W
Western Asset Mortgage Opportunity Fund
DMO • NYSE
Western Asset Mortgage Opportunity Fund is a publicly traded company on NYSE. As of Q3 2025, 36 institutional investors hold shares in this company, with total holdings valued at $21.1M. ENVESTNET ASSET MANAGEMENT INC is the largest holder with a position valued at $2.8M.
Websitefranklintempleton.com
Overview
Overview of institutional ownership in DMO as of Q3 2025
All Institutions
- Institutions
- 36
- Value Held
- $21.1M
- Shares Held
- 1.8M
- Avg Position
- $587.3K
- Median Position
- $196.0K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in DMO as of Q3 2025
| Institution | Position Value |
|---|---|
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $2.8M 0.00% of portfolio |
 Baird Financial Group, Inc. Private Equity | $2.6M 0.00% of portfolio |
L LPL Financial LLC Institution | $2.6M 0.00% of portfolio |
 Consolidated Portfolio Review Corp RIA/Wealth | $2.1M 0.26% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.7M 0.00% of portfolio |
 Thomas J. Herzfeld Advisors, Inc. Long Only Manager | $1.6M 0.55% of portfolio |
 Venture Visionary Partners LLC RIA/Wealth | $1.5M 0.05% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $1.0M 0.00% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $760.8K 0.01% of portfolio |
 ROBINSON CAPITAL MANAGEMENT, LLC Long Only Manager | $629.2K 0.46% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DMO in Q3 2025
- Traded
- −$638.4K
- Buyers
- 19
- Sellers
- 10
- Total Bought
- +$847.8K
- Total Sold
- −$1.5M
- Avg Position
- $542.1K
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$169.7K +14.5K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$149.1K +347.0 shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$141.7K +12.1K shares |
 JOURNEY STRATEGIC WEALTH LLC RIA/Wealth | +$123.1K +10.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$109.6K +9.4K shares |
Baird Financial Group, Inc. Private Equity | +$57.8K +4.9K shares |
A Advisory Services Network, LLC RIA/Wealth | +$18.6K +1.6K shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | +$14.4K +1.2K shares |
 Pacifica Partners Inc. RIA/Wealth | +$11.8K +1.0K shares |
 BANK OF AMERICA CORP /DE/ Institution | +$11.2K +952.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
G GUGGENHEIM CAPITAL LLC Institution | −$632.8K −54.0K shares |
 RIVERBRIDGE PARTNERS LLC Long Only Manager | −$533.3K −44.7K shares |
MORGAN STANLEY RIA/Wealth | −$177.7K −15.2K shares |
Consolidated Portfolio Review Corp RIA/Wealth | −$55.1K −4.7K shares |
 Goss Wealth Management LLC RIA/Wealth | −$42.2K −3.6K shares |
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | −$28.3K −2.4K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$7.3K −625.0 shares |
 UBS Group AG Institution | −$3.4K −287.0 shares |
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth | −$3.3K −279.0 shares |
 INTEGRATED CAPITAL MANAGEMENT, INC. RIA/Wealth | −$2.8K −243.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DMO in Q3 2025
- New Positions
- 8
- New Value
- $190.5K
- Exited Positions
- 3
- Exited Value
- $533.3K
New Positions
| Institution | Position Value |
|---|---|
MML INVESTORS SERVICES, LLC RIA/Wealth | $149.1K 12.7K shares |
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $14.4K 1.2K shares |
Pacifica Partners Inc. RIA/Wealth | $11.8K 1.0K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | $6.5K 555.0 shares |
 PIN OAK INVESTMENT ADVISORS INC RIA/Wealth | $5.3K 450.0 shares |
R Ronald Blue Trust, Inc. Institution | $3.3K 285.0 shares |
 CWM, LLC RIA/Wealth | - - shares |
 SIT INVESTMENT ASSOCIATES INC Long Only Manager | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
RIVERBRIDGE PARTNERS LLC Long Only Manager | $533.3K 44.7K shares |
CWM, LLC RIA/Wealth | - 378.0 shares |
SIT INVESTMENT ASSOCIATES INC Long Only Manager | - 33.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in DMO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DMO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | 0.55% $1.6M |
ROBINSON CAPITAL MANAGEMENT, LLC Long Only Manager | 0.46% $629.2K |
Consolidated Portfolio Review Corp RIA/Wealth | 0.26% $2.1M |
INTEGRATED CAPITAL MANAGEMENT, INC. RIA/Wealth | 0.14% $199.3K |
 Aviance Capital Partners, LLC RIA/Wealth | 0.05% $457.8K |
Venture Visionary Partners LLC RIA/Wealth | 0.05% $1.5M |
 SeaCrest Wealth Management, LLC RIA/Wealth | 0.04% $404.1K |
JOURNEY STRATEGIC WEALTH LLC RIA/Wealth | 0.01% $279.5K |
G GUGGENHEIM CAPITAL LLC Institution | 0.01% $760.8K |
Baird Financial Group, Inc. Private Equity | 0.00% $2.6M |