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