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, Q4 2021
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Dec 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
- 44
- +2 vs. Q3 2021
- Shares held
- 2.86M
- +167.2K (+6.2%) vs. Q3 2021
- Total value
- $43.5M
- +$1.91M (+4.6%) vs. Q3 2021
- New holders
- 6
- 16 more added
- Sold out
- 4
- 12 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 224 | $3.00K | 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% | +925 | New |
| Steward Partners Investment Advisory, LLC | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,019 | $15.5K | 0.00% | +28+2.8% | Added |
| Wells Fargo & Company | 1,302 | $20.0K | 0.00% | −1,039−44.4% | Reduced |
| Carroll Financial Associates, Inc. | 2,219 | $33.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,077 | $153.0K | 0.00% | −243−2.4% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 10,129 | $154.0K | 0.12% | +10,129 | New |
| Janney Montgomery Scott LLC | 10,671 | $162.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,700 | $163.0K | 0.01% | −500−4.5% | Reduced |
| Susquehanna International Group, LLP | 10,946 | $166.0K | 0.00% | +10,946 | New |
| Shaker Financial Services, LLC | 11,583 | $176.0K | 0.06% | +11,583 | New |
| Integrated Capital Management, Inc. | 12,504 | $190.0K | 0.15% | +695+5.9% | Added |
| Ameriprise Financial Inc | 12,616 | $192.0K | 0.00% | 00.0% | Unchanged |
| SFI Advisors, LLC | 12,799 | $199.0K | 0.18% | +12,799 | New |
| Oppenheimer & Co Inc | 14,032 | $213.0K | 0.00% | +1,349+10.6% | Added |
| Proficio Capital Partners LLC | 15,542 | $236.0K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 16,734 | $255.0K | 0.00% | −13,937−45.4% | Reduced |
| Roberts Glore & Co Inc | 18,518 | $282.0K | 0.07% | 00.0% | Unchanged |
| UBS Group AG | 21,758 | $331.0K | 0.00% | −1,121−4.9% | Reduced |
| Royal Bank of Canada | 26,566 | $404.0K | 0.00% | +373+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,356 | $462.0K | 0.00% | +9,495+45.5% | Added |
| Commonwealth Equity Services, LLC | 31,605 | $480.0K | 0.00% | −4,156−11.6% | Reduced |
| Quad-Cities Investment Group, LLC | 33,779 | $514.0K | 0.32% | +2,972+9.6% | Added |
| Rockefeller Capital Management L.P. | 35,961 | $546.0K | 0.00% | +5,137+16.7% | Added |
| Family Management Corp | 41,311 | $628.0K | 0.16% | −320−0.8% | Reduced |
| Regal Investment Advisors LLC | 41,905 | $637.0K | 0.06% | +97+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 43,518 | $662.0K | 0.00% | +20,764+91.3% | Added |
| Advisor Group Holdings, Inc. | 44,307 | $674.0K | 0.00% | +969+2.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 52,793 | $803.0K | 0.00% | −3,792−6.7% | Reduced |
| Park Avenue Securities LLC | 77,278 | $1.18M | 0.02% | +5,484+7.6% | Added |
| GWM Advisors LLC | 91,385 | $1.39M | 0.02% | +91,385 | New |
| MML Investors Services, LLC | 94,574 | $1.44M | 0.01% | +132+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 103,988 | $1.58M | 0.06% | −29,046−21.8% | Reduced |
| Cetera Advisor Networks LLC | 109,605 | $1.67M | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 116,073 | $1.76M | 0.00% | +14,717+14.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 141,972 | $2.16M | 0.78% | +6,539+4.8% | Added |
| Morgan Stanley | 169,454 | $2.58M | 0.00% | −3,601−2.1% | Reduced |
| Centaurus Financial, Inc. | 175,442 | $2.67M | 0.20% | −26,248−13.0% | Reduced |
| Guggenheim Capital LLC | 232,235 | $3.53M | 0.02% | +73,573+46.4% | Added |
| Sit Investment Associates Inc | 468,893 | $7.13M | 0.17% | −410.0% | Reduced |
| Integrated Wealth Concepts LLC | 500,257 | $7.61M | 0.23% | +57,820+13.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −33,683−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −15,480−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −14,994−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |