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 |
|---|---|---|---|---|---|
| Citigroup Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 76 | $1.00K | 0.00% | +76 | New |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 224 | $3.00K | 0.00% | +224 | New |
| Wells Fargo & Company | 300 | $4.00K | 0.00% | −1,000−76.9% | Reduced |
| Proequities, Inc. | 650 | $8.00K | 0.00% | +650 | New |
| Geneos Wealth Management Inc. | 800 | $9.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 925 | $11.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,186 | $13.9K | 0.00% | +26+2.2% | Added |
| CoreCap Advisors, LLC | 2,655 | $31.0K | 0.00% | +2,655 | New |
| Baird Financial Group, Inc. | 10,054 | $117.0K | 0.00% | +10,054 | New |
| Susquehanna International Group, LLP | 12,332 | $144.0K | 0.00% | +12,332 | New |
| Ameriprise Financial Inc | 12,616 | $147.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,700 | $148.0K | 0.01% | +2,500+24.5% | Added |
| Integrated Capital Management, Inc. | 12,988 | $151.0K | 0.14% | +1,064+8.9% | Added |
| SFI Advisors, LLC | 13,180 | $153.0K | 0.17% | +381+3.0% | Added |
| Oppenheimer & Co Inc | 14,237 | $166.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 16,666 | $195.0K | 0.02% | −859−4.9% | Reduced |
| UBS Group AG | 18,818 | $220.0K | 0.00% | −1,845−8.9% | Reduced |
| Family Management Corp | 25,190 | $294.0K | 0.08% | −51−0.2% | Reduced |
| Landscape Capital Management, L.L.C. | 27,997 | $327.0K | 0.04% | +15,006+115.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,631 | $334.0K | 0.00% | −262−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 29,123 | $340.0K | 0.00% | −1,878−6.1% | Reduced |
| Roberts Glore & Co Inc | 30,468 | $356.0K | 0.12% | +11,950+64.5% | Added |
| Raymond James & Associates | 32,873 | $384.0K | 0.00% | +32,873 | New |
| Rockefeller Capital Management L.P. | 33,930 | $396.0K | 0.00% | −3,931−10.4% | Reduced |
| Quad-Cities Investment Group, LLC | 34,047 | $398.0K | 0.30% | +497+1.5% | Added |
| Advisor Group Holdings, Inc. | 36,343 | $425.0K | 0.00% | −2,981−7.6% | Reduced |
| 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 |
| Royal Bank of Canada | 40,102 | $468.0K | 0.00% | +14,172+54.7% | Added |
| Invesco Ltd. | 41,582 | $486.0K | 0.00% | +18,186+77.7% | Added |
| LPL Financial LLC | 53,981 | $630.0K | 0.00% | +2,729+5.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 63,832 | $746.0K | 0.00% | +7,298+12.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 70,638 | $825.0K | 0.04% | −33,350−32.1% | Reduced |
| Park Avenue Securities LLC | 82,471 | $963.0K | 0.02% | +1,982+2.5% | Added |
| Centaurus Financial, Inc. | 84,695 | $989.0K | 0.10% | −72,450−46.1% | Reduced |
| GWM Advisors LLC | 88,700 | $1.04M | 0.02% | −5,188−5.5% | Reduced |
| Bank of America Corp | 97,887 | $1.14M | 0.00% | −5,918−5.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 99,527 | $1.16M | 0.00% | +36,235+57.3% | Added |
| Matisse Capital | 100,000 | $1.17M | 1.11% | +100,000 | New |
| Logan Stone Capital, LLC | 101,742 | $1.19M | 0.87% | +101,742 | New |
| MML Investors Services, LLC | 103,000 | $1.20M | 0.01% | +6,394+6.6% | Added |
| Riverbridge Partners LLC | 109,142 | $1.27M | 0.02% | +109,142 | New |
| Envestnet Asset Management Inc | 128,971 | $1.51M | 0.00% | +4,305+3.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 165,498 | $1.93M | 0.80% | +14,647+9.7% | Added |
| Guggenheim Capital LLC | 193,405 | $2.26M | 0.02% | −27,744−12.5% | Reduced |
| Morgan Stanley | 296,731 | $3.46M | 0.00% | +97,426+48.9% | Added |
| Sit Investment Associates Inc | 457,438 | $5.34M | 0.16% | +70,556+18.2% | Added |
| Integrated Wealth Concepts LLC | 509,554 | $5.95M | 0.19% | −8,661−1.7% | Reduced |
| 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 |