MML Investors Services
DMO

MML Investors Services’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

MML Investors Services’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
Q1 		$114K Sell
10,641
-2,824
-21% -$31.2K ﹤0.01% 2877
2025
Q4 		$149K Buy
13,465
+745
+6% +$8.7K ﹤0.01% 2899
2025
Q3 		$149K Buy
12,720
+347
+3% +$4.13K ﹤0.01% 2793
2025
Q2 		$148K Sell
12,373
-35,627
-74% -$415K ﹤0.01% 2710
2025
Q1 		$567K Sell
48,000
-60,059
-56% -$708K ﹤0.01% 1908
2024
Q4 		$1.27M Sell
108,059
-5,406
-5% -$65.2K ﹤0.01% 1369
2024
Q3 		$1.36M Buy
113,465
+1,403
+1% +$16.9K 0.01% 1314
2024
Q2 		$1.34M Sell
112,062
-6,632
-6% -$77.4K 0.01% 1251
2024
Q1 		$1.39M Sell
118,694
-6,205
-5% -$70.6K 0.01% 1234
2023
Q4 		$1.4M Buy
124,899
+14,580
+13% +$156K 0.01% 1177
2023
Q3 		$1.18M Sell
110,319
-5,527
-5% -$60.2K 0.01% 1149
2023
Q2 		$1.23M Sell
115,846
-793
-0.7% -$8.3K 0.01% 1128
2023
Q1 		$1.22M Buy
116,639
+345
+0.3% +$3.79K 0.01% 974
2022
Q4 		$1.25M Buy
116,294
+10,765
+10% +$117K 0.01% 1022
2022
Q3 		$1.17M Buy
105,529
+2,529
+2% +$30.3K 0.01% 979
2022
Q2 		$1.2M Buy
103,000
+6,394
+7% +$78.4K 0.01% 961
2022
Q1 		$1.29M Buy
96,606
+2,032
+2% +$29.1K 0.01% 976
2021
Q4 		$1.44M Buy
94,574
+132
+0.1% +$2.08K 0.01% 912
2021
Q3 		$1.46M Buy
94,442
+827
+0.9% +$13.1K 0.01% 858
2021
Q2 		$1.46M Buy
93,615
+346
+0.4% +$5.22K 0.01% 849
2021
Q1 		$1.36M Sell
93,269
-4,948
-5% -$71.5K 0.01% 797
2020
Q4 		$1.39M Sell
98,217
-390
-0.4% -$5.33K 0.01% 708
2020
Q3 		$1.29M Sell
98,607
-34,415
-26% -$473K 0.02% 674
2020
Q2 		$1.95M Buy
133,022
+19,732
+17% +$261K 0.03% 512
2020
Q1 		$1.45M Buy
113,290
+57
+0.1% +$1.09K 0.03% 503
2019
Q4 		$2.3M Sell
113,233
-6,961
-6% -$148K 0.03% 443
2019
Q3 		$2.62M Sell
120,194
-25,618
-18% -$555K 0.04% 366
2019
Q2 		$3.12M Sell
145,812
-4,228
-3% -$89K 0.04% 355
2019
Q1 		$3.11M Buy
150,040
+21,128
+16% +$441K 0.05% 344
2018
Q4 		$2.63M Sell
128,912
-11,199
-8% -$246K 0.05% 348
2018
Q3 		$3.22M Buy
140,111
+5,301
+4% +$120K 0.05% 312
2018
Q2 		$3.11M Buy
134,810
+13,057
+11% +$321K 0.07% 265
2018
Q1 		$2.98M Buy
121,753
+3,178
+3% +$79.4K 0.06% 268
2017
Q4 		$2.92M Sell
118,575
-4,117
-3% -$103K 0.06% 268
2017
Q3 		$3.14M Buy
122,692
+1,930
+2% +$50.3K 0.06% 248
2017
Q2 		$3.19M Sell
120,762
-237
-0.2% -$5.99K 0.06% 239
2017
Q1 		$2.87M Buy
+120,999
New +$2.82M 0.06% 122

Other funds holding DMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

MML Investors Services's DMO Position: Q1 2026 in Review

MML Investors Services reduced its Western Asset Mortgage Opportunity Fund (DMO) stake by 21% in Q1 2026, selling an estimated $31.2K and leaving 10,641 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #2877.

MML Investors Services first reported a position in DMO in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.22M in Q3 2018. 44 funds tracked by Wall St. Rank hold DMO as of Q1 2026.

  • MML Investors Services held 10,641 shares of Western Asset Mortgage Opportunity Fund worth $114K as of Q1 2026.
  • MML Investors Services sold 2,824 Western Asset Mortgage Opportunity Fund shares in Q1 2026, an estimated $31.2K.
  • Western Asset Mortgage Opportunity Fund made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2877 holding.
  • MML Investors Services first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2017 and has held it in 37 quarters since.
  • MML Investors Services's Western Asset Mortgage Opportunity Fund position peaked at $3.22M in Q3 2018.
  • 44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.