ClearBridge Energy Midstream Opportunity Fund Inc.
EMO- Exchange
- NYSE
- SEC CIK
- 0001517518
No open-market purchases or sales by ClearBridge Energy Midstream Opportunity Fund Inc. insiders were filed in the last 90 days; 118 institutions reported holding it in 13F filings for Q2 2026, worth $268.0M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in ClearBridge Energy Midstream Opportunity Fund Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 61
- +10 vs. Q3 2022
- Shares held
- 5.59M
- +268.3K (+5.0%) vs. Q3 2022
- Total value
- $159.9M
- +$26.8M (+20.1%) vs. Q3 2022
- New holders
- 16
- 9 more added
- Sold out
- 6
- 19 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EMO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 118 | $268.0M |
| Q1 2026 | 120 | $294.7M |
| Q4 2025 | 120 | $262.2M |
| Q3 2025 | 113 | $187.6M |
| Q2 2025 | 106 | $237.7M |
| Q1 2025 | 110 | $257.6M |
| Q4 2024 | 112 | $243.0M |
| Q3 2024 | 108 | $224.7M |
| Q2 2024 | 57 | $77.0M |
| Q1 2024 | 68 | $264.9M |
| Q4 2023 | 64 | $226.9M |
| Q3 2023 | 62 | $194.4M |
| Q2 2023 | 62 | $176.7M |
| Q1 2023 | 58 | $161.1M |
| Q4 2022 | 61 | $159.9M |
| Q3 2022 | 53 | $133.7M |
| Q2 2022 | 61 | $121.5M |
| Q1 2022 | 61 | $139.6M |
| Q4 2021 | 58 | $106.0M |
| Q3 2021 | 55 | $98.8M |
| Q2 2021 | 58 | $100.8M |
| Q1 2021 | 57 | $79.7M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding ClearBridge Energy Midstream Opportunity Fund Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $57 | 0.00% | – | New |
| IFP Advisors, Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 69 | $1.97K | 0.00% | +69 | New |
| Ronald Blue Trust, Inc. | 120 | $3.00K | 0.00% | +120 | New |
| Lindbrook Capital, LLC | 138 | $3.95K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 169 | $4.84K | 0.00% | +3+1.8% | Added |
| Sittner & Nelson, LLC | 207 | $5.92K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 304 | $9.00K | 0.00% | +5+1.7% | Added |
| Stonebridge Capital Advisors LLC | 318 | $9.10K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 469 | $13.0K | 0.01% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 570 | $16.3K | 0.01% | +570 | New |
| Plante Moran Financial Advisors, LLC | 650 | $18.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 721 | $20.6K | 0.00% | +721 | New |
| GWM Advisors LLC | 1,499 | $34.3K | 0.00% | +1,499 | New |
| Carolinas Wealth Consulting LLC | 1,924 | $55.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,156 | $147.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,500 | $185.9K | 0.00% | +6,500 | New |
| UBS Group AG | 7,038 | $201.3K | 0.00% | −1,743−19.8% | Reduced |
| Stephens Inc | 7,144 | $204.3K | 0.00% | −1,493−17.3% | Reduced |
| HighTower Advisors, LLC | 7,170 | $206.0K | 0.00% | +7,170 | New |
| Arete Wealth Advisors, LLC | 7,390 | $211.4K | 0.02% | +7,390 | New |
| Platform Technology Partners | 7,479 | $213.9K | 0.11% | −10,469−58.3% | Reduced |
| Concorde Asset Management, LLC | 8,572 | $245.2K | 0.22% | +8,572 | New |
| JPMorgan Chase & Co | 8,674 | $248.0K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 8,800 | $251.7K | 0.12% | +8,800 | New |
| Clough Capital Partners L P | 9,128 | $261.1K | 0.03% | −6,872−43.0% | Reduced |
| Pathstone Family Office, LLC | 9,200 | $263.1K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 9,200 | $263.1K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,996 | $285.0K | 0.00% | −451−4.3% | Reduced |
| Centaurus Financial, Inc. | 11,030 | $315.0K | 0.03% | −6,294−36.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 12,057 | $345.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 12,477 | $356.8K | 0.00% | +741+6.3% | Added |
| Cerity Partners LLC | 13,474 | $385.4K | 0.00% | +13,474 | New |
| Kingsview Wealth Management, LLC | 14,245 | $407.4K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 14,313 | $409.0K | 0.00% | −1,950−12.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,495 | $414.6K | 0.14% | +14,495 | New |
| Raymond James & Associates | 18,704 | $534.9K | 0.00% | −1,304−6.5% | Reduced |
| City of London Investment Management Co Ltd | 25,500 | $729.2K | 0.06% | 00.0% | Unchanged |
| Wells Fargo & Company | 30,108 | $861.1K | 0.00% | −978−3.1% | Reduced |
| Commonwealth Equity Services, LLC | 31,772 | $908.0K | 0.00% | −321−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 32,466 | $928.5K | 0.02% | +1,975+6.5% | Added |
| Hollencrest Capital Management | 40,000 | $1.14M | 0.14% | +40,000 | New |
| Millennium Management LLC | 42,579 | $1.22M | 0.00% | +42,579 | New |
| Invesco Ltd. | 53,770 | $1.54M | 0.00% | +10,531+24.4% | Added |
| Kayne Anderson Capital Advisors LP | 57,460 | $1.64M | 0.05% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 58,044 | $1.66M | 0.56% | −68,099−54.0% | Reduced |
| Clearbridge Investments, LLC | 63,651 | $1.82M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 67,584 | $1.93M | 0.00% | −25,928−27.7% | Reduced |
| Logan Stone Capital, LLC | 71,314 | $2.04M | 0.76% | −6,600−8.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 79,376 | $2.27M | 0.93% | −2,176−2.7% | Reduced |
| Terril Brothers, Inc. | 143,843 | $4.11M | 2.01% | +32,394+29.1% | Added |
| Advisors Asset Management, Inc. | 149,336 | $4.27M | 0.09% | −9,172−5.8% | Reduced |
| Royal Bank of Canada | 159,704 | $4.57M | 0.00% | −1,180−0.7% | Reduced |
| Aristides Capital LLC | 163,823 | $4.69M | 2.89% | −16,114−9.0% | Reduced |
| 1832 Asset Management L.P. | 201,264 | $5.76M | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 250,015 | $7.15M | 0.20% | −23,608−8.6% | Reduced |
| Woodline Partners LP | 320,009 | $9.15M | 0.13% | +320,009 | New |
| Raymond James Financial Services Advisors, Inc. | 349,412 | $9.99M | 0.02% | +27,347+8.5% | Added |
| McGowan Group Asset Management, Inc. | 459,742 | $13.1M | 2.09% | −192,751−29.5% | Reduced |
| Morgan Stanley | 622,730 | $17.8M | 0.00% | +19,592+3.2% | Added |
| Saba Capital Management, L.P. | 1,889,327 | $54.0M | 0.91% | +596,825+46.2% | Added |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −247,908−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −204,065−100.0% | Sold out |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −34,321−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −28,992−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Covington Capital Management | – | – | – | – | Not filed |
| Hightower 6M Holding, LLC | – | – | – | – | Not filed |