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 |
|---|---|---|---|---|---|
| Citigroup Inc | 4 | $48 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 293 | $3.51K | 0.00% | −243−45.3% | Reduced |
| Comerica Bank | 330 | $3.95K | 0.00% | −30−8.3% | Reduced |
| Pin Oak Investment Advisors Inc | 450 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 378 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 650 | $7.87K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1,493 | $17.9K | 0.01% | +47+3.3% | Added |
| Gilliland Jeter Wealth Management LLC | 1,706 | $20.4K | 0.01% | +54+3.3% | Added |
| Wells Fargo & Company | 2,878 | $34.5K | 0.00% | −1,954−40.4% | Reduced |
| Bank of America Corp | 4,269 | $51.1K | 0.00% | −551−11.4% | Reduced |
| Financial Network Wealth Advisors LLC | 5,623 | $67.3K | 0.06% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,800 | $69.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,596 | $126.8K | 0.00% | −500−4.5% | Reduced |
| Journey Strategic Wealth LLC | 11,500 | $137.7K | 0.01% | +11,500 | New |
| Ameriprise Financial Inc | 12,616 | $151.0K | 0.00% | 00.0% | Unchanged |
| SFI Advisors, LLC | 12,928 | $154.7K | 0.11% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 15,500 | $185.5K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 15,518 | $185.8K | 0.14% | +28+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 16,167 | $193.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 18,520 | $222.0K | 0.00% | −3,145−14.5% | Reduced |
| Walleye Capital LLC | 20,391 | $244.1K | 0.00% | +20,391 | New |
| Cambridge Investment Research Advisors, Inc. | 21,494 | $257.0K | 0.00% | +802+3.9% | Added |
| Aviance Capital Partners, LLC | 22,777 | $272.6K | 0.04% | −6,154−21.3% | Reduced |
| RSM US Wealth Management LLC | 23,768 | $285.0K | 0.00% | +1,716+7.8% | Added |
| Moors & Cabot, Inc. | 24,100 | $288.5K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 27,164 | $325.2K | 0.04% | +4,706+21.0% | Added |
| UBS Group AG | 27,753 | $332.2K | 0.00% | −7,075−20.3% | Reduced |
| Bessemer Group Inc | 28,500 | $341.0K | 0.00% | +28,500 | New |
| Advisor Group Holdings, Inc. | 32,096 | $384.2K | 0.00% | −2,773−8.0% | Reduced |
| Robinson Capital Management, LLC | 37,051 | $445.7K | 0.15% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 41,412 | $496.0K | 0.01% | −39,039−48.5% | Reduced |
| GWM Advisors LLC | 57,421 | $687.3K | 0.00% | −5,500−8.7% | Reduced |
| Venture Visionary Partners LLC | 69,778 | $835.2K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 74,760 | $895.0K | 0.01% | −2,900−3.7% | Reduced |
| LPL Financial LLC | 82,603 | $988.8K | 0.00% | −534−0.6% | Reduced |
| Riverbridge Partners LLC | 83,293 | $997.0K | 0.01% | +1,638+2.0% | Added |
| Baird Financial Group, Inc. | 103,464 | $1.24M | 0.00% | +2,302+2.3% | Added |
| MML Investors Services, LLC | 113,465 | $1.36M | 0.00% | +1,403+1.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 123,469 | $1.48M | 0.49% | +5,778+4.9% | Added |
| Morgan Stanley | 173,951 | $2.08M | 0.00% | −119,779−40.8% | Reduced |
| Consolidated Portfolio Review Corp | 179,515 | $2.15M | 0.48% | −8,913−4.7% | Reduced |
| Envestnet Asset Management Inc | 200,840 | $2.40M | 0.00% | +15,669+8.5% | Added |
| Guggenheim Capital LLC | 201,130 | $2.41M | 0.02% | +7,235+3.7% | Added |
| Royal Bank of Canada | 376,157 | $4.50M | 0.00% | +40,193+12.0% | Added |
| 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 |