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, Q1 2025
Institutional positions in ClearBridge Energy Midstream Opportunity Fund Inc. as of Mar 31, 2025. 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
- 110
- 0 vs. Q4 2024
- Shares held
- 5.19M
- −20.6K (−0.4%) vs. Q4 2024
- Total value
- $257.6M
- +$14.8M (+6.1%) vs. Q4 2024
- New holders
- 9
- 36 more added
- Sold out
- 9
- 28 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding ClearBridge Energy Midstream Opportunity Fund Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,234,141 | $61.2M | 0.00% | +59,029+5.0% | Added |
| Raymond James Financial Inc | 639,788 | $31.7M | 0.01% | −2,345−0.4% | Reduced |
| Advisors Asset Management, Inc. | 634,976 | $31.5M | 0.59% | +34,474+5.7% | Added |
| EP Wealth Advisors, LLC | 306,580 | $15.2M | 0.12% | −1,063−0.3% | Reduced |
| Royal Bank of Canada | 255,113 | $12.7M | 0.00% | −8,993−3.4% | Reduced |
| Bank of America Corp | 242,014 | $12.0M | 0.00% | −16,128−6.2% | Reduced |
| Wells Fargo & Company | 192,992 | $9.58M | 0.00% | +4,177+2.2% | Added |
| Saba Capital Management, L.P. | 181,841 | $9.02M | 0.25% | −18,399−9.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 107,457 | $5.33M | 0.05% | +1,256+1.2% | Added |
| Stifel Financial Corp | 102,972 | $5.11M | 0.01% | +480+0.5% | Added |
| UBS Group AG | 96,255 | $4.78M | 0.00% | −4,544−4.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 89,770 | $4.45M | 1.52% | −15,877−15.0% | Reduced |
| Ameriprise Financial Inc | 64,482 | $3.20M | 0.00% | +921+1.4% | Added |
| Invesco Ltd. | 53,288 | $2.64M | 0.00% | −3,564−6.3% | Reduced |
| IFP Advisors, Inc | 51,943 | $2.58M | 0.08% | +3,847+8.0% | Added |
| Oxbow Advisors, LLC | 51,805 | $2.57M | 0.27% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 50,010 | $2.48M | 0.01% | +1,348+2.8% | Added |
| Tradewinds, LLC. | 46,965 | $2.33M | 0.66% | −278−0.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 45,932 | $2.28M | 0.21% | +2,585+6.0% | Added |
| LPL Financial LLC | 44,689 | $2.22M | 0.00% | +1,272+2.9% | Added |
| Kingsview Wealth Management, LLC | 39,299 | $1.95M | 0.04% | +31+0.1% | Added |
| Landscape Capital Management, L.L.C. | 36,845 | $1.83M | 0.16% | −13,867−27.3% | Reduced |
| Rockefeller Capital Management L.P. | 35,273 | $1.75M | 0.00% | +314+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 26,537 | $1.32M | 0.00% | +729+2.8% | Added |
| Capstone Investment Advisors, LLC | 19,073 | $946.4K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 18,913 | $938.5K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 17,585 | $872.6K | 0.00% | +12,840+270.6% | Added |
| Davenport & Co LLC | 17,575 | $872.1K | 0.01% | +3,700+26.7% | Added |
| MML Investors Services, LLC | 16,447 | $816.0K | 0.00% | +1,123+7.3% | Added |
| Aristides Capital LLC | 16,432 | $815.4K | 0.30% | −3,204−16.3% | Reduced |
| D.A. Davidson & Co. | 15,774 | $782.7K | 0.01% | +81+0.5% | Added |
| CF Capital LLC | 16,766 | $763.4K | 0.78% | +266+1.6% | Added |
| Commonwealth Equity Services, LLC | 15,064 | $747.0K | 0.00% | +765+5.4% | Added |
| Matisse Capital | 14,835 | $736.1K | 0.39% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 14,549 | $721.9K | 0.07% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 14,259 | $708.0K | 0.02% | −9,509−40.0% | Reduced |
| Icon Wealth Advisors, LLC | 13,655 | $677.5K | 0.06% | +2,171+18.9% | Added |
| Nations Financial Group Inc, | 13,251 | $657.5K | 0.05% | −300−2.2% | Reduced |
| Wolverine Asset Management LLC | 13,206 | $655.3K | 0.01% | −16,275−55.2% | Reduced |
| Cerity Partners LLC | 13,065 | $648.3K | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 12,800 | $635.1K | 0.00% | −512−3.8% | Reduced |
| Cary Street Partners Financial LLC | 12,237 | $607.2K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 12,085 | $600.0K | 0.05% | −840−6.5% | Reduced |
| JPMorgan Chase & Co | 10,944 | $543.0K | 0.00% | −1,586−12.7% | Reduced |
| Walleye Capital LLC | 10,870 | $539.4K | 0.01% | +68+0.6% | Added |
| GWM Advisors LLC | 10,642 | $528.1K | 0.00% | +148+1.4% | Added |
| Hollencrest Capital Management | 10,595 | $525.7K | 0.02% | +5,818+121.8% | Added |
| Ritholtz Wealth Management | 10,069 | $499.6K | 0.01% | +10,069 | New |
| MAI Capital Management | 9,803 | $486.4K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 9,758 | $484.2K | 0.00% | −2,371−19.5% | Reduced |
| Centaurus Financial, Inc. | 9,717 | $482.0K | 0.03% | −390−3.9% | Reduced |
| Pathstone Holdings, LLC | 9,222 | $457.5K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 9,163 | $454.7K | 0.00% | +175+1.9% | Added |
| Argentarii, LLC | 9,065 | $449.8K | 0.22% | −10.0% | Reduced |
| Cetera Investment Advisers | 8,443 | $419.0K | 0.00% | −160−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,359 | $415.0K | 0.00% | +9+0.1% | Added |
| XML Financial, LLC | 7,505 | $372.4K | 0.03% | +2,555+51.6% | Added |
| Integrated Wealth Concepts LLC | 7,487 | $371.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 7,441 | $369.2K | 0.00% | +4+0.1% | Added |
| Blue Bell Private Wealth Management, LLC | 6,665 | $330.7K | 0.06% | −59−0.9% | Reduced |
| LexAurum Advisors, LLC | 6,357 | $315.4K | 0.06% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 6,203 | $303.5K | 0.16% | −79−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 6,624 | $297.6K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,991 | $297.3K | 0.00% | −253−4.1% | Reduced |
| Atomi Financial Group, Inc. | 5,819 | $288.7K | 0.01% | +5,819 | New |
| Susquehanna International Group, LLP | 5,716 | $283.6K | 0.00% | +5,716 | New |
| We Are One Seven, LLC | 5,709 | $283.3K | 0.01% | +21+0.4% | Added |
| Snowden Capital Advisors LLC | 5,625 | $281.1K | 0.01% | +45+0.8% | Added |
| Quantedge Capital Pte Ltd | 5,620 | $278.9K | 0.09% | −6,300−52.9% | Reduced |
| Benjamin Edwards Inc | 5,612 | $278.5K | 0.00% | +792+16.4% | Added |
| Private Trust Co NA | 5,506 | $273.2K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 5,218 | $258.9K | 0.00% | +371+7.7% | Added |
| Sunbelt Securities, Inc. | 5,163 | $256.2K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,027 | $249.4K | 0.00% | +5,027 | New |
| Peregrine Asset Advisers, Inc. | 4,670 | $231.7K | 0.09% | 00.0% | Unchanged |
| Stephens Inc | 4,653 | $230.9K | 0.00% | +269+6.1% | Added |
| Goldman Sachs Group Inc | 4,624 | $229.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,476 | $222.1K | 0.00% | +170+3.9% | Added |
| Noble Wealth Management PBC | 3,332 | $165.3K | 0.11% | −38−1.1% | Reduced |
| NBC Securities, Inc. | 3,173 | $157.0K | 0.01% | +3,170+105,666.7% | Added |
| The PNC Financial Services Group, Inc. | 2,800 | $138.9K | 0.00% | +2,800 | New |
| Activest Wealth Management | 2,245 | $111.4K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,112 | $104.8K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 899 | $44.6K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 865 | $42.9K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 844 | $41.9K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 694 | $34.4K | 0.00% | −182−20.8% | Reduced |
| FNY Investment Advisers, LLC | 700 | $34.0K | 0.02% | +700 | New |
| Cullen/Frost Bankers, Inc. | 491 | $24.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 455 | $22.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 338 | $17.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 345 | $17.0K | 0.00% | +345 | New |
| Elequin Capital LP | 268 | $13.3K | 0.00% | +268 | New |
| Piscataqua Savings Bank | 238 | $11.8K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 230 | $11.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 213 | $10.6K | 0.00% | +3+1.4% | Added |
| Avion Wealth | 222 | $10.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $7.44K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 152 | $7.07K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 130 | $6.45K | 0.00% | 00.0% | Unchanged |