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 |
|---|---|---|---|---|---|
| UBS Group AG | 100,799 | $4.69M | 0.00% | −13,046−11.5% | Reduced |
| Stifel Financial Corp | 102,492 | $4.77M | 0.00% | −5,143−4.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 105,647 | $4.92M | 1.58% | +24,616+30.4% | Added |
| Steward Partners Investment Advisory, LLC | 106,201 | $4.94M | 0.04% | +2,923+2.8% | Added |
| Wells Fargo & Company | 188,815 | $8.79M | 0.00% | +1,795+1.0% | Added |
| Saba Capital Management, L.P. | 200,240 | $9.32M | 0.23% | −55,765−21.8% | Reduced |
| Bank of America Corp | 258,142 | $12.0M | 0.00% | −14,059−5.2% | Reduced |
| Royal Bank of Canada | 264,106 | $12.3M | 0.00% | +56,303+27.1% | Added |
| EP Wealth Advisors, LLC | 307,643 | $14.3M | 0.12% | −987−0.3% | Reduced |
| Advisors Asset Management, Inc. | 600,502 | $27.9M | 0.51% | −70,774−10.5% | Reduced |
| Raymond James Financial Inc | 642,133 | $29.9M | 0.01% | +642,133 | New |
| Morgan Stanley | 1,175,112 | $54.7M | 0.00% | +114,341+10.8% | Added |
| Delphi Financial Group, Inc. | 0 | $0 | 0.00% | −62,757−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −34,088−100.0% | Sold out |
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −19,915−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −12,490−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −70,039−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −556−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |