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 2026
Institutional positions in ClearBridge Energy Midstream Opportunity Fund Inc. as of Mar 31, 2026. 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
- +4 vs. Q4 2025
- Shares held
- 5.58M
- −279.7K (−4.8%) vs. Q4 2025
- Total value
- $294.7M
- +$33.0M (+12.6%) vs. Q4 2025
- New holders
- 20
- 38 more added
- Sold out
- 16
- 33 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding ClearBridge Energy Midstream Opportunity Fund Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,330,974 | $70.3M | 0.00% | +18,532+1.4% | Added |
| Z3 Capital Partners, LLC | 632,297 | $33.4M | 8.46% | +7,799+1.2% | Added |
| Sit Investment Associates Inc | 534,295 | $28.2M | 0.57% | −243,393−31.3% | Reduced |
| EP Wealth Advisors, LLC | 303,753 | $16.0M | 0.08% | −1,674−0.5% | Reduced |
| Royal Bank of Canada | 270,443 | $14.3M | 0.00% | +2,281+0.9% | Added |
| Advisors Asset Management, Inc. | 244,836 | $12.9M | 0.22% | −16,565−6.3% | Reduced |
| Wells Fargo & Company | 225,706 | $11.9M | 0.00% | +5,500+2.5% | Added |
| Bank of America Corp | 213,267 | $11.3M | 0.00% | −1,601−0.7% | Reduced |
| Penserra Capital Management LLC | 177,881 | $9.39M | 0.11% | +34,473+24.0% | Added |
| Stifel Financial Corp | 126,375 | $6.68M | 0.01% | +1,293+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 111,030 | $5.86M | 0.03% | +2,792+2.6% | Added |
| UBS Group AG | 88,758 | $4.69M | 0.00% | −7,469−7.8% | Reduced |
| Ameriprise Financial Inc | 81,720 | $4.32M | 0.00% | −4,666−5.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 77,738 | $4.11M | 0.32% | +3,832+5.2% | Added |
| Advisor Group Holdings, Inc. | 64,291 | $3.40M | 0.00% | +6,089+10.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 59,023 | $3.12M | 1.06% | +58,007+5,709.4% | Added |
| Oxbow Advisors, LLC | 58,484 | $3.09M | 0.26% | 00.0% | Unchanged |
| Raymond James Financial Inc | 56,455 | $2.98M | 0.00% | +6,084+12.1% | Added |
| Blue Bell Private Wealth Management, LLC | 47,803 | $2.52M | 0.36% | −1,178−2.4% | Reduced |
| Terril Brothers, Inc. | 46,054 | $2.43M | 0.67% | −4,993−9.8% | Reduced |
| LPL Financial LLC | 45,925 | $2.43M | 0.00% | −2,552−5.3% | Reduced |
| Wright Wealth LLC | 39,849 | $2.10M | 1.41% | +8,548+27.3% | Added |
| Kingsview Wealth Management, LLC | 39,515 | $2.09M | 0.03% | +52+0.1% | Added |
| Rockefeller Capital Management L.P. | 39,509 | $2.09M | 0.00% | −258−0.6% | Reduced |
| Nations Financial Group Inc, | 26,828 | $1.42M | 0.07% | 00.0% | Unchanged |
| Invesco Ltd. | 24,653 | $1.30M | 0.00% | −11,306−31.4% | Reduced |
| Closed-End Fund Advisors, Inc. | 22,852 | $1.21M | 1.23% | −450−1.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 23,053 | $1.18M | 0.00% | −4,309−15.7% | Reduced |
| IFP Advisors, Inc | 21,793 | $1.15M | 0.02% | −2,515−10.3% | Reduced |
| Cetera Investment Advisers | 19,792 | $1.05M | 0.00% | +9,207+87.0% | Added |
| Hollencrest Capital Management | 19,285 | $1.02M | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 19,073 | $1.01M | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 19,012 | $1.00M | 0.01% | −21,474−53.0% | Reduced |
| M&T Bank Corp | 18,913 | $999.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 17,985 | $950.0K | 0.01% | −42−0.2% | Reduced |
| Calamos Advisors LLC | 16,296 | $860.8K | 0.00% | +1,940+13.5% | Added |
| Kingswood Wealth Advisors, LLC | 14,989 | $791.7K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 15,428 | $757.5K | 0.49% | −394−2.5% | Reduced |
| Icon Wealth Advisors, LLC | 14,216 | $720.8K | 0.05% | +25+0.2% | Added |
| JPMorgan Chase & Co | 13,177 | $702.5K | 0.00% | +94+0.7% | Added |
| Cary Street Partners Financial LLC | 12,490 | $659.7K | 0.02% | 00.0% | Unchanged |
| Indivisible Partners | 12,170 | $642.8K | 0.06% | +87+0.7% | Added |
| Hickory Point Bank & Trust | 11,665 | $616.1K | 0.41% | +4,765+69.1% | Added |
| Envestnet Asset Management Inc | 11,355 | $599.8K | 0.00% | +3,455+43.7% | Added |
| D.A. Davidson & Co. | 10,758 | $568.3K | 0.00% | +40.0% | Added |
| HighTower Advisors, LLC | 10,571 | $558.4K | 0.00% | +525+5.2% | Added |
| Ritholtz Wealth Management | 10,069 | $531.8K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 9,852 | $520.4K | 0.00% | +1,500+18.0% | Added |
| GWM Advisors LLC | 9,765 | $515.8K | 0.00% | +218+2.3% | Added |
| MAI Capital Management | 9,578 | $505.9K | 0.00% | −225−2.3% | Reduced |
| Centaurus Financial, Inc. | 9,412 | $497.0K | 0.02% | −110−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,278 | $490.0K | 0.00% | −678−6.8% | Reduced |
| Pathstone Holdings, LLC | 9,222 | $487.1K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 9,191 | $485.5K | 0.04% | +725+8.6% | Added |
| Argentarii, LLC | 9,066 | $478.9K | 0.17% | 00.0% | Unchanged |
| Fifth Third Bancorp | 8,792 | $464.4K | 0.00% | +8,792 | New |
| Oppenheimer & Co Inc | 8,765 | $463.0K | 0.01% | +864+10.9% | Added |
| PFG Investments, LLC | 7,765 | $410.1K | 0.02% | −2,300−22.9% | Reduced |
| Integrated Wealth Concepts LLC | 7,662 | $404.7K | 0.00% | +7,662 | New |
| Concorde Asset Management, LLC | 7,295 | $385.3K | 0.19% | +933+14.7% | Added |
| Goldman Sachs Group Inc | 6,957 | $367.5K | 0.00% | +2,319+50.0% | Added |
| Virtu Financial LLC | 6,609 | $349.0K | 0.01% | +6,609 | New |
| Jane Street Group, LLC | 6,401 | $338.1K | 0.00% | −219−3.3% | Reduced |
| LexAurum Advisors, LLC | 6,357 | $335.8K | 0.04% | +6,357 | New |
| Susquehanna International Group, LLP | 6,323 | $334.0K | 0.00% | +6,323 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,292 | $332.3K | 0.00% | −81−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 6,624 | $329.2K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,050 | $319.6K | 0.00% | +1,091+22.0% | Added |
| RSM US Wealth Management LLC | 5,560 | $293.7K | 0.00% | +703+14.5% | Added |
| Janney Montgomery Scott LLC | 5,508 | $291.0K | 0.00% | +375+7.3% | Added |
| Commonwealth Equity Services, LLC | 5,311 | $280.5K | 0.00% | −42−0.8% | Reduced |
| Benjamin Edwards Inc | 5,260 | $277.8K | 0.00% | −1,850−26.0% | Reduced |
| Captrust Financial Advisors | 5,211 | $275.2K | 0.00% | +5,211 | New |
| Sunbelt Securities, Inc. | 5,163 | $272.7K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 5,050 | $266.7K | 0.03% | +5,050 | New |
| Beacon Pointe Advisors, LLC | 4,923 | $260.0K | 0.00% | +4,923 | New |
| Papamarkou Wellner Asset Management inc. | 4,800 | $253.5K | 0.15% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 4,670 | $246.7K | 0.07% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 4,331 | $228.8K | 0.01% | +4,331 | New |
| Private Trust Co NA | 4,306 | $227.4K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,294 | $226.8K | 0.01% | −298−6.5% | Reduced |
| Private Advisor Group, LLC | 4,221 | $223.0K | 0.00% | +4,221 | New |
| Northwestern Mutual Wealth Management Co | 4,193 | $221.5K | 0.00% | −264−5.9% | Reduced |
| Eagle Bay Advisors LLC | 4,084 | $215.7K | 0.19% | −149−3.5% | Reduced |
| Register Financial Advisors LLC | 4,022 | $212.4K | 0.08% | +4,022 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,992 | $210.9K | 0.03% | +3,992 | New |
| We Are One Seven, LLC | 3,943 | $208.3K | 0.00% | +3,943 | New |
| Mercer Global Advisors Inc | 3,847 | $203.2K | 0.00% | +3,847 | New |
| The PNC Financial Services Group, Inc. | 2,500 | $132.1K | 0.00% | −300−10.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,884 | $99.5K | 0.01% | −228−10.8% | Reduced |
| Activest Wealth Management | 1,799 | $95.0K | 0.02% | −426−19.1% | Reduced |
| NBC Securities, Inc. | 1,723 | $91.0K | 0.01% | +72+4.4% | Added |
| CoreCap Advisors, LLC | 1,606 | $84.9K | 0.00% | +1,606 | New |
| Noble Wealth Management PBC | 1,332 | $70.4K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 1,057 | $55.8K | 0.00% | +1,037+5,185.0% | Added |
| Bogart Wealth, LLC | 865 | $45.7K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 854 | $45.1K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 772 | $40.8K | 0.03% | −772−50.0% | Reduced |
| Thompson Investment Management, Inc. | 668 | $35.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 629 | $33.2K | 0.00% | 00.0% | Unchanged |