Western Asset Mortgage Opportunity Fund Inc.
DMO- 交易所
- NYSE
- SEC CIK
- 0001478102
近 90 天，Western Asset Mortgage Opportunity Fund Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 43 家機構在 13F 申報持有，市值合計 $2,779 萬；沒有大師持有。
2023 年第 2 季 13F 持有人
Western Asset Mortgage Opportunity Fund Inc. 在 2023/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 49
- 較 2023 年第 1 季 0 家
- 持有股數
- 365.5 萬
- 較 2023 年第 1 季 −14.6 萬 (−3.8%)
- 總市值
- $3,867 萬
- 較 2023 年第 1 季 −$105.3 萬 (−2.6%)
- 新進機構
- 7
- 另有 14 家加碼
- 清倉機構
- 7
- 另有 16 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 DMO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 43 | $2,779 萬 |
| 2026 年第 1 季 | 44 | $2,659 萬 |
| 2025 年第 4 季 | 43 | $2,445 萬 |
| 2025 年第 3 季 | 43 | $2,737 萬 |
| 2025 年第 2 季 | 38 | $2,922 萬 |
| 2025 年第 1 季 | 42 | $3,010 萬 |
| 2024 年第 4 季 | 40 | $2,876 萬 |
| 2024 年第 3 季 | 45 | $2,735 萬 |
| 2024 年第 2 季 | 47 | $3,057 萬 |
| 2024 年第 1 季 | 47 | $3,989 萬 |
| 2023 年第 4 季 | 44 | $3,756 萬 |
| 2023 年第 3 季 | 48 | $3,789 萬 |
| 2023 年第 2 季 | 49 | $3,867 萬 |
| 2023 年第 1 季 | 49 | $3,973 萬 |
| 2022 年第 4 季 | 48 | $3,800 萬 |
| 2022 年第 3 季 | 45 | $3,871 萬 |
| 2022 年第 2 季 | 52 | $3,939 萬 |
| 2022 年第 1 季 | 46 | $4,086 萬 |
| 2021 年第 4 季 | 44 | $4,349 萬 |
| 2021 年第 3 季 | 43 | $4,283 萬 |
| 2021 年第 2 季 | 44 | $3,968 萬 |
| 2021 年第 1 季 | 45 | $3,434 萬 |
2023 年第 2 季持有機構
每家機構持有 Western Asset Mortgage Opportunity Fund Inc. 的股數、市值與佔組合比重；股數變化跟 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 676,739 | $716.0 萬 | 0.00% | +241,252+55.4% | 加碼 |
| Sit Investment Associates Inc | 417,062 | $441.3 萬 | 0.12% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 348,547 | $368.8 萬 | 1.47% | +60,204+20.9% | 加碼 |
| Envestnet Asset Management Inc | 243,509 | $257.6 萬 | 0.00% | −403−0.2% | 減碼 |
| Consolidated Portfolio Review Corp | 232,029 | $245.5 萬 | 0.58% | +15,744+7.3% | 加碼 |
| Royal Bank of Canada | 209,567 | $221.7 萬 | 0.00% | +4,521+2.2% | 加碼 |
| Guggenheim Capital LLC | 134,497 | $142.3 萬 | 0.01% | −13,722−9.3% | 減碼 |
| Matisse Capital | 130,000 | $137.5 萬 | 0.85% | 00.0% | 不變 |
| MML Investors Services, LLC | 115,846 | $122.6 萬 | 0.01% | −793−0.7% | 減碼 |
| Riverbridge Partners LLC | 111,088 | $117.5 萬 | 0.01% | −8,679−7.2% | 減碼 |
| Logan Stone Capital, LLC | 89,443 | $94.6 萬 | 0.32% | +89,443 | 新進 |
| GWM Advisors LLC | 83,852 | $88.7 萬 | 0.01% | +2,565+3.2% | 加碼 |
| Park Avenue Securities LLC | 78,198 | $82.7 萬 | 0.01% | −253−0.3% | 減碼 |
| Bank of America Corp | 76,524 | $81.0 萬 | 0.00% | −18,134−19.2% | 減碼 |
| Mid-American Wealth Advisory Group, Inc. | 58,309 | $62.6 萬 | 0.49% | +58,309 | 新進 |
| Moors & Cabot, Inc. | 59,100 | $62.5 萬 | 0.04% | +8,200+16.1% | 加碼 |
| Invesco Ltd. | 53,105 | $56.2 萬 | 0.00% | −23,054−30.3% | 減碼 |
| LPL Financial LLC | 52,530 | $55.6 萬 | 0.00% | −1,407−2.6% | 減碼 |
| AE Wealth Management LLC | 46,980 | $49.7 萬 | 0.00% | +8,585+22.4% | 加碼 |
| UBS Group AG | 40,301 | $42.6 萬 | 0.00% | −9,319−18.8% | 減碼 |
| Advisor Group Holdings, Inc. | 36,486 | $38.6 萬 | 0.00% | +301+0.8% | 加碼 |
| Regal Investment Advisors LLC | 33,080 | $35.0 萬 | 0.03% | 00.0% | 不變 |
| Roberts Glore & Co Inc | 32,968 | $34.9 萬 | 0.11% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 26,509 | $28.0 萬 | 0.00% | −335−1.2% | 減碼 |
| Rockefeller Capital Management L.P. | 24,997 | $26.4 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 24,081 | $25.5 萬 | 0.00% | +43+0.2% | 加碼 |
| Commonwealth Equity Services, LLC | 21,271 | $22.5 萬 | 0.00% | +252+1.2% | 加碼 |
| SeaCrest Wealth Management, LLC | 20,710 | $21.9 萬 | 0.03% | +863+4.3% | 加碼 |
| Baird Financial Group, Inc. | 18,524 | $19.6 萬 | 0.00% | +681+3.8% | 加碼 |
| HighTower Advisors, LLC | 16,820 | $17.4 萬 | 0.00% | +16,820 | 新進 |
| Oppenheimer & Co Inc | 15,939 | $16.9 萬 | 0.00% | −815−4.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 15,138 | $16.0 萬 | 0.00% | −1,122−6.9% | 減碼 |
| Integrated Capital Management, Inc. | 14,217 | $15.0 萬 | 0.13% | +146+1.0% | 加碼 |
| Arlington Capital Management, Inc. | 13,947 | $14.8 萬 | 0.13% | +13,947 | 新進 |
| Integrated Wealth Concepts LLC | 13,946 | $14.8 萬 | 0.00% | −503,224−97.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 13,716 | $14.5 萬 | 0.00% | −3,635−20.9% | 減碼 |
| Quad-Cities Investment Group, LLC | 13,345 | $14.1 萬 | 0.09% | −72−0.5% | 減碼 |
| SFI Advisors, LLC | 13,180 | $13.9 萬 | 0.13% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 12,971 | $13.7 萬 | 0.02% | +12,971 | 新進 |
| Ameriprise Financial Inc | 12,616 | $13.3 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,000 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 650 | $6,945 | 0.00% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 450 | $5,000 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 378 | $4,000 | 0.00% | +96+34.0% | 加碼 |
| Bessemer Group Inc | 363 | $4,000 | 0.00% | +363 | 新進 |
| FNY Investment Advisers, LLC | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 79 | $836 | 0.00% | −659−89.3% | 減碼 |
| Citigroup Inc | 4 | $42 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 1 | $9 | 0.00% | +1 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −35,366−100.0% | 清倉 |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −24,485−100.0% | 清倉 |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −12,972−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,292−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −8,474−100.0% | 清倉 |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −925−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −700−100.0% | 清倉 |