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 2022
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Mar 31, 2022. 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
- 46
- +4 vs. Q4 2021
- Shares held
- 3.06M
- +199.1K (+7.0%) vs. Q4 2021
- Total value
- $40.9M
- −$2.60M (−6.0%) vs. Q4 2021
- New holders
- 7
- 15 more added
- Sold out
- 3
- 15 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | +200 | New |
| Geneos Wealth Management Inc. | 800 | $10.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 925 | $12.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,160 | $15.5K | 0.00% | +141+13.8% | Added |
| Wells Fargo & Company | 1,300 | $17.0K | 0.00% | −2−0.2% | Reduced |
| Money Concepts Capital Corp | 2,170 | $29.0K | 0.00% | +2,170 | New |
| Moors & Cabot, Inc. | 10,200 | $136.0K | 0.01% | −500−4.7% | Reduced |
| Janney Montgomery Scott LLC | 10,641 | $142.0K | 0.00% | −30−0.3% | Reduced |
| Integrated Capital Management, Inc. | 11,924 | $159.0K | 0.13% | −580−4.6% | Reduced |
| Ameriprise Financial Inc | 12,616 | $169.0K | 0.00% | 00.0% | Unchanged |
| SFI Advisors, LLC | 12,799 | $171.0K | 0.16% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 12,991 | $174.0K | 0.02% | +12,991 | New |
| Oppenheimer & Co Inc | 14,237 | $190.0K | 0.00% | +205+1.5% | Added |
| Proficio Capital Partners LLC | 15,542 | $208.0K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 17,525 | $234.0K | 0.03% | +17,525 | New |
| Roberts Glore & Co Inc | 18,518 | $248.0K | 0.07% | 00.0% | Unchanged |
| UBS Group AG | 20,663 | $276.0K | 0.00% | −1,095−5.0% | Reduced |
| Invesco Ltd. | 23,396 | $313.0K | 0.00% | +23,396 | New |
| Family Management Corp | 25,241 | $337.0K | 0.09% | −16,070−38.9% | Reduced |
| Royal Bank of Canada | 25,930 | $347.0K | 0.00% | −636−2.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,893 | $386.0K | 0.00% | −1,463−4.8% | Reduced |
| Commonwealth Equity Services, LLC | 31,001 | $414.0K | 0.00% | −604−1.9% | Reduced |
| Quad-Cities Investment Group, LLC | 33,550 | $449.0K | 0.29% | −229−0.7% | Reduced |
| Rockefeller Capital Management L.P. | 37,861 | $506.0K | 0.00% | +1,900+5.3% | Added |
| Advisor Group Holdings, Inc. | 39,324 | $526.0K | 0.00% | −4,983−11.2% | Reduced |
| Regal Investment Advisors LLC | 41,958 | $561.0K | 0.05% | +53+0.1% | Added |
| LPL Financial LLC | 51,252 | $685.0K | 0.00% | +51,252 | New |
| Raymond James Financial Services Advisors, Inc. | 56,534 | $756.0K | 0.00% | +3,741+7.1% | Added |
| Northwestern Mutual Wealth Management Co | 63,292 | $845.0K | 0.00% | +19,774+45.4% | Added |
| Park Avenue Securities LLC | 80,489 | $1.08M | 0.02% | +3,211+4.2% | Added |
| Mid-American Wealth Advisory Group, Inc. | 91,984 | $1.23M | 0.96% | +81,855+808.1% | Added |
| GWM Advisors LLC | 93,888 | $1.25M | 0.02% | +2,503+2.7% | Added |
| MML Investors Services, LLC | 96,606 | $1.29M | 0.01% | +2,032+2.1% | Added |
| Cetera Advisor Networks LLC | 103,605 | $1.39M | 0.02% | −6,000−5.5% | Reduced |
| Bank of America Corp | 103,805 | $1.39M | 0.00% | +87,071+520.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 103,988 | $1.39M | 0.05% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 124,666 | $1.67M | 0.00% | +8,593+7.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 150,851 | $2.02M | 0.76% | +8,879+6.3% | Added |
| Centaurus Financial, Inc. | 157,145 | $2.10M | 0.17% | −18,297−10.4% | Reduced |
| Morgan Stanley | 199,305 | $2.67M | 0.00% | +29,851+17.6% | Added |
| Guggenheim Capital LLC | 221,149 | $2.96M | 0.02% | −11,086−4.8% | Reduced |
| Sit Investment Associates Inc | 386,882 | $5.17M | 0.14% | −82,011−17.5% | Reduced |
| Integrated Wealth Concepts LLC | 518,215 | $6.93M | 0.21% | +17,958+3.6% | Added |
| IFP Advisors, Inc | 23 | – | – | +23 | New |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −11,583−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,946−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −10,077−100.0% | Sold out |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |