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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, Q3 2022

Institutional positions in Midstream Co LLC as of Sep 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
317
−2 vs. Q2 2022
Shares held
409.0M
+7.36M (+1.8%) vs. Q2 2022
Total value
$3.06B
+$497.3M (+19.4%) vs. Q2 2022
New holders
35
128 more added
Sold out
37
98 more reduced

3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 317 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 heldQ3 2022: $3.06B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Midstream Co LLC; share changes are against Q2 2022.

Institutions holding ETRN in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Whittier Trust Co7$00.00%00.0%Unchanged
Versant Capital Management, Inc64$00.00%00.0%Unchanged
Global Retirement Partners, LLC37$00.00%00.0%Unchanged
Covestor Ltd37$00.00%−7−15.9%Reduced
Gradient Investments LLC6$00.00%+6New
Sutton Wealth Advisors Inc.38$2840.00%+13+52.0%Added
Whittier Trust Co of Nevada Inc132$1.00K0.00%−120−47.6%Reduced
Investors Asset Management of Georgia Inc160$1.00K0.00%00.0%Unchanged
Peoples Financial Services Corp.100$1.00K0.00%00.0%Unchanged
Key Financial Inc88$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC144$1.00K0.00%+21+17.1%Added
Bell Investment Advisors, Inc162$1.00K0.00%+20+14.1%Added
Farmers & Merchants Investments Inc168$1.00K0.00%+168New
SJS Investment Consulting Inc.106$1.00K0.00%+106New
WR Wealth Planners, LLC232$1.74K0.00%00.0%Unchanged
Geneos Wealth Management Inc.400$2.00K0.00%−2,050−83.7%Reduced
Kathleen S. Wright Associates Inc.240$2.00K0.00%00.0%Unchanged
Glassman Wealth Services233$2.00K0.00%00.0%Unchanged
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
Hartford Financial Management Inc.376$3.00K0.00%00.0%Unchanged
FAI Wealth Management440$3.00K0.00%00.0%Unchanged
Antonetti Capital Management LLC356$3.00K0.00%00.0%Unchanged
Schubert & Co439$3.00K0.00%+188+74.9%Added
Professional Financial Advisors, LLC714$5.00K0.00%00.0%Unchanged
TSFG, LLC700$5.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC828$6.00K0.00%+320+63.0%Added
Umb Bank N A976$7.00K0.00%−2,554−72.4%Reduced
Strategic Asset Management, LLC1,000$7.00K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC871$7.00K0.00%+13+1.5%Added
Larson Financial Group LLC936$7.00K0.00%+936New
Harbour Investments, Inc.1,344$9.00K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.1,248$9.00K0.00%−244−16.4%Reduced
Harbor Investment Advisory, LLC1,182$9.00K0.00%00.0%Unchanged
Central Trust Co1,418$10.0K0.00%00.0%Unchanged
First Command Bank1,421$11.0K0.00%00.0%Unchanged
First Command Financial Services, Inc.1,421$11.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,406$11.0K0.00%+22+1.6%Added
Fifth Third Bancorp1,639$12.0K0.00%+227+16.1%Added
TCI Wealth Advisors, Inc.1,540$12.0K0.00%+240+18.5%Added
Benjamin F. Edwards & Company, Inc.1,674$13.0K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.2,222$14.0K0.00%00.0%Unchanged
HM Payson & Co1,918$14.0K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec2,000$15.0K0.00%00.0%Unchanged
Meeder Asset Management Inc2,046$15.0K0.00%−1,071−34.4%Reduced
JFS Wealth Advisors, LLC2,028$15.0K0.00%+163+8.7%Added
Private Trust Co NA2,200$16.0K0.00%00.0%Unchanged
Quent Capital, LLC2,249$17.0K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.2,783$20.0K0.00%−104,903−97.4%Reduced
Northwestern Mutual Wealth Management Co3,115$23.0K0.00%−1,976−38.8%Reduced
TD Waterhouse Canada Inc.3,400$26.5K0.00%00.0%Unchanged
Allworth Financial LP3,638$27.0K0.00%+2,419+198.4%Added
EverSource Wealth Advisors, LLC3,941$29.0K0.01%−654−14.2%Reduced
Parallel Advisors, LLC4,309$32.0K0.00%+691+19.1%Added
CWM, LLC5,217$39.0K0.00%−32−0.6%Reduced
IFP Advisors, Inc2,104$42.0K0.00%00.0%Unchanged
Axiom Investment Management LLC6,049$45.0K0.09%+6,049New
Quadrant Capital Group LLC6,224$47.0K0.01%+875+16.4%Added
Nomura Asset Management Co Ltd6,300$47.1K0.00%00.0%Unchanged
Wipfli Financial Advisors LLC,6,585$49.0K0.00%+6,585New
Allspring Global Investments Holdings, LLC7,286$54.0K0.00%+707+10.7%Added
American Portfolios Advisors7,651$57.2K0.00%−143−1.8%Reduced
Central Bank & Trust Co9,060$68.0K0.01%+880+10.8%Added
Signaturefd, LLC9,829$74.0K0.00%+4,646+89.6%Added
Arcadia Investment Management Corp10,000$75.0K0.02%00.0%Unchanged
State of Wyoming10,114$76.0K0.04%+8,726+628.7%Added
First Citizens Bank & Trust Co10,304$77.0K0.00%−19,108−65.0%Reduced
Strategic Blueprint, LLC10,372$78.0K0.01%−22,208−68.2%Reduced
Pathstone Family Office, LLC10,428$78.0K0.00%+10,428New
Neuberger Berman Group LLC11,200$83.0K0.00%−3,085−21.6%Reduced
JustInvest LLC11,355$85.0K0.00%−1,320−10.4%Reduced
Truist Financial Corp11,917$89.0K0.00%−169−1.4%Reduced
National Asset Management, Inc.11,992$90.0K0.00%+11,992New
Quantedge Capital Pte Ltd12,200$91.0K0.03%−32,600−72.8%Reduced
Jefferies Group LLC12,676$94.8K0.00%+12,676New
Jacobi Capital Management LLC12,720$95.0K0.01%+1,720+15.6%Added
Wexford Capital LP13,000$97.0K0.03%−17,000−56.7%Reduced
Garde Capital, Inc.13,560$101.0K0.01%+13,560New
Forum Financial Management, LP14,162$106.0K0.01%−1,192−7.8%Reduced
Renaissance Technologies LLC14,800$111.0K0.00%−1,547,199−99.1%Reduced
DuPont Capital Management Corp14,819$111.0K0.01%−35,145−70.3%Reduced
Mariner, LLC14,970$112.0K0.00%+14,970New
SFMG, LLC14,310$115.0K0.01%00.0%Unchanged
MAS Advisors LLC15,513$116.0K0.11%+3,973+34.4%Added
HighTower Trust Services, LTA15,988$120.0K0.01%+15,988New
Wetherby Asset Management Inc16,467$123.0K0.01%+447+2.8%Added
Apollon Wealth Management, LLC16,465$123.0K0.01%+16,465New
CIBC Asset Management Inc16,661$125.0K0.00%00.0%Unchanged
MML Investors Services, LLC17,360$130.0K0.00%+1,437+9.0%Added
True North Advisors, LLC17,747$132.0K0.04%−2,739−13.4%Reduced
Heronetta Management, L.P.19,032$142.0K0.10%00.0%Unchanged
Sunbelt Securities, Inc.19,148$143.0K0.03%+308+1.6%Added
Cutler Group LP19,881$148.0K0.02%+19,260+3,101.4%Added
Advisory Services Network, LLC19,997$150.0K0.01%−36,328−64.5%Reduced
Shelton Capital Management20,127$151.0K0.01%00.0%Unchanged
Edge Capital Group, LLC20,496$153.0K0.01%00.0%Unchanged
SG Americas Securities, LLC23,512$176.0K0.00%−53,119−69.3%Reduced
Raymond James Trust N.A.23,433$176.0K0.01%+150+0.6%Added
Bollard Group LLC23,802$178.0K0.01%+370+1.6%Added