Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / COM
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
2.33M
-
Shares change
-
-117K
-
Total reported value, excl. options
-
$27.3M
-
Value change
-
-$1.39M
-
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
43 filings reported holding DMO - Western Asset Mortgage Opportunity Fund Inc. - COM as of Q3 2025.
Western Asset Mortgage Opportunity Fund Inc. - COM (DMO) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.33M shares
.
Largest 10 shareholders include ROYAL BANK OF CANADA (376K shares), ENVESTNET ASSET MANAGEMENT INC (243K shares), Baird Financial Group, Inc. (224K shares), LPL Financial LLC (221K shares), Consolidated Portfolio Review Corp (178K shares), MORGAN STANLEY (143K shares), Thomas J. Herzfeld Advisors, Inc. (138K shares), Venture Visionary Partners LLC (125K shares), RAYMOND JAMES FINANCIAL INC (87.9K shares), and PARK AVENUE SECURITIES LLC (78.7K shares).
This table shows the top 40 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.