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ClearBridge Energy Midstream Opportunity Fund (EMO) Institutional Ownership

ClearBridge Energy Midstream Opportunity Fund logo
$49.80 +0.31 (+0.63%)
As of 01/30/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$70.59M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$14.28M
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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
1/30/2025Nations Financial Group Inc. IA ADV13,551$631K0.0%-9.7%0.000%
1/28/2025 Stephens Inc. AR4,384$204K0.0%N/A0.000%
1/27/2025 Choreo LLC6,244$289K0.0%-4.2%0.000%
1/24/2025 Calamos Advisors LLC13,312$620K0.0%+23.8%0.000%
1/24/2025 Matisse Capital14,835$690K0.4%-48.2%0.000%
1/24/2025 GPS Wealth Strategies Group LLC876$41K0.0%-63.8%0.000%
1/24/2025 DAVENPORT & Co LLC13,875$646K0.0%+6.9%0.000%
1/24/2025 Chicago Partners Investment Group LLC6,624$313K0.0%-35.6%0.000%
1/22/2025 Kingswood Wealth Advisors LLC14,549$677K0.1%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC4,728$220K0.0%N/A0.000%
1/17/2025 XML Financial LLC4,950$230K0.0%N/A0.000%
12/26/2024JPMorgan Chase & Co.12,705$536K0.0%+512.6%0.000%
11/27/2024Franklin Resources Inc.73,519$3.22M0.0%N/A0.000%
11/18/2024Hobbs Group Advisors LLC1,610$68K0.0%N/A0.000%
11/18/2024Arete Wealth Advisors LLC8,083$341K0.0%-5.7%0.000%
11/18/2024Sunbelt Securities Inc.5,163$218K0.0%N/A0.000%
11/15/2024M&T Bank Corp18,913$798K0.0%N/A0.000%
11/15/2024MML Investors Services LLC13,722$579K0.0%N/A0.000%
11/15/2024EP Wealth Advisors LLC308,630$13.02M0.1%N/A0.000%
11/15/2024Stifel Financial Corp107,635$4.54M0.0%N/A0.000%
11/15/2024Integrated Wealth Concepts LLC7,694$325K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC24,449$1.03M0.0%N/A0.000%
11/14/2024Icon Wealth Advisors LLC11,484$485K0.0%N/A0.000%
11/14/2024Capstone Investment Advisors LLC7,422$313K0.0%N/A0.000%
11/14/2024Walleye Capital LLC20,831$879K0.0%N/A0.000%
11/13/2024D.A. Davidson & CO.9,110$384K0.0%N/A0.000%
11/13/2024Private Trust Co. NA5,506$232K0.0%N/A0.000%
11/12/2024 Kingsview Wealth Management LLC39,343$1.66M0.0%+423.7%0.000%
11/12/2024Icon Wealth Advisors LLC15,592$658K0.0%N/A0.000%
11/12/2024 Activest Wealth Management2,245$95K0.0%N/A0.000%
11/9/2024Tradewinds LLC.48,503$2.05M0.6%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.69,516$2.93M0.3%+598.2%0.000%
11/8/2024Advisors Asset Management Inc.670,952$28.31M0.5%+274.4%0.000%
11/5/2024Nations Financial Group Inc. IA ADV15,010$633K0.0%N/A0.000%
11/4/2024Wolverine Asset Management LLC31,568$1.33M0.0%+419.3%0.000%
11/1/2024Oxbow 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%
10/23/2024Bogart Wealth LLC865$37K0.0%N/A0.000%
10/22/2024 Eagle Bay Advisors LLC3,792$161K0.1%N/A0.000%
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10/21/2024 Gilliland Jeter Wealth Management LLC733$31K0.0%N/A0.000%
10/17/2024 LexAurum Advisors LLC6,357$268K0.1%N/A0.000%
9/23/2024Centaurus Financial Inc.10,069$415K0.0%-5.3%0.000%
9/5/2024Sanctuary Advisors LLC40,374$1.67M0.0%N/A0.000%
8/23/2024Aristides Capital LLC17,158$707K0.2%-88.1%0.000%
8/13/2024Hollencrest Capital Management4,777$197K0.0%-88.1%0.000%
8/7/2024Edgemoor Investment Advisors Inc.45,141$1.86M0.2%N/A0.000%
8/5/2024Blue Bell Private Wealth Management LLC4,377$180K0.0%-85.5%0.000%
8/2/2024Wolverine 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%
5/15/2024Alpine Global Management LLC90,000$3.66M0.9%+42.2%0.000%
5/14/2024Advisors Asset Management Inc.231,313$9.39M0.2%-1.1%0.000%
5/14/2024Robinson Capital Management LLC15,600$637K0.2%+14.7%0.000%
5/10/2024City 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%
4/24/2024Blue 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%
4/16/2024Pasadena Private Wealth LLC5,480$223K0.1%N/A0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC13,090$532K0.0%+47.1%0.000%
2/26/2024Virtu Financial LLC5,903$206K0.0%N/A0.000%
2/23/2024 Chicago Partners Investment Group LLC5,817$203K0.0%N/A0.000%
2/20/2024Quarry LP44,915$1.57M0.2%+111.9%0.000%
2/12/2024Steward Partners Investment Advisory LLC23,014$804K0.0%-24.0%0.000%
2/8/2024Robinson Capital Management LLC13,600$473K0.2%N/A0.000%
2/8/2024 Kingsview Wealth Management LLC12,176$425K0.0%-14.0%0.000%
2/2/2024Terril Brothers Inc.116,046$4.05M1.4%-4.7%0.000%
1/25/2024Blue 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%
11/21/2023Almitas Capital LLC21,953$696K0.3%-38.8%0.000%
11/15/2023Advisors Asset Management Inc.247,858$7.86M0.2%+23.2%0.000%
11/14/2023Blackstone Inc.11,300$358K0.0%N/A0.000%
11/14/2023Saba Capital Management L.P.2,543,688$80.64M1.9%+12.3%0.000%
11/14/2023Alpine Global Management LLC44,300$1.40M0.4%N/A0.000%
11/14/2023Clough Capital Partners L P54,228$1.72M0.2%+180.6%0.000%
11/14/2023McGowan Group Asset Management Inc.149,162$4.73M0.7%-51.9%0.000%
11/13/2023Quantedge Capital Pte Ltd10,219$324K0.2%-64.5%0.000%
11/13/2023Wolverine Asset Management LLC11,408$362K0.0%-11.8%0.000%
11/9/2023Kayne Anderson Capital Advisors LP53,260$1.69M0.1%-7.3%0.000%
11/8/2023Terril Brothers Inc.121,706$3.86M1.9%-9.4%0.000%
11/7/2023Atlas Wealth LLC19,262$611K0.1%N/A0.000%
10/30/2023Arete 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%
8/11/2023Almitas Capital LLC35,874$1.15M0.5%-36.4%0.000%
8/11/2023Covestor Ltd1,119$33K0.0%N/A0.000%
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8/10/2023McGowan 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%
8/10/2023Sit 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%
8/7/2023Wolverine Asset Management LLC12,938$386K0.0%N/A0.000%
8/7/2023Kayne Anderson Capital Advisors LP57,460$1.72M0.1%-5.4%0.000%
8/4/2023Terril 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%
7/25/2023Concorde Asset Management LLC8,202$245K0.2%-6.7%0.000%
(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, 69 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 58 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 2,349,554 shares in the last 24 months. This purchase volume represents approximately $91.25M in transactions.

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

Of the 27 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 671,114 shares in the last 24 months. This volume of shares sold represents approximately $24.31M in transactions.



This page (NYSE:EMO) was last updated on 1/31/2025 by MarketBeat.com Staff
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