.4M |
| Q1 2022 | 46 | $40.9M |
| Q4 2021 | 44 | $43.7M |
| Q3 2021 | 43 | $42.8M |
| Q2 2021 | 44 | $39.7M |
| Q1 2021 | 45 | $34.4M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 397,812 | $4.26M | 0.00% | −4,140−1.0% | Reduced |
| LPL Financial LLC | 279,605 | $2.99M | 0.00% | −4,965−1.7% | Reduced |
| Guggenheim Capital LLC | 185,115 | $1.98M | 0.01% | +50,542+37.6% | Added |
| Baird Financial Group, Inc. | 182,317 | $1.95M | 0.00% | +47,908+35.6% | Added |
| Envestnet Asset Management Inc | 167,508 | $1.79M | 0.00% | −59,026−26.1% | Reduced |
| Raymond James Financial Inc | 160,702 | $1.72M | 0.00% | +12,660+8.6% | Added |
| Morgan Stanley | 154,799 | $1.66M | 0.00% | −40,112−20.6% | Reduced |
| Advisors Asset Management, Inc. | 151,129 | $1.62M | 0.02% | +151,129 | New |
| Venture Visionary Partners LLC | 125,019 | $1.34M | 0.04% | +510.0% | Added |
| Park Avenue Securities LLC | 83,883 | $898.0K | 0.01% | +1,287+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 72,788 | $780.0K | 0.00% | +36,487+100.5% | Added |
| Sit Investment Associates Inc | 66,521 | $712.0K | 0.01% | −23,761−26.3% | Reduced |
| Riverbridge Partners LLC | 64,397 | $689.7K | 0.02% | +64,397 | New |
| Thomas J. Herzfeld Advisors, Inc. | 62,657 | $671.1K | 0.21% | −52,230−45.5% | Reduced |
| Robinson Capital Management, LLC | 53,687 | $575.0K | 0.25% | 00.0% | Unchanged |
| GWM Advisors LLC | 43,521 | $466.1K | 0.00% | −2,400−5.2% | Reduced |
| Aviance Capital Partners, LLC | 42,188 | $451.8K | 0.05% | +1,014+2.5% | Added |
| Noble Wealth Management PBC | 39,837 | $426.7K | 0.19% | +5,040+14.5% | Added |
| Advisor Group Holdings, Inc. | 37,234 | $398.8K | 0.00% | −4,351−10.5% | Reduced |
| Commonwealth Equity Services, LLC | 31,223 | $334.4K | 0.00% | −2,765−8.1% | Reduced |
| HighTower Advisors, LLC | 28,700 | $307.4K | 0.00% | +28,700 | New |
| Citadel Advisors LLC | 28,371 | $303.9K | 0.00% | +28,371 | New |
| SeaCrest Wealth Management, LLC | 25,887 | $277.3K | 0.03% | −5,393−17.2% | Reduced |
| CoreCap Advisors, LLC | 17,400 | $186.4K | 0.01% | +11,000+171.9% | Added |
| Susquehanna International Group, LLP | 17,389 | $186.2K | 0.00% | +3,169+22.3% | Added |
| Equitable Holdings, Inc. | 17,344 | $185.8K | 0.00% | +5,729+49.3% | Added |
| Bank of America Corp | 16,348 | $175.1K | 0.00% | −761−4.4% | Reduced |
| Integrated Capital Management, Inc. | 16,217 | $173.7K | 0.12% | −1,349−7.7% | Reduced |
| Oppenheimer & Co Inc | 15,500 | $166.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 13,429 | $143.8K | 0.00% | −500−3.6% | Reduced |
| MML Investors Services, LLC | 13,173 | $141.1K | 0.00% | +2,532+23.8% | Added |
| Janney Montgomery Scott LLC | 10,551 | $113.0K | 0.00% | −27−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,200 | $55.7K | 0.00% | −400−7.1% | Reduced |
| Highline Wealth Partners LLC | 1,230 | $13.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 590 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 500 | $5.36K | 0.00% | +500 | New |
| Rockefeller Capital Management L.P. | 314 | $3.37K | 0.00% | −289−47.9% | Reduced |
| BNP Paribas Arbitrage, SA | 307 | $3.29K | 0.00% | −9−2.8% | Reduced |
| JFS Wealth Advisors, LLC | 32 | $343 | 0.00% | +32 | New |
| Fifth Third Bancorp | 7 | $75 | 0.00% | −225−97.0% | Reduced |
| Citigroup Inc | 4 | $43 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −15,498−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,694−100.0% | Sold out |
| Osbon Capital Management LLC | 0 | $0 | 0.00% | −1,449−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |