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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $96 | 0.00% | – | – |
| BlackRock, Inc. | 16 | $756 | 0.00% | +1+6.7% | Added |
| CIBC Private Wealth Group, LLC | 17 | $815 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 25 | $1.20K | 0.00% | +1+4.2% | Added |
| Salem Investment Counselors Inc | 35 | $1.69K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 57 | $2.73K | 0.00% | +25+78.1% | Added |
| Geneos Wealth Management Inc. | 64 | $3.07K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 73 | $3.50K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 76 | $3.65K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 101 | $4.86K | 0.00% | −51−33.6% | Reduced |
| CWM, LLC | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 130 | $6.24K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $7.20K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 222 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 218 | $10.4K | 0.00% | +5+2.3% | Added |
| Piscataqua Savings Bank | 238 | $11.4K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 345 | $17.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 369 | $17.7K | 0.00% | −325−46.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 405 | $19.4K | 0.00% | +405 | New |
| LRI Investments, LLC | 455 | $21.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 491 | $23.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 600 | $28.8K | 0.00% | +600 | New |
| Thompson Investment Management, Inc. | 668 | $32.0K | 0.00% | +668 | New |
| FNY Investment Advisers, LLC | 700 | $33.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 844 | $40.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 865 | $41.5K | 0.00% | 00.0% | Unchanged |
| Motco | 886 | $42.4K | 0.00% | +886 | New |
| Strategic Investment Solutions, Inc. | 899 | $43.1K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,112 | $101.3K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 2,245 | $107.7K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,800 | $134.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,173 | $152.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 4,306 | $206.6K | 0.02% | −1,200−21.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,457 | $213.8K | 0.00% | −19−0.4% | Reduced |
| We Are One Seven, LLC | 4,522 | $216.9K | 0.01% | −1,187−20.8% | Reduced |
| Goldman Sachs Group Inc | 4,624 | $221.8K | 0.00% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 4,670 | $224.0K | 0.07% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,893 | $234.7K | 0.00% | +4,893 | New |
| Snowden Capital Advisors LLC | 4,877 | $235.7K | 0.01% | −748−13.3% | Reduced |
| Sunbelt Securities, Inc. | 5,163 | $240.3K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,042 | $241.9K | 0.00% | −570−10.2% | Reduced |
| Captrust Financial Advisors | 5,510 | $264.3K | 0.00% | +483+9.6% | Added |
| RSM US Wealth Management LLC | 5,928 | $284.4K | 0.00% | −63−1.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 5,993 | $287.5K | 0.05% | −672−10.1% | Reduced |
| Walleye Capital LLC | 6,011 | $288.3K | 0.00% | −4,859−44.7% | Reduced |
| LexAurum Advisors, LLC | 6,357 | $304.9K | 0.05% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,624 | $312.8K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,475 | $358.6K | 0.00% | −12−0.2% | Reduced |
| XML Financial, LLC | 7,505 | $360.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 7,904 | $379.0K | 0.00% | −455−5.4% | Reduced |
| Jane Street Group, LLC | 8,282 | $397.3K | 0.00% | +8,282 | New |
| Wetherby Asset Management Inc | 8,352 | $400.6K | 0.02% | +8,352 | New |
| Stephens Inc | 8,783 | $421.3K | 0.01% | +4,130+88.8% | Added |
| Envestnet Asset Management Inc | 8,826 | $423.4K | 0.00% | −337−3.7% | Reduced |
| Comerica Bank | 8,848 | $424.5K | 0.00% | +1,407+18.9% | Added |
| Argentarii, LLC | 9,065 | $434.9K | 0.20% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,204 | $441.6K | 0.00% | +761+9.0% | Added |
| Pathstone Holdings, LLC | 9,222 | $442.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,550 | $458.1K | 0.00% | −1,092−10.3% | Reduced |
| Centaurus Financial, Inc. | 9,717 | $466.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 9,775 | $468.9K | 0.00% | +17+0.2% | Added |
| MAI Capital Management | 9,803 | $470.3K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 10,069 | $483.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 10,595 | $508.2K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 11,319 | $543.0K | 0.04% | −766−6.3% | Reduced |
| Calamos Advisors LLC | 11,776 | $564.9K | 0.00% | −1,024−8.0% | Reduced |
| JPMorgan Chase & Co | 11,934 | $572.5K | 0.00% | +990+9.0% | Added |
| Cary Street Partners Financial LLC | 12,237 | $587.0K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,379 | $593.9K | 0.00% | −3,395−21.5% | Reduced |
| Cerity Partners LLC | 13,065 | $626.7K | 0.00% | 00.0% | Unchanged |
| CF Capital LLC | 13,724 | $653.3K | 0.83% | −3,042−18.1% | Reduced |
| Icon Wealth Advisors, LLC | 14,130 | $677.8K | 0.05% | +475+3.5% | Added |
| Kingswood Wealth Advisors, LLC | 14,549 | $697.9K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,709 | $706.0K | 0.00% | −355−2.4% | Reduced |
| Future Financial Wealth Managment LLC | 16,221 | $778.1K | 0.53% | +16,221 | New |
| MML Investors Services, LLC | 16,328 | $783.0K | 0.00% | −119−0.7% | Reduced |
| Aristides Capital LLC | 16,432 | $788.2K | 0.25% | 00.0% | Unchanged |
| First Trust Advisors LP | 17,854 | $856.5K | 0.00% | +269+1.5% | Added |
| M&T Bank Corp | 18,913 | $907.3K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 19,073 | $914.9K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 19,075 | $915.0K | 0.01% | +1,500+8.5% | Added |
| Landscape Capital Management, L.L.C. | 20,591 | $987.8K | 0.08% | −16,254−44.1% | Reduced |
| Terril Brothers, Inc. | 22,474 | $1.08M | 0.41% | +22,474 | New |
| IFP Advisors, Inc | 25,806 | $1.24M | 0.04% | −26,137−50.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,395 | $1.31M | 0.00% | +858+3.2% | Added |
| Nations Financial Group Inc, | 29,836 | $1.43M | 0.10% | +16,585+125.2% | Added |
| Rockefeller Capital Management L.P. | 36,860 | $1.77M | 0.00% | +1,587+4.5% | Added |
| Kingsview Wealth Management, LLC | 39,353 | $1.89M | 0.03% | +54+0.1% | Added |
| LPL Financial LLC | 47,557 | $2.28M | 0.00% | +2,868+6.4% | Added |
| Oxbow Advisors, LLC | 51,805 | $2.49M | 0.27% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 52,355 | $2.51M | 0.22% | +6,423+14.0% | Added |
| Polar Asset Management Partners Inc. | 54,414 | $2.61M | 0.07% | +54,414 | New |
| Invesco Ltd. | 58,066 | $2.79M | 0.00% | +4,778+9.0% | Added |
| Advisor Group Holdings, Inc. | 58,229 | $2.79M | 0.00% | +8,219+16.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 73,828 | $3.54M | 1.26% | −15,942−17.8% | Reduced |
| Ameriprise Financial Inc | 74,508 | $3.57M | 0.00% | +10,026+15.5% | Added |
| UBS Group AG | 100,297 | $4.81M | 0.00% | +4,042+4.2% | Added |
| Stifel Financial Corp | 102,815 | $4.93M | 0.00% | −157−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 113,524 | $5.45M | 0.04% | +6,067+5.6% | Added |
| Royal Bank of Canada | 210,158 | $10.1M | 0.00% | −44,955−17.6% | Reduced |