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, Q2 2025
Institutional positions in ClearBridge Energy Midstream Opportunity Fund Inc. as of Jun 30, 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
- 106
- −2 vs. Q1 2025
- Shares held
- 4.95M
- −230.0K (−4.4%) vs. Q1 2025
- Total value
- $237.7M
- −$19.5M (−7.6%) vs. Q1 2025
- New holders
- 10
- 27 more added
- Sold out
- 12
- 28 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding ClearBridge Energy Midstream Opportunity Fund Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,263,900 | $60.6M | 0.00% | +29,759+2.4% | Added |
| Raymond James Financial Inc | 650,976 | $31.2M | 0.01% | +11,188+1.7% | Added |
| Advisors Asset Management, Inc. | 537,573 | $25.8M | 0.46% | −97,403−15.3% | Reduced |
| EP Wealth Advisors, LLC | 293,408 | $14.1M | 0.09% | −13,172−4.3% | Reduced |
| Wells Fargo & Company | 270,982 | $13.0M | 0.00% | +77,990+40.4% | Added |
| Bank of America Corp | 232,984 | $11.2M | 0.00% | −9,030−3.7% | Reduced |
| Royal Bank of Canada | 210,158 | $10.1M | 0.00% | −44,955−17.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 113,524 | $5.45M | 0.04% | +6,067+5.6% | Added |
| Stifel Financial Corp | 102,815 | $4.93M | 0.00% | −157−0.2% | Reduced |
| UBS Group AG | 100,297 | $4.81M | 0.00% | +4,042+4.2% | Added |
| Ameriprise Financial Inc | 74,508 | $3.57M | 0.00% | +10,026+15.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 73,828 | $3.54M | 1.26% | −15,942−17.8% | Reduced |
| Advisor Group Holdings, Inc. | 58,229 | $2.79M | 0.00% | +8,219+16.4% | Added |
| Invesco Ltd. | 58,066 | $2.79M | 0.00% | +4,778+9.0% | Added |
| Polar Asset Management Partners Inc. | 54,414 | $2.61M | 0.07% | +54,414 | New |
| Edgemoor Investment Advisors, Inc. | 52,355 | $2.51M | 0.22% | +6,423+14.0% | Added |
| Oxbow Advisors, LLC | 51,805 | $2.49M | 0.27% | 00.0% | Unchanged |
| LPL Financial LLC | 47,557 | $2.28M | 0.00% | +2,868+6.4% | Added |
| Kingsview Wealth Management, LLC | 39,353 | $1.89M | 0.03% | +54+0.1% | Added |
| Rockefeller Capital Management L.P. | 36,860 | $1.77M | 0.00% | +1,587+4.5% | Added |
| Nations Financial Group Inc, | 29,836 | $1.43M | 0.10% | +16,585+125.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,395 | $1.31M | 0.00% | +858+3.2% | Added |
| IFP Advisors, Inc | 25,806 | $1.24M | 0.04% | −26,137−50.3% | Reduced |
| Terril Brothers, Inc. | 22,474 | $1.08M | 0.41% | +22,474 | New |
| Landscape Capital Management, L.L.C. | 20,591 | $987.8K | 0.08% | −16,254−44.1% | Reduced |
| Davenport & Co LLC | 19,075 | $915.0K | 0.01% | +1,500+8.5% | Added |
| Capstone Investment Advisors, LLC | 19,073 | $914.9K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 18,913 | $907.3K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 17,854 | $856.5K | 0.00% | +269+1.5% | Added |
| Aristides Capital LLC | 16,432 | $788.2K | 0.25% | 00.0% | Unchanged |
| MML Investors Services, LLC | 16,328 | $783.0K | 0.00% | −119−0.7% | Reduced |
| Future Financial Wealth Managment LLC | 16,221 | $778.1K | 0.53% | +16,221 | New |
| Commonwealth Equity Services, LLC | 14,709 | $706.0K | 0.00% | −355−2.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,549 | $697.9K | 0.06% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 14,130 | $677.8K | 0.05% | +475+3.5% | Added |
| CF Capital LLC | 13,724 | $653.3K | 0.83% | −3,042−18.1% | Reduced |
| Cerity Partners LLC | 13,065 | $626.7K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,379 | $593.9K | 0.00% | −3,395−21.5% | Reduced |
| Cary Street Partners Financial LLC | 12,237 | $587.0K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 11,934 | $572.5K | 0.00% | +990+9.0% | Added |
| Calamos Advisors LLC | 11,776 | $564.9K | 0.00% | −1,024−8.0% | Reduced |
| Arete Wealth Advisors, LLC | 11,319 | $543.0K | 0.04% | −766−6.3% | Reduced |
| Hollencrest Capital Management | 10,595 | $508.2K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 10,069 | $483.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 9,803 | $470.3K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 9,775 | $468.9K | 0.00% | +17+0.2% | Added |
| Centaurus Financial, Inc. | 9,717 | $466.0K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,550 | $458.1K | 0.00% | −1,092−10.3% | Reduced |
| Pathstone Holdings, LLC | 9,222 | $442.4K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,204 | $441.6K | 0.00% | +761+9.0% | Added |
| Argentarii, LLC | 9,065 | $434.9K | 0.20% | 00.0% | Unchanged |
| Comerica Bank | 8,848 | $424.5K | 0.00% | +1,407+18.9% | Added |
| Envestnet Asset Management Inc | 8,826 | $423.4K | 0.00% | −337−3.7% | Reduced |
| Stephens Inc | 8,783 | $421.3K | 0.01% | +4,130+88.8% | Added |
| Wetherby Asset Management Inc | 8,352 | $400.6K | 0.02% | +8,352 | New |
| Jane Street Group, LLC | 8,282 | $397.3K | 0.00% | +8,282 | New |
| Cambridge Investment Research Advisors, Inc. | 7,904 | $379.0K | 0.00% | −455−5.4% | Reduced |
| XML Financial, LLC | 7,505 | $360.0K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,475 | $358.6K | 0.00% | −12−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 6,624 | $312.8K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 6,357 | $304.9K | 0.05% | 00.0% | Unchanged |
| Walleye Capital LLC | 6,011 | $288.3K | 0.00% | −4,859−44.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 5,993 | $287.5K | 0.05% | −672−10.1% | Reduced |
| RSM US Wealth Management LLC | 5,928 | $284.4K | 0.00% | −63−1.1% | Reduced |
| Captrust Financial Advisors | 5,510 | $264.3K | 0.00% | +483+9.6% | Added |
| Benjamin Edwards Inc | 5,042 | $241.9K | 0.00% | −570−10.2% | Reduced |
| Sunbelt Securities, Inc. | 5,163 | $240.3K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,877 | $235.7K | 0.01% | −748−13.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,893 | $234.7K | 0.00% | +4,893 | New |
| Peregrine Asset Advisers, Inc. | 4,670 | $224.0K | 0.07% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 4,624 | $221.8K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,522 | $216.9K | 0.01% | −1,187−20.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,457 | $213.8K | 0.00% | −19−0.4% | Reduced |
| Private Trust Co NA | 4,306 | $206.6K | 0.02% | −1,200−21.8% | Reduced |
| NBC Securities, Inc. | 3,173 | $152.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,800 | $134.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2,245 | $107.7K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,112 | $101.3K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 899 | $43.1K | 0.01% | 00.0% | Unchanged |
| Motco | 886 | $42.4K | 0.00% | +886 | New |
| Bogart Wealth, LLC | 865 | $41.5K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 844 | $40.5K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 700 | $33.0K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 668 | $32.0K | 0.00% | +668 | New |
| Allworth Financial LP | 600 | $28.8K | 0.00% | +600 | New |
| Cullen/Frost Bankers, Inc. | 491 | $23.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 455 | $21.8K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 405 | $19.4K | 0.00% | +405 | New |
| GPS Wealth Strategies Group, LLC | 369 | $17.7K | 0.00% | −325−46.8% | Reduced |
| CX Institutional | 345 | $17.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 238 | $11.4K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 218 | $10.4K | 0.00% | +5+2.3% | Added |
| Avion Wealth | 222 | $10.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $7.20K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 130 | $6.24K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 101 | $4.86K | 0.00% | −51−33.6% | Reduced |
| Colonial Trust Co | 76 | $3.65K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 73 | $3.50K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 64 | $3.07K | 0.00% | 00.0% | Unchanged |