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, Q1 2025
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Mar 31, 2025. 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
- 42
- +2 vs. Q4 2024
- Shares held
- 2.55M
- +109.0K (+4.5%) vs. Q4 2024
- Total value
- $30.1M
- +$1.34M (+4.6%) vs. Q4 2024
- New holders
- 4
- 21 more added
- Sold out
- 2
- 10 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 388,487 | $4.59M | 0.00% | +10,116+2.7% | Added |
| Envestnet Asset Management Inc | 221,660 | $2.62M | 0.00% | +16,247+7.9% | Added |
| Baird Financial Group, Inc. | 201,408 | $2.38M | 0.00% | +8,914+4.6% | Added |
| LPL Financial LLC | 186,055 | $2.20M | 0.00% | +97,825+110.9% | Added |
| Guggenheim Capital LLC | 180,268 | $2.13M | 0.02% | −47,897−21.0% | Reduced |
| Consolidated Portfolio Review Corp | 173,198 | $2.05M | 0.33% | +7,774+4.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 140,994 | $1.67M | 0.57% | +6,202+4.6% | Added |
| Morgan Stanley | 135,740 | $1.60M | 0.00% | −16,625−10.9% | Reduced |
| Venture Visionary Partners LLC | 124,765 | $1.47M | 0.06% | +140.0% | Added |
| Raymond James Financial Inc | 97,216 | $1.15M | 0.00% | +25,830+36.2% | Added |
| Park Avenue Securities LLC | 79,423 | $939.0K | 0.01% | −2,159−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 54,456 | $643.7K | 0.00% | +439+0.8% | Added |
| GWM Advisors LLC | 50,421 | $596.0K | 0.00% | −2,000−3.8% | Reduced |
| MML Investors Services, LLC | 48,000 | $567.0K | 0.00% | −60,059−55.6% | Reduced |
| Robinson Capital Management, LLC | 46,067 | $544.5K | 0.22% | +9,016+24.3% | Added |
| Riverbridge Partners LLC | 42,968 | $507.9K | 0.01% | +3,927+10.1% | Added |
| SeaCrest Wealth Management, LLC | 35,053 | $414.3K | 0.05% | +2,030+6.1% | Added |
| Journey Strategic Wealth LLC | 33,850 | $400.1K | 0.01% | +21,000+163.4% | Added |
| Sit Investment Associates Inc | 33,880 | $400.0K | 0.01% | +27,751+452.8% | Added |
| RSM US Wealth Management LLC | 32,797 | $387.7K | 0.01% | +1,902+6.2% | Added |
| Aviance Capital Partners, LLC | 32,343 | $382.3K | 0.05% | +6,665+26.0% | Added |
| UBS Group AG | 27,723 | $327.7K | 0.00% | −456−1.6% | Reduced |
| Moors & Cabot, Inc. | 24,100 | $284.9K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 21,984 | $260.0K | 0.00% | +73+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,508 | $242.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 18,064 | $213.5K | 0.00% | +8,054+80.5% | Added |
| Virtu Financial LLC | 17,326 | $205.0K | 0.01% | +17,326 | New |
| Integrated Capital Management, Inc. | 16,339 | $193.1K | 0.15% | −98−0.6% | Reduced |
| Oppenheimer & Co Inc | 15,500 | $183.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 13,066 | $154.4K | 0.00% | +10,559+421.2% | Added |
| SFI Advisors, LLC | 12,245 | $144.7K | 0.11% | −23,525−65.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,838 | $116.3K | 0.00% | +142+1.5% | Added |
| CoreCap Advisors, LLC | 6,400 | $75.6K | 0.00% | +600+10.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,000 | $11.8K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 875 | $10.3K | 0.01% | +875 | New |
| Glassman Wealth Services | 683 | $8.07K | 0.00% | +683 | New |
| US Bancorp | 633 | $7.48K | 0.00% | +633 | New |
| Pin Oak Investment Advisors Inc | 450 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 378 | $4.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 309 | $3.65K | 0.00% | −8,706−96.6% | Reduced |
| Wells Fargo & Company | 90 | $1.06K | 0.00% | −1−1.1% | Reduced |
| Citigroup Inc | 4 | $47 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,422−100.0% | Sold out |