Institutional Ownership Western Asset Mortgage Opportunity Fund Inc. (DMO)
This table provides information about the institutional ownership of Western Asset Mortgage Opportunity Fund Inc. (DMO). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 2.57 Million shares, which have been reported (via 13F filing form) to have a value of $30.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
15,500
shares
|
$184,295
0.0% of portfolio
|
Q1 2024
Reduced 10.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
15,490
shares
|
$184,176
0.0% of portfolio
|
Q2 2025
Added 18.55%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
13,350
shares
|
$158,731
0.01% of portfolio
|
Q2 2025
Reduced 60.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
12,373
shares
|
$147,114
0.0% of portfolio
|
Q2 2025
Reduced 74.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
7,025
shares
|
$83,527
0.0% of portfolio
|
Q2 2025
Reduced 28.59%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
6,400
shares
|
$76,096
0.0% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,213
shares
|
$14,422
0.0% of portfolio
|
Q2 2020
Added 3.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$11,890
0.0% of portfolio
|
Q4 2020
Reduced 53.49%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
875
shares
|
$10,403
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
450
shares
|
$5,350
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
378
shares
|
$4,494
0.0% of portfolio
|
Q2 2023
Added 34.04%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
317
shares
|
$3,769
0.0% of portfolio
|
Q2 2025
Reduced 49.92%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
309
shares
|
$3,674
0.0% of portfolio
|
Q1 2025
Reduced 96.57%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
200
shares
|
$2,378
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
4
shares
|
$47
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|