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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $82 | 0.00% | – | – |
| CIBC Private Wealth Group, LLC | 17 | $685 | 0.00% | +17 | New |
| Farther Finance Advisors, LLC | 23 | $944 | 0.00% | +23 | New |
| M&R Capital Management Inc | 24 | $989 | 0.00% | −176−88.0% | Reduced |
| Armstrong Advisory Group, Inc | 24 | $990 | 0.00% | −176−88.0% | Reduced |
| Salem Investment Counselors Inc | 35 | $1.44K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 48 | $1.98K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $2.06K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $6.18K | 0.00% | −400−72.7% | Reduced |
| Principal Securities, Inc. | 160 | $6.59K | 0.00% | −32−16.7% | Reduced |
| Covestor Ltd | 160 | $7.00K | 0.00% | −1,181−88.1% | Reduced |
| Carolinas Wealth Consulting LLC | 230 | $9.48K | 0.00% | −1,694−88.0% | Reduced |
| GWM Advisors LLC | 300 | $12.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 400 | $16.5K | 0.00% | +400 | New |
| Tyler-Stone Wealth Management | 469 | $19.3K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 887 | $36.6K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 69,918 | $69.9K | 0.00% | +210.0% | Added |
| Robinson Capital Management, LLC | 1,861 | $76.7K | 0.03% | −13,739−88.1% | Reduced |
| JPMorgan Chase & Co | 2,074 | $85.5K | 0.00% | −6,924−77.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,730 | $153.8K | 0.00% | −4,504−54.7% | Reduced |
| UBS Group AG | 4,304 | $177.4K | 0.00% | −1,356−24.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,377 | $180.4K | 0.04% | −25,741−85.5% | Reduced |
| Hollencrest Capital Management | 4,777 | $196.9K | 0.01% | −35,280−88.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 5,152 | $212.4K | 0.05% | −7,613−59.6% | Reduced |
| Chicago Partners Investment Group LLC | 5,876 | $233.3K | 0.01% | −28−0.5% | Reduced |
| Wolverine Asset Management LLC | 6,079 | $250.6K | 0.00% | −52,115−89.6% | Reduced |
| CSS LLC | 6,766 | $278.9K | 0.02% | −102,615−93.8% | Reduced |
| Concorde Asset Management, LLC | 6,822 | $281.2K | 0.17% | +160+2.4% | Added |
| Kingswood Wealth Advisors, LLC | 7,400 | $305.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 7,470 | $308.0K | 0.00% | −6,980−48.3% | Reduced |
| Kingsview Wealth Management, LLC | 7,512 | $309.6K | 0.01% | −1,021−12.0% | Reduced |
| Cetera Investment Advisers | 7,592 | $313.0K | 0.00% | −3,298−30.3% | Reduced |
| Arete Wealth Advisors, LLC | 8,568 | $353.0K | 0.03% | −11,907−58.2% | Reduced |
| Gratus Capital LLC | 8,800 | $362.7K | 0.01% | +8,800 | New |
| Pathstone Holdings, LLC | 9,200 | $379.2K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 9,478 | $390.7K | 0.00% | −1,695−15.2% | Reduced |
| Wells Fargo & Company | 9,944 | $409.9K | 0.00% | +207+2.1% | Added |
| Landscape Capital Management, L.L.C. | 9,956 | $410.4K | 0.03% | +9,956 | New |
| Centaurus Financial, Inc. | 10,069 | $415.0K | 0.03% | −567−5.3% | Reduced |
| Davenport & Co LLC | 10,625 | $438.0K | 0.00% | +1,658+18.5% | Added |
| Cerity Partners LLC | 13,065 | $538.5K | 0.00% | 00.0% | Unchanged |
| Bulldog Investors, LLP | 14,534 | $599.1K | 0.22% | −102,450−87.6% | Reduced |
| Invesco Ltd. | 16,984 | $700.1K | 0.00% | +4,850+40.0% | Added |
| Aristides Capital LLC | 17,158 | $707.3K | 0.30% | −126,720−88.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,044 | $867.4K | 0.00% | +7,954+60.8% | Added |
| Steward Partners Investment Advisory, LLC | 22,259 | $917.5K | 0.01% | −778−3.4% | Reduced |
| Yakira Capital Management, Inc. | 25,375 | $1.05M | 0.41% | −58,624−69.8% | Reduced |
| Sanctuary Advisors, LLC | 40,374 | $1.67M | 0.01% | +40,374 | New |
| Edgemoor Investment Advisors, Inc. | 45,141 | $1.86M | 0.17% | +45,141 | New |
| Thomas J. Herzfeld Advisors, Inc. | 48,766 | $2.01M | 0.70% | +48,766 | New |
| Bank of America Corp | 54,096 | $2.23M | 0.00% | −3,682−6.4% | Reduced |
| Royal Bank of Canada | 68,845 | $2.84M | 0.00% | −72,165−51.2% | Reduced |
| Sit Investment Associates Inc | 109,514 | $4.51M | 0.10% | −786,691−87.8% | Reduced |
| Advisors Asset Management, Inc. | 179,227 | $7.39M | 0.14% | −52,086−22.5% | Reduced |
| Saba Capital Management, L.P. | 265,851 | $11.0M | 0.24% | −2,741,266−91.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 335,916 | $13.8M | 0.02% | −33,489−9.1% | Reduced |
| Morgan Stanley | 427,093 | $17.6M | 0.00% | −191,593−31.0% | Reduced |
| 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 |