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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $56 | 0.00% | – | – |
| WR Wealth Planners, LLC | 40 | $1.13K | 0.00% | +40 | New |
| Belpointe Asset Management LLC | 69 | $1.95K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 100 | $2.82K | 0.00% | +100 | New |
| Ronald Blue Trust, Inc. | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 138 | $3.90K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 169 | $4.78K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 174 | $5.00K | 0.00% | +174 | New |
| Sittner & Nelson, LLC | 207 | $5.85K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 300 | $8.47K | 0.00% | −1,199−80.0% | Reduced |
| Stonebridge Capital Advisors LLC | 318 | $8.98K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 309 | $9.00K | 0.00% | +5+1.6% | Added |
| Plante Moran Financial Advisors, LLC | 650 | $18.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 721 | $20.4K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,924 | $54.3K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 5,783 | $163.3K | 0.00% | −1,255−17.8% | Reduced |
| US Bancorp | 6,500 | $183.6K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 7,151 | $201.9K | 0.00% | +7+0.1% | Added |
| HighTower Advisors, LLC | 7,724 | $220.0K | 0.00% | +554+7.7% | Added |
| JPMorgan Chase & Co | 8,674 | $245.0K | 0.00% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 8,792 | $248.3K | 0.29% | +220+2.6% | Added |
| Arete Wealth Advisors, LLC | 8,970 | $253.0K | 0.02% | +1,580+21.4% | Added |
| 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 |
| Advisor Group Holdings, Inc. | 9,690 | $273.8K | 0.00% | −306−3.1% | Reduced |
| Centaurus Financial, Inc. | 10,680 | $302.0K | 0.02% | −350−3.2% | Reduced |
| Ameriprise Financial Inc | 12,200 | $344.5K | 0.00% | −2,113−14.8% | Reduced |
| Cetera Advisor Networks LLC | 12,236 | $345.6K | 0.00% | −241−1.9% | Reduced |
| Cerity Partners LLC | 13,084 | $369.5K | 0.00% | −390−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 13,216 | $373.0K | 0.01% | +13,216 | New |
| Quadrant Private Wealth Management, LLC | 13,750 | $388.3K | 0.12% | −745−5.1% | Reduced |
| Kingsview Wealth Management, LLC | 14,261 | $402.7K | 0.02% | +16+0.1% | Added |
| Clough Capital Partners L P | 15,728 | $444.2K | 0.05% | +6,600+72.3% | Added |
| Raymond James & Associates | 18,946 | $535.0K | 0.00% | +242+1.3% | Added |
| Millennium Management LLC | 24,890 | $703.0K | 0.00% | −17,689−41.5% | Reduced |
| City of London Investment Management Co Ltd | 25,500 | $720.2K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 26,050 | $735.0K | 0.00% | −5,722−18.0% | Reduced |
| Wells Fargo & Company | 26,832 | $757.7K | 0.00% | −3,276−10.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 32,831 | $927.2K | 0.01% | +365+1.1% | Added |
| Quantedge Capital Pte Ltd | 36,244 | $1.02M | 0.40% | −21,800−37.6% | Reduced |
| Hollencrest Capital Management | 40,000 | $1.13M | 0.12% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 41,784 | $1.18M | 0.00% | +41,784 | New |
| Logan Stone Capital, LLC | 52,151 | $1.47M | 0.58% | −19,163−26.9% | Reduced |
| Almitas Capital LLC | 56,373 | $1.59M | 0.76% | +47,573+540.6% | Added |
| Kayne Anderson Capital Advisors LP | 60,760 | $1.72M | 0.05% | +3,300+5.7% | Added |
| Invesco Ltd. | 61,691 | $1.74M | 0.00% | +7,921+14.7% | Added |
| Bank of America Corp | 62,517 | $1.77M | 0.00% | −5,067−7.5% | Reduced |
| Clearbridge Investments, LLC | 63,651 | $1.80M | 0.00% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 137,118 | $3.87M | 1.82% | −6,725−4.7% | Reduced |
| Aristides Capital LLC | 143,878 | $4.06M | 2.56% | −19,945−12.2% | Reduced |
| Royal Bank of Canada | 155,106 | $4.38M | 0.00% | −4,598−2.9% | Reduced |
| Advisors Asset Management, Inc. | 159,965 | $4.52M | 0.09% | +10,629+7.1% | Added |
| McGowan Group Asset Management, Inc. | 312,855 | $8.84M | 1.40% | −146,887−31.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 349,044 | $9.86M | 0.02% | −368−0.1% | Reduced |
| Woodline Partners LP | 349,198 | $9.86M | 0.14% | +29,189+9.1% | Added |
| Sit Investment Associates Inc | 563,282 | $15.9M | 0.43% | +313,267+125.3% | Added |
| Morgan Stanley | 637,157 | $18.0M | 0.00% | +14,427+2.3% | Added |
| Saba Capital Management, L.P. | 2,072,993 | $58.5M | 1.42% | +183,666+9.7% | Added |
| 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 |