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, Q4 2024
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Dec 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
- 40
- −4 vs. Q3 2024
- Shares held
- 2.44M
- +169.2K (+7.5%) vs. Q3 2024
- Total value
- $28.8M
- +$1.61M (+5.9%) vs. Q3 2024
- New holders
- 2
- 18 more added
- Sold out
- 6
- 11 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 378,371 | $4.46M | 0.00% | +2,214+0.6% | Added |
| Guggenheim Capital LLC | 228,165 | $2.69M | 0.02% | +27,035+13.4% | Added |
| Envestnet Asset Management Inc | 205,413 | $2.42M | 0.00% | +4,573+2.3% | Added |
| Baird Financial Group, Inc. | 192,494 | $2.27M | 0.00% | +89,030+86.0% | Added |
| Consolidated Portfolio Review Corp | 165,424 | $1.95M | 0.31% | −14,091−7.8% | Reduced |
| Morgan Stanley | 152,365 | $1.80M | 0.00% | −21,586−12.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 134,792 | $1.59M | 0.51% | +11,323+9.2% | Added |
| Venture Visionary Partners LLC | 124,751 | $1.47M | 0.06% | +54,973+78.8% | Added |
| MML Investors Services, LLC | 108,059 | $1.27M | 0.00% | −5,406−4.8% | Reduced |
| LPL Financial LLC | 88,230 | $1.04M | 0.00% | +5,627+6.8% | Added |
| Park Avenue Securities LLC | 81,582 | $963.0K | 0.01% | +6,822+9.1% | Added |
| Raymond James Financial Inc | 71,386 | $842.4K | 0.00% | +71,386 | New |
| Advisor Group Holdings, Inc. | 54,017 | $637.5K | 0.00% | +21,921+68.3% | Added |
| GWM Advisors LLC | 52,421 | $618.6K | 0.00% | −5,000−8.7% | Reduced |
| Riverbridge Partners LLC | 39,041 | $460.7K | 0.01% | −44,252−53.1% | Reduced |
| Robinson Capital Management, LLC | 37,051 | $437.2K | 0.18% | 00.0% | Unchanged |
| SFI Advisors, LLC | 35,770 | $422.1K | 0.30% | +22,842+176.7% | Added |
| SeaCrest Wealth Management, LLC | 33,023 | $389.7K | 0.04% | +5,859+21.6% | Added |
| RSM US Wealth Management LLC | 30,895 | $364.9K | 0.01% | +7,127+30.0% | Added |
| UBS Group AG | 28,179 | $332.5K | 0.00% | +426+1.5% | Added |
| Aviance Capital Partners, LLC | 25,678 | $303.0K | 0.04% | +2,901+12.7% | Added |
| Moors & Cabot, Inc. | 24,100 | $284.4K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 21,911 | $259.0K | 0.00% | +3,391+18.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,508 | $242.0K | 0.00% | −986−4.6% | Reduced |
| Integrated Capital Management, Inc. | 16,437 | $194.0K | 0.15% | +919+5.9% | Added |
| Oppenheimer & Co Inc | 15,500 | $182.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,422 | $158.4K | 0.00% | +13,422 | New |
| Journey Strategic Wealth LLC | 12,850 | $151.6K | 0.01% | +1,350+11.7% | Added |
| Walleye Capital LLC | 10,010 | $118.1K | 0.00% | −10,381−50.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,696 | $114.4K | 0.00% | −900−8.5% | Reduced |
| Comerica Bank | 9,015 | $106.4K | 0.00% | +8,685+2,631.8% | Added |
| Sit Investment Associates Inc | 6,129 | $72.0K | 0.00% | −35,283−85.2% | Reduced |
| CoreCap Advisors, LLC | 5,800 | $68.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,507 | $29.6K | 0.00% | −1,762−41.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,000 | $11.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 650 | $7.63K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 450 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 378 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 91 | $1.07K | 0.00% | −2,787−96.8% | Reduced |
| Citigroup Inc | 4 | $47 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 0 | $0 | 0.00% | −28,500−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −12,616−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −5,623−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −1,706−100.0% | Sold out |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −1,493−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |