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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $89 | 0.00% | – | – |
| DV Trading LLC | 5 | $223 | 0.00% | +5 | New |
| CIBC Private Wealth Group, LLC | 17 | $759 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 26 | $1.18K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 61 | $2.73K | 0.00% | +61 | New |
| Geneos Wealth Management Inc. | 64 | $2.86K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 76 | $3.39K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $4.00K | 0.00% | −700−87.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 150 | $6.70K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 167 | $7.44K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $8.93K | 0.00% | −179−47.2% | Reduced |
| DV Equities, LLC | 200 | $8.93K | 0.00% | +200 | New |
| Avion Wealth | 222 | $9.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 203 | $9.07K | 0.00% | +203 | New |
| SOA Wealth Advisors, LLC. | 230 | $10.3K | 0.00% | +7+3.1% | Added |
| Piscataqua Savings Bank | 238 | $10.6K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 278 | $12.4K | 0.01% | +278 | New |
| Farther Finance Advisors, LLC | 287 | $12.8K | 0.00% | +214+293.2% | Added |
| CX Institutional | 356 | $16.0K | 0.00% | +11+3.2% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 360 | $16.1K | 0.01% | +360 | New |
| Cullen/Frost Bankers, Inc. | 491 | $21.9K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 537 | $24.0K | 0.00% | +537 | New |
| Allworth Financial LP | 600 | $26.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 629 | $28.1K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 668 | $29.8K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 854 | $38.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 865 | $38.6K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,016 | $45.4K | 0.02% | +1,016 | New |
| Noble Wealth Management PBC | 1,332 | $59.5K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 1,544 | $68.9K | 0.05% | +1,544 | New |
| NBC Securities, Inc. | 1,651 | $73.7K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,112 | $94.3K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 2,225 | $99.3K | 0.02% | −20−0.9% | Reduced |
| Kestra Advisory Services, LLC | 2,670 | $119.2K | 0.00% | +2,670 | New |
| The PNC Financial Services Group, Inc. | 2,800 | $125.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 4,233 | $189.0K | 0.14% | +4,233 | New |
| Private Trust Co NA | 4,306 | $192.3K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,457 | $199.0K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 4,580 | $204.5K | 0.00% | +4,580 | New |
| Snowden Capital Advisors LLC | 4,592 | $205.1K | 0.01% | −387−7.8% | Reduced |
| Goldman Sachs Group Inc | 4,638 | $207.1K | 0.00% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 4,670 | $208.5K | 0.06% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 4,800 | $214.3K | 0.13% | +4,800 | New |
| RSM US Wealth Management LLC | 4,857 | $216.5K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,959 | $221.4K | 0.00% | +4,959 | New |
| Janney Montgomery Scott LLC | 5,133 | $229.0K | 0.00% | +133+2.7% | Added |
| Sunbelt Securities, Inc. | 5,163 | $230.5K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,353 | $239.0K | 0.00% | −9,784−64.6% | Reduced |
| Robinson Capital Management, LLC | 6,000 | $269.0K | 0.11% | +6,000 | New |
| TrueMark Investments, LLC | 6,319 | $282.1K | 0.05% | +6,319 | New |
| Concorde Asset Management, LLC | 6,362 | $284.1K | 0.11% | +896+16.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,373 | $284.5K | 0.00% | +1,783+38.8% | Added |
| Jane Street Group, LLC | 6,620 | $295.6K | 0.00% | −14,486−68.6% | Reduced |
| Hickory Point Bank & Trust | 6,900 | $308.1K | 0.22% | +6,900 | New |
| Chicago Partners Investment Group LLC | 6,624 | $309.3K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 7,110 | $317.5K | 0.00% | −750−9.5% | Reduced |
| Envestnet Asset Management Inc | 7,900 | $352.7K | 0.00% | +387+5.2% | Added |
| Oppenheimer & Co Inc | 7,901 | $352.8K | 0.01% | +7,901 | New |
| Davenport & Co LLC | 8,319 | $371.4K | 0.00% | −6,525−44.0% | Reduced |
| Creative Planning | 8,352 | $372.9K | 0.00% | +2,237+36.6% | Added |
| XML Financial, LLC | 8,466 | $378.0K | 0.03% | +961+12.8% | Added |
| Comerica Bank | 8,847 | $395.0K | 0.00% | −7−0.1% | Reduced |
| Argentarii, LLC | 9,066 | $404.8K | 0.14% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 9,222 | $411.8K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 9,522 | $425.0K | 0.02% | −35−0.4% | Reduced |
| GWM Advisors LLC | 9,547 | $426.3K | 0.00% | −80−0.8% | Reduced |
| Almitas Capital LLC | 9,549 | $426.4K | 0.09% | +9,549 | New |
| MAI Capital Management | 9,803 | $437.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,956 | $445.0K | 0.00% | +749+8.1% | Added |
| HighTower Advisors, LLC | 10,046 | $448.6K | 0.00% | +262+2.7% | Added |
| PFG Investments, LLC | 10,065 | $449.4K | 0.02% | +2,420+31.7% | Added |
| Ritholtz Wealth Management | 10,069 | $449.6K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,585 | $472.6K | 0.00% | +1,260+13.5% | Added |
| D.A. Davidson & Co. | 10,754 | $480.2K | 0.00% | −1,448−11.9% | Reduced |
| Indivisible Partners | 12,083 | $539.5K | 0.06% | +12,083 | New |
| Cary Street Partners Financial LLC | 12,490 | $557.7K | 0.01% | +253+2.1% | Added |
| JPMorgan Chase & Co | 13,083 | $584.2K | 0.00% | +1,060+8.8% | Added |
| Arete Wealth Advisors, LLC | 13,200 | $589.4K | 0.04% | +3,020+29.7% | Added |
| Cerity Partners LLC | 13,698 | $611.6K | 0.00% | −250−1.8% | Reduced |
| Icon Wealth Advisors, LLC | 14,191 | $633.6K | 0.04% | +36+0.3% | Added |
| Calamos Advisors LLC | 14,356 | $641.0K | 0.00% | +6,060+73.0% | Added |
| Kingswood Wealth Advisors, LLC | 14,989 | $669.3K | 0.03% | +440+3.0% | Added |
| Future Financial Wealth Managment LLC | 15,822 | $739.4K | 0.50% | −6,047−27.7% | Reduced |
| Stephens Inc | 18,027 | $804.9K | 0.01% | +3,155+21.2% | Added |
| M&T Bank Corp | 18,913 | $844.5K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 19,073 | $851.6K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 19,285 | $861.1K | 0.03% | +8,690+82.0% | Added |
| Closed-End Fund Advisors, Inc. | 23,302 | $1.04M | 0.61% | +23,302 | New |
| IFP Advisors, Inc | 24,308 | $1.09M | 0.02% | +33+0.1% | Added |
| Yakira Capital Management, Inc. | 25,641 | $1.14M | 0.39% | −94,963−78.7% | Reduced |
| Nations Financial Group Inc, | 26,828 | $1.20M | 0.06% | −365−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,362 | $1.21M | 0.00% | +50+0.2% | Added |
| Wright Wealth LLC | 31,301 | $1.40M | 0.91% | +31,301 | New |
| Quarry LP | 35,239 | $1.57M | 0.26% | +19,739+127.3% | Added |
| Invesco Ltd. | 35,959 | $1.61M | 0.00% | −13,186−26.8% | Reduced |
| Kingsview Wealth Management, LLC | 39,463 | $1.76M | 0.03% | +57+0.1% | Added |
| Rockefeller Capital Management L.P. | 39,767 | $1.78M | 0.00% | +3,058+8.3% | Added |
| Nomura Holdings Inc | 40,486 | $1.81M | 0.01% | −117,242−74.3% | Reduced |
| LPL Financial LLC | 48,477 | $2.16M | 0.00% | +641+1.3% | Added |