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ClearBridge Energy Midstream Opportunity Fund (EMO) Institutional Ownership

ClearBridge Energy Midstream Opportunity Fund logo
$50.35 -1.95 (-3.73%)
Closing price 03:58 PM Eastern
Extended Trading
$50.36 +0.01 (+0.02%)
As of 05:32 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for ClearBridge Energy Midstream Opportunity Fund (NYSE:EMO)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$77.93M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$103.10M
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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
11/4/2026 Edgemoor Investment Advisors Inc.78,029$3.91M0.3%+0.9%0.000%
11/3/2026 Calamos Advisors LLC20,051$1.01M0.0%+14.8%0.000%
11/2/2026 Commonwealth Equity Services LLC4,257$213K0.0%-22.0%0.000%
10/30/2026 Blue Bell Private Wealth Management LLC49,204$2.47M0.3%+1.0%0.000%
10/30/2026 XML Financial LLC10,267$515K0.0%+4.7%0.000%
10/29/2026 Wright Wealth LLC38,748$1.94M1.1%-2.7%0.000%
10/29/2026 MGO One Seven LLC4,001$201K0.0%N/A0.000%
10/26/2026 Oppenheimer & Co. Inc.14,835$744K0.0%+3.9%0.000%
10/17/2026 IFP Advisors Inc20,323$1.02M0.0%-3.4%0.000%
9/9/2026 Arlington Capital Management Inc.4,093$205K0.1%N/A0.000%
9/9/2026Integrated Wealth Concepts LLC9,144$458K0.0%+19.3%0.000%
9/9/2026NewEdge Advisors LLC9,429$472K0.0%-3.4%0.000%
9/9/2026 IFP Advisors Inc21,041$1.05M0.0%-3.5%0.000%
8/27/2026Corient Private Wealth LP4,823$242K0.0%N/A0.000%
8/26/2026HighTower Advisors LLC14,714$737K0.0%+39.2%0.000%
8/22/2026 NWF Advisory Services Inc.4,750$238K0.0%-5.9%0.000%
8/21/2026 XML Financial LLC9,807$491K0.0%+6.7%0.000%
8/20/2026Northwestern Mutual Wealth Management Co.3,933$197K0.0%-6.2%0.000%
8/19/2026Kingsview Wealth Management LLC39,564$1.98M0.0%N/A0.000%
8/18/2026Concorde Asset Management LLC7,255$363K0.2%N/A0.000%
8/18/2026Centaurus Financial Inc.9,412$472K0.0%N/A0.000%
8/17/2026Capstone Investment Advisors LLC19,073$956K0.0%N/A0.000%
8/17/2026Corient Private Wealth LP4,823$242K0.0%N/A0.000%
8/17/2026Bank of America Corp DE195,043$9.77M0.0%N/A0.000%
8/15/2026Sculptor Capital LP27,500$1.38M0.0%N/A0.000%
8/12/2026Northwestern Mutual Wealth Management Co.3,933$197K0.0%N/A0.000%
8/12/2026EP Wealth Advisors LLC297,457$14.90M0.1%N/A0.000%
8/11/2026Allworth Financial LP600$30K0.0%N/A0.000%
8/8/2026Oxbow Advisors LLC58,484$2.93M0.2%N/A0.000%
8/3/2026Bryn Mawr Trust Advisors LLC4,419$221K0.0%N/A0.000%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,320$216K0.0%+8.2%0.000%
6/3/2026NewEdge Advisors LLC9,765$516K0.0%+2.3%0.000%
6/1/2026Concorde Asset Management LLC7,295$385K0.2%+14.7%0.000%
5/19/2026Bank of America Corp DE213,267$11.27M0.0%-0.7%0.000%
5/18/2026Royal Bank of Canada270,443$14.28M0.0%+0.9%0.000%
5/13/2026Cetera Investment Advisers19,792$1.05M0.0%+87.0%0.000%
5/8/2026PNC Financial Services Group Inc.2,500$132K0.0%-10.7%0.000%
5/4/2026 Calamos Advisors LLC16,296$861K0.0%+13.5%0.000%
5/4/2026Bryn Mawr Trust Advisors LLC4,331$229K0.0%N/A0.000%
5/4/2026 NWF Advisory Services Inc.5,050$267K0.0%N/A0.000%
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5/1/2026Fifth Third Bancorp8,792$464K0.0%N/A0.000%
4/27/2026PFG Investments LLC7,765$410K0.0%-22.9%0.000%
4/27/2026Private Advisor Group LLC4,221$223K0.0%N/A0.000%
4/27/2026 Sound Income Strategies LLC509$26K0.0%N/A0.000%
4/24/2026 Harbor Investment Advisory LLC1,884$100K0.0%-10.8%0.000%
4/22/2026Janney Montgomery Scott LLC5,508$291K0.0%+7.3%0.000%
4/17/2026 XML Financial LLC9,191$485K0.0%+8.6%0.000%
4/16/2026 First Community Trust NA772$41K0.0%-50.0%0.000%
4/16/2026 Future Financial Wealth Managment LLC15,428$758K0.5%-2.5%0.000%
3/17/2026Rockefeller Capital Management L.P.39,767$1.78M0.0%+3.7%0.000%
2/20/2026Sunbelt Securities Inc.5,163$231K0.0%-50.0%0.000%
2/19/2026Invesco Ltd.35,959$1.61M0.0%-26.8%0.000%
2/18/2026Papamarkou Wellner Asset Management inc.4,800$214K0.1%N/A0.000%
2/18/2026EP Wealth Advisors LLC305,427$13.64M0.1%N/A0.000%
2/18/2026NewEdge Advisors LLC9,547$426K0.0%-4.5%0.000%
2/17/2026Almitas Capital LLC9,549$426K0.1%-87.6%0.000%
2/17/2026Cetera Investment Advisers10,585$473K0.0%+13.5%0.000%
2/17/2026Osaic Holdings Inc.58,202$2.60M0.0%-21.2%0.000%
2/17/2026&PARTNERS6,373$285K0.0%+38.8%0.000%
2/17/2026Royal Bank of Canada268,162$11.97M0.0%-7.4%0.000%
2/16/2026Yakira Capital Management Inc.25,641$1.15M0.4%-90.4%0.000%
2/13/2026Arete Wealth Advisors LLC13,201$589K0.0%-35.2%0.000%
2/13/2026 Kestra Advisory Services LLC2,670$119K0.0%N/A0.000%
2/13/2026Thomas J. Herzfeld Advisors Inc.1,016$45K0.0%N/A0.000%
2/13/2026 Wright Wealth LLC31,301$1.40M0.9%N/A0.000%
2/13/2026Stifel Financial Corp125,082$5.59M0.0%-12.2%0.000%
2/13/2026Quarry LP35,239$1.57M0.3%+127.3%0.000%
2/13/2026Morgan Stanley1,312,442$58.60M0.0%-39.2%0.000%
2/13/2026Wells Fargo & Company MN220,206$9.83M0.0%-55.6%0.000%
2/13/2026Concorde Asset Management LLC6,362$284K0.1%+16.4%0.000%
2/12/2026Advisors Asset Management Inc.261,128$11.66M0.2%-11.0%0.000%
2/12/2026Hollencrest Capital Management19,285$861K0.0%-9.0%0.000%
2/12/2026Jane Street Group LLC6,620$296K0.0%-68.6%0.000%
2/12/2026 Commonwealth Equity Services LLC5,353$239K0.0%-82.3%0.000%
2/12/2026Steward Partners Investment Advisory LLC108,238$4.83M0.0%-50.5%0.000%
2/12/2026Sit Investment Associates Inc.777,688$34.72M0.7%+16.2%0.000%
2/11/2026Cerity Partners LLC13,698$612K0.0%-49.2%0.000%
2/11/2026LPL Financial LLC48,477$2.17M0.0%-41.5%0.000%
2/11/2026 XML Financial LLC8,466$378K0.0%+12.8%0.000%
2/11/2026Closed End Fund Advisors Inc.23,302$1.04M0.6%N/A0.000%
2/10/2026 Edgemoor Investment Advisors Inc.73,906$3.30M0.3%+36.8%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.4,457$199K0.0%-50.0%0.000%
2/9/2026Terril Brothers Inc.51,047$2.28M0.6%+124.6%0.000%
2/9/2026Cary Street Partners Financial LLC12,490$558K0.0%-49.0%0.000%
2/9/2026 Blue Bell Private Wealth Management LLC48,981$2.19M0.3%+845.4%0.000%
2/6/2026PNC Financial Services Group Inc.2,800$125K0.0%-50.0%0.000%
2/6/2026HighTower Advisors LLC10,046$449K0.0%+2.7%0.000%
2/5/2026Stephens Inc. AR18,027$805K0.0%-38.4%0.000%
2/5/2026Allworth Financial LP600$27K0.0%-50.1%0.000%
2/4/2026Oxbow Advisors LLC58,484$2.61M0.2%-42.9%0.000%
Bank of America: 'Digital Dollar Inevitable' (Ad)

Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the digital dollar. They gave us the timeline… 2025 to 2030. We're in that window right now. Once the digital dollar launches, every transaction you make will be tracked. Your spending could be controlled. Your accounts could be frozen. Over 4,500 investors have already used this legal backdoor to hold assets CBDCs can't freeze and generate yields the Federal Reserve can't touch.tc pixel

Watch how to access the legal backdoor before it closes.
2/3/2026 Indivisible Partners12,083$540K0.1%N/A0.000%
2/2/2026Benjamin Edwards Inc.7,110$317K0.0%-9.5%0.000%
2/2/2026 Oppenheimer & Co. Inc.7,901$353K0.0%N/A0.000%
1/30/2026 Activest Wealth Management2,225$99K0.0%-50.5%0.000%
1/30/2026Bogart Wealth LLC865$39K0.0%-50.1%0.000%
1/30/2026M&T Bank Corp18,913$844K0.0%-50.0%0.000%
1/29/2026 D.A. Davidson & CO.10,754$480K0.0%-56.0%0.000%
1/29/2026UBS Group AG96,227$4.30M0.0%-48.2%0.000%
1/29/2026 Concurrent Investment Advisors LLC4,580$205K0.0%N/A0.000%
1/29/2026 Calamos Advisors LLC14,356$641K0.0%+73.0%0.000%


EMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 127 institutional investors and hedge funds held shares of ClearBridge Energy Midstream Opportunity Fund. The most heavily invested institutionals were Morgan Stanley ($58.60M), Sit Investment Associates Inc. ($34.72M), Raymond James Financial Inc. ($31.23M), EP Wealth Advisors LLC ($14.90M), Royal Bank of Canada ($14.28M), Advisors Asset Management Inc. ($11.66M), and Wells Fargo & Company MN ($9.83M).Learn more on ClearBridge Energy Midstream Opportunity Fund's institutional investors.

Of the 110 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. ($1.30M), EP Wealth Advisors LLC ($911.51K), Advisors Asset Management Inc. ($526.25K), Proficio Capital Partners LLC ($279.52K), Bank of America Corp DE ($195.04K), Nomura Holdings Inc. ($157.73K), and Penserra Capital Management LLC ($130.10K).

Institutional investors have bought a total of 1,654,093 shares in the last 24 months. This purchase volume represents approximately $77.93M in transactions.

Of the 44 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: Morgan Stanley ($846.97K), Wells Fargo & Company MN ($276.20K), Advisors Asset Management Inc. ($276.17K), Yakira Capital Management Inc. ($241.18K), Steward Partners Investment Advisory LLC ($110.55K), UBS Group AG ($89.69K), and Almitas Capital LLC ($67.49K).

Institutional investors have sold a total of 2,303,777 shares in the last 24 months. This volume of shares sold represents approximately $103.10M in transactions.


Related Companies

Institutional ownership data for NYSE:EMO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/4/2026. New 13F filings are added each quarter as they're published.
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