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