NewEdge Advisors, LLC
Position in DMO — Western Asset Mortgage Opportunity Fund Inc.
CIK 1633516
NEW ORLEANS, LA
Position in DMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$466,109
-$27,541 QoQ
Shares Held
43,521
-5.2% QoQ
Ownership
0.381%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 44 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $346,664,669 across 298 Asset Management names. DMO ranks #142 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
73,695 | $70,862,164 | |
| 2 | BX |
Blackstone Inc.
|
93,282 | $10,976,492 | |
| 3 | PSUS |
Pershing Square USA, Ltd.
|
254,260 | $9,504,238 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
431,148 | $7,200,171 | |
| 5 | UTG |
Reaves Utility Income Fund
|
172,636 | $7,029,737 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
|
486,357 | $5,894,646 | |
| 7 | IVZ |
Invesco Ltd.
|
222,541 | $5,872,856 | |
| 8 | KKR |
KKR & Co. Inc.
|
62,393 | $5,726,429 |
All Filings in DMO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,109 | 43,521 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $493,650 | 45,921 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $521,158 | 47,121 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $552,258 | 47,121 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $605,608 | 50,721 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $595,976 | 50,421 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $618,567 | 52,421 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $687,329 | 57,421 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $750,647 | 62,921 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $759,053 | 64,821 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $879,313 | 78,721 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $742,427 | 69,321 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $887,154 | 83,852 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $849,449 | 81,287 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $889,397 | 82,581 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $962,937 | 86,673 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,036,016 | 88,700 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,255,282 | 93,888 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,389,965 | 91,385 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||