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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $84 | 0.00% | – | – |
| Sanctuary Wealth Management, L.L.C. | 13 | $549 | 0.00% | +13 | New |
| CIBC Private Wealth Group, LLC | 17 | $717 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 20 | $844 | 0.00% | +20 | New |
| Farther Finance Advisors, LLC | 23 | $971 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 24 | $1.01K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 24 | $1.01K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 35 | $1.49K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 64 | $2.70K | 0.00% | +64 | New |
| Colonial Trust Co | 76 | $3.21K | 0.00% | +28+58.3% | Added |
| CWM, LLC | 140 | $6.00K | 0.00% | +140 | New |
| Plante Moran Financial Advisors, LLC | 150 | $6.33K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 152 | $6.41K | 0.00% | −8−5.0% | Reduced |
| Clear Point Advisors Inc. | 169 | $7.13K | 0.01% | +169 | New |
| SOA Wealth Advisors, LLC. | 204 | $8.61K | 0.00% | +204 | New |
| NBC Securities, Inc. | 223 | $9.00K | 0.00% | +223 | New |
| Avion Wealth | 222 | $9.00K | 0.00% | +222 | New |
| Carolinas Wealth Consulting LLC | 230 | $9.71K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 238 | $10.0K | 0.01% | +238 | New |
| GHP Investment Advisors, Inc. | 261 | $11.0K | 0.00% | +261 | New |
| Brown Brothers Harriman & Co | 280 | $11.8K | 0.00% | +280 | New |
| Covestor Ltd | 278 | $12.0K | 0.01% | +118+73.8% | Added |
| TSFG, LLC | 297 | $13.0K | 0.00% | +297 | New |
| Bessemer Group Inc | 429 | $18.0K | 0.00% | +429 | New |
| Cullen/Frost Bankers, Inc. | 491 | $20.7K | 0.00% | +491 | New |
| LRI Investments, LLC | 455 | $21.4K | 0.00% | +455 | New |
| Asset Dedication, LLC | 556 | $23.5K | 0.00% | +556 | New |
| Gilliland Jeter Wealth Management LLC | 733 | $30.9K | 0.01% | +733 | New |
| Bogart Wealth, LLC | 865 | $36.5K | 0.00% | +865 | New |
| Comerica Bank | 1,186 | $50.1K | 0.00% | +299+33.7% | Added |
| FNY Investment Advisers, LLC | 1,300 | $54.0K | 0.03% | +1,300 | New |
| Hobbs Group Advisors, LLC | 1,610 | $67.9K | 0.02% | +1,610 | New |
| Mercer Global Advisors Inc | 70,039 | $70.0K | 0.00% | +121+0.2% | Added |
| Harbor Investment Advisory, LLC | 2,112 | $89.1K | 0.01% | +2,112 | New |
| Activest Wealth Management | 2,245 | $94.7K | 0.03% | +2,245 | New |
| GPS Wealth Strategies Group, LLC | 2,422 | $102.2K | 0.01% | +2,422 | New |
| Eagle Bay Advisors LLC | 3,792 | $161.2K | 0.06% | +3,792 | New |
| Northwestern Mutual Wealth Management Co | 4,161 | $175.6K | 0.00% | +3,761+940.3% | Added |
| Hollencrest Capital Management | 4,777 | $201.6K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5,163 | $217.9K | 0.02% | +5,163 | New |
| MAI Capital Management | 5,457 | $230.3K | 0.00% | +5,457 | New |
| Private Trust Co NA | 5,506 | $232.4K | 0.02% | +5,506 | New |
| We Are One Seven, LLC | 5,537 | $233.7K | 0.01% | +5,537 | New |
| Snowden Capital Advisors LLC | 6,012 | $255.7K | 0.01% | +6,012 | New |
| LexAurum Advisors, LLC | 6,357 | $268.3K | 0.06% | +6,357 | New |
| RSM US Wealth Management LLC | 6,518 | $273.0K | 0.00% | +6,518 | New |
| Blue Bell Private Wealth Management, LLC | 6,824 | $288.0K | 0.06% | +2,447+55.9% | Added |
| Concorde Asset Management, LLC | 6,822 | $289.9K | 0.16% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 7,422 | $313.2K | 0.01% | +7,422 | New |
| Integrated Wealth Concepts LLC | 7,694 | $324.7K | 0.00% | +7,694 | New |
| Envestnet Asset Management Inc | 8,012 | $338.1K | 0.00% | +8,012 | New |
| Arete Wealth Advisors, LLC | 8,083 | $341.0K | 0.03% | −485−5.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,322 | $351.0K | 0.00% | +8,322 | New |
| Schechter Investment Advisors, LLC | 8,901 | $375.6K | 0.03% | +8,901 | New |
| D.A. Davidson & Co. | 9,110 | $384.4K | 0.00% | +9,110 | New |
| Pathstone Holdings, LLC | 9,222 | $389.2K | 0.00% | +22+0.2% | Added |
| GWM Advisors LLC | 9,804 | $413.7K | 0.00% | +9,504+3,168.0% | Added |
| Goldman Sachs Group Inc | 9,934 | $419.2K | 0.00% | +9,934 | New |
| Centaurus Financial, Inc. | 10,107 | $427.0K | 0.03% | +38+0.4% | Added |
| Calamos Advisors LLC | 10,752 | $453.7K | 0.00% | +10,752 | New |
| Chicago Partners Investment Group LLC | 10,283 | $454.3K | 0.02% | +4,407+75.0% | Added |
| Icon Wealth Advisors, LLC | 11,484 | $484.6K | 0.04% | +11,484 | New |
| Cetera Investment Advisers | 12,084 | $510.0K | 0.00% | +4,492+59.2% | Added |
| Transcend Wealth Collective, LLC | 12,490 | $527.1K | 0.04% | +12,490 | New |
| JPMorgan Chase & Co | 12,705 | $536.2K | 0.00% | +10,631+512.6% | Added |
| Davenport & Co LLC | 12,975 | $547.5K | 0.00% | +2,350+22.1% | Added |
| Cerity Partners LLC | 13,065 | $551.3K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,722 | $579.0K | 0.00% | +13,722 | New |
| Nations Financial Group Inc, | 15,010 | $633.4K | 0.05% | +15,010 | New |
| Commonwealth Equity Services, LLC | 15,345 | $648.0K | 0.00% | +7,875+105.4% | Added |
| Aristides Capital LLC | 17,516 | $739.2K | 0.31% | +358+2.1% | Added |
| M&T Bank Corp | 18,913 | $798.1K | 0.00% | +18,913 | New |
| Bulldog Investors, LLP | 19,915 | $840.4K | 0.29% | +5,381+37.0% | Added |
| Walleye Capital LLC | 20,831 | $879.1K | 0.01% | +20,831 | New |
| Wealth Enhancement Advisory Services, LLC | 21,109 | $890.8K | 0.00% | +65+0.3% | Added |
| Guggenheim Capital LLC | 22,548 | $951.5K | 0.01% | +22,548 | New |
| Raymond James & Associates | 23,509 | $992.1K | 0.00% | +23,509 | New |
| HighTower Advisors, LLC | 24,449 | $1.03M | 0.00% | +24,449 | New |
| Matisse Capital | 28,653 | $1.21M | 0.59% | +28,653 | New |
| Millennium Management LLC | 29,550 | $1.25M | 0.00% | +29,550 | New |
| Sit Investment Associates Inc | 30,741 | $1.30M | 0.03% | −78,773−71.9% | Reduced |
| Wolverine Asset Management LLC | 31,568 | $1.33M | 0.02% | +25,489+419.3% | Added |
| CSS LLC | 34,088 | $1.44M | 0.08% | +27,322+403.8% | Added |
| LPL Financial LLC | 37,694 | $1.59M | 0.00% | +37,694 | New |
| Kingsview Wealth Management, LLC | 39,343 | $1.66M | 0.03% | +31,831+423.7% | Added |
| Quantedge Capital Pte Ltd | 43,820 | $1.85M | 0.55% | +43,820 | New |
| Advisor Group Holdings, Inc. | 45,533 | $1.92M | 0.00% | +41,803+1,120.7% | Added |
| Edgemoor Investment Advisors, Inc. | 45,686 | $1.93M | 0.17% | +545+1.2% | Added |
| IFP Advisors, Inc | 47,919 | $2.02M | 0.07% | +47,869+95,738.0% | Added |
| Tradewinds, LLC. | 48,503 | $2.05M | 0.63% | +48,503 | New |
| Oxbow Advisors, LLC | 51,805 | $2.19M | 0.22% | +51,805 | New |
| Invesco Ltd. | 58,360 | $2.46M | 0.00% | +41,376+243.6% | Added |
| Delphi Financial Group, Inc. | 62,757 | $2.65M | 1.50% | +62,757 | New |
| Ameriprise Financial Inc | 68,154 | $2.88M | 0.00% | +58,676+619.1% | Added |
| Landscape Capital Management, L.L.C. | 69,516 | $2.93M | 0.30% | +59,560+598.2% | Added |
| Franklin Resources Inc | 73,519 | $3.22M | 0.00% | +73,519 | New |
| Thomas J. Herzfeld Advisors, Inc. | 81,031 | $3.42M | 1.14% | +32,265+66.2% | Added |
| Steward Partners Investment Advisory, LLC | 103,278 | $4.36M | 0.04% | +81,019+364.0% | Added |
| Stifel Financial Corp | 107,635 | $4.54M | 0.00% | +107,635 | New |
| UBS Group AG | 113,845 | $4.80M | 0.00% | +109,541+2,545.1% | Added |