Western Asset Mort Def OppDMO
13F holders, Q1 2026 (March 31)44holders +1
8new positions
6sold out
$10.76avg. 13F price*
At the end of Q1 2026, 44 institutions reported holding Western Asset Mort Def Opp (DMO) in their 13F filings, up 1 from Q4 2025. 8 opened new positions and 6 sold out. The largest holders were Royal Bank of Canada ($4.3M), LPL Financial LLC ($3.1M) and Envestnet Asset Management Inc. ($2.4M).
- Company
- Western Asset Mort Def Opp
- CUSIP
- 95790B109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.8M |
| Exits | 6 | $750K |
All 13F filers, Q4 2025 → Q1 2026: 398,685 shares bought and 137,984 shares sold, net +260,701 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Royal Bank of Canada | 0.00% | Add +2.7% | 401,952 | $4.3M |
| LPL Financial LLC | 0.00% | Add +13.1% | 284,570 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.6% | 226,534 | $2.4M |
| Morgan Stanley | 0.00% | Add +14.7% | 194,911 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +33.4% | 148,042 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Add +123.0% | 134,573 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Add +6.1% | 134,409 | $1.4M |
| Venture Visionary Partners LLC | 0.04% | Add +0.0% | 124,968 | $1.3M |
| Thomas J. Herzfeld Advisors, Inc. | 0.42% | Reduce -5.7% | 114,887 | $1.2M |
| Sit Investment Associates Inc. | 0.02% | New | 90,282 | $971K |
| Park Avenue Securities LLC | 0.01% | Add +6.4% | 82,596 | $888K |
| Robinson Capital Management, LLC | 0.27% | No change | 53,687 | $595K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.5% | 45,921 | $494K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.9% | 41,585 | $447K |
| Aviance Capital Partners, LLC | 0.05% | Add +1.5% | 41,174 | $443K |
| Cohen & Steers, Inc. | 0.00% | New | 40,000 | $430K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.7% | 36,301 | $390K |
| Noble Wealth Management PBC | 0.19% | Add +150.4% | 34,797 | $374K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.3% | 33,988 | $365K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -3.4% | 31,280 | $336K |
| Journey Strategic Wealth LLC | 0.01% | Add +116.1% | 28,850 | $310K |
| Integrated Capital Management, Inc. | 0.13% | Reduce -0.6% | 17,566 | $189K |
| Bank of America Corp. | 0.00% | Add +0.4% | 17,109 | $184K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 15,500 | $167K |
| Choreo, LLC | 0.00% | Reduce -3.5% | 15,498 | $167K |
| Susquehanna International Group, LLP | 0.00% | New | 14,220 | $153K |
| UBS Group AG | 0.00% | Reduce -48.0% | 13,929 | $150K |
| Equitable Holdings, Inc. | 0.00% | New | 11,615 | $128K |
| MML Investors Services, LLC | 0.00% | Reduce -21.0% | 10,641 | $114K |
| Janney Montgomery Scott LLC | 0.00% | New | 10,578 | $114K |
| CoreCap Advisors, LLC | 0.00% | No change | 6,400 | $69K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.5% | 5,600 | $60K |
| MAI Capital Management | 0.00% | No change | 1,694 | $18K |
| Osbon Capital Management LLC | 0.01% | New | 1,449 | $16K |
| Highline Wealth Partners LLC | 0.00% | No change | 1,230 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,000 | $11K |
| Rockefeller Capital Management L.P. | 0.00% | Add +86.7% | 603 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 590 | $6K |
| US Bancorp \de | 0.00% | No change | 317 | $3K |
| BNP Paribas Financial Markets | 0.00% | No change | 316 | $3K |
| Fifth Third Bancorp | 0.00% | New | 232 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 166 | $2K |
| Citigroup Inc. | 0.00% | No change | 4 | $43 |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 1 | $16 |
"% of holder's portfolio" is DMO's weight in each manager's 13F, not the share of Western Asset Mort Def Opp the manager owns.