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, Q2 2023
Institutional positions in ClearBridge Energy Midstream Opportunity Fund Inc. as of Jun 30, 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
- 62
- +5 vs. Q1 2023
- Shares held
- 5.92M
- +213.2K (+3.7%) vs. Q1 2023
- Total value
- $176.7M
- +$15.7M (+9.7%) vs. Q1 2023
- New holders
- 10
- 15 more added
- Sold out
- 5
- 19 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding ClearBridge Energy Midstream Opportunity Fund Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $60 | 0.00% | – | – |
| WR Wealth Planners, LLC | 40 | $1.19K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 48 | $1.43K | 0.00% | +48 | New |
| IFP Advisors, Inc | 200 | $2.13K | 0.00% | +200 | New |
| Blue Bell Private Wealth Management, LLC | 100 | $2.99K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 169 | $5.05K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $5.97K | 0.00% | +200 | New |
| Sittner & Nelson, LLC | 207 | $6.18K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 300 | $8.96K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 315 | $9.00K | 0.00% | +6+1.9% | Added |
| Stonebridge Capital Advisors LLC | 318 | $9.49K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 469 | $14.0K | 0.01% | +469 | New |
| Plante Moran Financial Advisors, LLC | 650 | $19.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,119 | $33.0K | 0.03% | +1,119 | New |
| The PNC Financial Services Group, Inc. | 1,106 | $33.0K | 0.00% | +1,106 | New |
| Carolinas Wealth Consulting LLC | 1,924 | $57.5K | 0.01% | 00.0% | Unchanged |
| Sea Otter Advisors LLC | 3,013 | $90.0K | 0.07% | +3,013 | New |
| Quarry LP | 3,600 | $107.5K | 0.07% | +3,600 | New |
| US Bancorp | 6,500 | $194.1K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 7,259 | $216.7K | 0.00% | +108+1.5% | Added |
| Kingswood Wealth Advisors, LLC | 8,100 | $241.9K | 0.08% | +8,100 | New |
| Concorde Asset Management, LLC | 8,202 | $244.9K | 0.23% | −590−6.7% | Reduced |
| Advisor Group Holdings, Inc. | 8,547 | $255.3K | 0.00% | −1,143−11.8% | Reduced |
| JPMorgan Chase & Co | 8,674 | $259.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 8,884 | $265.3K | 0.00% | −17,948−66.9% | Reduced |
| Pathstone Family Office, LLC | 9,200 | $274.7K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 9,200 | $274.7K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 9,466 | $283.0K | 0.03% | +496+5.5% | Added |
| UBS Group AG | 9,491 | $283.4K | 0.00% | +3,708+64.1% | Added |
| Centaurus Financial, Inc. | 10,680 | $319.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 11,471 | $342.5K | 0.00% | −765−6.3% | Reduced |
| Millennium Management LLC | 11,678 | $348.7K | 0.00% | −13,212−53.1% | Reduced |
| Ameriprise Financial Inc | 12,316 | $367.8K | 0.00% | +116+1.0% | Added |
| Wolverine Asset Management LLC | 12,938 | $386.3K | 0.01% | +12,938 | New |
| Integrated Wealth Concepts LLC | 13,216 | $394.6K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 13,474 | $402.3K | 0.00% | +390+3.0% | Added |
| Quadrant Private Wealth Management, LLC | 13,757 | $410.8K | 0.12% | +7+0.1% | Added |
| Kingsview Wealth Management, LLC | 14,279 | $426.4K | 0.02% | +18+0.1% | Added |
| Logan Stone Capital, LLC | 14,440 | $431.2K | 0.15% | −37,711−72.3% | Reduced |
| Raymond James & Associates | 14,566 | $434.9K | 0.00% | −4,380−23.1% | Reduced |
| Clough Capital Partners L P | 19,328 | $577.1K | 0.06% | +3,600+22.9% | Added |
| City of London Investment Management Co Ltd | 25,500 | $762.2K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 25,569 | $764.0K | 0.00% | −481−1.8% | Reduced |
| Quantedge Capital Pte Ltd | 28,786 | $859.5K | 0.38% | −7,458−20.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 29,956 | $894.5K | 0.01% | −2,875−8.8% | Reduced |
| Almitas Capital LLC | 35,874 | $1.15M | 0.49% | −20,499−36.4% | Reduced |
| Hollencrest Capital Management | 40,057 | $1.20M | 0.12% | +57+0.1% | Added |
| Goldman Sachs Group Inc | 40,905 | $1.22M | 0.00% | −879−2.1% | Reduced |
| Invesco Ltd. | 51,854 | $1.55M | 0.00% | −9,837−15.9% | Reduced |
| Kayne Anderson Capital Advisors LP | 57,460 | $1.72M | 0.05% | −3,300−5.4% | Reduced |
| Bank of America Corp | 58,772 | $1.75M | 0.00% | −3,745−6.0% | Reduced |
| Clearbridge Investments, LLC | 63,651 | $1.90M | 0.00% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 134,306 | $4.01M | 1.77% | −2,812−2.1% | Reduced |
| Aristides Capital LLC | 143,878 | $4.30M | 2.54% | 00.0% | Unchanged |
| Royal Bank of Canada | 153,012 | $4.57M | 0.00% | −2,094−1.4% | Reduced |
| Advisors Asset Management, Inc. | 201,215 | $6.01M | 0.12% | +41,250+25.8% | Added |
| McGowan Group Asset Management, Inc. | 309,891 | $9.25M | 1.44% | −2,964−0.9% | Reduced |
| Woodline Partners LP | 342,931 | $10.2M | 0.12% | −6,267−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 369,265 | $11.0M | 0.02% | +20,221+5.8% | Added |
| Sit Investment Associates Inc | 577,250 | $17.2M | 0.45% | +13,968+2.5% | Added |
| Morgan Stanley | 690,711 | $20.6M | 0.00% | +53,554+8.4% | Added |
| Saba Capital Management, L.P. | 2,265,590 | $67.7M | 2.23% | +192,597+9.3% | Added |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −7,724−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |