Cambridge Investment Research Advisors
DMO

Cambridge Investment Research Advisors’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Cambridge Investment Research Advisors’s Portfolio DMO Stock Details DMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$390K Buy
36,394
+93
+0.3% +$1.02K ﹤0.01% 3196
2026
Q1 		$390K Sell
36,301
-1,006
-3% -$11.1K ﹤0.01% 3033
2025
Q4 		$413K Sell
37,307
-174
-0.5% -$2.03K ﹤0.01% 2906
2025
Q3 		$439K Sell
37,481
-1,581
-4% -$18.8K ﹤0.01% 2786
2025
Q2 		$466K Buy
39,062
+18,554
+90% +$216K ﹤0.01% 2611
2025
Q1 		$242K Hold
20,508
– – ﹤0.01% 3061
2024
Q4 		$242K Sell
20,508
-986
-5% -$11.9K ﹤0.01% 3021
2024
Q3 		$257K Buy
21,494
+802
+4% +$9.69K ﹤0.01% 2943
2024
Q2 		$247K Sell
20,692
-196
-0.9% -$2.29K ﹤0.01% 2858
2024
Q1 		$245K Sell
20,888
-2,875
-12% -$32.7K ﹤0.01% 2861
2023
Q4 		$265K Sell
23,763
-2,145
-8% -$22.9K ﹤0.01% 2686
2023
Q3 		$277K Sell
25,908
-601
-2% -$6.54K ﹤0.01% 2553
2023
Q2 		$280K Sell
26,509
-335
-1% -$3.51K ﹤0.01% 2588
2023
Q1 		$281K Sell
26,844
-442
-2% -$4.85K ﹤0.01% 2544
2022
Q4 		$294K Sell
27,286
-1,130
-4% -$12.3K ﹤0.01% 2449
2022
Q3 		$316K Sell
28,416
-215
-0.8% -$2.57K ﹤0.01% 2321
2022
Q2 		$334K Sell
28,631
-262
-0.9% -$3.21K ﹤0.01% 2287
2022
Q1 		$386K Sell
28,893
-1,463
-5% -$21K ﹤0.01% 2327
2021
Q4 		$462K Buy
30,356
+9,495
+46% +$150K ﹤0.01% 2165
2021
Q3 		$323K Buy
20,861
+238
+1% +$3.77K ﹤0.01% 2398
2021
Q2 		$322K Sell
20,623
-591
-3% -$8.91K ﹤0.01% 2412
2021
Q1 		$311K Sell
21,214
-3,466
-14% -$50.1K ﹤0.01% 2261
2020
Q4 		$350K Buy
24,680
+212
+0.9% +$2.9K ﹤0.01% 2018
2020
Q3 		$321K Sell
24,468
-676
-3% -$9.3K ﹤0.01% 1888
2020
Q2 		$369K Buy
25,144
+914
+4% +$12.1K ﹤0.01% 1729
2020
Q1 		$310K Sell
24,230
-33,674
-58% -$643K ﹤0.01% 1662
2019
Q4 		$1.18M Sell
57,904
-295
-0.5% -$6.27K 0.01% 1067
2019
Q3 		$1.27M Sell
58,199
-1,126
-2% -$24.4K 0.01% 948
2019
Q2 		$1.27M Sell
59,325
-34,632
-37% -$729K 0.01% 918
2019
Q1 		$1.95M Sell
93,957
-6,529
-6% -$136K 0.02% 727
2018
Q4 		$2.05M Sell
100,486
-298
-0.3% -$6.54K 0.02% 628
2018
Q3 		$2.32M Buy
100,784
+6,521
+7% +$148K 0.02% 629
2018
Q2 		$2.17M Buy
94,263
+156
+0.2% +$3.83K 0.02% 622
2018
Q1 		$2.3M Buy
94,107
+11,572
+14% +$289K 0.03% 584
2017
Q4 		$2.04M Buy
82,535
+2,640
+3% +$65.7K 0.02% 585
2017
Q3 		$2.04M Buy
79,895
+4,331
+6% +$113K 0.03% 529
2017
Q2 		$1.99M Buy
75,564
+3,689
+5% +$93.2K 0.03% 518
2017
Q1 		$1.7M Buy
71,875
+12,755
+22% +$298K 0.03% 496
2016
Q4 		$1.35M Buy
+59,120
New +$1.37M 0.03% 560

Other funds holding DMO

VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Cambridge Investment Research Advisors's DMO Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Western Asset Mortgage Opportunity Fund (DMO) stake by 0.26% in Q2 2026, buying an estimated $1.02K and bringing the position to 36,394 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #3196.

Cambridge Investment Research Advisors first reported a position in DMO in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.32M in Q3 2018. 13 funds tracked by Wall St. Rank hold DMO as of Q2 2026.

  • Cambridge Investment Research Advisors held 36,394 shares of Western Asset Mortgage Opportunity Fund worth $390K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 93 Western Asset Mortgage Opportunity Fund shares in Q2 2026, an estimated $1.02K.
  • Western Asset Mortgage Opportunity Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3196 holding.
  • Cambridge Investment Research Advisors first reported a position in Western Asset Mortgage Opportunity Fund in Q4 2016 and has held it in 39 quarters since.
  • Cambridge Investment Research Advisors's Western Asset Mortgage Opportunity Fund position peaked at $2.32M in Q3 2018.
  • 13 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.