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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 2 | $18 | 0.00% | −7−77.8% | Reduced |
| Citigroup Inc | 4 | $44 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 232 | $2.57K | 0.00% | −77−24.9% | Reduced |
| Ronald Blue Trust, Inc. | 285 | $3.15K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 316 | $3.50K | 0.00% | −239−43.1% | Reduced |
| US Bancorp | 317 | $3.51K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 323 | $3.58K | 0.00% | +5+1.6% | Added |
| Pin Oak Investment Advisors Inc | 590 | $7.00K | 0.00% | +140+31.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,000 | $11.1K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1,177 | $13.0K | 0.01% | +51+4.5% | Added |
| Highline Wealth Partners LLC | 1,230 | $13.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,694 | $18.7K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,187 | $24.2K | 0.00% | +2,187 | New |
| 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 |
| Journey Strategic Wealth LLC | 13,350 | $147.7K | 0.00% | −10,500−44.0% | Reduced |
| MML Investors Services, LLC | 13,465 | $148.9K | 0.00% | +745+5.9% | Added |
| Two Sigma Securities, LLC | 13,634 | $150.8K | 0.02% | +13,634 | New |
| Noble Wealth Management PBC | 13,897 | $153.7K | 0.08% | +10,822+351.9% | Added |
| Oppenheimer & Co Inc | 15,500 | $171.4K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 16,058 | $177.8K | 0.00% | −2,517−13.6% | Reduced |
| Bank of America Corp | 17,039 | $188.4K | 0.00% | +597+3.6% | Added |
| Marex Group plc | 17,100 | $189.1K | 0.00% | +17,100 | New |
| Integrated Capital Management, Inc. | 17,674 | $195.5K | 0.13% | +673+4.0% | Added |
| UBS Group AG | 26,804 | $296.5K | 0.00% | −736−2.7% | Reduced |
| SeaCrest Wealth Management, LLC | 32,372 | $356.1K | 0.04% | −1,528−4.5% | Reduced |
| Logan Stone Capital, LLC | 33,392 | $369.3K | 0.09% | +33,392 | New |
| Commonwealth Equity Services, LLC | 35,897 | $397.0K | 0.00% | +1,097+3.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,307 | $413.0K | 0.00% | −174−0.5% | Reduced |
| Aviance Capital Partners, LLC | 40,548 | $448.5K | 0.05% | +1,489+3.8% | Added |
| Advisor Group Holdings, Inc. | 46,660 | $516.1K | 0.00% | −4,943−9.6% | Reduced |
| GWM Advisors LLC | 47,121 | $521.2K | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 53,687 | $593.8K | 0.25% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 60,339 | $667.3K | 0.00% | −4,578−7.1% | Reduced |
| Park Avenue Securities LLC | 77,644 | $859.0K | 0.01% | −1,018−1.3% | Reduced |
| Raymond James Financial Inc | 110,957 | $1.23M | 0.00% | +23,016+26.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 121,852 | $1.35M | 0.46% | −15,707−11.4% | Reduced |
| Venture Visionary Partners LLC | 124,918 | $1.38M | 0.05% | +63+0.1% | Added |
| Baird Financial Group, Inc. | 126,656 | $1.40M | 0.00% | −97,058−43.4% | Reduced |
| Morgan Stanley | 169,919 | $1.88M | 0.00% | +27,010+18.9% | Added |
| LPL Financial LLC | 251,590 | $2.78M | 0.00% | +30,402+13.7% | Added |
| Envestnet Asset Management Inc | 262,328 | $2.90M | 0.00% | +19,785+8.2% | Added |
| Royal Bank of Canada | 391,231 | $4.33M | 0.00% | +14,948+4.0% | Added |
| 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 |