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 2024
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Sep 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
- 45
- −2 vs. Q2 2024
- Shares held
- 2.28M
- −277.3K (−10.8%) vs. Q2 2024
- Total value
- $27.3M
- −$3.22M (−10.5%) vs. Q2 2024
- New holders
- 3
- 13 more added
- Sold out
- 5
- 15 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 376,157 | $4.50M | 0.00% | +40,193+12.0% | Added |
| Guggenheim Capital LLC | 201,130 | $2.41M | 0.02% | +7,235+3.7% | Added |
| Envestnet Asset Management Inc | 200,840 | $2.40M | 0.00% | +15,669+8.5% | Added |
| Consolidated Portfolio Review Corp | 179,515 | $2.15M | 0.48% | −8,913−4.7% | Reduced |
| Morgan Stanley | 173,951 | $2.08M | 0.00% | −119,779−40.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 123,469 | $1.48M | 0.49% | +5,778+4.9% | Added |
| MML Investors Services, LLC | 113,465 | $1.36M | 0.00% | +1,403+1.3% | Added |
| Baird Financial Group, Inc. | 103,464 | $1.24M | 0.00% | +2,302+2.3% | Added |
| Riverbridge Partners LLC | 83,293 | $997.0K | 0.01% | +1,638+2.0% | Added |
| LPL Financial LLC | 82,603 | $988.8K | 0.00% | −534−0.6% | Reduced |
| Park Avenue Securities LLC | 74,760 | $895.0K | 0.01% | −2,900−3.7% | Reduced |
| Venture Visionary Partners LLC | 69,778 | $835.2K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 57,421 | $687.3K | 0.00% | −5,500−8.7% | Reduced |
| Sit Investment Associates Inc | 41,412 | $496.0K | 0.01% | −39,039−48.5% | Reduced |
| Robinson Capital Management, LLC | 37,051 | $445.7K | 0.15% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 32,096 | $384.2K | 0.00% | −2,773−8.0% | Reduced |
| Bessemer Group Inc | 28,500 | $341.0K | 0.00% | +28,500 | New |
| UBS Group AG | 27,753 | $332.2K | 0.00% | −7,075−20.3% | Reduced |
| SeaCrest Wealth Management, LLC | 27,164 | $325.2K | 0.04% | +4,706+21.0% | Added |
| Moors & Cabot, Inc. | 24,100 | $288.5K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 23,768 | $285.0K | 0.00% | +1,716+7.8% | Added |
| Aviance Capital Partners, LLC | 22,777 | $272.6K | 0.04% | −6,154−21.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,494 | $257.0K | 0.00% | +802+3.9% | Added |
| Walleye Capital LLC | 20,391 | $244.1K | 0.00% | +20,391 | New |
| Commonwealth Equity Services, LLC | 18,520 | $222.0K | 0.00% | −3,145−14.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 16,167 | $193.5K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 15,518 | $185.8K | 0.14% | +28+0.2% | Added |
| Oppenheimer & Co Inc | 15,500 | $185.5K | 0.00% | 00.0% | Unchanged |
| SFI Advisors, LLC | 12,928 | $154.7K | 0.11% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,616 | $151.0K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 11,500 | $137.7K | 0.01% | +11,500 | New |
| Northwestern Mutual Wealth Management Co | 10,596 | $126.8K | 0.00% | −500−4.5% | Reduced |
| CoreCap Advisors, LLC | 5,800 | $69.4K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 5,623 | $67.3K | 0.06% | 00.0% | Unchanged |
| Bank of America Corp | 4,269 | $51.1K | 0.00% | −551−11.4% | Reduced |
| Wells Fargo & Company | 2,878 | $34.5K | 0.00% | −1,954−40.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 1,706 | $20.4K | 0.01% | +54+3.3% | Added |
| Clear Point Advisors Inc. | 1,493 | $17.9K | 0.01% | +47+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 650 | $7.87K | 0.00% | 00.0% | Unchanged |
| 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 | 330 | $3.95K | 0.00% | −30−8.3% | Reduced |
| Principal Securities, Inc. | 293 | $3.51K | 0.00% | −243−45.3% | Reduced |
| Citigroup Inc | 4 | $48 | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −186,500−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −16,842−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,938−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,269−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |