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 2024
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Mar 31, 2024. 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
- 47
- +3 vs. Q4 2023
- Shares held
- 3.41M
- +43.9K (+1.3%) vs. Q4 2023
- Total value
- $39.9M
- +$2.33M (+6.2%) vs. Q4 2023
- New holders
- 9
- 12 more added
- Sold out
- 6
- 17 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 4 | $47 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | +200 | New |
| CWM, LLC | 378 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 450 | $5.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 462 | $5.41K | 0.00% | +10+2.2% | Added |
| Proequities, Inc. | 650 | $7.69K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 775 | $9.07K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 825 | $9.66K | 0.00% | +825 | New |
| Steward Partners Investment Advisory, LLC | 1,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1,400 | $16.4K | 0.01% | +1,400 | New |
| Gilliland Jeter Wealth Management LLC | 1,599 | $18.7K | 0.01% | +1,599 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,974 | $34.8K | 0.00% | +2,974 | New |
| Wells Fargo & Company | 3,303 | $38.7K | 0.00% | +3,302+330,200.0% | Added |
| Bank of America Corp | 4,882 | $57.2K | 0.00% | −5,901−54.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,996 | $140.5K | 0.00% | −1,775−12.9% | Reduced |
| Ameriprise Financial Inc | 12,616 | $147.7K | 0.00% | 00.0% | Unchanged |
| SFI Advisors, LLC | 13,428 | $157.2K | 0.12% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 14,109 | $165.2K | 0.14% | +343+2.5% | Added |
| Oppenheimer & Co Inc | 15,500 | $181.5K | 0.00% | −1,800−10.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 17,682 | $207.1K | 0.00% | +2,549+16.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,888 | $245.0K | 0.00% | −2,875−12.1% | Reduced |
| SeaCrest Wealth Management, LLC | 21,249 | $248.8K | 0.03% | +1,626+8.3% | Added |
| Commonwealth Equity Services, LLC | 21,967 | $257.0K | 0.00% | +775+3.7% | Added |
| Regal Investment Advisors LLC | 25,427 | $297.8K | 0.02% | −6,065−19.3% | Reduced |
| Aviance Capital Partners, LLC | 29,054 | $340.2K | 0.05% | −563−1.9% | Reduced |
| UBS Group AG | 29,147 | $341.3K | 0.00% | −1,795−5.8% | Reduced |
| RSM US Wealth Management LLC | 30,493 | $357.1K | 0.01% | +30,493 | New |
| Roberts Glore & Co Inc | 30,968 | $362.6K | 0.11% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 37,051 | $423.5K | 0.15% | +37,051 | New |
| Advisor Group Holdings, Inc. | 50,348 | $589.4K | 0.00% | +14,950+42.2% | Added |
| Moors & Cabot, Inc. | 62,600 | $733.0K | 0.04% | −8,800−12.3% | Reduced |
| GWM Advisors LLC | 64,821 | $759.1K | 0.01% | −13,900−17.7% | Reduced |
| Venture Visionary Partners LLC | 69,778 | $817.1K | 0.04% | +69,778 | New |
| Park Avenue Securities LLC | 78,598 | $920.0K | 0.01% | −1,490−1.9% | Reduced |
| LPL Financial LLC | 80,081 | $937.7K | 0.00% | +15,038+23.1% | Added |
| Baird Financial Group, Inc. | 99,623 | $1.17M | 0.00% | +64,272+181.8% | Added |
| MML Investors Services, LLC | 118,694 | $1.39M | 0.01% | −6,205−5.0% | Reduced |
| Riverbridge Partners LLC | 131,154 | $1.54M | 0.02% | +3,132+2.4% | Added |
| Guggenheim Capital LLC | 179,890 | $2.11M | 0.01% | −6,549−3.5% | Reduced |
| Sit Investment Associates Inc | 198,264 | $2.32M | 0.05% | −188,020−48.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 219,941 | $2.58M | 0.91% | −91,010−29.3% | Reduced |
| Envestnet Asset Management Inc | 221,810 | $2.60M | 0.00% | −59,587−21.2% | Reduced |
| Consolidated Portfolio Review Corp | 245,875 | $2.88M | 0.75% | −2,527−1.0% | Reduced |
| PFG Investments, LLC | 250,150 | $2.93M | 0.18% | +250,150 | New |
| Royal Bank of Canada | 292,082 | $3.42M | 0.00% | +22,208+8.2% | Added |
| Morgan Stanley | 339,363 | $3.97M | 0.00% | +5,326+1.6% | Added |
| Pathstone Holdings, LLC | 353,839 | $4.14M | 0.02% | −6,817−1.9% | Reduced |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −24,069−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,458−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −12,788−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −11,964−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7,533−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −2,627−100.0% | Sold out |