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, Q3 2024
Institutional positions in ClearBridge Energy Midstream Opportunity Fund Inc. as of Sep 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
- 108
- +52 vs. Q2 2024
- Shares held
- 5.39M
- +3.46M (+179.5%) vs. Q2 2024
- Total value
- $224.7M
- +$148.0M (+193.1%) vs. Q2 2024
- New holders
- 58
- 35 more added
- Sold out
- 6
- 4 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding ClearBridge Energy Midstream Opportunity Fund Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,060,771 | $44.8M | 0.00% | +633,678+148.4% | Added |
| Advisors Asset Management, Inc. | 671,276 | $28.3M | 0.52% | +492,049+274.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 612,491 | $25.8M | 0.03% | +276,575+82.3% | Added |
| EP Wealth Advisors, LLC | 308,630 | $13.0M | 0.11% | +308,630 | New |
| Bank of America Corp | 272,201 | $11.5M | 0.00% | +218,105+403.2% | Added |
| Saba Capital Management, L.P. | 256,005 | $10.8M | 0.24% | −9,846−3.7% | Reduced |
| Royal Bank of Canada | 207,803 | $8.77M | 0.00% | +138,958+201.8% | Added |
| Wells Fargo & Company | 187,020 | $7.89M | 0.00% | +177,076+1,780.7% | Added |
| UBS Group AG | 113,845 | $4.80M | 0.00% | +109,541+2,545.1% | Added |
| Stifel Financial Corp | 107,635 | $4.54M | 0.00% | +107,635 | New |
| Steward Partners Investment Advisory, LLC | 103,278 | $4.36M | 0.04% | +81,019+364.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 81,031 | $3.42M | 1.14% | +32,265+66.2% | Added |
| Franklin Resources Inc | 73,519 | $3.22M | 0.00% | +73,519 | New |
| Landscape Capital Management, L.L.C. | 69,516 | $2.93M | 0.30% | +59,560+598.2% | Added |
| Ameriprise Financial Inc | 68,154 | $2.88M | 0.00% | +58,676+619.1% | Added |
| Delphi Financial Group, Inc. | 62,757 | $2.65M | 1.50% | +62,757 | New |
| Invesco Ltd. | 58,360 | $2.46M | 0.00% | +41,376+243.6% | Added |
| Oxbow Advisors, LLC | 51,805 | $2.19M | 0.22% | +51,805 | New |
| Tradewinds, LLC. | 48,503 | $2.05M | 0.63% | +48,503 | New |
| IFP Advisors, Inc | 47,919 | $2.02M | 0.07% | +47,869+95,738.0% | Added |
| Edgemoor Investment Advisors, Inc. | 45,686 | $1.93M | 0.17% | +545+1.2% | Added |
| Advisor Group Holdings, Inc. | 45,533 | $1.92M | 0.00% | +41,803+1,120.7% | Added |
| Quantedge Capital Pte Ltd | 43,820 | $1.85M | 0.55% | +43,820 | New |
| Kingsview Wealth Management, LLC | 39,343 | $1.66M | 0.03% | +31,831+423.7% | Added |
| LPL Financial LLC | 37,694 | $1.59M | 0.00% | +37,694 | New |
| CSS LLC | 34,088 | $1.44M | 0.08% | +27,322+403.8% | Added |
| Wolverine Asset Management LLC | 31,568 | $1.33M | 0.02% | +25,489+419.3% | Added |
| Sit Investment Associates Inc | 30,741 | $1.30M | 0.03% | −78,773−71.9% | Reduced |
| Millennium Management LLC | 29,550 | $1.25M | 0.00% | +29,550 | New |
| Matisse Capital | 28,653 | $1.21M | 0.59% | +28,653 | New |
| HighTower Advisors, LLC | 24,449 | $1.03M | 0.00% | +24,449 | New |
| Raymond James & Associates | 23,509 | $992.1K | 0.00% | +23,509 | New |
| Guggenheim Capital LLC | 22,548 | $951.5K | 0.01% | +22,548 | New |
| Wealth Enhancement Advisory Services, LLC | 21,109 | $890.8K | 0.00% | +65+0.3% | Added |
| Walleye Capital LLC | 20,831 | $879.1K | 0.01% | +20,831 | New |
| Bulldog Investors, LLP | 19,915 | $840.4K | 0.29% | +5,381+37.0% | Added |
| M&T Bank Corp | 18,913 | $798.1K | 0.00% | +18,913 | New |
| Aristides Capital LLC | 17,516 | $739.2K | 0.31% | +358+2.1% | Added |
| Commonwealth Equity Services, LLC | 15,345 | $648.0K | 0.00% | +7,875+105.4% | Added |
| Nations Financial Group Inc, | 15,010 | $633.4K | 0.05% | +15,010 | New |
| MML Investors Services, LLC | 13,722 | $579.0K | 0.00% | +13,722 | New |
| Cerity Partners LLC | 13,065 | $551.3K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 12,975 | $547.5K | 0.00% | +2,350+22.1% | Added |
| JPMorgan Chase & Co | 12,705 | $536.2K | 0.00% | +10,631+512.6% | Added |
| Transcend Wealth Collective, LLC | 12,490 | $527.1K | 0.04% | +12,490 | New |
| Cetera Investment Advisers | 12,084 | $510.0K | 0.00% | +4,492+59.2% | Added |
| Icon Wealth Advisors, LLC | 11,484 | $484.6K | 0.04% | +11,484 | New |
| Chicago Partners Investment Group LLC | 10,283 | $454.3K | 0.02% | +4,407+75.0% | Added |
| Calamos Advisors LLC | 10,752 | $453.7K | 0.00% | +10,752 | New |
| Centaurus Financial, Inc. | 10,107 | $427.0K | 0.03% | +38+0.4% | Added |
| Goldman Sachs Group Inc | 9,934 | $419.2K | 0.00% | +9,934 | New |
| GWM Advisors LLC | 9,804 | $413.7K | 0.00% | +9,504+3,168.0% | Added |
| Pathstone Holdings, LLC | 9,222 | $389.2K | 0.00% | +22+0.2% | Added |
| D.A. Davidson & Co. | 9,110 | $384.4K | 0.00% | +9,110 | New |
| Schechter Investment Advisors, LLC | 8,901 | $375.6K | 0.03% | +8,901 | New |
| Cambridge Investment Research Advisors, Inc. | 8,322 | $351.0K | 0.00% | +8,322 | New |
| Arete Wealth Advisors, LLC | 8,083 | $341.0K | 0.03% | −485−5.7% | Reduced |
| Envestnet Asset Management Inc | 8,012 | $338.1K | 0.00% | +8,012 | New |
| Integrated Wealth Concepts LLC | 7,694 | $324.7K | 0.00% | +7,694 | New |
| Capstone Investment Advisors, LLC | 7,422 | $313.2K | 0.01% | +7,422 | New |
| Concorde Asset Management, LLC | 6,822 | $289.9K | 0.16% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6,824 | $288.0K | 0.06% | +2,447+55.9% | Added |
| RSM US Wealth Management LLC | 6,518 | $273.0K | 0.00% | +6,518 | New |
| LexAurum Advisors, LLC | 6,357 | $268.3K | 0.06% | +6,357 | New |
| Snowden Capital Advisors LLC | 6,012 | $255.7K | 0.01% | +6,012 | New |
| We Are One Seven, LLC | 5,537 | $233.7K | 0.01% | +5,537 | New |
| Private Trust Co NA | 5,506 | $232.4K | 0.02% | +5,506 | New |
| MAI Capital Management | 5,457 | $230.3K | 0.00% | +5,457 | New |
| Sunbelt Securities, Inc. | 5,163 | $217.9K | 0.02% | +5,163 | New |
| Hollencrest Capital Management | 4,777 | $201.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,161 | $175.6K | 0.00% | +3,761+940.3% | Added |
| Eagle Bay Advisors LLC | 3,792 | $161.2K | 0.06% | +3,792 | New |
| GPS Wealth Strategies Group, LLC | 2,422 | $102.2K | 0.01% | +2,422 | New |
| Activest Wealth Management | 2,245 | $94.7K | 0.03% | +2,245 | New |
| Harbor Investment Advisory, LLC | 2,112 | $89.1K | 0.01% | +2,112 | New |
| Mercer Global Advisors Inc | 70,039 | $70.0K | 0.00% | +121+0.2% | Added |
| Hobbs Group Advisors, LLC | 1,610 | $67.9K | 0.02% | +1,610 | New |
| FNY Investment Advisers, LLC | 1,300 | $54.0K | 0.03% | +1,300 | New |
| Comerica Bank | 1,186 | $50.1K | 0.00% | +299+33.7% | Added |
| Bogart Wealth, LLC | 865 | $36.5K | 0.00% | +865 | New |
| Gilliland Jeter Wealth Management LLC | 733 | $30.9K | 0.01% | +733 | New |
| Asset Dedication, LLC | 556 | $23.5K | 0.00% | +556 | New |
| LRI Investments, LLC | 455 | $21.4K | 0.00% | +455 | New |
| Cullen/Frost Bankers, Inc. | 491 | $20.7K | 0.00% | +491 | New |
| Bessemer Group Inc | 429 | $18.0K | 0.00% | +429 | New |
| TSFG, LLC | 297 | $13.0K | 0.00% | +297 | New |
| Covestor Ltd | 278 | $12.0K | 0.01% | +118+73.8% | Added |
| Brown Brothers Harriman & Co | 280 | $11.8K | 0.00% | +280 | New |
| GHP Investment Advisors, Inc. | 261 | $11.0K | 0.00% | +261 | New |
| Piscataqua Savings Bank | 238 | $10.0K | 0.01% | +238 | New |
| Carolinas Wealth Consulting LLC | 230 | $9.71K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 223 | $9.00K | 0.00% | +223 | New |
| Avion Wealth | 222 | $9.00K | 0.00% | +222 | New |
| SOA Wealth Advisors, LLC. | 204 | $8.61K | 0.00% | +204 | New |
| Clear Point Advisors Inc. | 169 | $7.13K | 0.01% | +169 | New |
| Principal Securities, Inc. | 152 | $6.41K | 0.00% | −8−5.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 150 | $6.33K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 140 | $6.00K | 0.00% | +140 | New |
| Colonial Trust Co | 76 | $3.21K | 0.00% | +28+58.3% | Added |
| Geneos Wealth Management Inc. | 64 | $2.70K | 0.00% | +64 | New |