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 2024
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Jun 30, 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
- 0 vs. Q1 2024
- Shares held
- 2.56M
- −845.5K (−24.8%) vs. Q1 2024
- Total value
- $30.6M
- −$9.32M (−23.4%) vs. Q1 2024
- New holders
- 3
- 11 more added
- Sold out
- 3
- 24 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 335,964 | $4.01M | 0.00% | +43,882+15.0% | Added |
| Morgan Stanley | 293,730 | $3.50M | 0.00% | −45,633−13.4% | Reduced |
| Guggenheim Capital LLC | 193,895 | $2.31M | 0.02% | +14,005+7.8% | Added |
| Consolidated Portfolio Review Corp | 188,428 | $2.25M | 0.52% | −57,447−23.4% | Reduced |
| Pathstone Holdings, LLC | 186,500 | $2.22M | 0.01% | −167,339−47.3% | Reduced |
| Envestnet Asset Management Inc | 185,171 | $2.21M | 0.00% | −36,639−16.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 117,691 | $1.40M | 0.49% | −102,250−46.5% | Reduced |
| MML Investors Services, LLC | 112,062 | $1.34M | 0.01% | −6,632−5.6% | Reduced |
| Baird Financial Group, Inc. | 101,162 | $1.21M | 0.00% | +1,539+1.5% | Added |
| LPL Financial LLC | 83,137 | $991.8K | 0.00% | +3,056+3.8% | Added |
| Riverbridge Partners LLC | 81,655 | $974.1K | 0.01% | −49,499−37.7% | Reduced |
| Sit Investment Associates Inc | 80,451 | $960.0K | 0.02% | −117,813−59.4% | Reduced |
| Park Avenue Securities LLC | 77,660 | $926.0K | 0.01% | −938−1.2% | Reduced |
| Venture Visionary Partners LLC | 69,778 | $832.5K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 62,921 | $750.6K | 0.01% | −1,900−2.9% | Reduced |
| Robinson Capital Management, LLC | 37,051 | $443.9K | 0.16% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 34,869 | $416.0K | 0.00% | −15,479−30.7% | Reduced |
| UBS Group AG | 34,828 | $415.5K | 0.00% | +5,681+19.5% | Added |
| Aviance Capital Partners, LLC | 28,931 | $345.1K | 0.05% | −123−0.4% | Reduced |
| Moors & Cabot, Inc. | 24,100 | $287.5K | 0.02% | −38,500−61.5% | Reduced |
| SeaCrest Wealth Management, LLC | 22,458 | $267.9K | 0.03% | +1,209+5.7% | Added |
| RSM US Wealth Management LLC | 22,052 | $264.2K | 0.00% | −8,441−27.7% | Reduced |
| Commonwealth Equity Services, LLC | 21,665 | $258.0K | 0.00% | −302−1.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,692 | $247.0K | 0.00% | −196−0.9% | Reduced |
| Regal Investment Advisors LLC | 16,842 | $200.9K | 0.01% | −8,585−33.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 16,167 | $192.9K | 0.00% | −1,515−8.6% | Reduced |
| Oppenheimer & Co Inc | 15,500 | $184.9K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 15,490 | $184.8K | 0.15% | +1,381+9.8% | Added |
| Citadel Advisors LLC | 14,938 | $178.2K | 0.00% | +14,938 | New |
| SFI Advisors, LLC | 12,928 | $154.2K | 0.12% | −500−3.7% | Reduced |
| Ameriprise Financial Inc | 12,616 | $150.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11,096 | $132.4K | 0.00% | −900−7.5% | Reduced |
| CoreCap Advisors, LLC | 5,800 | $69.2K | 0.01% | +4,975+603.0% | Added |
| Financial Network Wealth Advisors LLC | 5,623 | $67.1K | 0.05% | +5,623 | New |
| Wells Fargo & Company | 4,832 | $57.6K | 0.00% | +1,529+46.3% | Added |
| Bank of America Corp | 4,820 | $57.5K | 0.00% | −62−1.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 1,652 | $19.7K | 0.01% | +53+3.3% | Added |
| Clear Point Advisors Inc. | 1,446 | $17.2K | 0.01% | +46+3.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,269 | $15.1K | 0.00% | −1,705−57.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,000 | $11.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 650 | $7.84K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 600 | $7.03K | 0.00% | +600 | New |
| Principal Securities, Inc. | 536 | $6.39K | 0.00% | −239−30.8% | Reduced |
| Pin Oak Investment Advisors Inc | 450 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 378 | $5.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 360 | $4.30K | 0.00% | −102−22.1% | Reduced |
| Citigroup Inc | 4 | $48 | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 0 | $0 | 0.00% | −250,150−100.0% | Sold out |
| Roberts Glore & Co Inc | 0 | $0 | 0.00% | −30,968−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |