Security key
95790B109
Western Asset Mortgage Opportunity Fund Inc. - COM (DMO)
CUSIP: 95790B109
Q2 2024 13F Holders as of 30 Jun 2024
- Security type / class
- Equity / COM
- Total 13F shares
- 2,561,847
- Total 13F value
- $30,565,335
- Share change
- -845,541
- SEC-reported price per share
- $11.93
- Number of holders
- 47
- Value change
- -$10,025,953
- Number of buys
- 14
- Number of sells
- 27
Report period
Q2 2024
Institutions
47
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
Pathstone Holdings, LLC
Disclosed value leader
Pathstone Holdings, LLC
Comparable rows
0/15
Latest evidence
31 Mar 2024
13F
Highest disclosed value: $4,143,455
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Pathstone Holdings, LLC has the largest disclosed position value at $4.14M.
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 Pathstone Holdings, LLC's linked filing trail.
Disclosed position value
Top 5
Pathstone Holdings, LLC
$4.14M
MORGAN STANLEY
$3.97M
ROYAL BANK OF CANADA
$3.42M
PFG Investments, LLC
$2.93M
Consolidated Portfolio Review Corp
$2.88M
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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC |
13F
Company
|
—
class O/S missing
|
$4,143,455
353,839 shares
|
— | 31 Mar 2024 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$3,973,975
339,364 shares
|
— | 31 Mar 2024 |
| ROYAL BANK OF CANADA |
13F
Company
|
—
class O/S missing
|
$3,420,000
292,082 shares
|
— | 31 Mar 2024 |
| PFG Investments, LLC |
13F
Company
|
—
class O/S missing
|
$2,929,254
250,150 shares
|
— | 31 Mar 2024 |
| Consolidated Portfolio Review Corp |
13F
Company
|
—
class O/S missing
|
$2,879,193
245,875 shares
|
— | 31 Mar 2024 |
| ENVESTNET ASSET MANAGEMENT INC |
13F
Company
|
—
class O/S missing
|
$2,597,395
221,810 shares
|
— | 31 Mar 2024 |
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 Q2 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
47
Shares
2,561,847
Rows available
47
| 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 Q2 2024 vs Q1 2026 Across Filers
Q1 2026 holders
44
Q2 2024 holders
47
Holder diff
3
| Investor | Q1 2026 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend