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, Q4 2025
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Dec 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
- 43
- 0 vs. Q3 2025
- Shares held
- 2.21M
- −123.1K (−5.3%) vs. Q3 2025
- Total value
- $24.5M
- −$2.92M (−10.7%) vs. Q3 2025
- New holders
- 4
- 15 more added
- Sold out
- 4
- 13 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 391,231 | $4.33M | 0.00% | +14,948+4.0% | Added |
| Envestnet Asset Management Inc | 262,328 | $2.90M | 0.00% | +19,785+8.2% | Added |
| LPL Financial LLC | 251,590 | $2.78M | 0.00% | +30,402+13.7% | Added |
| Morgan Stanley | 169,919 | $1.88M | 0.00% | +27,010+18.9% | Added |
| Baird Financial Group, Inc. | 126,656 | $1.40M | 0.00% | −97,058−43.4% | Reduced |
| Venture Visionary Partners LLC | 124,918 | $1.38M | 0.05% | +63+0.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 121,852 | $1.35M | 0.46% | −15,707−11.4% | Reduced |
| Raymond James Financial Inc | 110,957 | $1.23M | 0.00% | +23,016+26.2% | Added |
| Park Avenue Securities LLC | 77,644 | $859.0K | 0.01% | −1,018−1.3% | Reduced |
| Guggenheim Capital LLC | 60,339 | $667.3K | 0.00% | −4,578−7.1% | Reduced |
| Robinson Capital Management, LLC | 53,687 | $593.8K | 0.25% | 00.0% | Unchanged |
| GWM Advisors LLC | 47,121 | $521.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 46,660 | $516.1K | 0.00% | −4,943−9.6% | Reduced |
| Aviance Capital Partners, LLC | 40,548 | $448.5K | 0.05% | +1,489+3.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,307 | $413.0K | 0.00% | −174−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 35,897 | $397.0K | 0.00% | +1,097+3.2% | Added |
| Logan Stone Capital, LLC | 33,392 | $369.3K | 0.09% | +33,392 | New |
| SeaCrest Wealth Management, LLC | 32,372 | $356.1K | 0.04% | −1,528−4.5% | Reduced |
| UBS Group AG | 26,804 | $296.5K | 0.00% | −736−2.7% | Reduced |
| Integrated Capital Management, Inc. | 17,674 | $195.5K | 0.13% | +673+4.0% | Added |
| Marex Group plc | 17,100 | $189.1K | 0.00% | +17,100 | New |
| Bank of America Corp | 17,039 | $188.4K | 0.00% | +597+3.6% | Added |
| RSM US Wealth Management LLC | 16,058 | $177.8K | 0.00% | −2,517−13.6% | Reduced |
| Oppenheimer & Co Inc | 15,500 | $171.4K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 13,897 | $153.7K | 0.08% | +10,822+351.9% | Added |
| Two Sigma Securities, LLC | 13,634 | $150.8K | 0.02% | +13,634 | New |
| MML Investors Services, LLC | 13,465 | $148.9K | 0.00% | +745+5.9% | Added |
| Journey Strategic Wealth LLC | 13,350 | $147.7K | 0.00% | −10,500−44.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,400 | $70.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,400 | $70.8K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,187 | $24.2K | 0.00% | +2,187 | New |
| MAI Capital Management | 1,694 | $18.7K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,230 | $13.6K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1,177 | $13.0K | 0.01% | +51+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,000 | $11.1K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 590 | $7.00K | 0.00% | +140+31.1% | Added |
| Rockefeller Capital Management L.P. | 323 | $3.58K | 0.00% | +5+1.6% | Added |
| US Bancorp | 317 | $3.51K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 316 | $3.50K | 0.00% | −239−43.1% | Reduced |
| Ronald Blue Trust, Inc. | 285 | $3.15K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 232 | $2.57K | 0.00% | −77−24.9% | Reduced |
| Citigroup Inc | 4 | $44 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2 | $18 | 0.00% | −7−77.8% | Reduced |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −178,414−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,589−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |