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, Q3 2023
Institutional positions in ClearBridge Energy Midstream Opportunity Fund Inc. as of Sep 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
- 0 vs. Q2 2023
- Shares held
- 6.13M
- +217.5K (+3.7%) vs. Q2 2023
- Total value
- $194.4M
- +$17.7M (+10.0%) vs. Q2 2023
- New holders
- 8
- 15 more added
- Sold out
- 8
- 20 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding ClearBridge Energy Midstream Opportunity Fund Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 2,543,688 | $80.6M | 2.56% | +278,098+12.3% | Added |
| Morgan Stanley | 688,177 | $21.8M | 0.00% | −2,534−0.4% | Reduced |
| Sit Investment Associates Inc | 676,880 | $21.5M | 0.59% | +99,630+17.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 359,608 | $11.4M | 0.02% | −9,657−2.6% | Reduced |
| Woodline Partners LP | 342,931 | $10.9M | 0.13% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 247,858 | $7.86M | 0.17% | +46,643+23.2% | Added |
| Royal Bank of Canada | 153,247 | $4.86M | 0.00% | +235+0.2% | Added |
| McGowan Group Asset Management, Inc. | 149,162 | $4.73M | 0.75% | −160,729−51.9% | Reduced |
| Aristides Capital LLC | 143,878 | $4.56M | 3.04% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 121,706 | $3.86M | 1.87% | −12,600−9.4% | Reduced |
| Bank of America Corp | 60,200 | $1.91M | 0.00% | +1,428+2.4% | Added |
| Clough Capital Partners L P | 54,228 | $1.72M | 0.18% | +34,900+180.6% | Added |
| Goldman Sachs Group Inc | 53,616 | $1.70M | 0.00% | +12,711+31.1% | Added |
| Kayne Anderson Capital Advisors LP | 53,260 | $1.69M | 0.05% | −4,200−7.3% | Reduced |
| Alpine Global Management, LLC | 44,300 | $1.40M | 0.32% | +44,300 | New |
| Hollencrest Capital Management | 40,057 | $1.27M | 0.14% | 00.0% | Unchanged |
| Invesco Ltd. | 36,601 | $1.16M | 0.00% | −15,253−29.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 30,263 | $959.3K | 0.01% | +307+1.0% | Added |
| City of London Investment Management Co Ltd | 25,500 | $808.4K | 0.07% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 22,484 | $713.0K | 0.00% | −3,085−12.1% | Reduced |
| Almitas Capital LLC | 21,953 | $695.9K | 0.33% | −13,921−38.8% | Reduced |
| Quarry LP | 21,200 | $672.0K | 0.43% | +17,600+488.9% | Added |
| Atlas Wealth LLC | 19,262 | $610.6K | 0.11% | +19,262 | New |
| Kingsview Wealth Management, LLC | 14,158 | $448.8K | 0.02% | −121−0.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 13,563 | $430.0K | 0.14% | −194−1.4% | Reduced |
| Integrated Wealth Concepts LLC | 13,216 | $418.9K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 13,019 | $412.7K | 0.00% | −455−3.4% | Reduced |
| Raymond James & Associates | 12,663 | $401.4K | 0.00% | −1,903−13.1% | Reduced |
| Ameriprise Financial Inc | 12,644 | $400.8K | 0.00% | +328+2.7% | Added |
| Wolverine Asset Management LLC | 11,408 | $361.6K | 0.01% | −1,530−11.8% | Reduced |
| Blackstone Group Inc. | 11,300 | $358.2K | 0.00% | +11,300 | New |
| Centaurus Financial, Inc. | 10,680 | $339.0K | 0.03% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 10,219 | $323.9K | 0.18% | −18,567−64.5% | Reduced |
| Cetera Advisor Networks LLC | 9,896 | $313.7K | 0.00% | −1,575−13.7% | Reduced |
| Advisor Partners II, LLC | 9,200 | $291.6K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 8,902 | $282.2K | 0.00% | +18+0.2% | Added |
| Advisor Group Holdings, Inc. | 8,698 | $275.8K | 0.00% | +151+1.8% | Added |
| JPMorgan Chase & Co | 8,674 | $275.0K | 0.00% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 8,452 | $267.9K | 0.24% | +250+3.0% | Added |
| Kingswood Wealth Advisors, LLC | 7,400 | $234.6K | 0.04% | −700−8.6% | Reduced |
| Stephens Inc | 7,267 | $230.4K | 0.00% | +8+0.1% | Added |
| CSS LLC | 7,221 | $228.9K | 0.02% | +7,221 | New |
| Arete Wealth Advisors, LLC | 6,805 | $215.7K | 0.04% | −2,661−28.1% | Reduced |
| UBS Group AG | 5,329 | $168.9K | 0.00% | −4,162−43.9% | Reduced |
| Sea Otter Advisors LLC | 3,648 | $115.6K | 0.08% | +635+21.1% | Added |
| US Bancorp | 2,282 | $72.3K | 0.00% | −4,218−64.9% | Reduced |
| Carolinas Wealth Consulting LLC | 1,924 | $59.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,119 | $35.0K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 887 | $28.1K | 0.00% | +887 | New |
| Plante Moran Financial Advisors, LLC | 550 | $17.4K | 0.00% | −100−15.4% | Reduced |
| Tyler-Stone Wealth Management | 469 | $15.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 318 | $10.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 300 | $9.51K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 210 | $6.66K | 0.00% | +210 | New |
| Sittner & Nelson, LLC | 207 | $6.56K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $6.34K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 181 | $5.74K | 0.00% | +181 | New |
| Bogart Wealth, LLC | 169 | $5.37K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 74 | $2.00K | 0.00% | +74 | New |
| Colonial Trust Co | 48 | $1.52K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $1.27K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $63 | 0.00% | – | – |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −63,651−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −14,440−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −11,678−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |