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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $70 | 0.00% | – | – |
| Salem Investment Counselors Inc | 35 | $1.22K | 0.00% | +35 | New |
| Colonial Trust Co | 48 | $1.68K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 59 | $2.06K | 0.00% | +59 | New |
| Bogart Wealth, LLC | 169 | $5.91K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $6.98K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 209 | $7.30K | 0.00% | +209 | New |
| GWM Advisors LLC | 300 | $10.5K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 469 | $16.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 550 | $19.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 721 | $25.2K | 0.00% | +721 | New |
| US Bancorp | 754 | $26.3K | 0.00% | −1,528−67.0% | Reduced |
| Comerica Bank | 887 | $31.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,341 | $47.0K | 0.03% | +222+19.8% | Added |
| Carolinas Wealth Consulting LLC | 1,924 | $67.2K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 69,875 | $70.0K | 0.00% | +69,875 | New |
| Chicago Partners Investment Group LLC | 5,817 | $203.4K | 0.01% | +5,817 | New |
| Virtu Financial LLC | 5,903 | $206.0K | 0.02% | +5,903 | New |
| Citadel Advisors LLC | 6,402 | $223.6K | 0.00% | +6,402 | New |
| Stephens Inc | 7,276 | $254.1K | 0.00% | +9+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 7,400 | $258.4K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 7,525 | $262.8K | 0.02% | +720+10.6% | Added |
| UBS Group AG | 7,763 | $271.1K | 0.00% | +2,434+45.7% | Added |
| Yakira Capital Management, Inc. | 7,778 | $271.6K | 0.09% | +7,778 | New |
| Blue Bell Private Wealth Management, LLC | 7,789 | $272.0K | 0.07% | +7,789 | New |
| Wells Fargo & Company | 7,807 | $272.6K | 0.00% | −1,095−12.3% | Reduced |
| Advisor Group Holdings, Inc. | 8,102 | $283.0K | 0.00% | −596−6.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,900 | $310.8K | 0.00% | +8,900 | New |
| Pathstone Holdings, LLC | 9,200 | $321.3K | 0.00% | +9,200 | New |
| Cetera Advisor Networks LLC | 9,896 | $345.6K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 10,680 | $373.0K | 0.03% | 00.0% | Unchanged |
| Blackstone Group Inc. | 11,300 | $394.6K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,176 | $425.2K | 0.01% | −1,982−14.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 12,898 | $450.4K | 0.12% | −665−4.9% | Reduced |
| Ameriprise Financial Inc | 12,959 | $452.5K | 0.00% | +315+2.5% | Added |
| Cerity Partners LLC | 13,065 | $456.2K | 0.00% | +46+0.4% | Added |
| Raymond James & Associates | 13,154 | $459.3K | 0.00% | +491+3.9% | Added |
| Integrated Wealth Concepts LLC | 13,216 | $461.5K | 0.01% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 13,600 | $472.7K | 0.17% | +13,600 | New |
| JPMorgan Chase & Co | 14,129 | $493.4K | 0.00% | +5,455+62.9% | Added |
| Commonwealth Equity Services, LLC | 14,461 | $505.0K | 0.00% | −8,023−35.7% | Reduced |
| Atlas Wealth LLC | 19,262 | $610.6K | 0.33% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 34,984 | $648.5K | 0.44% | +26,532+313.9% | Added |
| Invesco Ltd. | 21,890 | $764.4K | 0.00% | −14,711−40.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,014 | $803.7K | 0.01% | −7,249−24.0% | Reduced |
| Sea Otter Advisors LLC | 23,648 | $825.8K | 0.79% | +20,000+548.2% | Added |
| City of London Investment Management Co Ltd | 25,500 | $890.5K | 0.07% | 00.0% | Unchanged |
| CSS LLC | 29,696 | $1.04M | 0.08% | +22,475+311.2% | Added |
| Hollencrest Capital Management | 40,057 | $1.40M | 0.13% | 00.0% | Unchanged |
| Quarry LP | 44,915 | $1.57M | 0.79% | +23,715+111.9% | Added |
| Kayne Anderson Capital Advisors LP | 53,260 | $1.86M | 0.06% | 00.0% | Unchanged |
| Bank of America Corp | 55,071 | $1.92M | 0.00% | −5,129−8.5% | Reduced |
| Goldman Sachs Group Inc | 63,138 | $2.20M | 0.00% | +9,522+17.8% | Added |
| Alpine Global Management, LLC | 63,300 | $2.21M | 0.60% | +19,000+42.9% | Added |
| Woodline Partners LP | 77,679 | $2.71M | 0.03% | −265,252−77.3% | Reduced |
| Terril Brothers, Inc. | 116,046 | $4.05M | 1.44% | −5,660−4.7% | Reduced |
| Clough Capital Partners L P | 118,943 | $4.15M | 0.46% | +64,715+119.3% | Added |
| Royal Bank of Canada | 140,720 | $4.91M | 0.00% | −12,527−8.2% | Reduced |
| Aristides Capital LLC | 143,878 | $5.02M | 2.53% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 233,855 | $8.17M | 0.17% | −14,003−5.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 377,780 | $13.2M | 0.02% | +18,172+5.1% | Added |
| Morgan Stanley | 647,197 | $22.6M | 0.00% | −40,980−6.0% | Reduced |
| Sit Investment Associates Inc | 896,205 | $31.3M | 0.77% | +219,325+32.4% | Added |
| Saba Capital Management, L.P. | 3,007,117 | $105.0M | 2.58% | +463,429+18.2% | Added |
| 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 |