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 2023
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Jun 30, 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
- 0 vs. Q1 2023
- Shares held
- 3.65M
- −145.5K (−3.8%) vs. Q1 2023
- Total value
- $38.7M
- −$1.05M (−2.6%) vs. Q1 2023
- New holders
- 7
- 14 more added
- Sold out
- 7
- 16 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 676,739 | $7.16M | 0.00% | +241,252+55.4% | Added |
| Sit Investment Associates Inc | 417,062 | $4.41M | 0.12% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 348,547 | $3.69M | 1.47% | +60,204+20.9% | Added |
| Envestnet Asset Management Inc | 243,509 | $2.58M | 0.00% | −403−0.2% | Reduced |
| Consolidated Portfolio Review Corp | 232,029 | $2.45M | 0.58% | +15,744+7.3% | Added |
| Royal Bank of Canada | 209,567 | $2.22M | 0.00% | +4,521+2.2% | Added |
| Guggenheim Capital LLC | 134,497 | $1.42M | 0.01% | −13,722−9.3% | Reduced |
| Matisse Capital | 130,000 | $1.38M | 0.85% | 00.0% | Unchanged |
| MML Investors Services, LLC | 115,846 | $1.23M | 0.01% | −793−0.7% | Reduced |
| Riverbridge Partners LLC | 111,088 | $1.18M | 0.01% | −8,679−7.2% | Reduced |
| Logan Stone Capital, LLC | 89,443 | $946.3K | 0.32% | +89,443 | New |
| GWM Advisors LLC | 83,852 | $887.2K | 0.01% | +2,565+3.2% | Added |
| Park Avenue Securities LLC | 78,198 | $827.0K | 0.01% | −253−0.3% | Reduced |
| Bank of America Corp | 76,524 | $809.6K | 0.00% | −18,134−19.2% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 58,309 | $626.2K | 0.49% | +58,309 | New |
| Moors & Cabot, Inc. | 59,100 | $625.3K | 0.04% | +8,200+16.1% | Added |
| Invesco Ltd. | 53,105 | $561.9K | 0.00% | −23,054−30.3% | Reduced |
| LPL Financial LLC | 52,530 | $555.8K | 0.00% | −1,407−2.6% | Reduced |
| AE Wealth Management LLC | 46,980 | $497.0K | 0.00% | +8,585+22.4% | Added |
| UBS Group AG | 40,301 | $426.4K | 0.00% | −9,319−18.8% | Reduced |
| Advisor Group Holdings, Inc. | 36,486 | $386.0K | 0.00% | +301+0.8% | Added |
| Regal Investment Advisors LLC | 33,080 | $350.0K | 0.03% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 32,968 | $348.8K | 0.11% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 26,509 | $280.0K | 0.00% | −335−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 24,997 | $264.5K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 24,081 | $254.8K | 0.00% | +43+0.2% | Added |
| Commonwealth Equity Services, LLC | 21,271 | $225.0K | 0.00% | +252+1.2% | Added |
| SeaCrest Wealth Management, LLC | 20,710 | $219.1K | 0.03% | +863+4.3% | Added |
| Baird Financial Group, Inc. | 18,524 | $196.0K | 0.00% | +681+3.8% | Added |
| HighTower Advisors, LLC | 16,820 | $174.0K | 0.00% | +16,820 | New |
| Oppenheimer & Co Inc | 15,939 | $168.6K | 0.00% | −815−4.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,138 | $160.2K | 0.00% | −1,122−6.9% | Reduced |
| Integrated Capital Management, Inc. | 14,217 | $150.4K | 0.13% | +146+1.0% | Added |
| Arlington Capital Management, Inc. | 13,947 | $147.6K | 0.13% | +13,947 | New |
| Integrated Wealth Concepts LLC | 13,946 | $147.6K | 0.00% | −503,224−97.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,716 | $145.1K | 0.00% | −3,635−20.9% | Reduced |
| Quad-Cities Investment Group, LLC | 13,345 | $141.2K | 0.09% | −72−0.5% | Reduced |
| SFI Advisors, LLC | 13,180 | $139.4K | 0.13% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 12,971 | $137.2K | 0.02% | +12,971 | New |
| Ameriprise Financial Inc | 12,616 | $133.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 650 | $6.95K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 450 | $5.00K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 378 | $4.00K | 0.00% | +96+34.0% | Added |
| Bessemer Group Inc | 363 | $4.00K | 0.00% | +363 | New |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 79 | $836 | 0.00% | −659−89.3% | Reduced |
| Citigroup Inc | 4 | $42 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $9 | 0.00% | +1 | New |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −35,366−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −24,485−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −12,972−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,292−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −8,474−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |