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