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, Q2 2026
Institutional positions in Western Asset Mortgage Opportunity Fund Inc. as of Jun 30, 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
- 43
- 0 vs. Q1 2026
- Shares held
- 2.60M
- +152.3K (+6.2%) vs. Q1 2026
- Total value
- $27.8M
- +$1.51M (+5.7%) vs. Q1 2026
- New holders
- 6
- 12 more added
- Sold out
- 6
- 18 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Western Asset Mortgage Opportunity Fund Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4 | $43 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7 | $75 | 0.00% | −225−97.0% | Reduced |
| JFS Wealth Advisors, LLC | 32 | $343 | 0.00% | +32 | New |
| BNP Paribas Arbitrage, SA | 307 | $3.29K | 0.00% | −9−2.8% | Reduced |
| Rockefeller Capital Management L.P. | 314 | $3.37K | 0.00% | −289−47.9% | Reduced |
| Key Financial Inc | 500 | $5.36K | 0.00% | +500 | New |
| Pin Oak Investment Advisors Inc | 590 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,230 | $13.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,200 | $55.7K | 0.00% | −400−7.1% | Reduced |
| Janney Montgomery Scott LLC | 10,551 | $113.0K | 0.00% | −27−0.3% | Reduced |
| MML Investors Services, LLC | 13,173 | $141.1K | 0.00% | +2,532+23.8% | Added |
| UBS Group AG | 13,429 | $143.8K | 0.00% | −500−3.6% | Reduced |
| Oppenheimer & Co Inc | 15,500 | $166.0K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 16,217 | $173.7K | 0.12% | −1,349−7.7% | Reduced |
| Bank of America Corp | 16,348 | $175.1K | 0.00% | −761−4.4% | Reduced |
| Equitable Holdings, Inc. | 17,344 | $185.8K | 0.00% | +5,729+49.3% | Added |
| Susquehanna International Group, LLP | 17,389 | $186.2K | 0.00% | +3,169+22.3% | Added |
| CoreCap Advisors, LLC | 17,400 | $186.4K | 0.01% | +11,000+171.9% | Added |
| SeaCrest Wealth Management, LLC | 25,887 | $277.3K | 0.03% | −5,393−17.2% | Reduced |
| Citadel Advisors LLC | 28,371 | $303.9K | 0.00% | +28,371 | New |
| HighTower Advisors, LLC | 28,700 | $307.4K | 0.00% | +28,700 | New |
| Commonwealth Equity Services, LLC | 31,223 | $334.4K | 0.00% | −2,765−8.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 36,394 | $390.0K | 0.00% | +93+0.3% | Added |
| Advisor Group Holdings, Inc. | 37,234 | $398.8K | 0.00% | −4,351−10.5% | Reduced |
| Noble Wealth Management PBC | 39,837 | $426.7K | 0.19% | +5,040+14.5% | Added |
| Aviance Capital Partners, LLC | 42,188 | $451.8K | 0.05% | +1,014+2.5% | Added |
| GWM Advisors LLC | 43,521 | $466.1K | 0.00% | −2,400−5.2% | Reduced |
| Robinson Capital Management, LLC | 53,687 | $575.0K | 0.25% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 62,657 | $671.1K | 0.21% | −52,230−45.5% | Reduced |
| Riverbridge Partners LLC | 64,397 | $689.7K | 0.02% | +64,397 | New |
| Sit Investment Associates Inc | 66,521 | $712.0K | 0.01% | −23,761−26.3% | Reduced |
| Park Avenue Securities LLC | 83,883 | $898.0K | 0.01% | +1,287+1.6% | Added |
| Venture Visionary Partners LLC | 125,019 | $1.34M | 0.04% | +510.0% | Added |
| Advisors Asset Management, Inc. | 151,129 | $1.62M | 0.02% | +151,129 | New |
| Morgan Stanley | 154,799 | $1.66M | 0.00% | −40,112−20.6% | Reduced |
| Raymond James Financial Inc | 160,702 | $1.72M | 0.00% | +12,660+8.6% | Added |
| Envestnet Asset Management Inc | 167,508 | $1.79M | 0.00% | −59,026−26.1% | Reduced |
| Baird Financial Group, Inc. | 182,317 | $1.95M | 0.00% | +47,908+35.6% | Added |
| Guggenheim Capital LLC | 185,115 | $1.98M | 0.01% | +50,542+37.6% | Added |
| LPL Financial LLC | 279,605 | $2.99M | 0.00% | −4,965−1.7% | Reduced |
| Royal Bank of Canada | 397,812 | $4.26M | 0.00% | −4,140−1.0% | Reduced |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −15,498−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,694−100.0% | Sold out |
| Osbon Capital Management LLC | 0 | $0 | 0.00% | −1,449−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |