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, Q2 2025
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Jun 30, 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
- 38
- −3 vs. Q1 2025
- Shares held
- 2.45M
- −98.8K (−3.9%) vs. Q1 2025
- Total value
- $29.2M
- −$872.9K (−2.9%) vs. Q1 2025
- New holders
- 2
- 16 more added
- Sold out
- 5
- 12 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 388,986 | $4.64M | 0.00% | +499+0.1% | Added |
| Envestnet Asset Management Inc | 230,453 | $2.75M | 0.00% | +8,793+4.0% | Added |
| Baird Financial Group, Inc. | 218,782 | $2.61M | 0.00% | +17,374+8.6% | Added |
| LPL Financial LLC | 206,710 | $2.47M | 0.00% | +20,655+11.1% | Added |
| Consolidated Portfolio Review Corp | 183,114 | $2.19M | 0.30% | +9,916+5.7% | Added |
| Morgan Stanley | 158,071 | $1.89M | 0.00% | +22,331+16.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 139,971 | $1.67M | 0.60% | −1,023−0.7% | Reduced |
| Venture Visionary Partners LLC | 124,809 | $1.49M | 0.06% | +440.0% | Added |
| Guggenheim Capital LLC | 118,914 | $1.42M | 0.01% | −61,354−34.0% | Reduced |
| Park Avenue Securities LLC | 78,709 | $940.0K | 0.01% | −714−0.9% | Reduced |
| Raymond James Financial Inc | 78,591 | $938.4K | 0.00% | −18,625−19.2% | Reduced |
| Robinson Capital Management, LLC | 53,687 | $641.0K | 0.27% | +7,620+16.5% | Added |
| Advisor Group Holdings, Inc. | 50,818 | $606.8K | 0.00% | −3,638−6.7% | Reduced |
| GWM Advisors LLC | 50,721 | $605.6K | 0.00% | +300+0.6% | Added |
| Riverbridge Partners LLC | 44,664 | $533.3K | 0.01% | +1,696+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 39,062 | $466.0K | 0.00% | +18,554+90.5% | Added |
| Aviance Capital Partners, LLC | 38,143 | $455.4K | 0.06% | +5,800+17.9% | Added |
| Commonwealth Equity Services, LLC | 36,603 | $437.0K | 0.00% | +14,619+66.5% | Added |
| Sit Investment Associates Inc | 33,880 | $405.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 33,796 | $403.5K | 0.04% | −1,257−3.6% | Reduced |
| UBS Group AG | 27,827 | $332.3K | 0.00% | +104+0.4% | Added |
| RSM US Wealth Management LLC | 18,854 | $225.1K | 0.00% | −13,943−42.5% | Reduced |
| Integrated Capital Management, Inc. | 17,244 | $205.9K | 0.16% | +905+5.5% | Added |
| Oppenheimer & Co Inc | 15,500 | $185.1K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 15,490 | $185.0K | 0.00% | +2,424+18.6% | Added |
| Journey Strategic Wealth LLC | 13,350 | $159.4K | 0.01% | −20,500−60.6% | Reduced |
| MML Investors Services, LLC | 12,373 | $148.0K | 0.00% | −35,627−74.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,025 | $83.9K | 0.00% | −2,813−28.6% | Reduced |
| CoreCap Advisors, LLC | 6,400 | $76.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,694 | $20.2K | 0.00% | +1,694 | New |
| Steward Partners Investment Advisory, LLC | 1,000 | $11.9K | 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 |
| US Bancorp | 317 | $3.79K | 0.00% | −316−49.9% | Reduced |
| Comerica Bank | 309 | $3.69K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | +200 | New |
| Citigroup Inc | 4 | $48 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 0 | $1 | 0.00% | −90−100.0% | Reduced |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −24,100−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −18,064−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,326−100.0% | Sold out |
| SFI Advisors, LLC | 0 | $0 | 0.00% | −12,245−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −683−100.0% | Sold out |
| Noble Wealth Management PBC | – | – | – | – | Not filed |