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, Q4 2023
Institutional positions in ClearBridge Energy Midstream Opportunity Fund Inc. as of Dec 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
- 64
- +3 vs. Q3 2023
- Shares held
- 6.58M
- +459.7K (+7.5%) vs. Q3 2023
- Total value
- $226.9M
- +$32.8M (+16.9%) vs. Q3 2023
- New holders
- 13
- 18 more added
- Sold out
- 10
- 14 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding ClearBridge Energy Midstream Opportunity Fund Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 3,007,117 | $105.0M | 2.58% | +463,429+18.2% | Added |
| Sit Investment Associates Inc | 896,205 | $31.3M | 0.77% | +219,325+32.4% | Added |
| Morgan Stanley | 647,197 | $22.6M | 0.00% | −40,980−6.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 377,780 | $13.2M | 0.02% | +18,172+5.1% | Added |
| Advisors Asset Management, Inc. | 233,855 | $8.17M | 0.17% | −14,003−5.6% | Reduced |
| Aristides Capital LLC | 143,878 | $5.02M | 2.53% | 00.0% | Unchanged |
| Royal Bank of Canada | 140,720 | $4.91M | 0.00% | −12,527−8.2% | Reduced |
| Clough Capital Partners L P | 118,943 | $4.15M | 0.46% | +64,715+119.3% | Added |
| Terril Brothers, Inc. | 116,046 | $4.05M | 1.44% | −5,660−4.7% | Reduced |
| Woodline Partners LP | 77,679 | $2.71M | 0.03% | −265,252−77.3% | Reduced |
| Alpine Global Management, LLC | 63,300 | $2.21M | 0.60% | +19,000+42.9% | Added |
| Goldman Sachs Group Inc | 63,138 | $2.20M | 0.00% | +9,522+17.8% | Added |
| Bank of America Corp | 55,071 | $1.92M | 0.00% | −5,129−8.5% | Reduced |
| Kayne Anderson Capital Advisors LP | 53,260 | $1.86M | 0.06% | 00.0% | Unchanged |
| Quarry LP | 44,915 | $1.57M | 0.79% | +23,715+111.9% | Added |
| Hollencrest Capital Management | 40,057 | $1.40M | 0.13% | 00.0% | Unchanged |
| CSS LLC | 29,696 | $1.04M | 0.08% | +22,475+311.2% | Added |
| City of London Investment Management Co Ltd | 25,500 | $890.5K | 0.07% | 00.0% | Unchanged |
| Sea Otter Advisors LLC | 23,648 | $825.8K | 0.79% | +20,000+548.2% | Added |
| Steward Partners Investment Advisory, LLC | 23,014 | $803.7K | 0.01% | −7,249−24.0% | Reduced |
| Invesco Ltd. | 21,890 | $764.4K | 0.00% | −14,711−40.2% | Reduced |
| Concorde Asset Management, LLC | 34,984 | $648.5K | 0.44% | +26,532+313.9% | Added |
| Atlas Wealth LLC | 19,262 | $610.6K | 0.33% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,461 | $505.0K | 0.00% | −8,023−35.7% | Reduced |
| JPMorgan Chase & Co | 14,129 | $493.4K | 0.00% | +5,455+62.9% | Added |
| Robinson Capital Management, LLC | 13,600 | $472.7K | 0.17% | +13,600 | New |
| Integrated Wealth Concepts LLC | 13,216 | $461.5K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 13,154 | $459.3K | 0.00% | +491+3.9% | Added |
| Cerity Partners LLC | 13,065 | $456.2K | 0.00% | +46+0.4% | Added |
| Ameriprise Financial Inc | 12,959 | $452.5K | 0.00% | +315+2.5% | Added |
| Quadrant Private Wealth Management, LLC | 12,898 | $450.4K | 0.12% | −665−4.9% | Reduced |
| Kingsview Wealth Management, LLC | 12,176 | $425.2K | 0.01% | −1,982−14.0% | Reduced |
| Blackstone Group Inc. | 11,300 | $394.6K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 10,680 | $373.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 9,896 | $345.6K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 9,200 | $321.3K | 0.00% | +9,200 | New |
| Wealth Enhancement Advisory Services, LLC | 8,900 | $310.8K | 0.00% | +8,900 | New |
| Advisor Group Holdings, Inc. | 8,102 | $283.0K | 0.00% | −596−6.9% | Reduced |
| Wells Fargo & Company | 7,807 | $272.6K | 0.00% | −1,095−12.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 7,789 | $272.0K | 0.07% | +7,789 | New |
| Yakira Capital Management, Inc. | 7,778 | $271.6K | 0.09% | +7,778 | New |
| UBS Group AG | 7,763 | $271.1K | 0.00% | +2,434+45.7% | Added |
| Arete Wealth Advisors, LLC | 7,525 | $262.8K | 0.02% | +720+10.6% | Added |
| Kingswood Wealth Advisors, LLC | 7,400 | $258.4K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 7,276 | $254.1K | 0.00% | +9+0.1% | Added |
| Citadel Advisors LLC | 6,402 | $223.6K | 0.00% | +6,402 | New |
| Virtu Financial LLC | 5,903 | $206.0K | 0.02% | +5,903 | New |
| Chicago Partners Investment Group LLC | 5,817 | $203.4K | 0.01% | +5,817 | New |
| Mercer Global Advisors Inc | 69,875 | $70.0K | 0.00% | +69,875 | New |
| Carolinas Wealth Consulting LLC | 1,924 | $67.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,341 | $47.0K | 0.03% | +222+19.8% | Added |
| Comerica Bank | 887 | $31.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 754 | $26.3K | 0.00% | −1,528−67.0% | Reduced |
| Advisory Services Network, LLC | 721 | $25.2K | 0.00% | +721 | New |
| Plante Moran Financial Advisors, LLC | 550 | $19.2K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 469 | $16.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 300 | $10.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 209 | $7.30K | 0.00% | +209 | New |
| Armstrong Advisory Group, Inc | 200 | $6.98K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 169 | $5.91K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 59 | $2.06K | 0.00% | +59 | New |
| Colonial Trust Co | 48 | $1.68K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 35 | $1.22K | 0.00% | +35 | New |
| Huntington National Bank | – | $70 | 0.00% | – | – |
| McGowan Group Asset Management, Inc. | 0 | $0 | 0.00% | −149,162−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −21,953−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −11,408−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −10,219−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |