Skip to main content

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 $27.8M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Mar 31, 2021. 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
45
No complete 13F data for Q4 2020
Shares held
2.35M
No complete 13F data for Q4 2020
Total value
$34.3M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 45 institutions
Q1 2021: 45 institutionsQ2 2021: 44 institutionsQ3 2021: 43 institutionsQ4 2021: 44 institutionsQ1 2022: 46 institutionsQ2 2022: 52 institutionsQ3 2022: 45 institutionsQ4 2022: 48 institutionsQ1 2023: 49 institutionsQ2 2023: 49 institutionsQ3 2023: 48 institutionsQ4 2023: 44 institutionsQ1 2024: 47 institutionsQ2 2024: 47 institutionsQ3 2024: 45 institutionsQ4 2024: 40 institutionsQ1 2025: 42 institutionsQ2 2025: 38 institutionsQ3 2025: 43 institutionsQ4 2025: 43 institutionsQ1 2026: 44 institutionsQ2 2026: 43 institutions
Value heldQ1 2021: $34.3M
Q1 2021: $34.3MQ2 2021: $39.7MQ3 2021: $42.8MQ4 2021: $43.5MQ1 2022: $40.9MQ2 2022: $39.4MQ3 2022: $38.7MQ4 2022: $38.0MQ1 2023: $39.7MQ2 2023: $38.7MQ3 2023: $37.9MQ4 2023: $37.6MQ1 2024: $39.9MQ2 2024: $30.6MQ3 2024: $27.3MQ4 2024: $28.8MQ1 2025: $30.1MQ2 2025: $29.2MQ3 2025: $27.4MQ4 2025: $24.5MQ1 2026: $26.6MQ2 2026: $27.8M
Institutions holding DMO and their total value by quarter
QuarterHoldersValue
Q2 202643$27.8M
Q1 202644$26.6M
Q4 202543$24.5M
Q3 202543$27.4M
Q2 202538$29.2M
Q1 202542$30.1M
Q4 202440$28.8M
Q3 202445$27.3M
Q2 202447$30.6M
Q1 202447$39.9M
Q4 202344$37.6M
Q3 202348$37.9M
Q2 202349$38.7M
Q1 202349$39.7M
Q4 202248$38.0M
Q3 202245$38.7M
Q2 202252$39.4M
Q1 202246$40.9M
Q4 202144$43.5M
Q3 202143$42.8M
Q2 202144$39.7M
Q1 202145$34.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding DMO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sit Investment Associates Inc405,066$5.93M0.16%––
Integrated Wealth Concepts LLC266,496$3.90M0.16%––
Centaurus Financial, Inc.235,990$3.46M0.34%––
Morgan Stanley162,669$2.38M0.00%––
Thomas J. Herzfeld Advisors, Inc.145,369$2.13M0.97%––
Bank of America Corp117,586$1.72M0.00%––
MML Investors Services, LLC93,269$1.36M0.01%––
Family Management Corp91,279$1.34M0.42%––
Envestnet Asset Management Inc89,886$1.32M0.00%––
Mid Atlantic Financial Management Inc73,902$1.08M0.08%––
Park Avenue Securities LLC66,279$970.0K0.02%––
Raymond James Financial Services Advisors, Inc.52,041$762.0K0.00%––
Advisor Group Holdings, Inc.45,057$660.0K0.00%––
Guggenheim Capital LLC44,957$658.0K0.00%––
Cetera Advisor Networks LLC40,005$586.0K0.01%––
Commonwealth Equity Services, LLC37,152$543.0K0.00%––
Samalin Investment Counsel, LLC36,133$529.0K0.35%––
Quad-Cities Investment Group, LLC33,280$487.0K0.37%––
Rockefeller Capital Management L.P.29,403$430.0K0.00%––
Royal Bank of Canada25,264$370.0K0.00%––
UBS Group AG25,230$369.0K0.00%––
Kestra Private Wealth Services, LLC23,480$344.0K0.02%––
Bridgewater Advisors Inc.22,500$334.0K0.17%––
Cambridge Investment Research Advisors, Inc.21,214$311.0K0.00%––
Northwestern Mutual Wealth Management Co18,723$274.0K0.00%––
Roberts Glore & Co Inc18,518$271.0K0.08%––
Transcend Wealth Collective, LLC17,805$262.0K0.03%––
Advisory Services Network, LLC16,257$238.0K0.01%––
Oppenheimer & Co Inc15,915$233.0K0.00%––
Proficio Capital Partners LLC15,542$228.0K0.03%––
Ameriprise Financial Inc12,616$185.0K0.00%––
Moors & Cabot, Inc.11,700$172.0K0.01%––
Janney Montgomery Scott LLC10,502$154.0K0.00%––
FNY Investment Advisers, LLC7,133$104.0K0.04%––
Wells Fargo & Company4,475$66.0K0.00%––
Citigroup Inc3,755$55.0K0.00%––
Carroll Financial Associates, Inc.3,219$47.0K0.00%––
Harbour Investments, Inc.1,457$21.0K0.00%––
Steward Partners Investment Advisory, LLC1,000$14.6K0.00%––
CVA Family Office, LLC925$14.0K0.01%––
American Portfolios Advisors948$13.9K0.00%––
Geneos Wealth Management Inc.800$12.0K0.00%––
Advisors Asset Management, Inc.359$5.26K0.00%––
Panagora Asset Management Inc41$1.00K0.00%––
FMR LLC1$00.00%––