Western Asset Mortgage Opportunity Fund Inc. (DMO) shareholders
DMONYSEFiscal year ends December 31
$9.43−0.04 (-0.42%)
Close on Nov 13, 2026Market cap –P/E –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 | – | $898.00K | +1,287 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 72,788 | – | $780.00K | +36,487 | 0.00% |
| Sit Investment Associates Inc | 66,521 | – | $712.00K | −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)
2 funds held DMO in Q2 2026, 0% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
1.0
At 0M shares a day
Change since last report
+62.3%
From 0M shares
Short volume, 20 days
39.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Western Asset Mortgage Opportunity Fund's stock actually held short. Settlement fails (shares not delivered on time) peaked at 1,826 shares on Oct 7, 2026 over the last 90 days.
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