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 2022
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Jun 30, 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
- 52
- +7 vs. Q1 2022
- Shares held
- 3.37M
- +408.4K (+13.8%) vs. Q1 2022
- Total value
- $39.4M
- −$239.7K (−0.6%) vs. Q1 2022
- New holders
- 11
- 18 more added
- Sold out
- 4
- 15 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 509,554 | $5.95M | 0.19% | −8,661−1.7% | Reduced |
| Sit Investment Associates Inc | 457,438 | $5.34M | 0.16% | +70,556+18.2% | Added |
| Morgan Stanley | 296,731 | $3.46M | 0.00% | +97,426+48.9% | Added |
| Guggenheim Capital LLC | 193,405 | $2.26M | 0.02% | −27,744−12.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 165,498 | $1.93M | 0.80% | +14,647+9.7% | Added |
| Envestnet Asset Management Inc | 128,971 | $1.51M | 0.00% | +4,305+3.5% | Added |
| Riverbridge Partners LLC | 109,142 | $1.27M | 0.02% | +109,142 | New |
| MML Investors Services, LLC | 103,000 | $1.20M | 0.01% | +6,394+6.6% | Added |
| Logan Stone Capital, LLC | 101,742 | $1.19M | 0.87% | +101,742 | New |
| Matisse Capital | 100,000 | $1.17M | 1.11% | +100,000 | New |
| Northwestern Mutual Wealth Management Co | 99,527 | $1.16M | 0.00% | +36,235+57.3% | Added |
| Bank of America Corp | 97,887 | $1.14M | 0.00% | −5,918−5.7% | Reduced |
| GWM Advisors LLC | 88,700 | $1.04M | 0.02% | −5,188−5.5% | Reduced |
| Centaurus Financial, Inc. | 84,695 | $989.0K | 0.10% | −72,450−46.1% | Reduced |
| Park Avenue Securities LLC | 82,471 | $963.0K | 0.02% | +1,982+2.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 70,638 | $825.0K | 0.04% | −33,350−32.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 63,832 | $746.0K | 0.00% | +7,298+12.9% | Added |
| LPL Financial LLC | 53,981 | $630.0K | 0.00% | +2,729+5.3% | Added |
| Invesco Ltd. | 41,582 | $486.0K | 0.00% | +18,186+77.7% | Added |
| Royal Bank of Canada | 40,102 | $468.0K | 0.00% | +14,172+54.7% | Added |
| Regal Investment Advisors LLC | 36,628 | $428.0K | 0.04% | −5,330−12.7% | Reduced |
| Rivernorth Capital Management, LLC | 36,658 | $428.0K | 0.02% | +36,658 | New |
| Advisor Group Holdings, Inc. | 36,343 | $425.0K | 0.00% | −2,981−7.6% | Reduced |
| Quad-Cities Investment Group, LLC | 34,047 | $398.0K | 0.30% | +497+1.5% | Added |
| Rockefeller Capital Management L.P. | 33,930 | $396.0K | 0.00% | −3,931−10.4% | Reduced |
| Raymond James & Associates | 32,873 | $384.0K | 0.00% | +32,873 | New |
| Roberts Glore & Co Inc | 30,468 | $356.0K | 0.12% | +11,950+64.5% | Added |
| Commonwealth Equity Services, LLC | 29,123 | $340.0K | 0.00% | −1,878−6.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,631 | $334.0K | 0.00% | −262−0.9% | Reduced |
| Landscape Capital Management, L.L.C. | 27,997 | $327.0K | 0.04% | +15,006+115.5% | Added |
| Family Management Corp | 25,190 | $294.0K | 0.08% | −51−0.2% | Reduced |
| UBS Group AG | 18,818 | $220.0K | 0.00% | −1,845−8.9% | Reduced |
| SeaCrest Wealth Management, LLC | 16,666 | $195.0K | 0.02% | −859−4.9% | Reduced |
| Oppenheimer & Co Inc | 14,237 | $166.0K | 0.00% | 00.0% | Unchanged |
| SFI Advisors, LLC | 13,180 | $153.0K | 0.17% | +381+3.0% | Added |
| Integrated Capital Management, Inc. | 12,988 | $151.0K | 0.14% | +1,064+8.9% | Added |
| Moors & Cabot, Inc. | 12,700 | $148.0K | 0.01% | +2,500+24.5% | Added |
| Ameriprise Financial Inc | 12,616 | $147.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,332 | $144.0K | 0.00% | +12,332 | New |
| Baird Financial Group, Inc. | 10,054 | $117.0K | 0.00% | +10,054 | New |
| CoreCap Advisors, LLC | 2,655 | $31.0K | 0.00% | +2,655 | New |
| American Portfolios Advisors | 1,186 | $13.9K | 0.00% | +26+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 925 | $11.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 800 | $9.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 650 | $8.00K | 0.00% | +650 | New |
| Wells Fargo & Company | 300 | $4.00K | 0.00% | −1,000−76.9% | Reduced |
| Harbour Investments, Inc. | 224 | $3.00K | 0.00% | +224 | New |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 76 | $1.00K | 0.00% | +76 | New |
| Citigroup Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 23 | – | – | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −103,605−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −15,542−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −10,641−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Mid-American Wealth Advisory Group, Inc. | – | – | – | – | Not filed |