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ClearBridge Energy Midstream Opportunity Fund (EMO) Institutional Ownership

ClearBridge Energy Midstream Opportunity Fund logo
$47.60 -0.05 (-0.10%)
Closing price 08/8/2025 03:59 PM Eastern
Extended Trading
$47.60 0.00 (0.00%)
As of 08/8/2025 05:06 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
75
Total
Institutional Inflows
(last 12 months)
$152.84M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$28.02M
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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
8/8/2025 Rockefeller Capital Management L.P.36,860$1.77M0.0%+4.5%0.000%
8/8/2025 Cetera Investment Advisers9,204$442K0.0%+9.0%0.000%
8/8/2025 Calamos Advisors LLC11,776$565K0.0%-8.0%0.000%
8/7/2025 Allworth Financial LP600$29K0.0%N/A0.000%
8/4/2025 Terril Brothers Inc.22,474$1.08M0.4%N/A0.000%
8/1/2025 Motco886$42K0.0%N/A0.000%
8/1/2025 Envestnet Asset Management Inc.8,826$423K0.0%-3.7%0.000%
7/30/2025 D.A. Davidson & CO.12,379$594K0.0%-21.5%0.000%
7/29/2025 Stephens Inc. AR8,783$421K0.0%+88.8%0.000%
7/29/2025 Private Trust Co. NA4,306$207K0.0%-21.8%0.000%
7/25/2025 MGO One Seven LLC4,522$217K0.0%-20.8%0.000%
7/24/2025 Thompson Investment Management Inc.668$32K0.0%N/A0.000%
7/24/2025 IFP Advisors Inc25,806$1.24M0.0%-50.3%0.000%
7/22/2025 DAVENPORT & Co LLC19,075$915K0.0%+8.5%0.000%
7/21/2025 Future Financial Wealth Managment LLC16,221$778K0.5%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC27,395$1.31M0.0%+3.2%0.000%
5/16/2025Arete Wealth Advisors LLC12,085$600K0.0%-6.5%0.000%
5/16/2025Advisors Asset Management Inc.634,703$31.49M0.6%+5.8%0.000%
5/15/2025EP Wealth Advisors LLC306,580$15.21M0.1%-0.3%0.000%
5/15/2025Royal Bank of Canada255,113$12.66M0.0%-3.4%0.000%
5/15/2025Landscape Capital Management L.L.C.36,845$1.83M0.2%-27.3%0.000%
5/14/2025Aristides Capital LLC16,432$815K0.2%-16.3%0.000%
5/14/2025North Ground Capital16,766$763K0.7%+1.6%0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.89,770$4.45M1.5%-15.0%0.000%
5/14/2025Compound Planning Inc.5,819$289K0.0%N/A0.000%
5/13/2025Steward Partners Investment Advisory LLC107,457$5.33M0.0%+1.2%0.000%
5/13/2025Raymond James Financial Inc.639,788$31.75M0.0%-0.4%0.000%
5/13/2025Nations Financial Group Inc. IA ADV13,251$658K0.1%-2.2%0.000%
5/13/2025Sit Investment Associates Inc.14,259$708K0.0%-40.0%0.000%
5/13/2025HighTower Advisors LLC9,758$484K0.0%-19.5%0.000%
5/12/2025Invesco Ltd.53,288$2.64M0.0%-6.3%0.000%
5/12/2025Benjamin Edwards Inc.5,612$278K0.0%+16.4%0.000%
5/12/2025 Wolverine Asset Management LLC13,206$655K0.0%-55.2%0.000%
5/9/2025 Atria Wealth Solutions Inc.5,218$259K0.0%+7.7%0.000%
5/9/2025 PNC Financial Services Group Inc.2,800$139K0.0%N/A0.000%
5/7/2025LPL Financial LLC44,689$2.22M0.0%+2.9%0.000%
5/6/2025Choreo LLC5,991$297K0.0%-4.1%0.000%
5/5/2025Edgemoor Investment Advisors Inc.45,932$2.28M0.2%+6.0%0.000%
5/5/2025 IFP Advisors Inc51,943$2.58M0.1%+8.0%0.000%
5/5/2025Hollencrest Capital Management10,595$526K0.0%+121.8%0.000%
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5/1/2025 Stephens Inc. AR4,653$231K0.0%+6.1%0.000%
4/29/2025 Tradewinds LLC.46,965$2.33M0.7%-0.6%0.000%
4/29/2025 Calamos Advisors LLC12,800$635K0.0%-3.8%0.000%
4/28/2025 DAVENPORT & Co LLC17,575$872K0.0%+26.7%0.000%
4/22/2025 XML Financial LLC7,505$372K0.0%+51.6%0.000%
4/17/2025 FNY Investment Advisers LLC700$34K0.0%N/A0.000%
4/17/2025 Ritholtz Wealth Management10,069$500K0.0%N/A0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC26,537$1.32M0.0%+2.8%0.000%
4/9/2025 NBC Securities Inc.3,173$157K0.0%+105,666.7%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC25,808$1.20M0.0%+22.3%0.000%
2/18/2025Alpine Global Management LLC15,000$698K0.2%N/A0.000%
2/17/2025Saba Capital Management L.P.200,240$9.32M0.2%-21.8%0.000%
2/17/2025Snowden Capital Advisors LLC5,580$260K0.0%-7.2%0.000%
2/17/2025Quantedge Capital Pte Ltd11,920$555K0.2%-72.8%0.000%
2/17/2025Millennium Management LLC15,718$732K0.0%-46.8%0.000%
2/17/2025Laird Norton Wetherby Wealth Management LLC4,540$211K0.0%N/A0.000%
2/17/2025EP Wealth Advisors LLC307,643$14.32M0.1%-0.3%0.000%
2/17/2025 Cetera Investment Advisers8,603$400K0.0%-28.8%0.000%
2/17/2025Capstone Investment Advisors LLC19,073$888K0.0%+157.0%0.000%
2/17/2025Cary Street Partners Financial LLC12,237$570K0.0%N/A0.000%
2/17/2025CF Capital LLC16,500$768K0.8%N/A0.000%
2/17/2025Bank of America Corp DE258,142$12.01M0.0%-5.2%0.000%
2/17/2025Benjamin Edwards Inc.4,820$224K0.0%N/A0.000%
2/17/2025Ameriprise Financial Inc.63,561$2.96M0.0%-6.7%0.000%
2/14/2025Comerica Bank7,437$346K0.0%+527.1%0.000%
2/14/2025Integrated Wealth Concepts LLC7,487$348K0.0%-2.7%0.000%
2/14/2025Alpine Global Management LLC15,000$698K0.2%N/A0.000%
2/14/2025Stifel Financial Corp102,492$4.77M0.0%-4.8%0.000%
2/14/2025First Trust Advisors LP4,745$221K0.0%N/A0.000%
2/13/2025 Strategic Investment Solutions Inc. IL899$42K0.0%N/A0.000%
2/13/2025NewEdge Advisors LLC10,494$488K0.0%+7.0%0.000%
2/13/2025Guggenheim Capital LLC17,341$807K0.0%-23.1%0.000%
2/13/2025Walleye Capital LLC10,802$503K0.0%-48.1%0.000%
2/13/2025 Rockefeller Capital Management L.P.34,959$1.63M0.0%N/A0.000%
2/13/2025Concorde Asset Management LLC6,282$292K0.2%-7.9%0.000%
2/13/2025Raymond James Financial Inc.642,133$29.89M0.0%N/A0.000%
2/13/2025Invesco Ltd.56,852$2.65M0.0%-2.6%0.000%
2/13/2025Aristides Capital LLC19,636$914K0.2%+12.1%0.000%
2/13/2025 Envestnet Asset Management Inc.8,988$418K0.0%+12.2%0.000%
2/13/2025Sit Investment Associates Inc.23,768$1.11M0.0%-22.7%0.000%
2/13/2025Wells Fargo & Company MN188,815$8.79M0.0%+1.0%0.000%
2/12/2025Landscape Capital Management L.L.C.50,712$2.36M0.3%-27.0%0.000%
2/12/2025Arete Wealth Advisors LLC12,925$602K0.0%+59.9%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.105,647$4.92M1.6%+30.4%0.000%
2/12/2025 Tradewinds LLC.47,243$2.32M0.7%-2.6%0.000%
2/12/2025Franklin Resources Inc.18,476$860K0.0%-74.9%0.000%
2/11/2025LPL Financial LLC43,417$2.02M0.0%+15.2%0.000%
2/10/2025Advisors Asset Management Inc.600,178$27.93M0.5%-10.5%0.000%
2/10/2025Edgemoor Investment Advisors Inc.43,347$2.02M0.2%-5.1%0.000%
2/10/2025 Commonwealth Equity Services LLC14,299$665K0.0%-6.8%0.000%
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2/7/2025HighTower Advisors LLC12,129$564K0.0%-50.4%0.000%
2/7/2025 Argentarii LLC9,066$422K0.2%N/A0.000%
2/6/2025Raymond James Financial Inc.642,133$29.89M0.0%N/A0.000%
2/6/2025 Proficio Capital Partners LLC139,760$6.50M0.1%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC106,201$4.94M0.0%+2.8%0.000%
2/5/2025Noble Wealth Management PBC3,370$157K0.1%N/A0.000%
2/5/2025 Proficio Capital Partners LLC139,760$6.50M0.0%N/A0.000%
2/3/2025 Peregrine Asset Advisers Inc.4,670$217K0.1%N/A0.000%
2/3/2025 Wolverine Asset Management LLC29,481$1.37M0.0%-6.6%0.000%
1/31/2025 Atria Wealth Solutions Inc.4,847$226K0.0%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, 107 institutional investors and hedge funds held shares of ClearBridge Energy Midstream Opportunity Fund. The most heavily invested institutionals were Raymond James Financial Inc. ($31.75M), Advisors Asset Management Inc. ($31.49M), EP Wealth Advisors LLC ($15.21M), Raymond James Financial Services Advisors Inc. ($13.85M), Royal Bank of Canada ($12.66M), Bank of America Corp DE ($12.01M), and Saba Capital Management L.P. ($9.32M).Learn more on ClearBridge Energy Midstream Opportunity Fund's institutional investors.

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

Of the 87 institutional investors that purchased ClearBridge Energy Midstream Opportunity Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.28M), Advisors Asset Management Inc. ($572.89K), EP Wealth Advisors LLC ($308.63K), Proficio Capital Partners LLC ($279.52K), Saba Capital Management L.P. ($278.10K), Stifel Financial Corp ($107.64K), and Alpine Global Management LLC ($101K).

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

Institutional investors have bought a total of 3,416,971 shares in the last 24 months. This purchase volume represents approximately $152.84M in transactions.

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

Of the 41 institutional investors that sold ClearBridge Energy Midstream Opportunity Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aristides Capital LLC ($129.92K), Advisors Asset Management Inc. ($70.77K), Saba Capital Management L.P. ($55.77K), Franklin Resources Inc. ($55.04K), Hollencrest Capital Management ($35.28K), Landscape Capital Management L.L.C. ($32.67K), and Quantedge Capital Pte Ltd ($31.90K).

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

Institutional investors have sold a total of 614,668 shares in the last 24 months. This volume of shares sold represents approximately $28.02M in transactions.



This page (NYSE:EMO) was last updated on 8/11/2025 by MarketBeat.com Staff
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