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 2025
Institutional positions in ClearBridge Energy Midstream Opportunity Fund Inc. as of Dec 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
- 120
- +9 vs. Q3 2025
- Shares held
- 5.87M
- +1.71M (+41.1%) vs. Q3 2025
- Total value
- $262.2M
- +$75.1M (+40.1%) vs. Q3 2025
- New holders
- 25
- 39 more added
- Sold out
- 16
- 23 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding ClearBridge Energy Midstream Opportunity Fund Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,312,442 | $58.6M | 0.00% | +83,309+6.8% | Added |
| Sit Investment Associates Inc | 777,688 | $34.7M | 0.68% | +738,476+1,883.3% | Added |
| Z3 Capital Partners, LLC | 624,498 | $27.9M | 6.70% | +624,498 | New |
| EP Wealth Advisors, LLC | 305,427 | $13.6M | 0.07% | +305,427 | New |
| Royal Bank of Canada | 268,162 | $12.0M | 0.00% | +43,422+19.3% | Added |
| Advisors Asset Management, Inc. | 261,401 | $11.7M | 0.20% | −32,219−11.0% | Reduced |
| Wells Fargo & Company | 220,206 | $9.83M | 0.00% | −36,801−14.3% | Reduced |
| Bank of America Corp | 214,868 | $9.59M | 0.00% | −13,527−5.9% | Reduced |
| Penserra Capital Management LLC | 143,408 | $6.40M | 0.08% | +13,305+10.2% | Added |
| Stifel Financial Corp | 125,082 | $5.58M | 0.01% | +13,533+12.1% | Added |
| Steward Partners Investment Advisory, LLC | 108,238 | $4.83M | 0.03% | −1,021−0.9% | Reduced |
| UBS Group AG | 96,227 | $4.30M | 0.00% | +3,309+3.6% | Added |
| Ameriprise Financial Inc | 86,386 | $3.86M | 0.00% | +11,148+14.8% | Added |
| Absolute Investment Advisers LLC | 84,275 | $3.75M | 0.43% | +84,275 | New |
| Edgemoor Investment Advisors, Inc. | 73,906 | $3.30M | 0.26% | +19,899+36.8% | Added |
| Oxbow Advisors, LLC | 58,484 | $2.61M | 0.23% | +6,679+12.9% | Added |
| Advisor Group Holdings, Inc. | 58,202 | $2.60M | 0.00% | −2,287−3.8% | Reduced |
| Terril Brothers, Inc. | 51,047 | $2.28M | 0.60% | +28,323+124.6% | Added |
| Raymond James Financial Inc | 50,371 | $2.25M | 0.00% | +7,237+16.8% | Added |
| Blue Bell Private Wealth Management, LLC | 48,981 | $2.19M | 0.32% | +43,800+845.4% | Added |
| LPL Financial LLC | 48,477 | $2.16M | 0.00% | +641+1.3% | Added |
| Nomura Holdings Inc | 40,486 | $1.81M | 0.01% | −117,242−74.3% | Reduced |
| Rockefeller Capital Management L.P. | 39,767 | $1.78M | 0.00% | +3,058+8.3% | Added |
| Kingsview Wealth Management, LLC | 39,463 | $1.76M | 0.03% | +57+0.1% | Added |
| Invesco Ltd. | 35,959 | $1.61M | 0.00% | −13,186−26.8% | Reduced |
| Quarry LP | 35,239 | $1.57M | 0.26% | +19,739+127.3% | Added |
| Wright Wealth LLC | 31,301 | $1.40M | 0.91% | +31,301 | New |
| Wealth Enhancement Advisory Services, LLC | 27,362 | $1.21M | 0.00% | +50+0.2% | Added |
| Nations Financial Group Inc, | 26,828 | $1.20M | 0.06% | −365−1.3% | Reduced |
| Yakira Capital Management, Inc. | 25,641 | $1.14M | 0.39% | −94,963−78.7% | Reduced |
| IFP Advisors, Inc | 24,308 | $1.09M | 0.02% | +33+0.1% | Added |
| Closed-End Fund Advisors, Inc. | 23,302 | $1.04M | 0.61% | +23,302 | New |
| Hollencrest Capital Management | 19,285 | $861.1K | 0.03% | +8,690+82.0% | Added |
| Capstone Investment Advisors, LLC | 19,073 | $851.6K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 18,913 | $844.5K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 18,027 | $804.9K | 0.01% | +3,155+21.2% | Added |
| Future Financial Wealth Managment LLC | 15,822 | $739.4K | 0.50% | −6,047−27.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,989 | $669.3K | 0.03% | +440+3.0% | Added |
| Calamos Advisors LLC | 14,356 | $641.0K | 0.00% | +6,060+73.0% | Added |
| Icon Wealth Advisors, LLC | 14,191 | $633.6K | 0.04% | +36+0.3% | Added |
| Cerity Partners LLC | 13,698 | $611.6K | 0.00% | −250−1.8% | Reduced |
| Arete Wealth Advisors, LLC | 13,200 | $589.4K | 0.04% | +3,020+29.7% | Added |
| JPMorgan Chase & Co | 13,083 | $584.2K | 0.00% | +1,060+8.8% | Added |
| Cary Street Partners Financial LLC | 12,490 | $557.7K | 0.01% | +253+2.1% | Added |
| Indivisible Partners | 12,083 | $539.5K | 0.06% | +12,083 | New |
| D.A. Davidson & Co. | 10,754 | $480.2K | 0.00% | −1,448−11.9% | Reduced |
| Cetera Investment Advisers | 10,585 | $472.6K | 0.00% | +1,260+13.5% | Added |
| Ritholtz Wealth Management | 10,069 | $449.6K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 10,065 | $449.4K | 0.02% | +2,420+31.7% | Added |
| HighTower Advisors, LLC | 10,046 | $448.6K | 0.00% | +262+2.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,956 | $445.0K | 0.00% | +749+8.1% | Added |
| MAI Capital Management | 9,803 | $437.7K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 9,549 | $426.4K | 0.09% | +9,549 | New |
| GWM Advisors LLC | 9,547 | $426.3K | 0.00% | −80−0.8% | Reduced |
| Centaurus Financial, Inc. | 9,522 | $425.0K | 0.02% | −35−0.4% | Reduced |
| Pathstone Holdings, LLC | 9,222 | $411.8K | 0.00% | 00.0% | Unchanged |
| Argentarii, LLC | 9,066 | $404.8K | 0.14% | 00.0% | Unchanged |
| Comerica Bank | 8,847 | $395.0K | 0.00% | −7−0.1% | Reduced |
| XML Financial, LLC | 8,466 | $378.0K | 0.03% | +961+12.8% | Added |
| Creative Planning | 8,352 | $372.9K | 0.00% | +2,237+36.6% | Added |
| Davenport & Co LLC | 8,319 | $371.4K | 0.00% | −6,525−44.0% | Reduced |
| Oppenheimer & Co Inc | 7,901 | $352.8K | 0.01% | +7,901 | New |
| Envestnet Asset Management Inc | 7,900 | $352.7K | 0.00% | +387+5.2% | Added |
| Benjamin Edwards Inc | 7,110 | $317.5K | 0.00% | −750−9.5% | Reduced |
| Chicago Partners Investment Group LLC | 6,624 | $309.3K | 0.01% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 6,900 | $308.1K | 0.22% | +6,900 | New |
| Jane Street Group, LLC | 6,620 | $295.6K | 0.00% | −14,486−68.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,373 | $284.5K | 0.00% | +1,783+38.8% | Added |
| Concorde Asset Management, LLC | 6,362 | $284.1K | 0.11% | +896+16.4% | Added |
| TrueMark Investments, LLC | 6,319 | $282.1K | 0.05% | +6,319 | New |
| Robinson Capital Management, LLC | 6,000 | $269.0K | 0.11% | +6,000 | New |
| Commonwealth Equity Services, LLC | 5,353 | $239.0K | 0.00% | −9,784−64.6% | Reduced |
| Sunbelt Securities, Inc. | 5,163 | $230.5K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,133 | $229.0K | 0.00% | +133+2.7% | Added |
| Merit Financial Group, LLC | 4,959 | $221.4K | 0.00% | +4,959 | New |
| RSM US Wealth Management LLC | 4,857 | $216.5K | 0.00% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 4,800 | $214.3K | 0.13% | +4,800 | New |
| Peregrine Asset Advisers, Inc. | 4,670 | $208.5K | 0.06% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 4,638 | $207.1K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,592 | $205.1K | 0.01% | −387−7.8% | Reduced |
| Concurrent Investment Advisors, LLC | 4,580 | $204.5K | 0.00% | +4,580 | New |
| Northwestern Mutual Wealth Management Co | 4,457 | $199.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,306 | $192.3K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 4,233 | $189.0K | 0.14% | +4,233 | New |
| The PNC Financial Services Group, Inc. | 2,800 | $125.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,670 | $119.2K | 0.00% | +2,670 | New |
| Activest Wealth Management | 2,225 | $99.3K | 0.02% | −20−0.9% | Reduced |
| Harbor Investment Advisory, LLC | 2,112 | $94.3K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,651 | $73.7K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,544 | $68.9K | 0.05% | +1,544 | New |
| Noble Wealth Management PBC | 1,332 | $59.5K | 0.03% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,016 | $45.4K | 0.02% | +1,016 | New |
| Bogart Wealth, LLC | 865 | $38.6K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 854 | $38.1K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 668 | $29.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 629 | $28.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 600 | $26.8K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 537 | $24.0K | 0.00% | +537 | New |
| Cullen/Frost Bankers, Inc. | 491 | $21.9K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 360 | $16.1K | 0.01% | +360 | New |