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, Q4 2024
Institutional positions in ClearBridge Energy Midstream Opportunity Fund Inc. as of Dec 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
- 112
- +7 vs. Q3 2024
- Shares held
- 5.22M
- +466.3K (+9.8%) vs. Q3 2024
- Total value
- $243.0M
- +$45.2M (+22.8%) vs. Q3 2024
- New holders
- 21
- 25 more added
- Sold out
- 14
- 36 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding ClearBridge Energy Midstream Opportunity Fund Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,175,112 | $54.7M | 0.00% | +114,341+10.8% | Added |
| Raymond James Financial Inc | 642,133 | $29.9M | 0.01% | +642,133 | New |
| Advisors Asset Management, Inc. | 600,502 | $27.9M | 0.51% | −70,774−10.5% | Reduced |
| EP Wealth Advisors, LLC | 307,643 | $14.3M | 0.12% | −987−0.3% | Reduced |
| Royal Bank of Canada | 264,106 | $12.3M | 0.00% | +56,303+27.1% | Added |
| Bank of America Corp | 258,142 | $12.0M | 0.00% | −14,059−5.2% | Reduced |
| Saba Capital Management, L.P. | 200,240 | $9.32M | 0.23% | −55,765−21.8% | Reduced |
| Wells Fargo & Company | 188,815 | $8.79M | 0.00% | +1,795+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 106,201 | $4.94M | 0.04% | +2,923+2.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 105,647 | $4.92M | 1.58% | +24,616+30.4% | Added |
| Stifel Financial Corp | 102,492 | $4.77M | 0.00% | −5,143−4.8% | Reduced |
| UBS Group AG | 100,799 | $4.69M | 0.00% | −13,046−11.5% | Reduced |
| Ameriprise Financial Inc | 63,561 | $2.96M | 0.00% | −4,593−6.7% | Reduced |
| Invesco Ltd. | 56,852 | $2.65M | 0.00% | −1,508−2.6% | Reduced |
| Oxbow Advisors, LLC | 51,805 | $2.41M | 0.28% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 50,712 | $2.36M | 0.25% | −18,804−27.0% | Reduced |
| Tradewinds, LLC. | 47,243 | $2.32M | 0.65% | −1,260−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 48,662 | $2.26M | 0.01% | +3,129+6.9% | Added |
| IFP Advisors, Inc | 48,096 | $2.24M | 0.07% | +177+0.4% | Added |
| LPL Financial LLC | 43,417 | $2.02M | 0.00% | +5,723+15.2% | Added |
| Edgemoor Investment Advisors, Inc. | 43,347 | $2.02M | 0.18% | −2,339−5.1% | Reduced |
| Kingsview Wealth Management, LLC | 39,268 | $1.83M | 0.04% | −75−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 34,959 | $1.63M | 0.00% | +34,959 | New |
| Wolverine Asset Management LLC | 29,481 | $1.37M | 0.02% | −2,087−6.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 25,808 | $1.20M | 0.00% | +4,699+22.3% | Added |
| Sit Investment Associates Inc | 23,768 | $1.11M | 0.03% | −6,973−22.7% | Reduced |
| Aristides Capital LLC | 19,636 | $913.9K | 0.29% | +2,120+12.1% | Added |
| Capstone Investment Advisors, LLC | 19,073 | $887.7K | 0.01% | +11,651+157.0% | Added |
| M&T Bank Corp | 18,913 | $880.2K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 18,476 | $859.9K | 0.00% | −55,043−74.9% | Reduced |
| Guggenheim Capital LLC | 17,341 | $807.0K | 0.01% | −5,207−23.1% | Reduced |
| CF Capital LLC | 16,500 | $767.9K | 0.83% | +16,500 | New |
| Millennium Management LLC | 15,718 | $731.5K | 0.00% | −13,832−46.8% | Reduced |
| D.A. Davidson & Co. | 15,693 | $730.4K | 0.01% | +6,583+72.3% | Added |
| MML Investors Services, LLC | 15,324 | $713.0K | 0.00% | +1,602+11.7% | Added |
| Matisse Capital | 14,835 | $690.4K | 0.35% | −13,818−48.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,549 | $677.1K | 0.05% | +14,549 | New |
| Commonwealth Equity Services, LLC | 14,299 | $665.0K | 0.00% | −1,046−6.8% | Reduced |
| Davenport & Co LLC | 13,875 | $645.7K | 0.00% | +900+6.9% | Added |
| Nations Financial Group Inc, | 13,551 | $630.7K | 0.05% | −1,459−9.7% | Reduced |
| Calamos Advisors LLC | 13,312 | $619.5K | 0.00% | +2,560+23.8% | Added |
| Cerity Partners LLC | 13,065 | $608.0K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 12,925 | $602.0K | 0.04% | +4,842+59.9% | Added |
| JPMorgan Chase & Co | 12,530 | $583.1K | 0.00% | −175−1.4% | Reduced |
| Cary Street Partners Financial LLC | 12,237 | $569.5K | 0.02% | +12,237 | New |
| HighTower Advisors, LLC | 12,129 | $564.5K | 0.00% | −12,320−50.4% | Reduced |
| Quantedge Capital Pte Ltd | 11,920 | $554.8K | 0.20% | −31,900−72.8% | Reduced |
| Icon Wealth Advisors, LLC | 11,484 | $534.5K | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 10,802 | $502.7K | 0.00% | −10,029−48.1% | Reduced |
| GWM Advisors LLC | 10,494 | $488.4K | 0.00% | +690+7.0% | Added |
| Centaurus Financial, Inc. | 10,107 | $470.0K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 9,803 | $456.2K | 0.00% | +4,346+79.6% | Added |
| Pathstone Holdings, LLC | 9,222 | $429.2K | 0.00% | 00.0% | Unchanged |
| Argentarii, LLC | 9,066 | $421.9K | 0.21% | +9,066 | New |
| Envestnet Asset Management Inc | 8,988 | $418.3K | 0.00% | +976+12.2% | Added |
| Schechter Investment Advisors, LLC | 8,901 | $414.3K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,603 | $400.4K | 0.00% | −3,481−28.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,350 | $389.0K | 0.00% | +28+0.3% | Added |
| Integrated Wealth Concepts LLC | 7,487 | $348.4K | 0.00% | −207−2.7% | Reduced |
| Comerica Bank | 7,437 | $346.1K | 0.00% | +6,251+527.1% | Added |
| Chicago Partners Investment Group LLC | 6,624 | $313.4K | 0.01% | −3,659−35.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 6,724 | $312.9K | 0.06% | −100−1.5% | Reduced |
| LexAurum Advisors, LLC | 6,357 | $295.9K | 0.06% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 6,282 | $292.4K | 0.15% | −540−7.9% | Reduced |
| RSM US Wealth Management LLC | 6,244 | $289.4K | 0.00% | −274−4.2% | Reduced |
| We Are One Seven, LLC | 5,688 | $264.7K | 0.01% | +151+2.7% | Added |
| Snowden Capital Advisors LLC | 5,580 | $259.7K | 0.01% | −432−7.2% | Reduced |
| Private Trust Co NA | 5,506 | $256.2K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5,163 | $236.2K | 0.02% | 00.0% | Unchanged |
| XML Financial, LLC | 4,950 | $230.4K | 0.02% | +4,950 | New |
| Atria Wealth Solutions, Inc. | 4,847 | $225.6K | 0.00% | +4,847 | New |
| Benjamin Edwards Inc | 4,820 | $224.3K | 0.00% | +4,820 | New |
| Hollencrest Capital Management | 4,777 | $222.3K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 4,745 | $220.8K | 0.00% | +4,745 | New |
| Janney Montgomery Scott LLC | 4,728 | $220.0K | 0.00% | +4,728 | New |
| Peregrine Asset Advisers, Inc. | 4,670 | $217.3K | 0.08% | +4,670 | New |
| Goldman Sachs Group Inc | 4,624 | $215.2K | 0.00% | −5,310−53.5% | Reduced |
| Wetherby Asset Management Inc | 4,540 | $211.3K | 0.01% | +4,540 | New |
| Stephens Inc | 4,384 | $204.0K | 0.00% | +4,384 | New |
| Northwestern Mutual Wealth Management Co | 4,306 | $200.4K | 0.00% | +145+3.5% | Added |
| Eagle Bay Advisors LLC | 3,665 | $170.6K | 0.11% | −127−3.3% | Reduced |
| Noble Wealth Management PBC | 3,370 | $156.8K | 0.11% | +3,370 | New |
| Activest Wealth Management | 2,245 | $104.5K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,112 | $98.3K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 899 | $41.8K | 0.01% | +899 | New |
| GPS Wealth Strategies Group, LLC | 876 | $40.8K | 0.01% | −1,546−63.8% | Reduced |
| Bogart Wealth, LLC | 865 | $40.3K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 844 | $39.3K | 0.01% | +844 | New |
| Cullen/Frost Bankers, Inc. | 491 | $22.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 455 | $21.2K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 350 | $16.3K | 0.00% | +350 | New |
| Covestor Ltd | 338 | $16.0K | 0.01% | +60+21.6% | Added |
| Piscataqua Savings Bank | 238 | $11.1K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 230 | $10.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 222 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 210 | $9.77K | 0.00% | +6+2.9% | Added |
| Principal Securities, Inc. | 152 | $7.07K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $6.98K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 130 | $6.05K | 0.00% | −150−53.6% | Reduced |