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ClearBridge Energy Midstream Opportunity Fund (EMO) Institutional Ownership

ClearBridge Energy Midstream Opportunity Fund logo
$45.00 +0.61 (+1.37%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for ClearBridge Energy Midstream Opportunity Fund (NYSE:EMO)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$69.57M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$13.31M
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EMO Institutional Buying and Selling by Quarter

ClearBridge Energy Midstream Opportunity Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/27/2024 Franklin Resources Inc.73,519$3.22M0.0%N/A0.000%
11/18/2024 Hobbs Group Advisors LLC1,610$68K0.0%N/A0.000%
11/18/2024 Arete Wealth Advisors LLC8,083$341K0.0%-5.7%0.000%
11/18/2024 Sunbelt Securities Inc.5,163$218K0.0%N/A0.000%
11/15/2024 M&T Bank Corp18,913$798K0.0%N/A0.000%
11/15/2024 MML Investors Services LLC13,722$579K0.0%N/A0.000%
11/15/2024 EP Wealth Advisors LLC308,630$13.02M0.1%N/A0.000%
11/15/2024 Stifel Financial Corp107,635$4.54M0.0%N/A0.000%
11/15/2024 Integrated Wealth Concepts LLC7,694$325K0.0%N/A0.000%
11/15/2024 HighTower Advisors LLC24,449$1.03M0.0%N/A0.000%
11/14/2024 Icon Wealth Advisors LLC11,484$485K0.0%N/A0.000%
11/14/2024 Capstone Investment Advisors LLC7,422$313K0.0%N/A0.000%
11/14/2024 Walleye Capital LLC20,831$879K0.0%N/A0.000%
11/13/2024 D.A. Davidson & CO.9,110$384K0.0%N/A0.000%
11/13/2024 Private Trust Co. NA5,506$232K0.0%N/A0.000%
11/12/2024 Kingsview Wealth Management LLC39,343$1.66M0.0%+423.7%0.000%
11/12/2024 Icon Wealth Advisors LLC15,592$658K0.0%N/A0.000%
11/12/2024 Activest Wealth Management2,245$95K0.0%N/A0.000%
11/9/2024 Tradewinds LLC.48,503$2.05M0.6%N/A0.000%
11/9/2024 Landscape Capital Management L.L.C.69,516$2.93M0.3%+598.2%0.000%
11/8/2024 Advisors Asset Management Inc.670,952$28.31M0.5%+274.4%0.000%
11/5/2024 Nations Financial Group Inc. IA ADV15,010$633K0.0%N/A0.000%
11/4/2024 Wolverine Asset Management LLC31,568$1.33M0.0%+419.3%0.000%
11/1/2024 Oxbow Advisors LLC51,805$2.19M0.2%N/A0.000%
11/1/2024Delphi Financial Group Inc.62,757$2.65M1.5%N/A0.000%
10/29/2024 Chicago Partners Investment Group LLC10,283$454K0.0%+75.0%0.000%
10/23/2024 Bogart Wealth LLC865$37K0.0%N/A0.000%
10/22/2024 Eagle Bay Advisors LLC3,792$161K0.1%N/A0.000%
10/21/2024 Gilliland Jeter Wealth Management LLC733$31K0.0%N/A0.000%
10/17/2024LexAurum Advisors LLC6,357$268K0.1%N/A0.000%
9/23/2024 Centaurus Financial Inc.10,069$415K0.0%-5.3%0.000%
9/5/2024 Sanctuary Advisors LLC40,374$1.67M0.0%N/A0.000%
8/23/2024 Aristides Capital LLC17,158$707K0.2%-88.1%0.000%
8/13/2024 Hollencrest Capital Management4,777$197K0.0%-88.1%0.000%
8/7/2024 Edgemoor Investment Advisors Inc.45,141$1.86M0.2%N/A0.000%
8/5/2024 Blue Bell Private Wealth Management LLC4,377$180K0.0%-85.5%0.000%
8/2/2024 Wolverine Asset Management LLC6,079$251K0.0%-89.6%0.000%
7/31/2024Commonwealth Equity Services LLC7,470$308K0.0%-48.3%0.000%
7/20/2024Raymond James Financial Services Advisors Inc.335,916$13.85M0.0%-9.1%0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC21,044$867K0.0%+60.8%0.000%
Rare "crisis signal" triggers for third time in U.S. market (Ad)

A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the market crashed 78% (the dot-com bust) and 89% (the Great Depression). Today, according to one of America's leading experts (who has predicted nearly every financial crisis of the last 25 years), what's coming next could soon crash the market by 50% or more, and keep it down for 10, 20, or even 30 years.

5/15/2024 Alpine Global Management LLC90,000$3.66M0.9%+42.2%0.000%
5/14/2024 Advisors Asset Management Inc.231,313$9.39M0.2%-1.1%0.000%
5/14/2024 Robinson Capital Management LLC15,600$637K0.2%+14.7%0.000%
5/10/2024 City of London Investment Management Co. Ltd.10,651$433K0.0%-58.2%0.000%
5/9/2024 Kingsview Wealth Management LLC8,533$347K0.0%-29.9%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC30,118$1.22M0.3%+286.7%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.369,405$15.00M0.0%-2.2%0.000%
4/16/2024 Pasadena Private Wealth LLC5,480$223K0.1%N/A0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC13,090$532K0.0%+47.1%0.000%
2/26/2024 Virtu Financial LLC5,903$206K0.0%N/A0.000%
2/23/2024 Chicago Partners Investment Group LLC5,817$203K0.0%N/A0.000%
2/20/2024 Quarry LP44,915$1.57M0.2%+111.9%0.000%
2/12/2024 Steward Partners Investment Advisory LLC23,014$804K0.0%-24.0%0.000%
2/8/2024 Robinson Capital Management LLC13,600$473K0.2%N/A0.000%
2/8/2024 Kingsview Wealth Management LLC12,176$425K0.0%-14.0%0.000%
2/2/2024 Terril Brothers Inc.116,046$4.05M1.4%-4.7%0.000%
1/25/2024 Blue Bell Private Wealth Management LLC7,789$272K0.1%N/A0.000%
1/16/2024Raymond James Financial Services Advisors Inc.377,780$13.19M0.0%+5.1%0.000%
1/16/2024Raymond James & Associates13,154$459K0.0%+3.9%0.000%
11/21/2023 Almitas Capital LLC21,953$696K0.3%-38.8%0.000%
11/15/2023 Advisors Asset Management Inc.247,858$7.86M0.2%+23.2%0.000%
11/14/2023 Blackstone Inc.11,300$358K0.0%N/A0.000%
11/14/2023 Saba Capital Management L.P.2,543,688$80.64M1.9%+12.3%0.000%
11/14/2023 Alpine Global Management LLC44,300$1.40M0.4%N/A0.000%
11/14/2023 Clough Capital Partners L P54,228$1.72M0.2%+180.6%0.000%
11/14/2023 McGowan Group Asset Management Inc.149,162$4.73M0.7%-51.9%0.000%
11/13/2023 Quantedge Capital Pte Ltd10,219$324K0.2%-64.5%0.000%
11/13/2023 Wolverine Asset Management LLC11,408$362K0.0%-11.8%0.000%
11/9/2023 Kayne Anderson Capital Advisors LP53,260$1.69M0.1%-7.3%0.000%
11/8/2023 Terril Brothers Inc.121,706$3.86M1.9%-9.4%0.000%
11/7/2023 Atlas Wealth LLC19,262$611K0.1%N/A0.000%
10/30/2023 Arete Wealth Advisors LLC6,805$216K0.0%-28.1%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.359,608$11.40M0.0%-2.6%0.000%
10/24/2023Raymond James & Associates12,663$401K0.0%-13.1%0.000%
10/24/2023 Kingswood Wealth Advisors LLC7,400$235K0.1%-8.6%0.000%
10/23/2023Commonwealth Equity Services LLC22,484$713K0.0%-12.1%0.000%
8/11/2023 Almitas Capital LLC35,874$1.15M0.5%-36.4%0.000%
8/11/2023 Covestor Ltd1,119$33K0.0%N/A0.000%
8/10/2023 McGowan Group Asset Management Inc.309,891$9.25M1.4%-0.9%0.000%
8/10/2023Cetera Advisor Networks LLC11,471$343K0.0%-6.3%0.000%
8/10/2023 Sit Investment Associates Inc.577,250$17.24M0.5%+2.5%0.000%
8/9/2023 Kingswood Wealth Advisors LLC8,100$242K0.1%N/A0.000%
8/7/2023 Wolverine Asset Management LLC12,938$386K0.0%N/A0.000%
8/7/2023 Kayne Anderson Capital Advisors LP57,460$1.72M0.1%-5.4%0.000%
8/4/2023 Terril Brothers Inc.134,306$4.01M1.8%-2.1%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.369,265$11.03M0.0%+5.8%0.000%
7/25/2023Raymond James & Associates14,566$435K0.0%-23.1%0.000%
7/25/2023 Concorde Asset Management LLC8,202$245K0.2%-6.7%0.000%
5/12/2023 Aristides Capital LLC143,878$4.06M2.2%-12.2%0.000%
5/8/2023 Terril Brothers Inc.137,118$3.87M1.8%-4.7%0.000%
Rare "crisis signal" triggers for third time in U.S. market (Ad)

A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the market crashed 78% (the dot-com bust) and 89% (the Great Depression). Today, according to one of America's leading experts (who has predicted nearly every financial crisis of the last 25 years), what's coming next could soon crash the market by 50% or more, and keep it down for 10, 20, or even 30 years.

5/3/2023 Integrated Wealth Concepts LLC13,216$373K0.0%N/A0.000%
5/2/2023 Kayne Anderson Capital Advisors LP60,760$1.72M0.1%+5.7%0.000%
5/1/2023 Arete Wealth Advisors LLC8,970$253.31B0.0%N/A0.000%
4/14/2023Raymond James Financial Services Advisors Inc.349,044$9.86M0.0%-0.1%0.000%
2/15/2023 Almitas Capital LLC8,800$252K0.1%N/A0.000%
2/13/2023 Advisors Asset Management Inc.149,336$4.27M0.1%-5.8%0.000%
2/10/2023 Sit Investment Associates Inc.250,015$7.15M0.2%-8.6%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.349,412$9.99M0.0%+8.5%0.000%
2/7/2023 Hollencrest Capital Management40,000$1.14M0.1%N/A0.000%
2/6/2023 Arete Wealth Advisors LLC7,390$211.35B0.0%N/A0.000%
(Data available from 1/1/2016 forward)

EMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EMO shares?

During the previous two years, 62 institutional investors and hedge funds held shares of ClearBridge Energy Midstream Opportunity Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($80.64M), Advisors Asset Management Inc. ($28.31M), Sit Investment Associates Inc. ($17.24M), Raymond James Financial Services Advisors Inc. ($13.85M), EP Wealth Advisors LLC ($13.02M), McGowan Group Asset Management Inc. ($4.73M), and Stifel Financial Corp ($4.54M).Learn more on EMO's institutional investors.

Which institutional investors have been buying ClearBridge Energy Midstream Opportunity Fund stock?

Of the 52 institutional investors that purchased ClearBridge Energy Midstream Opportunity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advisors Asset Management Inc. ($538.37K), EP Wealth Advisors LLC ($308.63K), Saba Capital Management L.P. ($278.10K), Stifel Financial Corp ($107.64K), Franklin Resources Inc. ($73.52K), Alpine Global Management LLC ($71K), and Raymond James Financial Services Advisors Inc. ($65.74K).

How much institutional buying is happening at ClearBridge Energy Midstream Opportunity Fund?

Institutional investors have bought a total of 2,306,852 shares in the last 24 months. This purchase volume represents approximately $89.30M in transactions.

Which ClearBridge Energy Midstream Opportunity Fund major shareholders have been selling company stock?

Of the 24 institutional investors that sold ClearBridge Energy Midstream Opportunity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: McGowan Group Asset Management Inc. ($163.69K), Aristides Capital LLC ($146.67K), Wolverine Asset Management LLC ($53.65K), Raymond James Financial Services Advisors Inc. ($51.89K), Hollencrest Capital Management ($35.28K), Almitas Capital LLC ($34.42K), and Terril Brothers Inc. ($27.80K).

How much institutional selling is happening at ClearBridge Energy Midstream Opportunity Fund?

Institutional investors have sold a total of 662,320 shares in the last 24 months. This volume of shares sold represents approximately $23.69M in transactions.



This page (NYSE:EMO) was last updated on 12/22/2024 by MarketBeat.com Staff
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