Western Asset Mortgage Opportunity Fund Inc. - COM (DMO)

CUSIP: 95790B109

Q3 2022 13F Holders as of 30 Sep 2022

Share change
+111,874
SEC-reported price per share
$11.11
Number of holders
42
Value change
+$1,150,700
Number of buys
21
Number of sells
21

Security key

95790B109

Report period

Q3 2022

Institutions

42

Top holders

10

Ownership snapshot

Top reported holders of DMO - Western Asset Mortgage Opportunity Fund Inc. - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Integrated Wealth Concept...
Disclosed value leader
Integrated Wealth Concept...
Comparable rows
0/15
Latest evidence
30 Jun 2022
13F Highest disclosed value: $5,952,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Integrated Wealth Concepts LLC has the largest disclosed position value at $5.95M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Integrated Wealth Concepts LLC's linked filing trail.
Disclosed position value Top 5
Integrated Wealth Concepts LLC $5.95M
SIT INVESTMENT ASSOCIATES INC $5.34M
MORGAN STANLEY $3.46M
GUGGENHEIM CAPITAL LLC $2.26M
Thomas J. Herzfeld Advisors, Inc. $1.93M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Integrated Wealth Concepts LLC
13F
Company
13F
class O/S missing
$5,952,000
509,554 shares
30 Jun 2022
SIT INVESTMENT ASSOCIATES INC
13F
Company
13F
class O/S missing
$5,343,000
457,438 shares
30 Jun 2022
MORGAN STANLEY
13F
Company
13F
class O/S missing
$3,465,000
296,731 shares
30 Jun 2022
GUGGENHEIM CAPITAL LLC
13F
Company
13F
class O/S missing
$2,259,000
193,405 shares
30 Jun 2022
Thomas J. Herzfeld Advisors, Inc.
13F
Company
13F
class O/S missing
$1,933,000
165,498 shares
30 Jun 2022
ENVESTNET ASSET MANAGEMENT INC
13F
Company
13F
class O/S missing
$1,506,000
128,971 shares
30 Jun 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
42
Shares
3,484,041
Rows available
42
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2022 vs Q1 2026 Across Filers

Q1 2026 holders
44
Q3 2022 holders
42
Holder diff
-2
Investor Q1 2026 Shares Q3 2022 Shares Share Diff Share Chg % Q1 2026 value Q3 2022 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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