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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 17 | $0 | 0.00% | −24−58.5% | Reduced |
| Harbour Investments, Inc. | 224 | $3.00K | 0.00% | −1,233−84.6% | Reduced |
| Advisors Asset Management, Inc. | 359 | $6.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 800 | $12.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 925 | $14.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 970 | $15.1K | 0.00% | +22+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 2,219 | $34.0K | 0.00% | −1,000−31.1% | Reduced |
| Wells Fargo & Company | 2,751 | $43.0K | 0.00% | −1,724−38.5% | Reduced |
| Citigroup Inc | 3,889 | $61.0K | 0.00% | +134+3.6% | Added |
| Janney Montgomery Scott LLC | 10,671 | $166.0K | 0.00% | +169+1.6% | Added |
| Integrated Capital Management, Inc. | 10,723 | $167.0K | 0.13% | +10,723 | New |
| Oppenheimer & Co Inc | 10,883 | $170.0K | 0.00% | −5,032−31.6% | Reduced |
| Moors & Cabot, Inc. | 11,700 | $182.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,616 | $197.0K | 0.00% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 15,542 | $242.0K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 15,883 | $248.0K | 0.01% | −374−2.3% | Reduced |
| Kestra Private Wealth Services, LLC | 17,480 | $273.0K | 0.02% | −6,000−25.6% | Reduced |
| Roberts Glore & Co Inc | 18,518 | $289.0K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 19,828 | $309.0K | 0.00% | +1,105+5.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,623 | $322.0K | 0.00% | −591−2.8% | Reduced |
| Bridgewater Advisors Inc. | 22,500 | $351.0K | 0.11% | 00.0% | Unchanged |
| Royal Bank of Canada | 25,111 | $391.0K | 0.00% | −153−0.6% | Reduced |
| UBS Group AG | 29,899 | $466.0K | 0.00% | +4,669+18.5% | Added |
| Rockefeller Capital Management L.P. | 31,622 | $492.0K | 0.00% | +2,219+7.5% | Added |
| Quad-Cities Investment Group, LLC | 31,880 | $497.0K | 0.34% | −1,400−4.2% | Reduced |
| Bank of America Corp | 33,196 | $518.0K | 0.00% | −84,390−71.8% | Reduced |
| Commonwealth Equity Services, LLC | 35,320 | $550.0K | 0.00% | −1,832−4.9% | Reduced |
| Regal Investment Advisors LLC | 41,737 | $651.0K | 0.07% | +41,737 | New |
| Advisor Group Holdings, Inc. | 44,722 | $697.0K | 0.00% | −335−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 53,523 | $834.0K | 0.00% | +1,482+2.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 62,515 | $975.0K | 0.00% | +62,515 | New |
| Park Avenue Securities LLC | 68,996 | $1.08M | 0.02% | +2,717+4.1% | Added |
| Mid Atlantic Financial Management Inc | 75,402 | $1.18M | 0.08% | +1,500+2.0% | Added |
| Cetera Advisor Networks LLC | 75,605 | $1.18M | 0.02% | +35,600+89.0% | Added |
| Family Management Corp | 81,000 | $1.26M | 0.33% | −10,279−11.3% | Reduced |
| Guggenheim Capital LLC | 87,209 | $1.36M | 0.01% | +42,252+94.0% | Added |
| MML Investors Services, LLC | 93,615 | $1.46M | 0.01% | +346+0.4% | Added |
| Envestnet Asset Management Inc | 95,927 | $1.50M | 0.00% | +6,041+6.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 131,070 | $2.04M | 0.85% | −14,299−9.8% | Reduced |
| Morgan Stanley | 180,454 | $2.81M | 0.00% | +17,785+10.9% | Added |
| Centaurus Financial, Inc. | 212,586 | $3.31M | 0.28% | −23,404−9.9% | Reduced |
| Integrated Wealth Concepts LLC | 388,095 | $6.05M | 0.21% | +121,599+45.6% | Added |
| Sit Investment Associates Inc | 465,944 | $7.26M | 0.18% | +60,878+15.0% | Added |
| 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 |