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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 2023

Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Sep 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
48
−1 vs. Q2 2023
Shares held
3.54M
−117.5K (−3.2%) vs. Q2 2023
Total value
$37.9M
−$786.9K (−2.0%) vs. Q2 2023
New holders
5
14 more added
Sold out
6
20 more reduced

Compare with Q2 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.

Institutional holdersQ3 2023: 48 institutions
Q1 2021: 45 institutionsQ2 2021: 44 institutionsQ3 2021: 43 institutionsQ4 2021: 44 institutionsQ1 2022: 46 institutionsQ2 2022: 52 institutionsQ3 2022: 45 institutionsQ4 2022: 48 institutionsQ1 2023: 49 institutionsQ2 2023: 49 institutionsQ3 2023: 48 institutionsQ4 2023: 44 institutionsQ1 2024: 47 institutionsQ2 2024: 47 institutionsQ3 2024: 45 institutionsQ4 2024: 40 institutionsQ1 2025: 42 institutionsQ2 2025: 38 institutionsQ3 2025: 43 institutionsQ4 2025: 43 institutionsQ1 2026: 44 institutionsQ2 2026: 43 institutions
Value heldQ3 2023: $37.9M
Q1 2021: $34.3MQ2 2021: $39.7MQ3 2021: $42.8MQ4 2021: $43.5MQ1 2022: $40.9MQ2 2022: $39.4MQ3 2022: $38.7MQ4 2022: $38.0MQ1 2023: $39.7MQ2 2023: $38.7MQ3 2023: $37.9MQ4 2023: $37.6MQ1 2024: $39.9MQ2 2024: $30.6MQ3 2024: $27.3MQ4 2024: $28.8MQ1 2025: $30.1MQ2 2025: $29.2MQ3 2025: $27.4MQ4 2025: $24.5MQ1 2026: $26.6MQ2 2026: $27.8M
Institutions holding DMO and their total value by quarter
QuarterHoldersValue
Q2 202643$27.8M
Q1 202644$26.6M
Q4 202543$24.5M
Q3 202543$27.4M
Q2 202538$29.2M
Q1 202542$30.1M
Q4 202440$28.8M
Q3 202445$27.3M
Q2 202447$30.6M
Q1 202447$39.9M
Q4 202344$37.6M
Q3 202348$37.9M
Q2 202349$38.7M
Q1 202349$39.7M
Q4 202248$38.0M
Q3 202245$38.7M
Q2 202252$39.4M
Q1 202246$40.9M
Q4 202144$43.5M
Q3 202143$42.8M
Q2 202144$39.7M
Q1 202145$34.3M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q2 2023.

Institutions holding DMO in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley648,111$6.94M0.00%−28,628−4.2%Reduced
Sit Investment Associates Inc417,062$4.47M0.12%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.356,340$3.82M1.47%+7,793+2.2%Added
Envestnet Asset Management Inc251,705$2.70M0.00%+8,196+3.4%Added
Consolidated Portfolio Review Corp234,024$2.51M0.61%+1,995+0.9%Added
Royal Bank of Canada221,992$2.38M0.00%+12,425+5.9%Added
Guggenheim Capital LLC183,842$1.97M0.02%+49,345+36.7%Added
Riverbridge Partners LLC126,834$1.36M0.02%+15,746+14.2%Added
MML Investors Services, LLC110,319$1.18M0.01%−5,527−4.8%Reduced
Advisor Partners II, LLC102,527$1.10M0.04%+102,527New
Matisse Capital93,538$1.00M0.71%−36,462−28.0%Reduced
Park Avenue Securities LLC77,639$832.0K0.01%−559−0.7%Reduced
GWM Advisors LLC69,321$742.4K0.01%−14,531−17.3%Reduced
Moors & Cabot, Inc.67,600$724.0K0.05%+8,500+14.4%Added
Advisor Group Holdings, Inc.63,808$683.4K0.00%+27,322+74.9%Added
LPL Financial LLC62,494$669.3K0.00%+9,964+19.0%Added
Invesco Ltd.36,727$393.3K0.00%−16,378−30.8%Reduced
Aviance Capital Partners, LLC31,891$341.6K0.08%+31,891New
Regal Investment Advisors LLC31,492$337.3K0.03%−1,588−4.8%Reduced
Roberts Glore & Co Inc29,668$317.7K0.10%−3,300−10.0%Reduced
UBS Group AG26,305$281.7K0.00%−13,996−34.7%Reduced
Cambridge Investment Research Advisors, Inc.25,908$277.0K0.00%−601−2.3%Reduced
Captrust Financial Advisors24,080$257.9K0.00%−10.0%Reduced
Rockefeller Capital Management L.P.21,405$229.3K0.00%−3,592−14.4%Reduced
Commonwealth Equity Services, LLC20,985$225.0K0.00%−286−1.3%Reduced
SeaCrest Wealth Management, LLC19,470$208.5K0.03%−1,240−6.0%Reduced
Baird Financial Group, Inc.18,990$203.4K0.00%+466+2.5%Added
Oppenheimer & Co Inc15,800$169.2K0.00%−139−0.9%Reduced
Raymond James Financial Services Advisors, Inc.15,502$166.0K0.00%+1,786+13.0%Added
Northwestern Mutual Wealth Management Co15,138$162.1K0.00%00.0%Unchanged
Integrated Capital Management, Inc.14,107$151.1K0.13%−110−0.8%Reduced
Integrated Wealth Concepts LLC13,941$149.3K0.00%−50.0%Reduced
Arlington Capital Management, Inc.13,806$147.9K0.15%−141−1.0%Reduced
SFI Advisors, LLC13,428$143.8K0.14%+248+1.9%Added
Susquehanna International Group, LLP12,743$136.5K0.00%+12,743New
Quad-Cities Investment Group, LLC12,655$135.5K0.09%−690−5.2%Reduced
Ameriprise Financial Inc12,616$135.1K0.00%00.0%Unchanged
Atria Wealth Solutions, Inc.10,344$111.7K0.00%+10,344New
Bank of America Corp8,347$89.4K0.00%−68,177−89.1%Reduced
Comerica Bank1,983$21.2K0.00%+1,983New
Steward Partners Investment Advisory, LLC1,000$10.7K0.00%00.0%Unchanged
Proequities, Inc.650$7.04K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc450$5.00K0.01%00.0%Unchanged
CWM, LLC378$4.00K0.00%00.0%Unchanged
FNY Investment Advisers, LLC200$2.00K0.00%00.0%Unchanged
JPMorgan Chase & Co95$1.02K0.00%+16+20.3%Added
Citigroup Inc4$430.00%00.0%Unchanged
Wells Fargo & Company2$190.00%+1+100.0%Added
Logan Stone Capital, LLC0$00.00%−89,443−100.0%Sold out
Mid-American Wealth Advisory Group, Inc.0$00.00%−58,309−100.0%Sold out
AE Wealth Management LLC0$00.00%−46,980−100.0%Sold out
HighTower Advisors, LLC0$00.00%−16,820−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−12,971−100.0%Sold out
Bessemer Group Inc0$00.00%−363−100.0%Sold out