DMONYSEFiscal year ends December 31
Western Asset Mortgage Opportunity Fund Inc.
$9.68−0.04 (-0.41%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
3M
Shares held, 13F filers
Institutional holders
44
7 new, 6 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $15.50K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| , : First Trust Portfolios L.P.: First Trust Advisors L.P.: The Charger Corporation | 769,494 | 6.76% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of DMO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Royal Bank of Canada | 397,812 | – | $4.26M | −4,140 | 0.00% |
| LPL Financial LLC | 279,605 | – | $2.99M | −4,965 | 0.00% |
| Guggenheim Capital LLC | 185,115 | – | $1.98M | +50,542 | 0.01% |
| Baird Financial Group, Inc. | 182,317 | – | $1.95M | +47,908 | 0.00% |
| Envestnet Asset Management Inc | 167,508 | – | $1.79M | −59,026 | 0.00% |
| Raymond James Financial Inc | 160,702 | – | $1.72M | +12,660 | 0.00% |
| Morgan Stanley | 154,799 | – | $1.66M | −40,112 | 0.00% |
| Advisors Asset Management, Inc. | 151,129 | – | $1.62M | New | 0.02% |
| Venture Visionary Partners LLC | 125,019 | – | $1.34M | +51 | 0.04% |
| Park Avenue Securities LLC | 83,883 | – | $898 | +1,287 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 72,788 | – | $780 | +36,487 | 0.00% |
| Sit Investment Associates Inc | 66,521 | – | $712 | −23,761 | 0.01% |
| Riverbridge Partners LLC | 64,397 | – | $689.70K | New | 0.02% |
| Thomas J. Herzfeld Advisors, Inc. | 62,657 | – | $671.06K | −52,230 | 0.21% |
| Robinson Capital Management, LLC | 53,687 | – | $574.99K | – | 0.25% |
| NewEdge Advisors, LLC | 43,521 | – | $466.11K | −2,400 | 0.00% |
| Aviance Capital Partners, LLC | 42,188 | – | $451.83K | +1,014 | 0.05% |
| Noble Wealth Management PBC | 39,837 | – | $426.65K | +5,040 | 0.19% |
| Osaic Holdings, Inc. | 37,234 | – | $398.80K | −4,351 | 0.00% |
| Commonwealth Equity Services, LLC | 31,223 | – | $334.40K | −2,765 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | 3M | 7 / 12 | 18 / 6 | 0M | 0M |
| Q1 2026 | 44 | 2M | 8 / 13 | 13 / 6 | 0M | 0M |
| Q4 2025 | 43 | 2M | 4 / 15 | 13 / 4 | 0M | 0M |
| Q3 2025 | 43 | 2M | 9 / 11 | 13 / 3 | 0M | 1M |
| Q2 2025 | 37 | 3M | 2 / 16 | 11 / 6 | 1M | 0M |
| Q1 2025 | 42 | 3M | 4 / 21 | 10 / 2 | 0M | 0M |
| Q4 2024 | 40 | 2M | 2 / 18 | 11 / 6 | 0M | 0M |
| Q3 2024 | 45 | 2M | 3 / 13 | 15 / 5 | 0M | 0M |
| Q2 2024 | 47 | 3M | 3 / 11 | 24 / 3 | 0M | 2M |
| Q1 2024 | 47 | 4M | 9 / 12 | 17 / 6 | 1M | 0M |
| Q4 2023 | 44 | 4M | 3 / 20 | 13 / 6 | 1M | 0M |
| Q3 2023 | 48 | 4M | 5 / 14 | 20 / 6 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of DMO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Robinson Opportunistic Income Fund | 53,392 | – | $571.83K | 5.37% | Jun 30, 2026 |
| Multi-Hedge Strategies Fund | 272 | – | $2.91K | 0.01% | Jun 30, 2026 |
| Guggenheim Multi-Hedge Strategies Fund | 96 | – | $1.03K | 0.01% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Carol L. Colman | Director | 0 | Apr 14, 2026 |
| Hillary A. Sale | Director | 1,694 | Jun 2, 2025 |
| Anthony Grillo | Director | 1,000 | May 28, 2025 |
| Peter Daniel Charles Mason | Director | 0 | Nov 22, 2024 |
| Brett Michael Mossman | – | – | Sep 11, 2026 |
| Ann Elizabeth Doyle | – | – | Sep 10, 2026 |
| Kim Stout | – | – | Apr 7, 2026 |
| Jeffrey Masom | – | – | Aug 28, 2025 |
| Thomas Gahan | – | – | Dec 11, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Carol L. Colman Director | Apr 13, 2026 | Sale | −1,400 | $11.07 | $15.50K | 0 |
| Hillary A. Sale Director | Jun 2, 2025 | Buy | +1,694 | $11.80 | $19.99K | 1,694 |
| Anthony Grillo Director | May 27, 2025 | Buy | +1,000 | $11.60 | $11.60K | 1,000 |
| Robert D. Agdern Director | Dec 19, 2019 | Buy | +2,413 | $20.66 | $49.85K | 2,413 |
| Daniel P. Cronin Director | Mar 7, 2019 | Sale | −1,000 | $20.86 | $20.86K | 2,795 |
| Daniel P. Cronin Director | Jun 16, 2017 | Sale | −1,000 | $26.12 | $26.12K | 3,795 |
| Daniel P. Cronin Director | Aug 19, 2016 | Sale | −2,000 | $24.19 | $48.38K | 4,795 |
| Kenneth Fuller CEO, Pres & Chairman, Director | Jul 1, 2015 | Buy | +100 | $23.90 | $2.39K | 919 |
| Kenneth Fuller CEO, Pres. & Chairman, Director | Jun 18, 2015 | Buy | +419 | $24.46 | $10.25K | 819 |
| Kenneth Fuller CEO, Pres. & Chairman, Director | Jun 10, 2015 | Buy | +400 | $24.40 | $9.76K | 400 |
| Daniel P. Cronin Director | May 26, 2015 | Buy | +2,000 | $24.77 | $49.54K | 5,705 |
| Carol L. Colman Director | Sep 6, 2013 | Sale | −1,500 | $21.91 | $32.87K | 1,400 |
| James W. Hirschmann Iii – | Jul 18, 2013 | Buy | +2,500 | $21.98 | $54.95K | 2,522 |
| James W. Hirschmann Iii – | Jul 18, 2013 | Buy | +22 | $21.97 | $483 | 22 |
| James W. Hirschmann Iii – | Jul 18, 2013 | Buy | +7,478 | $22.00 | $164.52K | 10,000 |
| Stephen A. Walsh – | Jul 8, 2013 | Buy | +1,000 | $21.78 | $21.78K | 31,300 |
| Stephen A. Walsh – | Jul 8, 2013 | Buy | +1,000 | $21.76 | $21.76K | 30,300 |
| Stephen A. Walsh – | Jul 5, 2013 | Buy | +1,000 | $21.88 | $21.88K | 29,300 |
| Stephen A. Walsh – | Jul 5, 2013 | Buy | +3,000 | $21.86 | $65.58K | 28,300 |
| Stephen A. Walsh – | Jul 3, 2013 | Buy | +1,000 | $22.55 | $22.55K | 1,500 |
| Stephen A. Walsh – | Jul 3, 2013 | Buy | +1,000 | $22.55 | $22.55K | 1,500 |
| Stephen A. Walsh – | Dec 31, 2012 | Buy | +500 | $24.23 | $12.12K | 500 |
| Stephen A. Walsh – | Dec 31, 2012 | Buy | +500 | $24.23 | $12.12K | 500 |
| Stephen A. Walsh – | Sep 18, 2012 | Sale | −1,000 | $26.44 | $26.44K | 21,300 |
| Stephen A. Walsh – | Sep 17, 2012 | Sale | −3,000 | $26.26 | $78.78K | 22,300 |
| Stephen A. Walsh CIO of Subadviser | Jul 18, 2012 | Buy | +1,000 | $22.60 | $22.60K | 25,300 |
| Carol L. Colman Director | Mar 12, 2012 | Buy | +1,500 | $21.68 | $32.52K | 2,900 |
| Stephen A. Walsh – | Apr 15, 2011 | Buy | +1,200 | $22.00 | $26.40K | 24,300 |
| Stephen A. Walsh – | Apr 15, 2011 | Buy | +1,000 | $21.97 | $21.97K | 24,300 |
| Stephen A. Walsh – | Apr 15, 2011 | Buy | +1,000 | $21.85 | $21.85K | 24,300 |
| Stephen A. Walsh – | Feb 24, 2011 | Buy | +1,000 | $21.91 | $21.91K | 21,100 |
| Stephen A. Walsh – | Feb 24, 2011 | Buy | +1,000 | $22.02 | $22.02K | 21,100 |
| Stephen A. Walsh – | Feb 24, 2011 | Buy | +1,000 | $21.96 | $21.96K | 21,100 |
| Stephen A. Walsh – | Dec 21, 2010 | Buy | +1,900 | $21.03 | $39.96K | 18,100 |
| Stephen A. Walsh – | Dec 16, 2010 | Buy | +100 | $21.02 | $2.10K | 16,200 |
| Stephen A. Walsh – | Dec 16, 2010 | Buy | +1,000 | $21.05 | $21.05K | 16,200 |
| Stephen A. Walsh – | Dec 16, 2010 | Buy | +1,000 | $21.04 | $21.04K | 16,200 |
| Stephen A. Walsh – | Dec 16, 2010 | Buy | +1,000 | $21.09 | $21.09K | 16,200 |
| Stephen A. Walsh – | Oct 26, 2010 | Buy | +1,000 | $20.95 | $20.95K | 13,100 |
| Stephen A. Walsh – | Oct 26, 2010 | Buy | +1,000 | $20.70 | $20.70K | 13,100 |
| Stephen A. Walsh – | Oct 26, 2010 | Buy | +1,000 | $21.00 | $21.00K | 13,100 |
| Stephen A. Walsh – | Oct 14, 2010 | Buy | +1,000 | $21.08 | $21.08K | 10,100 |
| Stephen A. Walsh – | Aug 26, 2010 | Buy | +900 | $19.87 | $17.88K | 9,100 |
| Carol L. Colman Director | Aug 26, 2010 | Buy | +1,400 | $20.04 | $28.06K | 1,400 |
| Stephen A. Walsh – | Aug 24, 2010 | Buy | +100 | $20.20 | $2.02K | 8,200 |
| Stephen A. Walsh – | Aug 24, 2010 | Buy | +1,000 | $20.11 | $20.11K | 8,200 |
| Stephen A. Walsh – | Aug 24, 2010 | Buy | +500 | $20.10 | $10.05K | 8,200 |
| Stephen A. Walsh – | Aug 24, 2010 | Buy | +500 | $20.05 | $10.03K | 8,200 |
| Stephen A. Walsh – | Aug 24, 2010 | Buy | +500 | $20.04 | $10.02K | 8,200 |
| Stephen A. Walsh – | Aug 23, 2010 | Buy | +500 | $20.25 | $10.13K | 5,600 |
| Stephen A. Walsh – | Aug 23, 2010 | Buy | +1,000 | $20.23 | $20.23K | 5,600 |
| Stephen A. Walsh – | Jul 23, 2010 | Buy | +1,000 | $19.88 | $19.88K | 4,100 |
| Stephen A. Walsh – | Jul 23, 2010 | Buy | +200 | $19.89 | $3.98K | 4,100 |
| Stephen A. Walsh – | Jul 22, 2010 | Buy | +900 | $19.90 | $17.91K | 2,900 |
| R. Jay Gerken CEO & Pres., Director | Jun 23, 2010 | Buy | +2,000 | $19.58 | $39.16K | 2,000 |
| Stephen A. Walsh – | Apr 13, 2010 | Buy | +1,900 | $19.67 | $37.37K | 2,000 |
| Stephen A. Walsh – | Apr 12, 2010 | Buy | +100 | $19.67 | $1.97K | 100 |
| William R. Hutchinson Director | Apr 1, 2010 | Buy | +1,000 | $20.02 | $20.02K | 5,550 |
| William R. Hutchinson Director | Mar 31, 2010 | Buy | +4,500 | $20.01 | $90.05K | 4,500 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.