Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / COM
-
Number of holders
-
41
-
Total 13F shares, excl. options
-
2,330,030
-
Shares change
-
-117,424
-
Total reported value, excl. options
-
$27,323,157
-
Value change
-
-$1,394,357
-
Number of buys
-
17
-
Number of sells
-
-16
-
Price
-
$11.72
Significant Holders of Western Asset Mortgage Opportunity Fund Inc. - COM (DMO) as of Q3 2025
44 filings reported holding DMO - Western Asset Mortgage Opportunity Fund Inc. - COM as of Q3 2025.
Western Asset Mortgage Opportunity Fund Inc. - COM (DMO) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,330,030 shares
.
Largest 10 shareholders include ROYAL BANK OF CANADA (376,283 shares), ENVESTNET ASSET MANAGEMENT INC (242,543 shares), Baird Financial Group, Inc. (223,714 shares), LPL Financial LLC (221,188 shares), Consolidated Portfolio Review Corp (178,414 shares), MORGAN STANLEY (142,909 shares), Thomas J. Herzfeld Advisors, Inc. (137,559 shares), Venture Visionary Partners LLC (124,855 shares), RAYMOND JAMES FINANCIAL INC (87,941 shares), and PARK AVENUE SECURITIES LLC (78,662 shares).
This table shows the top 41 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.