Western Asset Mortgage Opportunity Fund Inc. - DMO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | History | New | 391,231 | 4,327 | 0.0% | — | 1 | +391,231 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 262,328 | 2,901 | 0.0% | 0.0% | 2 | +19,785 | 8.16% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 251,590 | 2,782 | 0.0% | 0.0% | 3 | +30,402 | 13.74% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 169,919 | 1,879 | 0.0% | 0.0% | 4 | +27,010 | 18.9% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 126,656 | 1,400 | 0.0% | 0.0% | 5 | -97,058 | -43.38% | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 124,918 | 1,381 | 0.05% | 0.05% | 6 | +63 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Reduced | 121,852 | 1,347 | 0.46% | 0.55% | 7 | -15,707 | -11.42% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 110,957 | 1,227 | 0.0% | 0.0% | 8 | +23,016 | 26.17% | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 77,644 | 859 | 0.01% | 0.01% | 9 | -1,018 | -1.29% | Q4 2025 | Jan 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 60,339 | 667 | 0.0% | 0.01% | 10 | -4,578 | -7.05% | Q4 2025 | Feb 17, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 53,687 | 593 | 0.24% | 0.33% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 47,121 | 521 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 46,660 | 516 | 0.0% | 0.0% | 13 | -4,943 | -9.58% | Q4 2025 | Feb 17, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 40,548 | 448 | 0.05% | 0.05% | 14 | +1,489 | 3.81% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 37,307 | 413 | 0.0% | 0.0% | 15 | -174 | -0.46% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 35,897 | 397 | 0.0% | 0.0% | 16 | +1,097 | 3.15% | Q4 2025 | Feb 12, 2026 |
| Logan Stone Capital, LLC | History | New | 33,392 | 369 | 0.09% | — | 17 | +33,392 | New | Q4 2025 | Feb 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 32,372 | 356 | 0.04% | 0.04% | 18 | -1,528 | -4.51% | Q4 2025 | Jan 12, 2026 |
| UBS Group AG | History | Reduced | 26,804 | 296 | 0.0% | 0.0% | 19 | -736 | -2.67% | Q4 2025 | Jan 29, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 17,674 | 195 | 0.13% | 0.14% | 20 | +673 | 3.96% | Q4 2025 | Jan 08, 2026 |
| Marex Group plc | History | New | 17,100 | 189 | 0.0% | — | 21 | +17,100 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 17,039 | 188 | 0.0% | 0.0% | 22 | +597 | 3.63% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 16,058 | 177 | 0.0% | 0.0% | 23 | -2,517 | -13.55% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | No change | 15,500 | 171 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Noble Wealth Management PBC | History | Added to | 13,897 | 153 | 0.08% | 0.02% | 25 | +10,822 | 351.93% | Q4 2025 | Jan 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 13,634 | 150 | 0.02% | — | 26 | +13,634 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,465 | 148 | 0.0% | 0.0% | 27 | +745 | 5.86% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 13,350 | 147 | 0.0% | 0.01% | 28 | -10,500 | -44.03% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,400 | 70 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 6,400 | 70 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,187 | 24 | 0.0% | — | 31 | +2,187 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 1,694 | 18 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | Added to | 1,177 | 13 | 0.01% | 0.01% | 34 | +51 | 4.53% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,230 | 13 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,000 | 11 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 590 | 7 | 0.0% | 0.0% | 36 | +140 | 31.11% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 316 | 3 | 0.0% | 0.0% | 38 | -239 | -43.06% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 323 | 3 | 0.0% | 0.0% | 39 | +5 | 1.57% | Q4 2025 | Mar 16, 2026 |
| US BANCORP \DE\ | History | No change | 317 | 3 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Blue Trust, Inc. | History | No change | 285 | 3 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| COMERICA BANK | History | Reduced | 232 | 2 | 0.0% | 0.0% | 41 | -77 | -24.92% | Q4 2025 | Jan 29, 2026 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.26% | — | -178,414 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,589 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,006 | -100.0% | Q3 2025 | Oct 09, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Dec 15, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2 | 0 | — | — | — | -7 | -77.78% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |