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ClearBridge Energy Midstream Opportunity Fund (EMO) Institutional Ownership

ClearBridge Energy Midstream Opportunity Fund logo
$55.58 -0.29 (-0.53%)
Closing price 03:58 PM Eastern
Extended Trading
$55.62 +0.05 (+0.09%)
As of 05:50 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)
55
Total
Institutional Inflows
(last 12 months)
$84.31M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$103.09M
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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
8/27/2026 Corient Private Wealth LP4,823$242K0.0%N/A0.000%
8/26/2026 HighTower 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%
8/20/2026 Northwestern Mutual Wealth Management Co.3,933$197K0.0%-6.2%0.000%
8/19/2026 Kingsview Wealth Management LLC39,564$1.98M0.0%N/A0.000%
8/18/2026 Concorde Asset Management LLC7,255$363K0.2%N/A0.000%
8/18/2026 Centaurus Financial Inc.9,412$472K0.0%N/A0.000%
8/17/2026 Capstone Investment Advisors LLC19,073$956K0.0%N/A0.000%
8/17/2026 Corient Private Wealth LP4,823$242K0.0%N/A0.000%
8/17/2026 Bank of America Corp DE195,043$9.77M0.0%N/A0.000%
8/15/2026 Sculptor Capital LP27,500$1.38M0.0%N/A0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.3,933$197K0.0%N/A0.000%
8/12/2026 EP Wealth Advisors LLC297,457$14.90M0.1%N/A0.000%
8/11/2026 Allworth Financial LP600$30K0.0%N/A0.000%
8/8/2026 Oxbow Advisors LLC58,484$2.93M0.2%N/A0.000%
8/3/2026 Bryn Mawr Trust Advisors LLC4,419$221K0.0%N/A0.000%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,320$216K0.0%+8.2%0.000%
6/3/2026 NewEdge Advisors LLC9,765$516K0.0%+2.3%0.000%
6/1/2026 Concorde Asset Management LLC7,295$385K0.2%+14.7%0.000%
5/19/2026 Bank of America Corp DE213,267$11.27M0.0%-0.7%0.000%
5/18/2026 Royal Bank of Canada270,443$14.28M0.0%+0.9%0.000%
5/13/2026 Cetera Investment Advisers19,792$1.05M0.0%+87.0%0.000%
5/8/2026 PNC 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%
5/4/2026 Bryn Mawr Trust Advisors LLC4,331$229K0.0%N/A0.000%
5/4/2026 NWF Advisory Services Inc.5,050$267K0.0%N/A0.000%
5/1/2026 Fifth Third Bancorp8,792$464K0.0%N/A0.000%
4/27/2026 PFG Investments LLC7,765$410K0.0%-22.9%0.000%
4/27/2026 Private 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%
4/22/2026 Janney 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%
3/17/2026 Rockefeller 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%
2/19/2026 Invesco Ltd.35,959$1.61M0.0%-26.8%0.000%
2/18/2026 Papamarkou Wellner Asset Management inc.4,800$214K0.1%N/A0.000%
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2/18/2026 EP Wealth Advisors LLC305,427$13.64M0.1%N/A0.000%
2/18/2026 NewEdge Advisors LLC9,547$426K0.0%-4.5%0.000%
2/17/2026 Almitas Capital LLC9,549$426K0.1%-87.6%0.000%
2/17/2026 Cetera Investment Advisers10,585$473K0.0%+13.5%0.000%
2/17/2026 Osaic Holdings Inc.58,202$2.60M0.0%-21.2%0.000%
2/17/2026 &PARTNERS6,373$285K0.0%+38.8%0.000%
2/17/2026 Royal Bank of Canada268,162$11.97M0.0%-7.4%0.000%
2/16/2026 Yakira Capital Management Inc.25,641$1.15M0.4%-90.4%0.000%
2/13/2026 Arete Wealth Advisors LLC13,201$589K0.0%-35.2%0.000%
2/13/2026 Kestra Advisory Services LLC2,670$119K0.0%N/A0.000%
2/13/2026 Thomas J. Herzfeld Advisors Inc.1,016$45K0.0%N/A0.000%
2/13/2026 Wright Wealth LLC31,301$1.40M0.9%N/A0.000%
2/13/2026 Stifel Financial Corp125,082$5.59M0.0%-12.2%0.000%
2/13/2026 Quarry LP35,239$1.57M0.3%+127.3%0.000%
2/13/2026 Morgan Stanley1,312,442$58.60M0.0%-39.2%0.000%
2/13/2026 Wells Fargo & Company MN220,206$9.83M0.0%-55.6%0.000%
2/13/2026 Concorde Asset Management LLC6,362$284K0.1%+16.4%0.000%
2/12/2026 Advisors Asset Management Inc.261,128$11.66M0.2%-11.0%0.000%
2/12/2026 Hollencrest Capital Management19,285$861K0.0%-9.0%0.000%
2/12/2026 Jane Street Group LLC6,620$296K0.0%-68.6%0.000%
2/12/2026 Commonwealth Equity Services LLC5,353$239K0.0%-82.3%0.000%
2/12/2026 Steward Partners Investment Advisory LLC108,238$4.83M0.0%-50.5%0.000%
2/12/2026 Sit Investment Associates Inc.777,688$34.72M0.7%+16.2%0.000%
2/11/2026 Cerity Partners LLC13,698$612K0.0%-49.2%0.000%
2/11/2026 LPL Financial LLC48,477$2.17M0.0%-41.5%0.000%
2/11/2026 XML Financial LLC8,466$378K0.0%+12.8%0.000%
2/11/2026 Closed 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%
2/10/2026 Northwestern Mutual Wealth Management Co.4,457$199K0.0%-50.0%0.000%
2/9/2026 Terril Brothers Inc.51,047$2.28M0.6%+124.6%0.000%
2/9/2026 Cary 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%
2/6/2026 PNC Financial Services Group Inc.2,800$125K0.0%-50.0%0.000%
2/6/2026 HighTower Advisors LLC10,046$449K0.0%+2.7%0.000%
2/5/2026 Stephens Inc. AR18,027$805K0.0%-38.4%0.000%
2/5/2026 Allworth Financial LP600$27K0.0%-50.1%0.000%
2/4/2026 Oxbow Advisors LLC58,484$2.61M0.2%-42.9%0.000%
2/3/2026 Indivisible Partners12,083$540K0.1%N/A0.000%
2/2/2026 Benjamin 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%
1/30/2026 Bogart Wealth LLC865$39K0.0%-50.1%0.000%
1/30/2026 M&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%
1/29/2026 UBS 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%
1/28/2026 Kingswood Wealth Advisors LLC14,989$669K0.0%+3.0%0.000%
1/28/2026 Absolute Investment Advisers LLC84,275$3.75M0.4%N/A0.000%
1/26/2026 Merit Financial Group LLC4,959$221K0.0%N/A0.000%
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1/26/2026 Nations Financial Group Inc. IA ADV26,828$1.20M0.1%-50.7%0.000%
1/26/2026 PFG Investments LLC10,065$449K0.0%+31.7%0.000%
1/23/2026 Eagle Bay Advisors LLC4,233$189K0.1%N/A0.000%
1/23/2026 Ritholtz Wealth Management10,069$450K0.0%-50.0%0.000%
1/21/2026 Future Financial Wealth Managment LLC15,822$739K0.5%-27.7%0.000%
1/16/2026 First Community Trust NA1,544$69K0.1%N/A0.000%
1/14/2026 TrueMark Investments LLC6,319$282K0.1%N/A0.000%
1/12/2026 Hickory Point Bank & Trust6,900$308K0.2%N/A0.000%
1/12/2026 DAVENPORT & Co LLC8,319$371K0.0%-75.8%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC27,362$1.22M0.0%-50.4%0.000%


EMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 130 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 114 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 1,796,878 shares in the last 24 months. This purchase volume represents approximately $84.31M 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 2,303,975 shares in the last 24 months. This volume of shares sold represents approximately $103.09M in transactions.



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 8/27/2026. New 13F filings are added each quarter as they're published.
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