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