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 45 institutions that hold shares in the stock, with a total of 2.46 Million shares, which have been reported (via 13F filing form) to have a value of $29.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
15,500
shares
|
$185,535
0.0% of portfolio
|
Q1 2024
Reduced 10.4%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
13,897
shares
|
$166,347
0.12% of portfolio
|
Q4 2025
Added 351.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
12,720
shares
|
$152,258
0.0% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
6,400
shares
|
$76,608
0.0% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
6,400
shares
|
$76,608
0.0% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,694
shares
|
$20,277
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,589
shares
|
$19,020
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
1,230
shares
|
$14,723
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,213
shares
|
$14,519
0.0% of portfolio
|
Q2 2020
Added 3.29%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
1,006
shares
|
$12,041
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$11,970
0.0% of portfolio
|
Q4 2020
Reduced 53.49%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
450
shares
|
$5,386
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
318
shares
|
$3,806
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
317
shares
|
$3,794
0.0% of portfolio
|
Q2 2025
Reduced 49.92%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
309
shares
|
$3,698
0.0% of portfolio
|
Q1 2025
Reduced 96.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
285
shares
|
$3,411
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
200
shares
|
$2,394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
9
shares
|
$107
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
4
shares
|
$47
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|