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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 2023

Institutional positions in Midstream Co LLC as of Sep 30, 2023. 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
349
+13 vs. Q2 2023
Shares held
383.2M
+3.17M (+0.8%) vs. Q2 2023
Total value
$3.59B
−$37.1M (−1.0%) vs. Q2 2023
New holders
46
120 more added
Sold out
33
121 more reduced

4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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 2023: 349 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 2023: $3.59B
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 2023

Shares, value and share of portfolio for each institution holding Midstream Co LLC; share changes are against Q2 2023.

Institutions holding ETRN in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Beach Investment Counsel Inc15,309$143.0K0.02%−4,432−22.5%Reduced
Advisory Services Network, LLC15,572$145.9K0.00%−2,438−13.5%Reduced
Metis Global Partners, LLC15,621$146.4K0.01%+874+5.9%Added
Wetherby Asset Management Inc16,018$150.1K0.01%−591−3.6%Reduced
Private Advisor Group, LLC16,459$154.2K0.00%−3,016−15.5%Reduced
Quadrant Capital Group LLC17,151$160.7K0.02%00.0%Unchanged
Quantbot Technologies LP17,214$161.3K0.01%−59,102−77.4%Reduced
Hennion & Walsh Asset Management, Inc.17,387$162.9K0.01%−316−1.8%Reduced
Raymond James Trust N.A.17,592$164.8K0.00%−861−4.7%Reduced
SeaCrest Wealth Management, LLC17,686$165.7K0.02%+17,686New
Cetera Investment Advisers17,914$167.9K0.00%+5,308+42.1%Added
Toronto Dominion Bank18,000$168.7K0.00%+18,000New
Pathstone Family Office, LLC20,091$188.3K0.00%+6,793+51.1%Added
Shelton Capital Management20,127$188.6K0.01%00.0%Unchanged
First Republic Investment Management, Inc.20,385$191.0K0.00%−3,198−13.6%Reduced
CI Private Wealth, LLC20,624$193.2K0.00%+5,544+36.8%Added
Profund Advisors LLC20,937$196.2K0.01%−1,076−4.9%Reduced
GTS Securities LLC22,638$212.1K0.00%−4,935−17.9%Reduced
Capstone Investment Advisors, LLC22,755$213.2K0.01%+22,755New
Mengis Capital Management, Inc.24,064$225.5K0.05%00.0%Unchanged
Campbell & CO Investment Adviser LLC24,638$230.9K0.03%+24,638New
Metropolitan Life Insurance Co25,137$235.5K0.01%+1,266+5.3%Added
Berkshire Asset Management LLC25,800$241.7K0.02%00.0%Unchanged
Bollard Group LLC25,831$242.0K0.01%+387+1.5%Added
Pinkerton Retirement Specialists, LLC26,169$245.2K0.05%+26,169New
NinePointTwo Capital26,307$246.0K0.10%+26,307New
Nisa Investment Advisors, LLC28,670$268.6K0.00%00.0%Unchanged
Weiss Multi-Strategy Advisers LLC28,939$271.0K0.01%+28,939New
JustInvest LLC29,031$272.0K0.01%+875+3.1%Added
HighTower Advisors, LLC29,282$274.0K0.00%−327−1.1%Reduced
Brown Advisory Inc29,857$279.8K0.00%00.0%Unchanged
Balboa Wealth Partners30,137$282.4K0.11%+30,137New
Wealth Enhancement Advisory Services, LLC30,293$283.8K0.00%+30,293New
Dark Forest Capital Management LP30,487$285.7K0.02%+13,488+79.3%Added
United Services Automobile Association30,921$289.7K0.01%+2,701+9.6%Added
Hunter Associates Investment Management LLC31,135$291.0K0.06%+23+0.1%Added
Numerai GP LLC31,520$295.3K0.10%+31,520New
Crossmark Global Holdings, Inc.32,490$306.0K0.01%+140.0%Added
Cambridge Investment Research Advisors, Inc.33,316$312.0K0.00%+1,635+5.2%Added
Raymond James Financial Services Advisors, Inc.34,887$326.9K0.00%−38,100−52.2%Reduced
The PNC Financial Services Group, Inc.35,868$336.1K0.00%−745−2.0%Reduced
SG Americas Securities, LLC35,958$337.0K0.00%−132,794−78.7%Reduced
Securian Asset Management, Inc36,697$343.9K0.01%−1,892−4.9%Reduced
US Bancorp37,280$349.3K0.00%−3,395−8.3%Reduced
Petrus Trust Company, LTA38,919$364.7K0.04%+38,919New
ARGA Investment Management, LP39,461$369.8K0.02%00.0%Unchanged
NBC Securities, Inc.39,500$370.0K0.04%+39,500New
Donoghue Forlines LLC41,590$389.7K0.14%+2,653+6.8%Added
Tower Research Capital LLC (TRC)42,113$394.6K0.01%+23,339+124.3%Added
Commonwealth Equity Services, LLC43,687$409.0K0.00%−5,655−11.5%Reduced
MML Investors Services, LLC44,113$413.0K0.00%−2,228−4.8%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.44,707$418.9K0.00%+44,707New
Dividend Assets Capital, LLC45,835$429.0K0.09%−732−1.6%Reduced
Bank of Montreal45,602$438.2K0.00%−14,332−23.9%Reduced
Citigroup Inc47,018$440.6K0.00%−197,727−80.8%Reduced
Gotham Asset Management, LLC48,315$452.7K0.01%−17,757−26.9%Reduced
Pictet Asset Management Holding SA48,848$457.7K0.00%+48,848New
Susquehanna International Group, LLP49,410$463.0K0.00%−342,259−87.4%Reduced
State of Alaska, Department of Revenue51,480$482.0K0.01%−2,205−4.1%Reduced
Cetera Advisor Networks LLC51,536$482.9K0.00%+5,352+11.6%Added
STRS Ohio52,800$494.0K0.00%+14,800+38.9%Added
Janney Montgomery Scott LLC53,506$501.0K0.00%+12,532+30.6%Added
Mariner, LLC55,630$521.5K0.00%+23,522+73.3%Added
Bank of Nova Scotia58,000$543.5K0.00%+58,000New
Public Employees Retirement Association of Colorado58,882$552.0K0.00%00.0%Unchanged
Fox Run Management, L.L.C.59,345$556.1K0.16%+23,684+66.4%Added
Teacher Retirement System of Texas59,805$560.0K0.00%+26,840+81.4%Added
Brevan Howard Capital Management LP60,497$566.9K0.17%−9,308−13.3%Reduced
Aquatic Capital Management LLC64,000$600.0K0.03%−13,100−17.0%Reduced
True North Advisors, LLC64,047$600.1K0.18%+13,500+26.7%Added
Xponance, Inc.64,385$603.3K0.01%+879+1.4%Added
Kestra Advisory Services, LLC67,748$634.8K0.01%+25,531+60.5%Added
Truist Financial Corp68,132$638.4K0.00%+52,336+331.3%Added
CFM Wealth Partners LLC70,355$659.2K0.17%00.0%Unchanged
Seven Eight Capital, LP72,726$681.4K0.08%+72,726New
Duff & Phelps Investment Management Co73,655$690.1K0.01%+16,255+28.3%Added
LPL Financial LLC79,335$743.4K0.00%−7,562−8.7%Reduced
Lindbrook Capital, LLC79,984$749.5K0.08%−24,904−23.7%Reduced
ProShare Advisors LLC80,189$751.4K0.00%−1,968−2.4%Reduced
Victory Capital Management Inc85,386$800.1K0.00%−3,152−3.6%Reduced
Wolverine Trading, LLC86,122$807.0K0.01%+24,636+40.1%Added
Sowell Financial Services LLC87,011$815.0K0.05%−728−0.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys87,736$822.1K0.01%−121,660−58.1%Reduced
New Mexico Educational Retirement Board88,400$828.0K0.04%00.0%Unchanged
SL Advisors, LLC89,200$837.4K1.83%−465−0.5%Reduced
Franklin Resources Inc90,498$848.0K0.00%−58,788−39.4%Reduced
Cetera Advisors LLC90,682$849.7K0.01%−751−0.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)91,988$861.9K0.00%+17,287+23.1%Added
Creative Planning92,201$863.9K0.00%+290+0.3%Added
Nomura Holdings Inc94,390$884.4K0.01%−5,616,722−98.3%Reduced
SEI Investments Co94,580$886.2K0.00%+36,673+63.3%Added
Northwestern Mutual Investment Management Company, LLC96,089$900.4K0.02%−180−0.2%Reduced
ELCO Management Co., LLC98,567$923.6K0.67%+6,642+7.2%Added
Radnor Capital Management, LLC100,760$944.0K0.19%+100,760New
State of Michigan Retirement System103,602$970.8K0.01%−3,100−2.9%Reduced
Texas Yale Capital Corp.107,484$1.01M0.05%00.0%Unchanged
Thrivent Financial for Lutherans108,485$1.02M0.00%−3,324−3.0%Reduced
Oppenheimer & Co Inc110,000$1.03M0.02%−826,310−88.3%Reduced
Guggenheim Capital LLC112,327$1.05M0.01%+837+0.8%Added
Quadrature Capital Ltd115,933$1.09M0.02%−351,502−75.2%Reduced