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, Q1 2026
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Mar 31, 2026. 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
- 44
- +2 vs. Q4 2025
- Shares held
- 2.47M
- +260.7K (+11.8%) vs. Q4 2025
- Total value
- $26.6M
- +$2.14M (+8.8%) vs. Q4 2025
- New holders
- 8
- 13 more added
- Sold out
- 6
- 13 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 401,952 | $4.32M | 0.00% | +10,721+2.7% | Added |
| LPL Financial LLC | 284,570 | $3.06M | 0.00% | +32,980+13.1% | Added |
| Envestnet Asset Management Inc | 226,534 | $2.44M | 0.00% | −35,794−13.6% | Reduced |
| Morgan Stanley | 194,911 | $2.10M | 0.00% | +24,992+14.7% | Added |
| Raymond James Financial Inc | 148,042 | $1.59M | 0.00% | +37,085+33.4% | Added |
| Guggenheim Capital LLC | 134,573 | $1.45M | 0.01% | +74,234+123.0% | Added |
| Baird Financial Group, Inc. | 134,409 | $1.44M | 0.00% | +7,753+6.1% | Added |
| Venture Visionary Partners LLC | 124,968 | $1.34M | 0.04% | +500.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 114,887 | $1.24M | 0.42% | −6,965−5.7% | Reduced |
| Sit Investment Associates Inc | 90,282 | $971.0K | 0.02% | +90,282 | New |
| Park Avenue Securities LLC | 82,596 | $888.0K | 0.01% | +4,952+6.4% | Added |
| Robinson Capital Management, LLC | 53,687 | $595.4K | 0.27% | 00.0% | Unchanged |
| GWM Advisors LLC | 45,921 | $493.7K | 0.00% | −1,200−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 41,585 | $447.1K | 0.00% | −5,075−10.9% | Reduced |
| Aviance Capital Partners, LLC | 41,174 | $442.6K | 0.05% | +626+1.5% | Added |
| Cohen & Steers, Inc. | 40,000 | $430.0K | 0.00% | +40,000 | New |
| Cambridge Investment Research Advisors, Inc. | 36,301 | $390.0K | 0.00% | −1,006−2.7% | Reduced |
| Noble Wealth Management PBC | 34,797 | $374.1K | 0.19% | +20,900+150.4% | Added |
| Commonwealth Equity Services, LLC | 33,988 | $365.4K | 0.00% | −1,909−5.3% | Reduced |
| SeaCrest Wealth Management, LLC | 31,280 | $336.3K | 0.04% | −1,092−3.4% | Reduced |
| Journey Strategic Wealth LLC | 28,850 | $310.1K | 0.01% | +15,500+116.1% | Added |
| Integrated Capital Management, Inc. | 17,566 | $188.8K | 0.13% | −108−0.6% | Reduced |
| Bank of America Corp | 17,109 | $183.9K | 0.00% | +70+0.4% | Added |
| Oppenheimer & Co Inc | 15,500 | $166.6K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 15,498 | $166.6K | 0.00% | −560−3.5% | Reduced |
| Susquehanna International Group, LLP | 14,220 | $152.9K | 0.00% | +14,220 | New |
| UBS Group AG | 13,929 | $149.7K | 0.00% | −12,875−48.0% | Reduced |
| Equitable Holdings, Inc. | 11,615 | $128.5K | 0.00% | +11,615 | New |
| MML Investors Services, LLC | 10,641 | $114.4K | 0.00% | −2,824−21.0% | Reduced |
| Janney Montgomery Scott LLC | 10,578 | $114.0K | 0.00% | +10,578 | New |
| CoreCap Advisors, LLC | 6,400 | $68.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,600 | $60.2K | 0.00% | −800−12.5% | Reduced |
| MAI Capital Management | 1,694 | $18.2K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 1,449 | $15.6K | 0.01% | +1,449 | New |
| Highline Wealth Partners LLC | 1,230 | $13.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $10.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 603 | $6.49K | 0.00% | +280+86.7% | Added |
| Pin Oak Investment Advisors Inc | 590 | $6.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 317 | $3.41K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 316 | $3.40K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 232 | $2.49K | 0.00% | +232 | New |
| Advisory Services Network, LLC | 166 | $1.78K | 0.00% | +166 | New |
| Citigroup Inc | 4 | $43 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $16 | 0.00% | −1−50.0% | Reduced |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −33,392−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,634−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −1,177−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |