NEW YORK, NY
WESTERN ASSET MORTGAGE OPPORTUNITY FUND INC.DMO— Latest position per institution from SEC 13F filings
15
Institutional holders
2.95M
Total shares held
30.56M
Estimated value
147.75K
Avg. position size
ROYAL BANK OF CANADA
CIK 1000275
Shares
401.95K
Value
4.32M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
284.57K
Value
3.06M
Filed
Mar 31, 2026
PFG INVESTMENTS, LLC
CIK 1973224
Shares
250.15K
Value
2.93M
Filed
Mar 31, 2024
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
226.53K
Value
2.44M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
194.91K
Value
2.10M
Filed
Mar 31, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
186.50K
Value
2.22M
Filed
Jun 30, 2024
CONSOLIDATED PORTFOLIO REVIEW CORP
CIK 1972835
Shares
178.41K
Value
2.09M
Filed
Sep 30, 2025
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
148.04K
Value
1.59M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
134.57K
Value
1.45M
Filed
Mar 31, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
134.41K
Value
1.44M
Filed
Mar 31, 2026
VENTURE VISIONARY PARTNERS LLC
CIK 1792283
Shares
124.97K
Value
1.34M
Filed
Mar 31, 2026
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
114.89K
Value
1.24M
Filed
Mar 31, 2026
ADVISOR PARTNERS II, LLC
CIK 1954015
Shares
102.53K
Value
1.10M
Filed
Sep 30, 2023
MATISSE CAPITAL
CIK 1668256
Shares
93.54K
Value
1M
Filed
Sep 30, 2023
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
90.28K
Value
971.00
Filed
Mar 31, 2026
PARK AVENUE SECURITIES LLC
CIK 1071640
Shares
82.60K
Value
888.00
Filed
Mar 31, 2026
MID-AMERICAN WEALTH ADVISORY GROUP, INC.
CIK 1911264
Shares
58.31K
Value
626.24K
Filed
Jun 30, 2023
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 1599795
Shares
53.69K
Value
595.39K
Filed
Mar 31, 2026
NEWEDGE ADVISORS, LLC
CIK 1633516
Shares
47.12K
Value
521.16K
Filed
Dec 31, 2025
AE WEALTH MANAGEMENT LLC
CIK 1697723
Shares
46.98K
Value
497.04K
Filed
Jun 30, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 1000275 | 401.95K | 4.32M | Mar 31, 2026 |
| 2 | LPL FINANCIAL LLC | 1403438 | 284.57K | 3.06M | Mar 31, 2026 |
| 3 | PFG INVESTMENTS, LLC | 1973224 | 250.15K | 2.93M | Mar 31, 2024 |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 226.53K | 2.44M | Mar 31, 2026 |
| 5 | MORGAN STANLEY | 895421 | 194.91K | 2.10M | Mar 31, 2026 |
| 6 | PATHSTONE HOLDINGS, LLC | 2011612 | 186.50K | 2.22M | Jun 30, 2024 |
| 7 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1972835 | 178.41K | 2.09M | Sep 30, 2025 |
| 8 | RAYMOND JAMES FINANCIAL INC | 720005 | 148.04K | 1.59M | Mar 31, 2026 |
| 9 | GUGGENHEIM CAPITAL LLC | 1283072 | 134.57K | 1.45M | Mar 31, 2026 |
| 10 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 134.41K | 1.44M | Mar 31, 2026 |
| 11 | VENTURE VISIONARY PARTNERS LLC | 1792283 | 124.97K | 1.34M | Mar 31, 2026 |
| 12 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 114.89K | 1.24M | Mar 31, 2026 |
| 13 | ADVISOR PARTNERS II, LLC | 1954015 | 102.53K | 1.10M | Sep 30, 2023 |
| 14 | MATISSE CAPITAL | 1668256 | 93.54K | 1M | Sep 30, 2023 |
| 15 | SIT INVESTMENT ASSOCIATES INC | 769317 | 90.28K | 971.00 | Mar 31, 2026 |
| 16 | PARK AVENUE SECURITIES LLC | 1071640 | 82.60K | 888.00 | Mar 31, 2026 |
| 17 | MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 1911264 | 58.31K | 626.24K | Jun 30, 2023 |
| 18 | ROBINSON CAPITAL MANAGEMENT, LLC | 1599795 | 53.69K | 595.39K | Mar 31, 2026 |
| 19 | NEWEDGE ADVISORS, LLC | 1633516 | 47.12K | 521.16K | Dec 31, 2025 |
| 20 | AE WEALTH MANAGEMENT LLC | 1697723 | 46.98K | 497.04K | Jun 30, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.