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, Q2 2024
Institutional positions in ClearBridge Energy Midstream Opportunity Fund Inc. as of Jun 30, 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
- 57
- −11 vs. Q1 2024
- Shares held
- 1.94M
- −4.65M (−70.6%) vs. Q1 2024
- Total value
- $77.0M
- −$187.9M (−70.9%) vs. Q1 2024
- New holders
- 8
- 6 more added
- Sold out
- 19
- 33 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding ClearBridge Energy Midstream Opportunity Fund Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 427,093 | $17.6M | 0.00% | −191,593−31.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 335,916 | $13.8M | 0.02% | −33,489−9.1% | Reduced |
| Saba Capital Management, L.P. | 265,851 | $11.0M | 0.24% | −2,741,266−91.2% | Reduced |
| Advisors Asset Management, Inc. | 179,227 | $7.39M | 0.14% | −52,086−22.5% | Reduced |
| Sit Investment Associates Inc | 109,514 | $4.51M | 0.10% | −786,691−87.8% | Reduced |
| Royal Bank of Canada | 68,845 | $2.84M | 0.00% | −72,165−51.2% | Reduced |
| Bank of America Corp | 54,096 | $2.23M | 0.00% | −3,682−6.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 48,766 | $2.01M | 0.70% | +48,766 | New |
| Edgemoor Investment Advisors, Inc. | 45,141 | $1.86M | 0.17% | +45,141 | New |
| Sanctuary Advisors, LLC | 40,374 | $1.67M | 0.01% | +40,374 | New |
| Yakira Capital Management, Inc. | 25,375 | $1.05M | 0.41% | −58,624−69.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,259 | $917.5K | 0.01% | −778−3.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,044 | $867.4K | 0.00% | +7,954+60.8% | Added |
| Aristides Capital LLC | 17,158 | $707.3K | 0.30% | −126,720−88.1% | Reduced |
| Invesco Ltd. | 16,984 | $700.1K | 0.00% | +4,850+40.0% | Added |
| Bulldog Investors, LLP | 14,534 | $599.1K | 0.22% | −102,450−87.6% | Reduced |
| Cerity Partners LLC | 13,065 | $538.5K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 10,625 | $438.0K | 0.00% | +1,658+18.5% | Added |
| Centaurus Financial, Inc. | 10,069 | $415.0K | 0.03% | −567−5.3% | Reduced |
| Landscape Capital Management, L.L.C. | 9,956 | $410.4K | 0.03% | +9,956 | New |
| Wells Fargo & Company | 9,944 | $409.9K | 0.00% | +207+2.1% | Added |
| Ameriprise Financial Inc | 9,478 | $390.7K | 0.00% | −1,695−15.2% | Reduced |
| Pathstone Holdings, LLC | 9,200 | $379.2K | 0.00% | 00.0% | Unchanged |
| Gratus Capital LLC | 8,800 | $362.7K | 0.01% | +8,800 | New |
| Arete Wealth Advisors, LLC | 8,568 | $353.0K | 0.03% | −11,907−58.2% | Reduced |
| Cetera Investment Advisers | 7,592 | $313.0K | 0.00% | −3,298−30.3% | Reduced |
| Kingsview Wealth Management, LLC | 7,512 | $309.6K | 0.01% | −1,021−12.0% | Reduced |
| Commonwealth Equity Services, LLC | 7,470 | $308.0K | 0.00% | −6,980−48.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,400 | $305.0K | 0.03% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 6,822 | $281.2K | 0.17% | +160+2.4% | Added |
| CSS LLC | 6,766 | $278.9K | 0.02% | −102,615−93.8% | Reduced |
| Wolverine Asset Management LLC | 6,079 | $250.6K | 0.00% | −52,115−89.6% | Reduced |
| Chicago Partners Investment Group LLC | 5,876 | $233.3K | 0.01% | −28−0.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 5,152 | $212.4K | 0.05% | −7,613−59.6% | Reduced |
| Hollencrest Capital Management | 4,777 | $196.9K | 0.01% | −35,280−88.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,377 | $180.4K | 0.04% | −25,741−85.5% | Reduced |
| UBS Group AG | 4,304 | $177.4K | 0.00% | −1,356−24.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,730 | $153.8K | 0.00% | −4,504−54.7% | Reduced |
| JPMorgan Chase & Co | 2,074 | $85.5K | 0.00% | −6,924−77.0% | Reduced |
| Robinson Capital Management, LLC | 1,861 | $76.7K | 0.03% | −13,739−88.1% | Reduced |
| Mercer Global Advisors Inc | 69,918 | $69.9K | 0.00% | +210.0% | Added |
| Comerica Bank | 887 | $36.6K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 469 | $19.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 400 | $16.5K | 0.00% | +400 | New |
| GWM Advisors LLC | 300 | $12.4K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 230 | $9.48K | 0.00% | −1,694−88.0% | Reduced |
| Covestor Ltd | 160 | $7.00K | 0.00% | −1,181−88.1% | Reduced |
| Principal Securities, Inc. | 160 | $6.59K | 0.00% | −32−16.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 150 | $6.18K | 0.00% | −400−72.7% | Reduced |
| IFP Advisors, Inc | 50 | $2.06K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 48 | $1.98K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 35 | $1.44K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 24 | $990 | 0.00% | −176−88.0% | Reduced |
| M&R Capital Management Inc | 24 | $989 | 0.00% | −176−88.0% | Reduced |
| Farther Finance Advisors, LLC | 23 | $944 | 0.00% | +23 | New |
| CIBC Private Wealth Group, LLC | 17 | $685 | 0.00% | +17 | New |
| Huntington National Bank | – | $82 | 0.00% | – | – |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Kayne Anderson Capital Advisors LP | 0 | $0 | 0.00% | −53,260−100.0% | Sold out |
| Absolute Investment Advisers LLC | 0 | $0 | 0.00% | −51,695−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −41,354−100.0% | Sold out |
| Terril Brothers, Inc. | 0 | $0 | 0.00% | −26,380−100.0% | Sold out |
| Atlas Wealth LLC | 0 | $0 | 0.00% | −24,077−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −19,822−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −13,316−100.0% | Sold out |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −10,651−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −9,514−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −8,371−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −7,413−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −7,201−100.0% | Sold out |
| Pasadena Private Wealth, LLC | 0 | $0 | 0.00% | −5,480−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −5,002−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |