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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 2024

Institutional positions in Midstream Co LLC as of Jun 30, 2024. 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

ETRN is no longer listed, so this page shows Q2 2024. 13F filings for later quarters list far fewer holders.

Institutional holders
375
+1 vs. Q1 2024
Shares held
394.4M
+15.6M (+4.1%) vs. Q1 2024
Total value
$5.12B
+$420.1M (+8.9%) vs. Q1 2024
New holders
70
110 more added
Sold out
69
137 more reduced

4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 2024: 375 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 2024: $5.12B
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 2024

Shares, value and share of portfolio for each institution holding Midstream Co LLC; share changes are against Q1 2024.

Institutions holding ETRN in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Rakuten Securities, Inc.3$390.00%+3New
Bruce G. Allen Investments, LLC49$6360.00%+49New
Cape Investment Advisory, Inc.55$7140.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.66$8570.00%00.0%Unchanged
Key Financial Inc88$1.14K0.00%00.0%Unchanged
Family Firm, Inc.94$1.22K0.00%+94New
Bradley & Co. Private Wealth Management, LLC100$1.30K0.00%00.0%Unchanged
Triad Wealth Partners, LLC100$1.30K0.00%+100New
Newbridge Financial Services Group, Inc.101$1.31K0.00%−2,049−95.3%Reduced
Coppell Advisory Solutions LLC102$1.32K0.00%+102New
Riggs Asset Managment Co. Inc.104$1.35K0.00%00.0%Unchanged
SJS Investment Consulting Inc.120$1.56K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC131$1.70K0.00%00.0%Unchanged
Versant Capital Management, Inc132$1.71K0.00%00.0%Unchanged
Rothschild Investment LLC150$1.95K0.00%+110+275.0%Added
Whittier Trust Co of Nevada Inc155$2.01K0.00%−262−62.8%Reduced
Bell Investment Advisors, Inc162$2.10K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc190$2.47K0.00%00.0%Unchanged
Hilltop National Bank200$2.60K0.00%00.0%Unchanged
Anchor Investment Management, LLC215$2.79K0.00%+215New
WR Wealth Planners, LLC232$3.01K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.244$3.17K0.00%+244New
Proequities, Inc.254$3.30K0.00%+254New
Twin Tree Management, LP257$3.34K0.00%+257New
Innealta Capital, LLC261$3.39K0.00%+261New
Umb Bank N A279$3.62K0.00%+153+121.4%Added
Eagle Bay Advisors LLC303$3.93K0.00%−104−25.6%Reduced
Prestige Wealth Management Group LLC306$3.97K0.00%+94+44.3%Added
Private Wealth Management Group, LLC320$4.15K0.00%00.0%Unchanged
Whittier Trust Co328$4.26K0.00%+328New
Ashton Thomas Private Wealth, LLC343$4.45K0.00%+343New
Hartford Financial Management Inc.376$4.88K0.00%00.0%Unchanged
Raleigh Capital Management Inc.379$4.92K0.00%+4+1.1%Added
Investors Research Corp400$5.19K0.00%00.0%Unchanged
Geneos Wealth Management Inc.400$5.19K0.00%00.0%Unchanged
JJJ Advisors Inc.417$5.41K0.00%00.0%Unchanged
Fortitude Family Office, LLC424$5.50K0.00%00.0%Unchanged
Tidemark, LLC448$5.82K0.00%+5+1.1%Added
Harvest Fund Management Co., Ltd491$6.00K0.00%−3,355−87.2%Reduced
Capital Advisors, Ltd. LLC475$6.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC479$6.22K0.00%00.0%Unchanged
Community Bank, N.A.500$6.49K0.00%00.0%Unchanged
Farther Finance Advisors, LLC511$6.55K0.00%+80+18.6%Added
SRS Capital Advisors, Inc.536$6.96K0.00%+536New
Benjamin F. Edwards & Company, Inc.511$7.00K0.00%−297−36.8%Reduced
First Horizon Advisors, Inc.571$7.41K0.00%+571New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.581$7.54K0.00%00.0%Unchanged
Massmutual Trust Co FSB633$8.22K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC700$9.09K0.00%00.0%Unchanged
Smartleaf Asset Management LLC734$9.58K0.00%+621+549.6%Added
GPS Wealth Strategies Group, LLC849$11.0K0.00%+9+1.1%Added
National Bank of Canada883$11.3K0.00%00.0%Unchanged
Harbour Investments, Inc.914$11.9K0.00%−364−28.5%Reduced
Sound Income Strategies, LLC928$12.0K0.00%−197−17.5%Reduced
Global X Japan Co., Ltd.1,157$15.0K0.00%−1,746−60.1%Reduced
Redwood Wealth Management Group, LLC1,389$18.0K0.01%+1,389New
Central Trust Co1,418$18.4K0.00%00.0%Unchanged
First Command Advisory Services, Inc.1,421$18.4K0.00%00.0%Unchanged
Huntington National Bank1,453$18.9K0.00%+139+10.6%Added
Ronald Blue Trust, Inc.1,515$18.9K0.00%+1,515New
GAMMA Investing LLC1,476$19.2K0.00%+103+7.5%Added
ZRC Wealth Management, LLC1,543$20.0K0.01%−733−32.2%Reduced
Sandy Spring Bank1,600$20.8K0.00%00.0%Unchanged
HM Payson & Co1,918$24.9K0.00%00.0%Unchanged
Rise Advisors, LLC2,032$26.4K0.01%+23+1.1%Added
Private Trust Co NA2,200$28.6K0.00%−212−8.8%Reduced
Quent Capital, LLC2,249$29.2K0.00%00.0%Unchanged
Allworth Financial LP2,400$29.8K0.00%+13+0.5%Added
Steward Partners Investment Advisory, LLC2,367$30.7K0.00%+718+43.5%Added
Leonteq Securities AG2,458$31.9K0.00%+2,458New
Fifth Third Bancorp3,500$45.4K0.00%+354+11.3%Added
Lindbrook Capital, LLC3,853$50.0K0.00%+959+33.1%Added
Mather Group, LLC.4,011$50.1K0.00%−317−7.3%Reduced
Nomura Asset Management Co Ltd4,400$57.1K0.00%00.0%Unchanged
CWM, LLC4,799$62.0K0.00%−131−2.7%Reduced
Plato Investment Management Ltd4,953$64.3K0.01%00.0%Unchanged
Longfellow Investment Management Co LLC5,245$68.1K0.02%+2,245+74.8%Added
Chilton Capital Management LLC5,612$72.8K0.00%00.0%Unchanged
Covestor Ltd5,610$73.0K0.05%+1,138+25.4%Added
Hexagon Capital Partners LLC5,678$73.7K0.02%−1,509−21.0%Reduced
DekaBank Deutsche Girozentrale5,763$74.0K0.00%00.0%Unchanged
AlphaMark Advisors, LLC6,050$79.0K0.03%00.0%Unchanged
Optiver Holding B.V.6,582$85.4K0.00%+6,582New
Bartlett & Co. Wealth Management LLC7,000$90.9K0.00%00.0%Unchanged
Jones Financial Companies LLLP8,916$115.7K0.00%+8,916New
Central Bank & Trust Co9,060$117.6K0.02%00.0%Unchanged
Simplex Trading, LLC9,504$123.0K0.00%−184,641−95.1%Reduced
Buckingham Strategic Partners10,008$129.9K0.00%−38−0.4%Reduced
Truist Financial Corp10,062$130.6K0.00%−5,325−34.6%Reduced
KBC Group NV10,194$132.0K0.00%00.0%Unchanged
M&T Bank Corp10,275$133.4K0.00%+10,275New
Lazard Asset Management LLC10,536$135.0K0.00%+10,536New
Northwestern Mutual Wealth Management Co10,456$135.7K0.00%+7,107+212.2%Added
Certified Advisory Corp10,630$138.0K0.02%+115+1.1%Added
Rafferty Asset Management, LLC10,693$138.8K0.00%+10,693New
Meiji Yasuda Asset Management Co Ltd.10,925$141.8K0.01%−173−1.6%Reduced
Twelve Points Wealth Management LLC10,926$141.8K0.05%+10,926New
Empowered Funds, LLC11,036$143.2K0.00%+11,036New
O'Shaughnessy Asset Management, LLC11,067$143.7K0.00%+11,067New
Alpine Global Management, LLC11,252$146.1K0.03%+11,252New