HighTower Advisors
DMO

HighTower Advisors’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

HighTower 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 		$307K Buy
+28,700
New +$314K ﹤0.01% 3195
2023
Q3 		– Sell
-16,820
Closed -$174K – 3606
2023
Q2 		$174K Buy
+16,820
New +$176K ﹤0.01% 2920

Other funds holding DMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
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

HighTower Advisors's DMO Position: Q2 2026 in Review

HighTower Advisors opened a new position in Western Asset Mortgage Opportunity Fund (DMO) in Q2 2026: 28,700 shares worth $307K. The stake represents ﹤0.01% of the portfolio and ranks #3195 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in DMO as recently as Q2 2023.

HighTower Advisors first reported a position in DMO in Q2 2023 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold DMO as of Q2 2026.

  • HighTower Advisors held 28,700 shares of Western Asset Mortgage Opportunity Fund worth $307K as of Q2 2026.
  • Western Asset Mortgage Opportunity Fund was a new HighTower Advisors position in Q2 2026.
  • Western Asset Mortgage Opportunity Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3195 holding.
  • HighTower Advisors first reported a position in Western Asset Mortgage Opportunity Fund in Q2 2023 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.