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Midstream Co LLC

ETRNDelisted Jul 22, 2024
Industry
Natural Gas Transmission
SEC CIK
0001747009

Midstream Co LLC was delisted on Jul 22, 2024; its insiders filed their last Form 4 on Jul 22, 2024; 375 institutions reported holding it in 13F filings for Q2 2024, worth $5.12B in total; Soros Fund Management was the only superinvestor holding it.

13F holders, Q2 2022

Institutional positions in Midstream Co LLC as of Jun 30, 2022. 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
322
+15 vs. Q1 2022
Shares held
401.7M
+24.3M (+6.5%) vs. Q1 2022
Total value
$2.56B
−$621.7M (−19.5%) vs. Q1 2022
New holders
45
118 more added
Sold out
30
101 more reduced

7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ETRN 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.

Institutional holdersQ2 2022: 322 institutions
Q1 2021: 327 institutionsQ2 2021: 313 institutionsQ3 2021: 307 institutionsQ4 2021: 316 institutionsQ1 2022: 314 institutionsQ2 2022: 322 institutionsQ3 2022: 317 institutionsQ4 2022: 331 institutionsQ1 2023: 323 institutionsQ2 2023: 340 institutionsQ3 2023: 349 institutionsQ4 2023: 359 institutionsQ1 2024: 378 institutionsQ2 2024: 375 institutionsQ3 2024: 5 institutionsQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2022: $2.56B
Q1 2021: $3.10BQ2 2021: $3.26BQ3 2021: $3.84BQ4 2021: $3.94BQ1 2022: $3.19BQ2 2022: $2.56BQ3 2022: $3.06BQ4 2022: $2.65BQ1 2023: $2.27BQ2 2023: $3.63BQ3 2023: $3.59BQ4 2023: $3.87BQ1 2024: $4.72BQ2 2024: $5.12BQ3 2024: $729.8KQ4 2024: $40.9KQ1 2025: $576.7KQ2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding ETRN and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20251$576.7K
Q4 20241$40.9K
Q3 20245$729.8K
Q2 2024375$5.12B
Q1 2024378$4.72B
Q4 2023359$3.87B
Q3 2023349$3.59B
Q2 2023340$3.63B
Q1 2023323$2.27B
Q4 2022331$2.65B
Q3 2022317$3.06B
Q2 2022322$2.56B
Q1 2022314$3.19B
Q4 2021316$3.94B
Q3 2021307$3.84B
Q2 2021313$3.26B
Q1 2021327$3.10B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Midstream Co LLC; share changes are against Q1 2022.

Institutions holding ETRN in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd44$00.00%−11,163−99.6%Reduced
Ellevest, Inc.61$00.00%−202−76.8%Reduced
Versant Capital Management, Inc64$00.00%00.0%Unchanged
Financial Management Professionals, Inc.2$00.00%00.0%Unchanged
Whittier Trust Co7$00.00%+7New
Global Retirement Partners, LLC37$00.00%+37New
Steward Financial Group LLC51$00.00%+51New
Sutton Wealth Advisors Inc.25$1590.00%+25New
Glassman Wealth Services233$1.00K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota199$1.00K0.00%00.0%Unchanged
Peoples Financial Services Corp.100$1.00K0.00%00.0%Unchanged
First Bank & Trust127$1.00K0.00%00.0%Unchanged
Private Capital Group, LLC156$1.00K0.00%−10−6.0%Reduced
Key Financial Inc88$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC123$1.00K0.00%+23+23.0%Added
Investors Asset Management of Georgia Inc160$1.00K0.00%+160New
Spire Wealth Management91$1.00K0.00%+91New
Bell Investment Advisors, Inc142$1.00K0.00%+142New
WR Wealth Planners, LLC232$1.48K0.00%00.0%Unchanged
Hartford Financial Management Inc.376$2.00K0.00%00.0%Unchanged
FAI Wealth Management440$2.00K0.00%00.0%Unchanged
Antonetti Capital Management LLC356$2.00K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc252$2.00K0.00%−7−2.7%Reduced
Schubert & Co251$2.00K0.00%+184+274.6%Added
Kathleen S. Wright Associates Inc.240$2.00K0.00%+240New
Cutler Group LP621$3.00K0.00%−4,625−88.2%Reduced
Cullen/Frost Bankers, Inc.452$3.00K0.00%00.0%Unchanged
Investors Research Corp400$3.00K0.00%00.0%Unchanged
Raleigh Capital Management Inc.375$3.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC508$3.00K0.00%+508New
TSFG, LLC700$4.00K0.00%00.0%Unchanged
Professional Financial Advisors, LLC714$5.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC858$5.00K0.00%+858New
Strategic Asset Management, LLC1,000$6.00K0.01%00.0%Unchanged
Total Clarity Wealth Management, Inc.1,000$6.00K0.00%+1,000New
Fieldpoint Private Securities, LLC1,117$7.00K0.00%+18+1.6%Added
Harbor Investment Advisory, LLC1,182$8.00K0.00%00.0%Unchanged
Allworth Financial LP1,219$8.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.1,300$8.00K0.00%+1,300New
State of Wyoming1,388$9.00K0.01%−1,846−57.1%Reduced
Endurance Wealth Management, Inc.1,492$9.00K0.00%00.0%Unchanged
Central Trust Co1,418$9.00K0.00%00.0%Unchanged
Fifth Third Bancorp1,412$9.00K0.00%+110+8.4%Added
Steward Partners Investment Advisory, LLC1,384$9.00K0.00%+28+2.1%Added
Harbour Investments, Inc.1,344$9.00K0.00%+1,344New
First Command Bank1,421$9.00K0.00%+1,421New
First Command Financial Services, Inc.1,421$9.00K0.00%+1,421New
Benjamin F. Edwards & Company, Inc.1,674$11.0K0.00%00.0%Unchanged
HM Payson & Co1,918$12.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC1,865$12.0K0.00%+113+6.4%Added
Federation des caisses Desjardins du Quebec2,000$12.7K0.00%00.0%Unchanged
Quent Capital, LLC2,249$14.0K0.00%00.0%Unchanged
Private Trust Co NA2,200$14.0K0.00%+2,200New
Geneos Wealth Management Inc.2,450$15.0K0.00%+2+0.1%Added
Wagner Wealth Management, LLC2,435$15.0K0.01%+2,435New
SeaCrest Wealth Management, LLC2,696$17.0K0.00%+2,696New
Ronald Blue Trust, Inc.2,222$19.0K0.00%+2,222New
Meeder Asset Management Inc3,117$20.0K0.00%−3,041−49.4%Reduced
Umb Bank N A3,530$22.0K0.00%−64−1.8%Reduced
TD Waterhouse Canada Inc.3,400$22.0K0.00%00.0%Unchanged
Parallel Advisors, LLC3,618$23.0K0.00%−1,099−23.3%Reduced
EverSource Wealth Advisors, LLC4,595$29.0K0.01%+384+9.1%Added
Northwestern Mutual Wealth Management Co5,091$32.0K0.00%+5,091New
CWM, LLC5,249$33.0K0.00%−115−2.1%Reduced
Signaturefd, LLC5,183$33.0K0.00%+1,069+26.0%Added
Quadrant Capital Group LLC5,349$34.0K0.00%+449+9.2%Added
Macquarie Group Ltd5,523$35.0K0.00%00.0%Unchanged
Chilton Capital Management LLC5,628$36.0K0.00%+5,628New
Nomura Asset Management Co Ltd6,300$40.1K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC6,579$41.0K0.00%−129,218−95.2%Reduced
IFP Advisors, Inc2,104$42.0K0.00%−1,734−45.2%Reduced
Captrust Financial Advisors6,682$42.0K0.00%+2,244+50.6%Added
Gladius Capital Management LP7,505$48.0K0.01%−8,469−53.0%Reduced
American Portfolios Advisors7,794$49.6K0.00%+46+0.6%Added
Central Bank & Trust Co8,180$52.0K0.01%+1,000+13.9%Added
Arcadia Investment Management Corp10,000$64.0K0.01%00.0%Unchanged
Mercer Global Advisors Inc10,829$69.0K0.00%−1,430−11.7%Reduced
Jacobi Capital Management LLC11,000$70.0K0.01%00.0%Unchanged
CWA Asset Management Group, LLC11,445$73.0K0.01%+28+0.2%Added
B. Riley Wealth Management, Inc.11,530$73.0K0.01%+11,530New
MAS Advisors LLC11,540$73.0K0.07%+11,540New
Veritable, L.P.11,665$74.0K0.00%+11,665New
Truist Financial Corp12,086$77.0K0.00%−1,017−7.8%Reduced
JustInvest LLC12,675$81.0K0.00%−341−2.6%Reduced
Oppenheimer Asset Management Inc.12,884$82.0K0.00%+316+2.5%Added
STRS Ohio13,400$85.0K0.00%+1,900+16.5%Added
Neuberger Berman Group LLC14,285$91.0K0.00%−1,327−8.5%Reduced
SFMG, LLC14,310$91.0K0.01%00.0%Unchanged
Forum Financial Management, LP15,354$98.0K0.00%+15,354New
MML Investors Services, LLC15,923$101.0K0.00%+451+2.9%Added
Wetherby Asset Management Inc16,020$102.0K0.01%−1,153−6.7%Reduced
Blueshift Asset Management, LLC16,267$103.0K0.02%−52,580−76.4%Reduced
CIBC Asset Management Inc16,661$106.0K0.00%−1,219−6.8%Reduced
Sunbelt Securities, Inc.18,840$120.0K0.03%+370+2.0%Added
Heronetta Management, L.P.19,032$121.0K0.08%00.0%Unchanged
Shelton Capital Management20,127$128.0K0.01%00.0%Unchanged
Edge Capital Group, LLC20,496$130.0K0.01%00.0%Unchanged
True North Advisors, LLC20,486$130.0K0.04%00.0%Unchanged
US Bancorp20,417$130.0K0.00%+5,555+37.4%Added
Raymond James Trust N.A.23,283$148.0K0.01%+5,532+31.2%Added