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, Q1 2023
Institutional positions in ClearBridge Energy Midstream Opportunity Fund Inc. as of Mar 31, 2023. 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
- 58
- −1 vs. Q4 2022
- Shares held
- 5.70M
- +123.1K (+2.2%) vs. Q4 2022
- Total value
- $161.1M
- +$1.48M (+0.9%) vs. Q4 2022
- New holders
- 5
- 17 more added
- Sold out
- 6
- 19 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding ClearBridge Energy Midstream Opportunity Fund Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 2,072,993 | $58.5M | 1.42% | +183,666+9.7% | Added |
| Morgan Stanley | 637,157 | $18.0M | 0.00% | +14,427+2.3% | Added |
| Sit Investment Associates Inc | 563,282 | $15.9M | 0.43% | +313,267+125.3% | Added |
| Woodline Partners LP | 349,198 | $9.86M | 0.14% | +29,189+9.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 349,044 | $9.86M | 0.02% | −368−0.1% | Reduced |
| McGowan Group Asset Management, Inc. | 312,855 | $8.84M | 1.40% | −146,887−31.9% | Reduced |
| Advisors Asset Management, Inc. | 159,965 | $4.52M | 0.09% | +10,629+7.1% | Added |
| Royal Bank of Canada | 155,106 | $4.38M | 0.00% | −4,598−2.9% | Reduced |
| Aristides Capital LLC | 143,878 | $4.06M | 2.56% | −19,945−12.2% | Reduced |
| Terril Brothers, Inc. | 137,118 | $3.87M | 1.82% | −6,725−4.7% | Reduced |
| Clearbridge Investments, LLC | 63,651 | $1.80M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 62,517 | $1.77M | 0.00% | −5,067−7.5% | Reduced |
| Invesco Ltd. | 61,691 | $1.74M | 0.00% | +7,921+14.7% | Added |
| Kayne Anderson Capital Advisors LP | 60,760 | $1.72M | 0.05% | +3,300+5.7% | Added |
| Almitas Capital LLC | 56,373 | $1.59M | 0.76% | +47,573+540.6% | Added |
| Logan Stone Capital, LLC | 52,151 | $1.47M | 0.58% | −19,163−26.9% | Reduced |
| Goldman Sachs Group Inc | 41,784 | $1.18M | 0.00% | +41,784 | New |
| Hollencrest Capital Management | 40,000 | $1.13M | 0.12% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 36,244 | $1.02M | 0.40% | −21,800−37.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 32,831 | $927.2K | 0.01% | +365+1.1% | Added |
| Wells Fargo & Company | 26,832 | $757.7K | 0.00% | −3,276−10.9% | Reduced |
| Commonwealth Equity Services, LLC | 26,050 | $735.0K | 0.00% | −5,722−18.0% | Reduced |
| City of London Investment Management Co Ltd | 25,500 | $720.2K | 0.06% | 00.0% | Unchanged |
| Millennium Management LLC | 24,890 | $703.0K | 0.00% | −17,689−41.5% | Reduced |
| Raymond James & Associates | 18,946 | $535.0K | 0.00% | +242+1.3% | Added |
| Clough Capital Partners L P | 15,728 | $444.2K | 0.05% | +6,600+72.3% | Added |
| Kingsview Wealth Management, LLC | 14,261 | $402.7K | 0.02% | +16+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 13,750 | $388.3K | 0.12% | −745−5.1% | Reduced |
| Integrated Wealth Concepts LLC | 13,216 | $373.0K | 0.01% | +13,216 | New |
| Cerity Partners LLC | 13,084 | $369.5K | 0.00% | −390−2.9% | Reduced |
| Cetera Advisor Networks LLC | 12,236 | $345.6K | 0.00% | −241−1.9% | Reduced |
| Ameriprise Financial Inc | 12,200 | $344.5K | 0.00% | −2,113−14.8% | Reduced |
| Centaurus Financial, Inc. | 10,680 | $302.0K | 0.02% | −350−3.2% | Reduced |
| Advisor Group Holdings, Inc. | 9,690 | $273.8K | 0.00% | −306−3.1% | Reduced |
| Pathstone Family Office, LLC | 9,200 | $259.8K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 9,200 | $259.8K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 8,970 | $253.0K | 0.02% | +1,580+21.4% | Added |
| Concorde Asset Management, LLC | 8,792 | $248.3K | 0.29% | +220+2.6% | Added |
| JPMorgan Chase & Co | 8,674 | $245.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 7,724 | $220.0K | 0.00% | +554+7.7% | Added |
| Stephens Inc | 7,151 | $201.9K | 0.00% | +7+0.1% | Added |
| US Bancorp | 6,500 | $183.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,783 | $163.3K | 0.00% | −1,255−17.8% | Reduced |
| Carolinas Wealth Consulting LLC | 1,924 | $54.3K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 721 | $20.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 650 | $18.4K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 309 | $9.00K | 0.00% | +5+1.6% | Added |
| Stonebridge Capital Advisors LLC | 318 | $8.98K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 300 | $8.47K | 0.00% | −1,199−80.0% | Reduced |
| Sittner & Nelson, LLC | 207 | $5.85K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 174 | $5.00K | 0.00% | +174 | New |
| Bogart Wealth, LLC | 169 | $4.78K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 138 | $3.90K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 100 | $2.82K | 0.00% | +100 | New |
| Belpointe Asset Management LLC | 69 | $1.95K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $1.13K | 0.00% | +40 | New |
| Huntington National Bank | – | $56 | 0.00% | – | – |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −201,264−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −79,376−100.0% | Sold out |
| Platform Technology Partners | 0 | $0 | 0.00% | −7,479−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −5,156−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |