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