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 2022
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Dec 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
- 48
- +4 vs. Q3 2022
- Shares held
- 3.53M
- +48.6K (+1.4%) vs. Q3 2022
- Total value
- $38.0M
- −$689.8K (−1.8%) vs. Q3 2022
- New holders
- 8
- 18 more added
- Sold out
- 4
- 15 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 528,245 | $5.69M | 0.15% | −36,635−6.5% | Reduced |
| Sit Investment Associates Inc | 419,546 | $4.52M | 0.13% | −51,156−10.9% | Reduced |
| Morgan Stanley | 385,680 | $4.15M | 0.00% | +39,582+11.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 257,171 | $2.77M | 1.13% | +74,304+40.6% | Added |
| Envestnet Asset Management Inc | 251,283 | $2.71M | 0.00% | +117,032+87.2% | Added |
| Royal Bank of Canada | 188,290 | $2.03M | 0.00% | +138,655+279.3% | Added |
| Matisse Capital | 141,813 | $1.53M | 1.36% | +11,813+9.1% | Added |
| Guggenheim Capital LLC | 128,549 | $1.38M | 0.01% | −33,945−20.9% | Reduced |
| Riverbridge Partners LLC | 117,088 | $1.26M | 0.02% | +5,292+4.7% | Added |
| MML Investors Services, LLC | 116,294 | $1.25M | 0.01% | +10,765+10.2% | Added |
| Bank of America Corp | 100,613 | $1.08M | 0.00% | +1,876+1.9% | Added |
| Park Avenue Securities LLC | 82,818 | $892.0K | 0.02% | +1,012+1.2% | Added |
| Invesco Ltd. | 81,111 | $873.6K | 0.00% | +17,970+28.5% | Added |
| GWM Advisors LLC | 82,581 | $856.2K | 0.02% | −4,092−4.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 70,638 | $760.8K | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 66,760 | $719.0K | 0.00% | +5,390+8.8% | Added |
| LPL Financial LLC | 51,252 | $552.0K | 0.00% | −2,045−3.8% | Reduced |
| UBS Group AG | 50,114 | $539.7K | 0.00% | +211+0.4% | Added |
| Logan Stone Capital, LLC | 40,805 | $439.5K | 0.16% | −32,000−44.0% | Reduced |
| Advisor Group Holdings, Inc. | 37,224 | $400.4K | 0.00% | +855+2.4% | Added |
| Regal Investment Advisors LLC | 34,568 | $372.3K | 0.04% | −912−2.6% | Reduced |
| Roberts Glore & Co Inc | 29,968 | $322.8K | 0.11% | +1,200+4.2% | Added |
| Commonwealth Equity Services, LLC | 27,554 | $296.0K | 0.00% | −1,256−4.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,286 | $294.0K | 0.00% | −1,130−4.0% | Reduced |
| Rockefeller Capital Management L.P. | 24,997 | $269.0K | 0.00% | −2,924−10.5% | Reduced |
| Moors & Cabot, Inc. | 23,800 | $256.3K | 0.02% | +23,800 | New |
| Northwestern Mutual Wealth Management Co | 22,512 | $242.5K | 0.00% | −190,664−89.4% | Reduced |
| SeaCrest Wealth Management, LLC | 18,067 | $194.6K | 0.03% | +1,776+10.9% | Added |
| Oppenheimer & Co Inc | 17,281 | $186.1K | 0.00% | −973−5.3% | Reduced |
| Quad-Cities Investment Group, LLC | 13,584 | $146.3K | 0.11% | −20,989−60.7% | Reduced |
| Integrated Capital Management, Inc. | 13,354 | $143.8K | 0.13% | +174+1.3% | Added |
| SFI Advisors, LLC | 13,180 | $141.9K | 0.15% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,616 | $136.0K | 0.00% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 12,100 | $130.3K | 0.03% | +12,100 | New |
| Baird Financial Group, Inc. | 10,633 | $115.0K | 0.00% | +290+2.8% | Added |
| Susquehanna International Group, LLP | 10,233 | $110.2K | 0.00% | −1,661−14.0% | Reduced |
| Advisory Services Network, LLC | 8,474 | $91.3K | 0.00% | +8,474 | New |
| CoreCap Advisors, LLC | 6,655 | $71.7K | 0.01% | +6,655 | New |
| Money Concepts Capital Corp | 2,170 | $23.4K | 0.00% | +2,170 | New |
| Almitas Capital LLC | 1,030 | $11.1K | 0.01% | +1,030 | New |
| Steward Partners Investment Advisory, LLC | 1,000 | $10.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 925 | $9.96K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 700 | $7.54K | 0.00% | +700 | New |
| Proequities, Inc. | 650 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 450 | $5.00K | 0.01% | +450 | New |
| IFP Advisors, Inc | 40 | $1.00K | 0.00% | +17+73.9% | Added |
| Citigroup Inc | 4 | $43 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $11 | 0.00% | −300−99.7% | Reduced |
| Raymond James & Associates | 0 | $0 | 0.00% | −34,582−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −19,277−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |