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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 0 | $1 | 0.00% | −90−100.0% | Reduced |
| Citigroup Inc | 4 | $48 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | +200 | New |
| Comerica Bank | 309 | $3.69K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 317 | $3.79K | 0.00% | −316−49.9% | Reduced |
| Pin Oak Investment Advisors Inc | 450 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 378 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $11.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,694 | $20.2K | 0.00% | +1,694 | New |
| CoreCap Advisors, LLC | 6,400 | $76.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,025 | $83.9K | 0.00% | −2,813−28.6% | Reduced |
| MML Investors Services, LLC | 12,373 | $148.0K | 0.00% | −35,627−74.2% | Reduced |
| Journey Strategic Wealth LLC | 13,350 | $159.4K | 0.01% | −20,500−60.6% | Reduced |
| Bank of America Corp | 15,490 | $185.0K | 0.00% | +2,424+18.6% | Added |
| Oppenheimer & Co Inc | 15,500 | $185.1K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 17,244 | $205.9K | 0.16% | +905+5.5% | Added |
| RSM US Wealth Management LLC | 18,854 | $225.1K | 0.00% | −13,943−42.5% | Reduced |
| UBS Group AG | 27,827 | $332.3K | 0.00% | +104+0.4% | Added |
| SeaCrest Wealth Management, LLC | 33,796 | $403.5K | 0.04% | −1,257−3.6% | Reduced |
| Sit Investment Associates Inc | 33,880 | $405.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 36,603 | $437.0K | 0.00% | +14,619+66.5% | Added |
| Aviance Capital Partners, LLC | 38,143 | $455.4K | 0.06% | +5,800+17.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 39,062 | $466.0K | 0.00% | +18,554+90.5% | Added |
| Riverbridge Partners LLC | 44,664 | $533.3K | 0.01% | +1,696+3.9% | Added |
| GWM Advisors LLC | 50,721 | $605.6K | 0.00% | +300+0.6% | Added |
| Advisor Group Holdings, Inc. | 50,818 | $606.8K | 0.00% | −3,638−6.7% | Reduced |
| Robinson Capital Management, LLC | 53,687 | $641.0K | 0.27% | +7,620+16.5% | Added |
| Raymond James Financial Inc | 78,591 | $938.4K | 0.00% | −18,625−19.2% | Reduced |
| Park Avenue Securities LLC | 78,709 | $940.0K | 0.01% | −714−0.9% | Reduced |
| Guggenheim Capital LLC | 118,914 | $1.42M | 0.01% | −61,354−34.0% | Reduced |
| Venture Visionary Partners LLC | 124,809 | $1.49M | 0.06% | +440.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 139,971 | $1.67M | 0.60% | −1,023−0.7% | Reduced |
| Morgan Stanley | 158,071 | $1.89M | 0.00% | +22,331+16.5% | Added |
| Consolidated Portfolio Review Corp | 183,114 | $2.19M | 0.30% | +9,916+5.7% | Added |
| LPL Financial LLC | 206,710 | $2.47M | 0.00% | +20,655+11.1% | Added |
| Baird Financial Group, Inc. | 218,782 | $2.61M | 0.00% | +17,374+8.6% | Added |
| Envestnet Asset Management Inc | 230,453 | $2.75M | 0.00% | +8,793+4.0% | Added |
| Royal Bank of Canada | 388,986 | $4.64M | 0.00% | +499+0.1% | Added |
| 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 |