Security key
95790B109
Western Asset Mortgage Opportunity Fund Inc. - COM (DMO)
CUSIP: 95790B109
Q3 2023 13F Holders as of 30 Sep 2023
- Security type / class
- Equity / COM
- Total 13F shares
- 3,537,264
- Total 13F value
- $37,886,510
- Share change
- -117,548
- SEC-reported price per share
- $10.71
- Number of holders
- 48
- Value change
- -$1,234,325
- Number of buys
- 18
- Number of sells
- 26
Report period
Q3 2023
Institutions
48
Top holders
10
DMO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Western Asset Mortgage Opportunity Fund Inc. SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 95790B109
Recent filing periods:
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
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/15
Latest evidence
30 Jun 2023
13F
Highest disclosed value: $7,159,904
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY has the largest disclosed position value at $7.16M.
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 MORGAN STANLEY's linked filing trail.
Disclosed position value
Top 5
MORGAN STANLEY
$7.16M
SIT INVESTMENT ASSOCIATES INC
$4.41M
Thomas J. Herzfeld Advisors, Inc.
$3.69M
ENVESTNET ASSET MANAGEMENT INC
$2.58M
Consolidated Portfolio Review Corp
$2.45M
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$7,159,904
676,739 shares
|
— | 30 Jun 2023 |
| SIT INVESTMENT ASSOCIATES INC |
13F
Company
|
—
class O/S missing
|
$4,413,000
417,062 shares
|
— | 30 Jun 2023 |
| Thomas J. Herzfeld Advisors, Inc. |
13F
Company
|
—
class O/S missing
|
$3,687,627
348,547 shares
|
— | 30 Jun 2023 |
| ENVESTNET ASSET MANAGEMENT INC |
13F
Company
|
—
class O/S missing
|
$2,576,330
243,509 shares
|
— | 30 Jun 2023 |
| Consolidated Portfolio Review Corp |
13F
Company
|
—
class O/S missing
|
$2,454,862
232,029 shares
|
— | 30 Jun 2023 |
| ROYAL BANK OF CANADA |
13F
Company
|
—
class O/S missing
|
$2,217,000
209,567 shares
|
— | 30 Jun 2023 |
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 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
48
Shares
3,537,264
Rows available
48
| 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 2023 vs Q1 2026 Across Filers
Q1 2026 holders
44
Q3 2023 holders
48
Holder diff
4
| Investor | Q1 2026 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend