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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $99 | 0.00% | – | – |
| CIBC Private Wealth Group, LLC | 17 | $699 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 15 | $764 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 24 | $1.13K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 32 | $1.59K | 0.00% | +32 | New |
| Salem Investment Counselors Inc | 35 | $1.75K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 64 | $3.18K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 73 | $3.64K | 0.00% | +50+217.4% | Added |
| Colonial Trust Co | 76 | $3.77K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 99 | $5.00K | 0.00% | −41−29.3% | Reduced |
| Brown Brothers Harriman & Co | 130 | $6.45K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 152 | $7.07K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $7.44K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 222 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 213 | $10.6K | 0.00% | +3+1.4% | Added |
| Carolinas Wealth Consulting LLC | 230 | $11.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 238 | $11.8K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 268 | $13.3K | 0.00% | +268 | New |
| Covestor Ltd | 338 | $17.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 345 | $17.0K | 0.00% | +345 | New |
| LRI Investments, LLC | 455 | $22.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 491 | $24.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 700 | $34.0K | 0.02% | +700 | New |
| GPS Wealth Strategies Group, LLC | 694 | $34.4K | 0.00% | −182−20.8% | Reduced |
| UMA Financial Services, Inc. | 844 | $41.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 865 | $42.9K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 899 | $44.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,112 | $104.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 2,245 | $111.4K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,800 | $138.9K | 0.00% | +2,800 | New |
| NBC Securities, Inc. | 3,173 | $157.0K | 0.01% | +3,170+105,666.7% | Added |
| Noble Wealth Management PBC | 3,332 | $165.3K | 0.11% | −38−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,476 | $222.1K | 0.00% | +170+3.9% | Added |
| Goldman Sachs Group Inc | 4,624 | $229.4K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 4,653 | $230.9K | 0.00% | +269+6.1% | Added |
| Peregrine Asset Advisers, Inc. | 4,670 | $231.7K | 0.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,027 | $249.4K | 0.00% | +5,027 | New |
| Sunbelt Securities, Inc. | 5,163 | $256.2K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 5,218 | $258.9K | 0.00% | +371+7.7% | Added |
| Private Trust Co NA | 5,506 | $273.2K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,612 | $278.5K | 0.00% | +792+16.4% | Added |
| Quantedge Capital Pte Ltd | 5,620 | $278.9K | 0.09% | −6,300−52.9% | Reduced |
| Snowden Capital Advisors LLC | 5,625 | $281.1K | 0.01% | +45+0.8% | Added |
| We Are One Seven, LLC | 5,709 | $283.3K | 0.01% | +21+0.4% | Added |
| Susquehanna International Group, LLP | 5,716 | $283.6K | 0.00% | +5,716 | New |
| Atomi Financial Group, Inc. | 5,819 | $288.7K | 0.01% | +5,819 | New |
| RSM US Wealth Management LLC | 5,991 | $297.3K | 0.00% | −253−4.1% | Reduced |
| Chicago Partners Investment Group LLC | 6,624 | $297.6K | 0.01% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 6,203 | $303.5K | 0.16% | −79−1.3% | Reduced |
| LexAurum Advisors, LLC | 6,357 | $315.4K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6,665 | $330.7K | 0.06% | −59−0.9% | Reduced |
| Comerica Bank | 7,441 | $369.2K | 0.00% | +4+0.1% | Added |
| Integrated Wealth Concepts LLC | 7,487 | $371.5K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 7,505 | $372.4K | 0.03% | +2,555+51.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,359 | $415.0K | 0.00% | +9+0.1% | Added |
| Cetera Investment Advisers | 8,443 | $419.0K | 0.00% | −160−1.9% | Reduced |
| Argentarii, LLC | 9,065 | $449.8K | 0.22% | −10.0% | Reduced |
| Envestnet Asset Management Inc | 9,163 | $454.7K | 0.00% | +175+1.9% | Added |
| Pathstone Holdings, LLC | 9,222 | $457.5K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 9,717 | $482.0K | 0.03% | −390−3.9% | Reduced |
| HighTower Advisors, LLC | 9,758 | $484.2K | 0.00% | −2,371−19.5% | Reduced |
| MAI Capital Management | 9,803 | $486.4K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 10,069 | $499.6K | 0.01% | +10,069 | New |
| Hollencrest Capital Management | 10,595 | $525.7K | 0.02% | +5,818+121.8% | Added |
| GWM Advisors LLC | 10,642 | $528.1K | 0.00% | +148+1.4% | Added |
| Walleye Capital LLC | 10,870 | $539.4K | 0.01% | +68+0.6% | Added |
| JPMorgan Chase & Co | 10,944 | $543.0K | 0.00% | −1,586−12.7% | Reduced |
| Arete Wealth Advisors, LLC | 12,085 | $600.0K | 0.05% | −840−6.5% | Reduced |
| Cary Street Partners Financial LLC | 12,237 | $607.2K | 0.02% | 00.0% | Unchanged |
| Calamos Advisors LLC | 12,800 | $635.1K | 0.00% | −512−3.8% | Reduced |
| Cerity Partners LLC | 13,065 | $648.3K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 13,206 | $655.3K | 0.01% | −16,275−55.2% | Reduced |
| Nations Financial Group Inc, | 13,251 | $657.5K | 0.05% | −300−2.2% | Reduced |
| Icon Wealth Advisors, LLC | 13,655 | $677.5K | 0.06% | +2,171+18.9% | Added |
| Sit Investment Associates Inc | 14,259 | $708.0K | 0.02% | −9,509−40.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,549 | $721.9K | 0.07% | 00.0% | Unchanged |
| Matisse Capital | 14,835 | $736.1K | 0.39% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 15,064 | $747.0K | 0.00% | +765+5.4% | Added |
| CF Capital LLC | 16,766 | $763.4K | 0.78% | +266+1.6% | Added |
| D.A. Davidson & Co. | 15,774 | $782.7K | 0.01% | +81+0.5% | Added |
| Aristides Capital LLC | 16,432 | $815.4K | 0.30% | −3,204−16.3% | Reduced |
| MML Investors Services, LLC | 16,447 | $816.0K | 0.00% | +1,123+7.3% | Added |
| Davenport & Co LLC | 17,575 | $872.1K | 0.01% | +3,700+26.7% | Added |
| First Trust Advisors LP | 17,585 | $872.6K | 0.00% | +12,840+270.6% | Added |
| M&T Bank Corp | 18,913 | $938.5K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 19,073 | $946.4K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 26,537 | $1.32M | 0.00% | +729+2.8% | Added |
| Rockefeller Capital Management L.P. | 35,273 | $1.75M | 0.00% | +314+0.9% | Added |
| Landscape Capital Management, L.L.C. | 36,845 | $1.83M | 0.16% | −13,867−27.3% | Reduced |
| Kingsview Wealth Management, LLC | 39,299 | $1.95M | 0.04% | +31+0.1% | Added |
| LPL Financial LLC | 44,689 | $2.22M | 0.00% | +1,272+2.9% | Added |
| Edgemoor Investment Advisors, Inc. | 45,932 | $2.28M | 0.21% | +2,585+6.0% | Added |
| Tradewinds, LLC. | 46,965 | $2.33M | 0.66% | −278−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 50,010 | $2.48M | 0.01% | +1,348+2.8% | Added |
| Oxbow Advisors, LLC | 51,805 | $2.57M | 0.27% | 00.0% | Unchanged |
| IFP Advisors, Inc | 51,943 | $2.58M | 0.08% | +3,847+8.0% | Added |
| Invesco Ltd. | 53,288 | $2.64M | 0.00% | −3,564−6.3% | Reduced |
| Ameriprise Financial Inc | 64,482 | $3.20M | 0.00% | +921+1.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 89,770 | $4.45M | 1.52% | −15,877−15.0% | Reduced |
| UBS Group AG | 96,255 | $4.78M | 0.00% | −4,544−4.5% | Reduced |