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, Q3 2025
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Sep 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
- 43
- +5 vs. Q2 2025
- Shares held
- 2.33M
- −112.7K (−4.6%) vs. Q2 2025
- Total value
- $27.4M
- −$1.84M (−6.3%) vs. Q2 2025
- New holders
- 8
- 12 more added
- Sold out
- 3
- 13 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 376,283 | $4.41M | 0.00% | −12,703−3.3% | Reduced |
| Envestnet Asset Management Inc | 242,543 | $2.84M | 0.00% | +12,090+5.2% | Added |
| Baird Financial Group, Inc. | 223,714 | $2.62M | 0.00% | +4,932+2.3% | Added |
| LPL Financial LLC | 221,188 | $2.59M | 0.00% | +14,478+7.0% | Added |
| Consolidated Portfolio Review Corp | 178,414 | $2.09M | 0.26% | −4,700−2.6% | Reduced |
| Morgan Stanley | 142,909 | $1.67M | 0.00% | −15,162−9.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 137,559 | $1.61M | 0.55% | −2,412−1.7% | Reduced |
| Venture Visionary Partners LLC | 124,855 | $1.46M | 0.05% | +460.0% | Added |
| Raymond James Financial Inc | 87,941 | $1.03M | 0.00% | +9,350+11.9% | Added |
| Park Avenue Securities LLC | 78,662 | $922.0K | 0.01% | −47−0.1% | Reduced |
| Guggenheim Capital LLC | 64,917 | $760.8K | 0.01% | −53,997−45.4% | Reduced |
| Robinson Capital Management, LLC | 53,687 | $629.2K | 0.45% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 51,603 | $613.5K | 0.00% | +785+1.5% | Added |
| GWM Advisors LLC | 47,121 | $552.3K | 0.00% | −3,600−7.1% | Reduced |
| Aviance Capital Partners, LLC | 39,059 | $457.8K | 0.05% | +916+2.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,481 | $439.0K | 0.00% | −1,581−4.0% | Reduced |
| Commonwealth Equity Services, LLC | 34,800 | $408.0K | 0.00% | −1,803−4.9% | Reduced |
| SeaCrest Wealth Management, LLC | 33,900 | $404.1K | 0.04% | +104+0.3% | Added |
| UBS Group AG | 27,540 | $322.8K | 0.00% | −287−1.0% | Reduced |
| Journey Strategic Wealth LLC | 23,850 | $279.5K | 0.01% | +10,500+78.7% | Added |
| RSM US Wealth Management LLC | 18,575 | $217.7K | 0.00% | −279−1.5% | Reduced |
| Integrated Capital Management, Inc. | 17,001 | $199.3K | 0.14% | −243−1.4% | Reduced |
| Bank of America Corp | 16,442 | $192.7K | 0.00% | +952+6.1% | Added |
| Oppenheimer & Co Inc | 15,500 | $181.7K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,720 | $149.1K | 0.00% | +347+2.8% | Added |
| Northwestern Mutual Wealth Management Co | 6,400 | $75.0K | 0.00% | −625−8.9% | Reduced |
| CoreCap Advisors, LLC | 6,400 | $75.0K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 3,075 | $36.0K | 0.02% | +3,075 | New |
| MAI Capital Management | 1,694 | $19.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,589 | $18.6K | 0.00% | +1,589 | New |
| Highline Wealth Partners LLC | 1,230 | $14.4K | 0.00% | +1,230 | New |
| Kilter Group LLC | 1,126 | $13.2K | 0.01% | +1,126 | New |
| Pacifica Partners Inc. | 1,006 | $11.8K | 0.00% | +1,006 | New |
| Steward Partners Investment Advisory, LLC | 1,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 555 | $6.50K | 0.00% | +555 | New |
| Pin Oak Investment Advisors Inc | 450 | $5.33K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 318 | $3.73K | 0.00% | +318 | New |
| US Bancorp | 317 | $3.71K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 309 | $3.62K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 285 | $3.34K | 0.00% | +285 | New |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9 | $106 | 0.00% | +9 | Added |
| Citigroup Inc | 4 | $47 | 0.00% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −44,664−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −33,880−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −378−100.0% | Sold out |