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 2023
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Mar 31, 2023. 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
- 49
- +2 vs. Q4 2022
- Shares held
- 3.80M
- +275.3K (+7.8%) vs. Q4 2022
- Total value
- $39.7M
- +$1.79M (+4.7%) vs. Q4 2022
- New holders
- 8
- 13 more added
- Sold out
- 6
- 18 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 4 | $42 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | +200 | New |
| CWM, LLC | 282 | $3.00K | 0.00% | +282 | New |
| Pin Oak Investment Advisors Inc | 450 | $5.00K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 650 | $6.86K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 700 | $7.32K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 738 | $8.00K | 0.00% | +738 | New |
| CVA Family Office, LLC | 925 | $9.67K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $10.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,474 | $88.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,292 | $128.5K | 0.00% | +2,059+20.1% | Added |
| Ameriprise Financial Inc | 12,616 | $131.8K | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 12,972 | $135.6K | 0.01% | +12,972 | New |
| SFI Advisors, LLC | 13,180 | $137.7K | 0.14% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 13,417 | $140.2K | 0.10% | −167−1.2% | Reduced |
| Integrated Capital Management, Inc. | 14,071 | $144.7K | 0.15% | +717+5.4% | Added |
| Northwestern Mutual Wealth Management Co | 16,260 | $169.9K | 0.00% | −6,252−27.8% | Reduced |
| Oppenheimer & Co Inc | 16,754 | $175.1K | 0.00% | −527−3.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 17,351 | $181.3K | 0.00% | −49,409−74.0% | Reduced |
| Baird Financial Group, Inc. | 17,843 | $186.5K | 0.00% | +7,210+67.8% | Added |
| SeaCrest Wealth Management, LLC | 19,847 | $207.4K | 0.03% | +1,780+9.9% | Added |
| Commonwealth Equity Services, LLC | 21,019 | $219.0K | 0.00% | −6,535−23.7% | Reduced |
| Captrust Financial Advisors | 24,038 | $251.2K | 0.00% | +24,038 | New |
| Saba Capital Management, L.P. | 24,485 | $255.9K | 0.01% | +24,485 | New |
| Rockefeller Capital Management L.P. | 24,997 | $261.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 26,844 | $281.0K | 0.00% | −442−1.6% | Reduced |
| Roberts Glore & Co Inc | 32,968 | $344.5K | 0.12% | +3,000+10.0% | Added |
| Regal Investment Advisors LLC | 33,080 | $345.7K | 0.03% | −1,488−4.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 35,366 | $369.6K | 0.02% | −35,272−49.9% | Reduced |
| Advisor Group Holdings, Inc. | 36,185 | $378.1K | 0.00% | −1,039−2.8% | Reduced |
| AE Wealth Management LLC | 38,395 | $401.2K | 0.00% | +38,395 | New |
| UBS Group AG | 49,620 | $518.5K | 0.00% | −494−1.0% | Reduced |
| Moors & Cabot, Inc. | 50,900 | $531.9K | 0.04% | +27,100+113.9% | Added |
| LPL Financial LLC | 53,937 | $563.6K | 0.00% | +2,685+5.2% | Added |
| Invesco Ltd. | 76,159 | $795.9K | 0.00% | −4,952−6.1% | Reduced |
| Park Avenue Securities LLC | 78,451 | $820.0K | 0.01% | −4,367−5.3% | Reduced |
| GWM Advisors LLC | 81,287 | $864.3K | 0.01% | −1,294−1.6% | Reduced |
| Bank of America Corp | 94,658 | $989.2K | 0.00% | −5,955−5.9% | Reduced |
| MML Investors Services, LLC | 116,639 | $1.22M | 0.01% | +345+0.3% | Added |
| Riverbridge Partners LLC | 119,767 | $1.25M | 0.02% | +2,679+2.3% | Added |
| Matisse Capital | 130,000 | $1.36M | 0.88% | −11,813−8.3% | Reduced |
| Guggenheim Capital LLC | 148,219 | $1.55M | 0.01% | +19,670+15.3% | Added |
| Royal Bank of Canada | 205,046 | $2.14M | 0.00% | +16,756+8.9% | Added |
| Consolidated Portfolio Review Corp | 216,285 | $2.26M | 0.61% | +216,285 | New |
| Envestnet Asset Management Inc | 243,912 | $2.55M | 0.00% | −7,371−2.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 288,343 | $3.01M | 1.22% | +31,172+12.1% | Added |
| Sit Investment Associates Inc | 417,062 | $4.36M | 0.12% | −2,484−0.6% | Reduced |
| Morgan Stanley | 435,487 | $4.55M | 0.00% | +49,807+12.9% | Added |
| Integrated Wealth Concepts LLC | 517,170 | $5.40M | 0.11% | −11,075−2.1% | Reduced |
| Wells Fargo & Company | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −40,805−100.0% | Sold out |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |