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, Q1 2024
Institutional positions in ClearBridge Energy Midstream Opportunity Fund Inc. as of Mar 31, 2024. 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
- 68
- +4 vs. Q4 2023
- Shares held
- 6.59M
- +7.03K (+0.1%) vs. Q4 2023
- Total value
- $264.9M
- +$38.0M (+16.7%) vs. Q4 2023
- New holders
- 14
- 16 more added
- Sold out
- 10
- 19 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding ClearBridge Energy Midstream Opportunity Fund Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 3,007,117 | $122.1M | 2.68% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 896,205 | $36.4M | 0.84% | 00.0% | Unchanged |
| Morgan Stanley | 618,686 | $25.1M | 0.00% | −28,511−4.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 369,405 | $15.0M | 0.02% | −8,375−2.2% | Reduced |
| Advisors Asset Management, Inc. | 231,313 | $9.39M | 0.18% | −2,542−1.1% | Reduced |
| Aristides Capital LLC | 143,878 | $5.84M | 2.47% | 00.0% | Unchanged |
| Royal Bank of Canada | 141,010 | $5.73M | 0.00% | +290+0.2% | Added |
| Bulldog Investors, LLP | 116,984 | $4.75M | 1.57% | +116,984 | New |
| CSS LLC | 109,381 | $4.44M | 0.36% | +79,685+268.3% | Added |
| Alpine Global Management, LLC | 90,000 | $3.65M | 0.71% | +26,700+42.2% | Added |
| Yakira Capital Management, Inc. | 83,999 | $3.41M | 1.18% | +76,221+980.0% | Added |
| Wolverine Asset Management LLC | 58,194 | $2.36M | 0.05% | +58,194 | New |
| Bank of America Corp | 57,778 | $2.35M | 0.00% | +2,707+4.9% | Added |
| Kayne Anderson Capital Advisors LP | 53,260 | $2.16M | 0.06% | 00.0% | Unchanged |
| Absolute Investment Advisers LLC | 51,695 | $2.10M | 0.29% | +51,695 | New |
| Rivernorth Capital Management, LLC | 41,354 | $1.68M | 0.08% | +41,354 | New |
| Hollencrest Capital Management | 40,057 | $1.63M | 0.07% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 30,118 | $1.22M | 0.26% | +22,329+286.7% | Added |
| Terril Brothers, Inc. | 26,380 | $1.07M | 0.37% | −89,666−77.3% | Reduced |
| Atlas Wealth LLC | 24,077 | $977.8K | 0.48% | +4,815+25.0% | Added |
| Steward Partners Investment Advisory, LLC | 23,037 | $935.5K | 0.01% | +23+0.1% | Added |
| Arete Wealth Advisors, LLC | 20,475 | $831.5K | 0.08% | +12,950+172.1% | Added |
| Quarry LP | 19,822 | $805.0K | 0.33% | −25,093−55.9% | Reduced |
| Robinson Capital Management, LLC | 15,600 | $637.1K | 0.23% | +2,000+14.7% | Added |
| Commonwealth Equity Services, LLC | 14,450 | $587.0K | 0.00% | −11−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 13,316 | $540.8K | 0.01% | +100+0.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,090 | $531.6K | 0.00% | +4,190+47.1% | Added |
| Cerity Partners LLC | 13,065 | $530.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 12,765 | $518.4K | 0.13% | −133−1.0% | Reduced |
| Invesco Ltd. | 12,134 | $492.8K | 0.00% | −9,756−44.6% | Reduced |
| Ameriprise Financial Inc | 11,173 | $453.7K | 0.00% | −1,786−13.8% | Reduced |
| Cetera Investment Advisers | 10,890 | $442.3K | 0.00% | +10,890 | New |
| City of London Investment Management Co Ltd | 10,651 | $432.5K | 0.04% | −14,849−58.2% | Reduced |
| Centaurus Financial, Inc. | 10,636 | $432.0K | 0.03% | −44−0.4% | Reduced |
| Wells Fargo & Company | 9,737 | $395.4K | 0.00% | +1,930+24.7% | Added |
| Raymond James & Associates | 9,514 | $386.4K | 0.00% | −3,640−27.7% | Reduced |
| Pathstone Holdings, LLC | 9,200 | $373.6K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,998 | $365.4K | 0.00% | −5,131−36.3% | Reduced |
| Davenport & Co LLC | 8,967 | $364.1K | 0.00% | +8,967 | New |
| Kingsview Wealth Management, LLC | 8,533 | $346.5K | 0.01% | −3,643−29.9% | Reduced |
| Calamos Advisors LLC | 8,371 | $339.9K | 0.00% | +8,371 | New |
| Advisor Group Holdings, Inc. | 8,234 | $334.4K | 0.00% | +132+1.6% | Added |
| Goldman Sachs Group Inc | 7,413 | $301.0K | 0.00% | −55,725−88.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,400 | $300.5K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 7,201 | $292.5K | 0.00% | −75−1.0% | Reduced |
| Concorde Asset Management, LLC | 6,662 | $270.5K | 0.19% | −28,322−81.0% | Reduced |
| Chicago Partners Investment Group LLC | 5,904 | $242.5K | 0.01% | +87+1.5% | Added |
| UBS Group AG | 5,660 | $229.9K | 0.00% | −2,103−27.1% | Reduced |
| Pasadena Private Wealth, LLC | 5,480 | $222.6K | 0.05% | +5,480 | New |
| Bank of New York Mellon Corp | 5,002 | $203.1K | 0.00% | +5,002 | New |
| Carolinas Wealth Consulting LLC | 1,924 | $78.1K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 69,897 | $70.0K | 0.00% | +220.0% | Added |
| Covestor Ltd | 1,341 | $54.0K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 887 | $36.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 550 | $22.3K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 469 | $19.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 300 | $12.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 224 | $9.10K | 0.00% | +224 | New |
| M&R Capital Management Inc | 200 | $8.12K | 0.00% | +200 | New |
| Principal Securities, Inc. | 192 | $7.80K | 0.00% | −17−8.1% | Reduced |
| Armstrong Advisory Group, Inc | 200 | $6.98K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 169 | $6.87K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 125 | $5.07K | 0.00% | +125 | New |
| IFP Advisors, Inc | 50 | $2.03K | 0.00% | +50 | New |
| Colonial Trust Co | 48 | $1.95K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $1.62K | 0.00% | +40 | New |
| Salem Investment Counselors Inc | 35 | $1.42K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $81 | 0.00% | – | – |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −118,943−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −77,679−100.0% | Sold out |
| Sea Otter Advisors LLC | 0 | $0 | 0.00% | −23,648−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −9,896−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −6,402−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,903−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −754−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |