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, Q3 2022
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Sep 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
- 45
- −7 vs. Q2 2022
- Shares held
- 3.48M
- +111.9K (+3.3%) vs. Q2 2022
- Total value
- $38.7M
- −$679.4K (−1.7%) vs. Q2 2022
- New holders
- 0
- 21 more added
- Sold out
- 7
- 14 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q2 2022.
| 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% | 00.0% | Unchanged |
| Wells Fargo & Company | 301 | $3.00K | 0.00% | +1+0.3% | Added |
| Harbour Investments, Inc. | 224 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 650 | $7.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 925 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,213 | $13.5K | 0.00% | +27+2.3% | Added |
| Baird Financial Group, Inc. | 10,343 | $115.0K | 0.00% | +289+2.9% | Added |
| Susquehanna International Group, LLP | 11,894 | $132.0K | 0.00% | −438−3.6% | Reduced |
| Ameriprise Financial Inc | 12,616 | $140.0K | 0.00% | 00.0% | Unchanged |
| SFI Advisors, LLC | 13,180 | $146.0K | 0.17% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 13,180 | $146.0K | 0.14% | +192+1.5% | Added |
| SeaCrest Wealth Management, LLC | 16,291 | $181.0K | 0.03% | −375−2.3% | Reduced |
| Oppenheimer & Co Inc | 18,254 | $203.0K | 0.00% | +4,017+28.2% | Added |
| Landscape Capital Management, L.L.C. | 19,277 | $214.0K | 0.03% | −8,720−31.1% | Reduced |
| Rockefeller Capital Management L.P. | 27,921 | $310.0K | 0.00% | −6,009−17.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,416 | $316.0K | 0.00% | −215−0.8% | Reduced |
| Roberts Glore & Co Inc | 28,768 | $320.0K | 0.11% | −1,700−5.6% | Reduced |
| Commonwealth Equity Services, LLC | 28,810 | $320.0K | 0.00% | −313−1.1% | Reduced |
| Quad-Cities Investment Group, LLC | 34,573 | $384.0K | 0.30% | +526+1.5% | Added |
| Raymond James & Associates | 34,582 | $384.0K | 0.00% | +1,709+5.2% | Added |
| Regal Investment Advisors LLC | 35,480 | $394.0K | 0.04% | −1,148−3.1% | Reduced |
| Advisor Group Holdings, Inc. | 36,369 | $404.0K | 0.00% | +26+0.1% | Added |
| Royal Bank of Canada | 49,635 | $551.0K | 0.00% | +9,533+23.8% | Added |
| UBS Group AG | 49,903 | $554.0K | 0.00% | +31,085+165.2% | Added |
| LPL Financial LLC | 53,297 | $592.0K | 0.00% | −684−1.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 61,370 | $682.0K | 0.00% | −2,462−3.9% | Reduced |
| Invesco Ltd. | 63,141 | $701.0K | 0.00% | +21,559+51.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 70,638 | $785.0K | 0.04% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 72,805 | $809.0K | 0.53% | −28,937−28.4% | Reduced |
| Park Avenue Securities LLC | 81,806 | $909.0K | 0.02% | −665−0.8% | Reduced |
| GWM Advisors LLC | 86,673 | $963.0K | 0.02% | −2,027−2.3% | Reduced |
| Bank of America Corp | 98,737 | $1.10M | 0.00% | +850+0.9% | Added |
| MML Investors Services, LLC | 105,529 | $1.17M | 0.01% | +2,529+2.5% | Added |
| Riverbridge Partners LLC | 111,796 | $1.24M | 0.02% | +2,654+2.4% | Added |
| Matisse Capital | 130,000 | $1.44M | 1.83% | +30,000+30.0% | Added |
| Envestnet Asset Management Inc | 134,251 | $1.49M | 0.00% | +5,280+4.1% | Added |
| Guggenheim Capital LLC | 162,494 | $1.80M | 0.02% | −30,911−16.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 182,867 | $2.03M | 0.87% | +17,369+10.5% | Added |
| Northwestern Mutual Wealth Management Co | 213,176 | $2.37M | 0.00% | +113,649+114.2% | Added |
| Morgan Stanley | 346,098 | $3.85M | 0.00% | +49,367+16.6% | Added |
| Sit Investment Associates Inc | 470,702 | $5.23M | 0.16% | +13,264+2.9% | Added |
| Integrated Wealth Concepts LLC | 564,880 | $6.28M | 0.20% | +55,326+10.9% | Added |
| IFP Advisors, Inc | 23 | – | – | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −84,695−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −36,658−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −25,190−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,655−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −76−100.0% | Sold out |