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 |
|---|---|---|---|---|---|
| Citigroup Inc | 4 | $47 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9 | $106 | 0.00% | +9 | Added |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 285 | $3.34K | 0.00% | +285 | New |
| Comerica Bank | 309 | $3.62K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 317 | $3.71K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 318 | $3.73K | 0.00% | +318 | New |
| Pin Oak Investment Advisors Inc | 450 | $5.33K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 555 | $6.50K | 0.00% | +555 | New |
| Steward Partners Investment Advisory, LLC | 1,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,006 | $11.8K | 0.00% | +1,006 | New |
| Kilter Group LLC | 1,126 | $13.2K | 0.01% | +1,126 | New |
| Highline Wealth Partners LLC | 1,230 | $14.4K | 0.00% | +1,230 | New |
| Advisory Services Network, LLC | 1,589 | $18.6K | 0.00% | +1,589 | New |
| MAI Capital Management | 1,694 | $19.9K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 3,075 | $36.0K | 0.02% | +3,075 | New |
| 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 |
| MML Investors Services, LLC | 12,720 | $149.1K | 0.00% | +347+2.8% | Added |
| Oppenheimer & Co Inc | 15,500 | $181.7K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 16,442 | $192.7K | 0.00% | +952+6.1% | Added |
| Integrated Capital Management, Inc. | 17,001 | $199.3K | 0.14% | −243−1.4% | Reduced |
| RSM US Wealth Management LLC | 18,575 | $217.7K | 0.00% | −279−1.5% | Reduced |
| Journey Strategic Wealth LLC | 23,850 | $279.5K | 0.01% | +10,500+78.7% | Added |
| UBS Group AG | 27,540 | $322.8K | 0.00% | −287−1.0% | Reduced |
| SeaCrest Wealth Management, LLC | 33,900 | $404.1K | 0.04% | +104+0.3% | Added |
| Commonwealth Equity Services, LLC | 34,800 | $408.0K | 0.00% | −1,803−4.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,481 | $439.0K | 0.00% | −1,581−4.0% | Reduced |
| Aviance Capital Partners, LLC | 39,059 | $457.8K | 0.05% | +916+2.4% | Added |
| GWM Advisors LLC | 47,121 | $552.3K | 0.00% | −3,600−7.1% | Reduced |
| Advisor Group Holdings, Inc. | 51,603 | $613.5K | 0.00% | +785+1.5% | Added |
| Robinson Capital Management, LLC | 53,687 | $629.2K | 0.45% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 64,917 | $760.8K | 0.01% | −53,997−45.4% | Reduced |
| Park Avenue Securities LLC | 78,662 | $922.0K | 0.01% | −47−0.1% | Reduced |
| Raymond James Financial Inc | 87,941 | $1.03M | 0.00% | +9,350+11.9% | Added |
| Venture Visionary Partners LLC | 124,855 | $1.46M | 0.05% | +460.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 137,559 | $1.61M | 0.55% | −2,412−1.7% | Reduced |
| Morgan Stanley | 142,909 | $1.67M | 0.00% | −15,162−9.6% | Reduced |
| Consolidated Portfolio Review Corp | 178,414 | $2.09M | 0.26% | −4,700−2.6% | Reduced |
| LPL Financial LLC | 221,188 | $2.59M | 0.00% | +14,478+7.0% | Added |
| Baird Financial Group, Inc. | 223,714 | $2.62M | 0.00% | +4,932+2.3% | Added |
| Envestnet Asset Management Inc | 242,543 | $2.84M | 0.00% | +12,090+5.2% | Added |
| Royal Bank of Canada | 376,283 | $4.41M | 0.00% | −12,703−3.3% | Reduced |
| 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 |