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ClearBridge Energy Midstream Opportunity Fund (EMO) Institutional Ownership

ClearBridge Energy Midstream Opportunity Fund logo
$49.91 +0.66 (+1.35%)
As of 02:43 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)
59
Total
Institutional Inflows
(last 12 months)
$54.84M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$111.49M
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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
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%
5/4/2026Calamos Advisors LLC16,296$861K0.0%+13.5%0.000%
5/4/2026Bryn Mawr Trust Advisors LLC4,331$229K0.0%N/A0.000%
5/4/2026NWF Advisory Services Inc.5,050$267K0.0%N/A0.000%
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%
4/27/2026Sound Income Strategies LLC509$26K0.0%N/A0.000%
4/24/2026Harbor Investment Advisory LLC1,884$100K0.0%-10.8%0.000%
4/22/2026Janney Montgomery Scott LLC5,508$291K0.0%+7.3%0.000%
4/17/2026XML Financial LLC9,191$485K0.0%+8.6%0.000%
4/16/2026First Community Trust NA772$41K0.0%-50.0%0.000%
4/16/2026Future 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%
2/13/2026Kestra Advisory Services LLC2,670$119K0.0%N/A0.000%
2/13/2026Thomas J. Herzfeld Advisors Inc.1,016$45K0.0%N/A0.000%
2/13/2026Wright 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%
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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%
2/12/2026Commonwealth 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%
2/11/2026XML Financial LLC8,466$378K0.0%+12.8%0.000%
2/11/2026Closed End Fund Advisors Inc.23,302$1.04M0.6%N/A0.000%
2/10/2026Edgemoor 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%
2/9/2026Blue 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%
2/3/2026Indivisible Partners12,083$540K0.1%N/A0.000%
2/2/2026Benjamin Edwards Inc.7,110$317K0.0%-9.5%0.000%
2/2/2026Oppenheimer & Co. Inc.7,901$353K0.0%N/A0.000%
1/30/2026Activest 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%
1/29/2026D.A. Davidson & CO.10,754$480K0.0%-56.0%0.000%
1/29/2026UBS Group AG96,227$4.30M0.0%-48.2%0.000%
1/29/2026Concurrent Investment Advisors LLC4,580$205K0.0%N/A0.000%
1/29/2026Calamos Advisors LLC14,356$641K0.0%+73.0%0.000%
1/28/2026Kingswood Wealth Advisors LLC14,989$669K0.0%+3.0%0.000%
1/28/2026Absolute Investment Advisers LLC84,275$3.75M0.4%N/A0.000%
1/26/2026Merit Financial Group LLC4,959$221K0.0%N/A0.000%
1/26/2026Nations Financial Group Inc. IA ADV26,828$1.20M0.1%-50.7%0.000%
1/26/2026PFG Investments LLC10,065$449K0.0%+31.7%0.000%
1/23/2026Eagle Bay Advisors LLC4,233$189K0.1%N/A0.000%
1/23/2026Ritholtz Wealth Management10,069$450K0.0%-50.0%0.000%
1/21/2026Future Financial Wealth Managment LLC15,822$739K0.5%-27.7%0.000%
1/16/2026First Community Trust NA1,544$69K0.1%N/A0.000%
1/14/2026TrueMark Investments LLC6,319$282K0.1%N/A0.000%
1/12/2026Hickory Point Bank & Trust6,900$308K0.2%N/A0.000%
1/12/2026DAVENPORT & Co LLC8,319$371K0.0%-75.8%0.000%
1/8/2026Wealth Enhancement Advisory Services LLC27,362$1.22M0.0%-50.4%0.000%
1/7/2026Harbor Investment Advisory LLC2,112$94K0.0%-50.0%0.000%
11/17/2025Susquehanna International Group LLP5,746$258K0.0%N/A0.000%
11/17/2025Quarry LP15,500$696K0.2%N/A0.000%
11/17/2025Nomura Holdings Inc.157,728$7.09M0.0%N/A0.000%
11/17/2025Laird Norton Wetherby Wealth Management LLC4,540$204K0.0%-45.6%0.000%
11/14/2025Creative Planning6,115$275K0.0%N/A0.000%
11/12/2025Choreo LLC4,857$218K0.0%-18.1%0.000%
11/6/2025Advisors Asset Management Inc.293,347$13.18M0.2%-45.4%0.000%
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11/6/2025Edgemoor Investment Advisors Inc.54,007$2.43M0.2%+3.2%0.000%
11/4/2025Penserra Capital Management LLC130,103$5.84M0.1%N/A0.000%
10/31/2025PFG Investments LLC7,645$343K0.0%N/A0.000%
10/29/2025North Ground Capital16,446$739K0.5%+19.8%0.000%
10/23/2025Benjamin Edwards Inc.7,860$353K0.0%+55.9%0.000%
10/22/2025Blue Bell Private Wealth Management LLC5,181$233K0.0%-13.5%0.000%
10/20/2025Calamos Advisors LLC8,296$373K0.0%-29.6%0.000%
10/15/2025Future Financial Wealth Managment LLC21,869$982K0.6%+34.8%0.000%
9/4/2025Osaic Holdings Inc.58,229$2.79M0.0%+16.4%0.000%
8/15/2025Captrust Financial Advisors5,510$264K0.0%+9.6%0.000%


EMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 128 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), Royal Bank of Canada ($14.28M), Raymond James Financial Services Advisors Inc. ($13.85M), EP Wealth Advisors LLC ($13.64M), and Advisors Asset Management Inc. ($11.66M).Learn more on ClearBridge Energy Midstream Opportunity Fund's institutional investors.

Of the 108 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 ($614.06K), Advisors Asset Management Inc. ($526.25K), Proficio Capital Partners LLC ($279.52K), Nomura Holdings Inc. ($157.73K), Penserra Capital Management LLC ($130.10K), and Sit Investment Associates Inc. ($108.35K).

Institutional investors have bought a total of 1,211,173 shares in the last 24 months. This purchase volume represents approximately $54.84M in transactions.

Of the 51 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), Advisors Asset Management Inc. ($373.58K), Wells Fargo & Company MN ($276.20K), 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 2,479,511 shares in the last 24 months. This volume of shares sold represents approximately $111.49M in transactions.


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This page (NYSE:EMO) was last updated on 7/7/2026 by MarketBeat.com Staff.
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