Clearbridge Energy Mi-RTPreferred / convertible

13F holders, Q3 2025 (September 30)
74holders
1famous investor
$0.02avg. 13F price*

At the end of Q3 2025, 74 institutions reported holding Clearbridge Energy Mi-RT in their 13F filings. The largest holders were Morgan Stanley ($18K), Sit Investment Associates Inc. ($12K) and Polar Asset Management Partners Inc. ($7K). One famous investor held it Ken Griffin ( of Citadel Advisors's portfolio).

Company
Clearbridge Energy Mi-RT
CUSIP
18469P118
Latest filing quarter
Q4 2025

History

Number of 13F holders

020406080 Q3 2025: 74Q3 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q3 2025

InstitutionsTotal Value
New Positions18$34K
Exits0$0

Ownership 74 holders

Morgan Stanley — Reduce -26.4% 930,277 $18K
Sit Investment Associates Inc. — New 630,131 $12K
Polar Asset Management Partners Inc. — Add +582.4% 371,296 $7K
Sculptor Capital LP — New 372,001 $7K
Equitec Proprietary Markets, LLC — New 266,454 $5K
Wells Fargo & Company — Reduce -11.7% 239,399 $5K
Bank of America Corp. — Reduce -3.8% 224,043 $4K
Yakira Capital Management, Inc. — New 146,215 $3K
Marex Group Ltd — New 114,501 $2K
Steward Partners Investment Advisory, LLC — Reduce -3.5% 109,527 $2K
UBS Group AG — Reduce -7.3% 92,999 $2K
Almitas Capital LLC — New 77,036 $1K
Boothbay Fund Management, LLC — New 63,001 $1K
Royal Bank of Canada — Reduce -69.2% 64,738 $1K
Oxbow Advisors, LLC — Reduce -2.3% 50,610 $962
Alpine Global Management, LLC — New 48,000 $912
Raymond James Financial Inc. — Reduce -94.1% 38,460 $731
LPL Financial LLC — Reduce -26.3% 35,055 $666
Ameriprise Financial Inc. — Reduce -56.3% 32,540 $616
Stifel Financial Corp. — Reduce -70.0% 30,860 $584
Nations Financial Group Inc, /Ia/ — Reduce -8.8% 27,225 $517
IFP Advisors, Inc — Reduce -5.8% 24,297 $462
Citadel Advisors — New 20,436 $388
DAVENPORT & Co LLC — Add +2.2% 19,488 $370
Capstone Investment Advisors, LLC — No change 19,074 $362
M&T Bank Corp — No change 18,913 $359
Two Sigma Securities, LLC — New 18,335 $348
GTS Securities LLC — New 17,253 $328
Wealth Enhancement Advisory Services, LLC — Add +1.6% 27,831 $278
Stephens Inc. — Add +64.1% 14,415 $274
Osaic Holdings, Inc. — Reduce -77.1% 13,341 $254
MML Investors Services, LLC — Reduce -18.7% 13,278 $252
Cerity Partners LLC — Reduce -0.3% 13,020 $247
Sanctuary Advisors, LLC — New 12,354 $235
Cary Street Partners Financial LLC — No change 12,237 $233
D.A. Davidson & Co. — Reduce -1.3% 12,216 $232
Envestnet Asset Management Inc. — Add +23.1% 10,860 $206
Hollencrest Capital Management — No change 10,596 $201
Ritholtz Wealth Management — No change 10,071 $191
MAI Capital Management — No change 9,810 $187
Sunbelt Securities, Inc. — No change 5,166 $98
Northwestern Mutual Wealth Management Co. — Add +0.2% 4,464 $85
Private Trust Co. NA — Add +0.1% 4,311 $82
PNC Financial Services Group, Inc. — No change 2,800 $53
Activest Wealth Management — No change 2,247 $43
Harbor Investment Advisory, LLC — Add +0.1% 2,115 $40
Rockefeller Capital Management L.P. — Reduce -95.6% 1,629 $31
Wealthspire Advisors, LLC — New 891 $17
Physician Wealth Advisors, Inc. — Add +0.2% 846 $17
Bogart Wealth, LLC — Add +0.2% 867 $16
Allworth Financial LP — Add +0.5% 603 $12
Advisory Services Network, LLC — New 552 $10
Cullen/Frost Bankers, Inc. — No change 492 $9
LRI Investments, LLC — No change 456 $9
Abound Wealth Management — New 381 $8
NewEdge Advisors, LLC — Reduce -96.2% 366 $7
SOA Wealth Advisors, LLC. — Add +3.2% 225 $4
Plante Moran Financial Advisors, LLC — No change 150 $3
Principal Securities, Inc. — Reduce -10.9% 90 $2
Barclays PLC — Reduce -38.6% 35 $1
Atlantic Union Bankshares Corp — New 48 $1
Salem Investment Counselors Inc. — No change 36 $1
GPS Wealth Strategies Group, LLC — Reduce -86.2% 51 $1
Armstrong Advisory Group, Inc. — Add +8.0% 27 $1
Colonial Trust Co / SC — Add +2.6% 78 $1
JPMorgan Chase & Co. — Reduce -99.8% 25 $0
Commonwealth Equity Services, LLC — Add +3.2% 15,186 $0
Cohen & Steers, Inc. — New 5,000 $0
CIBC Private Wealth Group LLC — No change 18 $0
Virtu Financial LLC — New 20,881 $0
Cwm, LLC — Reduce -78.8% 21 $0
Arete Wealth Advisors, LLC — Reduce -10.0% 10,188 $0
FNY Investment Advisers, LLC — Reduce -85.7% 100 $0
Avion Wealth — No change 222 $0

"% of holder's portfolio" is CLEARBRIDGE ENERGY MI-RT's weight in each manager's 13F, not the share of Clearbridge Energy Mi-RT the manager owns.