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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $47 | 0.00% | +1 | New |
| Huntington National Bank | – | $93 | 0.00% | – | – |
| NBC Securities, Inc. | 3 | $147 | 0.01% | −220−98.7% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 13 | $605 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 15 | $702 | 0.00% | +15 | New |
| CIBC Private Wealth Group, LLC | 17 | $804 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 23 | $1.07K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 24 | $1.13K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 35 | $1.63K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 64 | $2.98K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 75 | $3.49K | 0.00% | +75 | New |
| Colonial Trust Co | 76 | $3.54K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 130 | $6.05K | 0.00% | −150−53.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 150 | $6.98K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 152 | $7.07K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 210 | $9.77K | 0.00% | +6+2.9% | Added |
| Avion Wealth | 222 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 230 | $10.7K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 238 | $11.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 338 | $16.0K | 0.01% | +60+21.6% | Added |
| GeoWealth Management, LLC | 350 | $16.3K | 0.00% | +350 | New |
| LRI Investments, LLC | 455 | $21.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 491 | $22.9K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 844 | $39.3K | 0.01% | +844 | New |
| Bogart Wealth, LLC | 865 | $40.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 876 | $40.8K | 0.01% | −1,546−63.8% | Reduced |
| Strategic Investment Solutions, Inc. | 899 | $41.8K | 0.01% | +899 | New |
| Harbor Investment Advisory, LLC | 2,112 | $98.3K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 2,245 | $104.5K | 0.03% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 3,370 | $156.8K | 0.11% | +3,370 | New |
| Eagle Bay Advisors LLC | 3,665 | $170.6K | 0.11% | −127−3.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,306 | $200.4K | 0.00% | +145+3.5% | Added |
| Stephens Inc | 4,384 | $204.0K | 0.00% | +4,384 | New |
| Wetherby Asset Management Inc | 4,540 | $211.3K | 0.01% | +4,540 | New |
| Goldman Sachs Group Inc | 4,624 | $215.2K | 0.00% | −5,310−53.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,670 | $217.3K | 0.08% | +4,670 | New |
| Janney Montgomery Scott LLC | 4,728 | $220.0K | 0.00% | +4,728 | New |
| First Trust Advisors LP | 4,745 | $220.8K | 0.00% | +4,745 | New |
| Hollencrest Capital Management | 4,777 | $222.3K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,820 | $224.3K | 0.00% | +4,820 | New |
| Atria Wealth Solutions, Inc. | 4,847 | $225.6K | 0.00% | +4,847 | New |
| XML Financial, LLC | 4,950 | $230.4K | 0.02% | +4,950 | New |
| Sunbelt Securities, Inc. | 5,163 | $236.2K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 5,506 | $256.2K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 5,580 | $259.7K | 0.01% | −432−7.2% | Reduced |
| We Are One Seven, LLC | 5,688 | $264.7K | 0.01% | +151+2.7% | Added |
| RSM US Wealth Management LLC | 6,244 | $289.4K | 0.00% | −274−4.2% | Reduced |
| Concorde Asset Management, LLC | 6,282 | $292.4K | 0.15% | −540−7.9% | Reduced |
| LexAurum Advisors, LLC | 6,357 | $295.9K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6,724 | $312.9K | 0.06% | −100−1.5% | Reduced |
| Chicago Partners Investment Group LLC | 6,624 | $313.4K | 0.01% | −3,659−35.6% | Reduced |
| Comerica Bank | 7,437 | $346.1K | 0.00% | +6,251+527.1% | Added |
| Integrated Wealth Concepts LLC | 7,487 | $348.4K | 0.00% | −207−2.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,350 | $389.0K | 0.00% | +28+0.3% | Added |
| Cetera Investment Advisers | 8,603 | $400.4K | 0.00% | −3,481−28.8% | Reduced |
| Schechter Investment Advisors, LLC | 8,901 | $414.3K | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 8,988 | $418.3K | 0.00% | +976+12.2% | Added |
| Argentarii, LLC | 9,066 | $421.9K | 0.21% | +9,066 | New |
| Pathstone Holdings, LLC | 9,222 | $429.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 9,803 | $456.2K | 0.00% | +4,346+79.6% | Added |
| Centaurus Financial, Inc. | 10,107 | $470.0K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 10,494 | $488.4K | 0.00% | +690+7.0% | Added |
| Walleye Capital LLC | 10,802 | $502.7K | 0.00% | −10,029−48.1% | Reduced |
| Icon Wealth Advisors, LLC | 11,484 | $534.5K | 0.04% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 11,920 | $554.8K | 0.20% | −31,900−72.8% | Reduced |
| HighTower Advisors, LLC | 12,129 | $564.5K | 0.00% | −12,320−50.4% | Reduced |
| Cary Street Partners Financial LLC | 12,237 | $569.5K | 0.02% | +12,237 | New |
| JPMorgan Chase & Co | 12,530 | $583.1K | 0.00% | −175−1.4% | Reduced |
| Arete Wealth Advisors, LLC | 12,925 | $602.0K | 0.04% | +4,842+59.9% | Added |
| Cerity Partners LLC | 13,065 | $608.0K | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 13,312 | $619.5K | 0.00% | +2,560+23.8% | Added |
| Nations Financial Group Inc, | 13,551 | $630.7K | 0.05% | −1,459−9.7% | Reduced |
| Davenport & Co LLC | 13,875 | $645.7K | 0.00% | +900+6.9% | Added |
| Commonwealth Equity Services, LLC | 14,299 | $665.0K | 0.00% | −1,046−6.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,549 | $677.1K | 0.05% | +14,549 | New |
| Matisse Capital | 14,835 | $690.4K | 0.35% | −13,818−48.2% | Reduced |
| MML Investors Services, LLC | 15,324 | $713.0K | 0.00% | +1,602+11.7% | Added |
| D.A. Davidson & Co. | 15,693 | $730.4K | 0.01% | +6,583+72.3% | Added |
| Millennium Management LLC | 15,718 | $731.5K | 0.00% | −13,832−46.8% | Reduced |
| CF Capital LLC | 16,500 | $767.9K | 0.83% | +16,500 | New |
| Guggenheim Capital LLC | 17,341 | $807.0K | 0.01% | −5,207−23.1% | Reduced |
| Franklin Resources Inc | 18,476 | $859.9K | 0.00% | −55,043−74.9% | Reduced |
| M&T Bank Corp | 18,913 | $880.2K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 19,073 | $887.7K | 0.01% | +11,651+157.0% | Added |
| Aristides Capital LLC | 19,636 | $913.9K | 0.29% | +2,120+12.1% | Added |
| Sit Investment Associates Inc | 23,768 | $1.11M | 0.03% | −6,973−22.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 25,808 | $1.20M | 0.00% | +4,699+22.3% | Added |
| Wolverine Asset Management LLC | 29,481 | $1.37M | 0.02% | −2,087−6.6% | Reduced |
| Rockefeller Capital Management L.P. | 34,959 | $1.63M | 0.00% | +34,959 | New |
| Kingsview Wealth Management, LLC | 39,268 | $1.83M | 0.04% | −75−0.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 43,347 | $2.02M | 0.18% | −2,339−5.1% | Reduced |
| LPL Financial LLC | 43,417 | $2.02M | 0.00% | +5,723+15.2% | Added |
| IFP Advisors, Inc | 48,096 | $2.24M | 0.07% | +177+0.4% | Added |
| Advisor Group Holdings, Inc. | 48,662 | $2.26M | 0.01% | +3,129+6.9% | Added |
| Tradewinds, LLC. | 47,243 | $2.32M | 0.65% | −1,260−2.6% | Reduced |
| Landscape Capital Management, L.L.C. | 50,712 | $2.36M | 0.25% | −18,804−27.0% | Reduced |
| Oxbow Advisors, LLC | 51,805 | $2.41M | 0.28% | 00.0% | Unchanged |
| Invesco Ltd. | 56,852 | $2.65M | 0.00% | −1,508−2.6% | Reduced |
| Ameriprise Financial Inc | 63,561 | $2.96M | 0.00% | −4,593−6.7% | Reduced |