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, Q2 2021
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Jun 30, 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
- 44
- −1 vs. Q1 2021
- Shares held
- 2.55M
- +200.4K (+8.5%) vs. Q1 2021
- Total value
- $39.7M
- +$5.34M (+15.6%) vs. Q1 2021
- New holders
- 3
- 16 more added
- Sold out
- 4
- 16 more reduced
Compare with Q1 2021: 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 | $27.8M |
| Q1 2026 | 44 | $26.6M |
| Q4 2025 | 43 | $24.5M |
| Q3 2025 | 43 | $27.4M |
| Q2 2025 | 38 | $29.2M |
| Q1 2025 | 42 | $30.1M |
| Q4 2024 | 40 | $28.8M |
| Q3 2024 | 45 | $27.3M |
| Q2 2024 | 47 | $30.6M |
| Q1 2024 | 47 | $39.9M |
| Q4 2023 | 44 | $37.6M |
| Q3 2023 | 48 | $37.9M |
| Q2 2023 | 49 | $38.7M |
| Q1 2023 | 49 | $39.7M |
| Q4 2022 | 48 | $38.0M |
| Q3 2022 | 45 | $38.7M |
| Q2 2022 | 52 | $39.4M |
| Q1 2022 | 46 | $40.9M |
| Q4 2021 | 44 | $43.5M |
| Q3 2021 | 43 | $42.8M |
| Q2 2021 | 44 | $39.7M |
| Q1 2021 | 45 | $34.3M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 465,944 | $7.26M | 0.18% | +60,878+15.0% | Added |
| Integrated Wealth Concepts LLC | 388,095 | $6.05M | 0.21% | +121,599+45.6% | Added |
| Centaurus Financial, Inc. | 212,586 | $3.31M | 0.28% | −23,404−9.9% | Reduced |
| Morgan Stanley | 180,454 | $2.81M | 0.00% | +17,785+10.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 131,070 | $2.04M | 0.85% | −14,299−9.8% | Reduced |
| Envestnet Asset Management Inc | 95,927 | $1.50M | 0.00% | +6,041+6.7% | Added |
| MML Investors Services, LLC | 93,615 | $1.46M | 0.01% | +346+0.4% | Added |
| Guggenheim Capital LLC | 87,209 | $1.36M | 0.01% | +42,252+94.0% | Added |
| Family Management Corp | 81,000 | $1.26M | 0.33% | −10,279−11.3% | Reduced |
| Cetera Advisor Networks LLC | 75,605 | $1.18M | 0.02% | +35,600+89.0% | Added |
| Mid Atlantic Financial Management Inc | 75,402 | $1.18M | 0.08% | +1,500+2.0% | Added |
| Park Avenue Securities LLC | 68,996 | $1.08M | 0.02% | +2,717+4.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 62,515 | $975.0K | 0.00% | +62,515 | New |
| Raymond James Financial Services Advisors, Inc. | 53,523 | $834.0K | 0.00% | +1,482+2.8% | Added |
| Advisor Group Holdings, Inc. | 44,722 | $697.0K | 0.00% | −335−0.7% | Reduced |
| Regal Investment Advisors LLC | 41,737 | $651.0K | 0.07% | +41,737 | New |
| Commonwealth Equity Services, LLC | 35,320 | $550.0K | 0.00% | −1,832−4.9% | Reduced |
| Bank of America Corp | 33,196 | $518.0K | 0.00% | −84,390−71.8% | Reduced |
| Quad-Cities Investment Group, LLC | 31,880 | $497.0K | 0.34% | −1,400−4.2% | Reduced |
| Rockefeller Capital Management L.P. | 31,622 | $492.0K | 0.00% | +2,219+7.5% | Added |
| UBS Group AG | 29,899 | $466.0K | 0.00% | +4,669+18.5% | Added |
| Royal Bank of Canada | 25,111 | $391.0K | 0.00% | −153−0.6% | Reduced |
| Bridgewater Advisors Inc. | 22,500 | $351.0K | 0.11% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 20,623 | $322.0K | 0.00% | −591−2.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,828 | $309.0K | 0.00% | +1,105+5.9% | Added |
| Roberts Glore & Co Inc | 18,518 | $289.0K | 0.09% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,480 | $273.0K | 0.02% | −6,000−25.6% | Reduced |
| Advisory Services Network, LLC | 15,883 | $248.0K | 0.01% | −374−2.3% | Reduced |
| Proficio Capital Partners LLC | 15,542 | $242.0K | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,616 | $197.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,700 | $182.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,883 | $170.0K | 0.00% | −5,032−31.6% | Reduced |
| Integrated Capital Management, Inc. | 10,723 | $167.0K | 0.13% | +10,723 | New |
| Janney Montgomery Scott LLC | 10,671 | $166.0K | 0.00% | +169+1.6% | Added |
| Citigroup Inc | 3,889 | $61.0K | 0.00% | +134+3.6% | Added |
| Wells Fargo & Company | 2,751 | $43.0K | 0.00% | −1,724−38.5% | Reduced |
| Carroll Financial Associates, Inc. | 2,219 | $34.0K | 0.00% | −1,000−31.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 970 | $15.1K | 0.00% | +22+2.3% | Added |
| CVA Family Office, LLC | 925 | $14.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 800 | $12.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 359 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 224 | $3.00K | 0.00% | −1,233−84.6% | Reduced |
| Panagora Asset Management Inc | 17 | $0 | 0.00% | −24−58.5% | Reduced |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −36,133−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −17,805−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −7,133−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |