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Western Asset Mortgage Opportunity Fund Inc.

Institutional holders · 13F as of Mar 31, 2026

46 holders

HolderValueShares% of shares
Royal Bank of Canada$4.32M401,952
LPL Financial LLC$2.99M279,605
ENVESTNET ASSET MANAGEMENT INC$2.90M262,328
Morgan Stanley$1.88M169,919
GUGGENHEIM CAPITAL LLC$1.45M134,573
Baird Financial Group, Inc.$1.40M126,656
Venture Visionary Partners LLC$1.38M124,918
Thomas J. Herzfeld Advisors, Inc.$1.35M121,852
RAYMOND JAMES FINANCIAL INC$1.23M110,957
ROBINSON CAPITAL MANAGEMENT, LLC$593.8K53,687
NewEdge Advisors, LLC$521.2K47,121
OSAIC HOLDINGS, INC.$516.1K46,660
Aviance Capital Partners, LLC$448.5K40,548
COMMONWEALTH EQUITY SERVICES, LLC$397.0K35,897
Logan Stone Capital, LLC$369.3K33,392
SeaCrest Wealth Management, LLC$356.1K32,372
UBS Group AG$296.5K26,804
INTEGRATED CAPITAL MANAGEMENT, INC.$195.5K17,674
Marex Group plc$189.1K17,100
BANK OF AMERICA CORP /DE$188.4K17,039
CHOREO, LLC$177.8K16,058
OPPENHEIMER & CO INC$171.4K15,500
Noble Wealth Management PBC$153.7K13,897
TWO SIGMA SECURITIES, LLC$150.8K13,634
JOURNEY STRATEGIC WEALTH LLC$147.7K13,350
MML INVESTORS SERVICES, LLC$141.1K13,173
EQUITABLE HOLDINGS, INC.$128.5K11,615
CoreCap Advisors, LLC$70.8K6,400
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$60.2K5,600
Kestra Advisory Services, LLC$24.2K2,187
MAI Capital Management$18.2K1,694
HIGHLINE WEALTH PARTNERS LLC$13.6K1,230
Kilter Group LLC$13.0K1,177
Steward Partners Investment Advisory, LLC$11.1K1,000
Rockefeller Capital Management L.P.$3.6K323
US BANCORP \DE$3.5K317
BNP PARIBAS FINANCIAL MARKETS$3.4K316
Blue Trust, Inc.$3.2K285
COMERICA BANK$2.6K232
PARK AVENUE SECURITIES LLC$88882,596
Cohen & Steers, Inc.$43040,000
Cambridge Investment Research Advisors, Inc.$41337,307
Janney Montgomery Scott LLC$11410,578
CITIGROUP INC$444
WELLS FARGO & COMPANY/MN$182
PIN OAK INVESTMENT ADVISORS INC$6590
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