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ClearBridge Energy Midstream Opportunity Fund (EMO) Institutional Ownership

ClearBridge Energy Midstream Opportunity Fund logo
$47.68 -0.31 (-0.65%)
As of 07/3/2025 03:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for ClearBridge Energy Midstream Opportunity Fund (NYSE:EMO)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$152.65M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$31.31M
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EMO Institutional Buying and Selling by Quarter

ClearBridge Energy Midstream Opportunity Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/12/2025Wolverine Asset Management LLC13,206$655K0.0%-55.2%0.000%
5/9/2025Atria Wealth Solutions Inc.5,218$259K0.0%+7.7%0.000%
5/9/2025PNC 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%
5/5/2025IFP Advisors Inc51,943$2.58M0.1%+8.0%0.000%
5/5/2025Hollencrest Capital Management10,595$526K0.0%+121.8%0.000%
5/1/2025Stephens Inc. AR4,653$231K0.0%+6.1%0.000%
4/29/2025Tradewinds LLC.46,965$2.33M0.7%-0.6%0.000%
4/29/2025Calamos Advisors LLC12,800$635K0.0%-3.8%0.000%
4/28/2025DAVENPORT & Co LLC17,575$872K0.0%+26.7%0.000%
4/22/2025XML Financial LLC7,505$372K0.0%+51.6%0.000%
4/17/2025FNY Investment Advisers LLC700$34K0.0%N/A0.000%
4/17/2025Ritholtz Wealth Management10,069$500K0.0%N/A0.000%
4/16/2025Wealth Enhancement Advisory Services LLC26,537$1.32M0.0%+2.8%0.000%
4/9/2025NBC Securities Inc.3,173$157K0.0%+105,666.7%0.000%
3/17/2025Wealth 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%
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2/17/2025EP Wealth Advisors LLC307,643$14.32M0.1%-0.3%0.000%
2/17/2025Cetera 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%
2/13/2025Strategic 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%
2/13/2025Rockefeller 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%
2/13/2025Envestnet 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%
2/12/2025Tradewinds 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%
2/10/2025Commonwealth Equity Services LLC14,299$665K0.0%-6.8%0.000%
2/7/2025HighTower Advisors LLC12,129$564K0.0%-50.4%0.000%
2/7/2025Argentarii LLC9,066$422K0.2%N/A0.000%
2/6/2025Raymond James Financial Inc.642,133$29.89M0.0%N/A0.000%
2/6/2025Proficio 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%
2/5/2025Proficio Capital Partners LLC139,760$6.50M0.0%N/A0.000%
2/3/2025Peregrine Asset Advisers Inc.4,670$217K0.1%N/A0.000%
2/3/2025Wolverine Asset Management LLC29,481$1.37M0.0%-6.6%0.000%
1/31/2025Atria Wealth Solutions Inc.4,847$226K0.0%N/A0.000%
1/31/2025D.A. Davidson & CO.15,693$730K0.0%+72.3%0.000%
1/30/2025Nations Financial Group Inc. IA ADV13,551$631K0.0%-9.7%0.000%
1/28/2025Stephens Inc. AR4,384$204K0.0%N/A0.000%
1/27/2025Choreo LLC6,244$289K0.0%-4.2%0.000%
1/24/2025Calamos Advisors LLC13,312$620K0.0%+23.8%0.000%
1/24/2025Matisse Capital14,835$690K0.4%-48.2%0.000%
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1/24/2025GPS Wealth Strategies Group LLC876$41K0.0%-63.8%0.000%
1/24/2025DAVENPORT & Co LLC13,875$646K0.0%+6.9%0.000%
1/24/2025Chicago Partners Investment Group LLC6,624$313K0.0%-35.6%0.000%
1/22/2025Kingswood Wealth Advisors LLC14,549$677K0.1%N/A0.000%
1/17/2025Janney Montgomery Scott LLC4,728$220K0.0%N/A0.000%
1/17/2025XML 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%
(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, 103 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 82 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 3,420,381 shares in the last 24 months. This purchase volume represents approximately $152.65M in transactions.

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

Of the 38 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), Wolverine Asset Management LLC ($70.48K), Saba Capital Management L.P. ($55.77K), Franklin Resources Inc. ($55.04K), Hollencrest Capital Management ($35.28K), and Raymond James Financial Services Advisors Inc. ($33.49K).

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

Institutional investors have sold a total of 699,713 shares in the last 24 months. This volume of shares sold represents approximately $31.31M in transactions.


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This page (NYSE:EMO) was last updated on 7/6/2025 by MarketBeat.com Staff
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